Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q4 2016)
As of Dec 31, 2016, the Dorsey Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q4 2016, the filing reported:
New Buys - ANSYS, Inc., Brookfield Asset Management Ltd., The Descartes Systems Group Inc, Meta Platforms, Inc., Roper Technologies, Inc.
Increases - None reported
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q4 2016
|
ANSS
ANSYS, Inc.
|
Buy - Position Entry |
+154,357
|
|
Q4 2016
|
BAM
Brookfield Asset Management Ltd.
|
Buy - Position Entry |
+524,826
|
|
Q4 2016
|
DSGX
The Descartes Systems Group Inc
|
Buy - Position Entry |
+751,707
|
|
Q4 2016
|
META
Meta Platforms, Inc.
|
Buy - Position Entry |
+187,015
|
|
Q4 2016
|
ROP
Roper Technologies, Inc.
|
Buy - Position Entry |
+92,223
|