Exited position

Pat Dorsey’s Alphabet Inc (GOOG) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Dorsey Asset Management LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2017Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares907.61KHighest verified quarter-end share count
Quarters reported34Verified quarters with shares above zero
What happened?

Dorsey Asset Management LLC first reported Alphabet Inc in Q1 2017. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Dorsey Asset Management LLC sold the entire position in Q1 2026, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q1 2026
Sold the entire position−216.91K shares · No shares reported at quarter-end
Q4 2025
Sold 49.5% of the position−212.41K shares · 216.91K shares remained
Filing context

Quarter-end price $313.80 · Estimated holding basis $144.01

Q3 2025
Sold 35.1% of the position−232.67K shares · 429.32K shares remained
Filing context

Quarter-end price $243.55 · Estimated holding basis $144.01

Q2 2025
Bought 3.6% more+23.24K shares · 661.99K shares reported after the change
Filing context

Quarter-end price $177.39 · Estimated holding basis $144.01

Q1 2025
Sold 0.07% of the position−467 shares · 638.75K shares remained
Filing context

Quarter-end price $156.23 · Estimated holding basis $142.79

Q4 2024
Bought 41.5% more+187.60K shares · 639.22K shares reported after the change
Filing context

Quarter-end price $190.44 · Estimated holding basis $142.79

1 unchanged quarter is collapsed by default.

Portfolio importance

How important was Alphabet Inc in Dorsey Asset Management LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight5.9%Q4 2025
Last reported rank#9of 10 reported positions
Peak portfolio weight15.6%Q3 2023
Best historical rank#2Q3 2023
At peak importanceQ3 2023
GOOG
15.6%
Largest holding
18.4%
Cross-investor discovery

Who else owns Alphabet Inc?

Also reported by 10 other tracked investors in their latest verified filings.

Li LuHimalaya Capital Management
GOOG23.4% of reported portfolio
Tom RussoGardner Russo & Quinn · formerly Gardner Russo & Gardner
GOOG12.1% of reported portfolio
Seth KlarmanBaupost Group
GOOG9.0% of reported portfolio
Explore Alphabet Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$344.412026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Dorsey Asset Management, LLC’s Form 13F disclosures—not Pat Dorsey’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.