Pat Dorsey

Dorsey Asset Management

Pat Dorsey is the manager of Dorsey Asset Management, known for its strategic investment approach. The firm has been active in the market, with its latest disclosures revealing a range of exits, position reductions, and increases across various sectors, particularly in technology and communication services. From August 14, 2024, to May 15, 2026, Dorsey Asset Management's disclosed moves included a notable transaction involving Sunbelt Rentals Holdings Inc (SUNB), with a reported value of $143.5 million, reflecting the firm's dynamic trading strategy.

History Trades

CompanyValueActionChangePriceLast Price
AutoZone IncAZO$27.5MAddQ4 2024 13F$28M$3,166.27$3,005.17
UPWORK, INCUPWK$22.1MAddQ4 2024 13F$22M--$9.59
PayPal Holdings, Inc.PYPL$20.3MAddQ4 2024 13F$20M$84.08$56.80
Herc Holdings IncHRI$-16.3MTrimQ4 2024 13F$16M$189.33$148.94
Sprout Social, Inc.SPT$13.4MAddQ4 2024 13F$13M--$8.62
Meta Platforms, Inc.META$122M208.2k sharesTrimQ4 2024 13F$11M$586.98$627.17
Danaher CorpDHR$7.9MAddQ4 2024 13F$8M$245.76$205.04
Semrush Holdings, Inc.SEMR$-6.4MTrimQ4 2024 13F$6M--$12.00
Smartsheet Inc.SMAR$-1.6MTrimQ4 2024 13F$2M--$56.47
APPLOVIN CORPAPP$91.2MOtherQ3 2024 13F$91M$91.24$427.01
Smartsheet Inc.SMAR$-26.7MTrimQ3 2024 13F$27M--$56.47
PayPal Holdings, Inc.PYPL$21.2MAddQ3 2024 13F$21M$66.89$56.80
Semrush Holdings, Inc.SEMR$-14.4MTrimQ3 2024 13F$14M--$12.00
Meta Platforms, Inc.META$133M232.7k sharesAddQ3 2024 13F$12M$514.55$627.17
Alphabet Inc.GOOG$76M451.6k sharesTrimQ3 2024 13F$10M$169.25$341.91
Herc Holdings IncHRI$9.4MAddQ3 2024 13F$9M--$148.94
Danaher CorpDHR$6.1MAddQ3 2024 13F$6M$264.64$205.04
Sprout Social, Inc.SPT$-4.1MTrimQ3 2024 13F$4M--$8.62
AutoZone IncAZO$2.8MAddQ3 2024 13F$3M$3,150.04$3,005.17
Wix.com Ltd.WIX$1.8MAddQ3 2024 13F$2M--$53.03
UPWORK, INCUPWK$-1.6MTrimQ3 2024 13F$2M--$9.59
Sprout Social, Inc.SPT$61.6MOtherQ2 2024 13F$62M--$8.62
Alphabet Inc.GOOG$85M465.3k sharesTrimQ2 2024 13F$44M$170.10$341.91
Meta Platforms, Inc.META$121M239.7k sharesTrimQ2 2024 13F$19M$486.09$627.17
AutoZone IncAZO$16.6MAddQ2 2024 13F$17M$2,927.39$3,005.17
Herc Holdings IncHRI$-16.3MTrimQ2 2024 13F$16M--$148.94
Wix.com Ltd.WIX$-13.1MTrimQ2 2024 13F$13M--$53.03
Smartsheet Inc.SMAR$12.6MAddQ2 2024 13F$13M--$56.47
PayPal Holdings, Inc.PYPL$-11.8MTrimQ2 2024 13F$12M$63.61$56.80
UPWORK, INCUPWK$-4.5MTrimQ2 2024 13F$5M--$9.59
Semrush Holdings, Inc.SEMR$-2.8MTrimQ2 2024 13F$3M--$12.00
Danaher CorpDHR$-945.1KTrimQ2 2024 13F$945k$252.65$205.04
AutoZone IncAZO$73.4MOtherQ1 2024 13F$73M$2,858.33$3,005.17
Smartsheet Inc.SMAR$-25.0MTrimQ1 2024 13F$25M--$56.47
Semrush Holdings, Inc.SEMR$12.8MAddQ1 2024 13F$13M--$12.00
Wix.com Ltd.WIX$9.7MAddQ1 2024 13F$10M--$53.03
Alphabet Inc.GOOG$129M846.3k sharesAddQ1 2024 13F$8M$144.34$341.91
UPWORK, INCUPWK$-7.8MTrimQ1 2024 13F$8M--$9.59
PayPal Holdings, Inc.PYPL$5.8MAddQ1 2024 13F$6M$61.37$56.80
Danaher CorpDHR$4.7MAddQ1 2024 13F$5M$244.03$205.04
Meta Platforms, Inc.META$139M287.2k sharesAddQ1 2024 13F$3M$446.07$627.17
Herc Holdings IncHRI$-2.1MTrimQ1 2024 13F$2M--$148.94
Pat Dorsey (Dorsey Asset Management) other Unmapped 13F securityPORTFOLIO$73M314.5k sharesOtherQ4 2023 13F$73M$231.34--
Pat Dorsey (Dorsey Asset Management) exit Unmapped 13F securityPORTFOLIO$-50.8MExitQ4 2023 13F$51M----
Pat Dorsey (Dorsey Asset Management) exit Unmapped 13F securityPORTFOLIO$-28.9MExitQ4 2023 13F$29M----
Pat Dorsey (Dorsey Asset Management) add Unmapped 13F securityPORTFOLIO$77M516.9k sharesAddQ4 2023 13F$25M$148.89--
Pat Dorsey (Dorsey Asset Management) trim Unmapped 13F securityPORTFOLIO$94M765.6k sharesTrimQ4 2023 13F$19M$123.02--
Pat Dorsey (Dorsey Asset Management) add Unmapped 13F securityPORTFOLIO$122M2.5M sharesAddQ4 2023 13F$13M$47.82--
Pat Dorsey (Dorsey Asset Management) add Unmapped 13F securityPORTFOLIO$38M2.8M sharesAddQ4 2023 13F$12M$13.66--
Pat Dorsey (Dorsey Asset Management) trim Unmapped 13F securityPORTFOLIO$42M2.8M sharesTrimQ4 2023 13F$9M$14.87--
Showing 51-100 of 103