Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q4 2020)
As of Dec 31, 2020, the Dorsey Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 16, 2021. 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 2020, the filing reported:
New Buys - None reported
Increases - eBay Inc., Alphabet Inc., Meta Platforms, Inc., PayPal Holdings, Inc., Smartsheet Inc., and 1 more
Reductions - Roku, Inc., Upwork Inc.
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 2020
|
EBAY
eBay Inc.
|
Buy |
+680,231
|
|
Q4 2020
|
GOOG
Alphabet Inc.
|
Buy |
+346
|
|
Q4 2020
|
META
Meta Platforms, Inc.
|
Buy |
+4,518
|
|
Q4 2020
|
PYPL
PayPal Holdings, Inc.
|
Buy |
+1,900
|
|
Q4 2020
|
ROKU
Roku, Inc.
|
Sell |
-174,772
|
|
Q4 2020
|
SMAR
Smartsheet Inc.
|
Buy |
+397,203
|
|
Q4 2020
|
UPWK
Upwork Inc.
|
Sell |
-2,064,205
|
|
Q4 2020
|
WIX
Wix
|
Buy |
+90,031
|