Exited position

Pat Dorsey’s Disney (DIS) 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 reportedQ2 2021Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares777.75KHighest verified quarter-end share count
Quarters reported8Verified quarters with shares above zero
What happened?

Dorsey Asset Management LLC first reported Disney in Q2 2021. 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 Q4 2023, 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.

Q4 2023
Sold the entire position−627.31K shares · No shares reported at quarter-end
Q3 2023
Sold 3.3% of the position−21.50K shares · 627.31K shares remained
Filing context

Quarter-end price $81.05 · Estimated holding basis $89.28

Q2 2022
Bought 0.07% more+554 shares · 740.16K shares reported after the change
Filing context

Quarter-end price $94.40 · Estimated holding basis $172.34

Q1 2022
Bought 7.9% more+54.35K shares · 739.61K shares reported after the change
Filing context

Quarter-end price $137.16 · Estimated holding basis $172.40

Q4 2021
Sold 11.9% of the position−92.49K shares · 685.26K shares remained
Filing context

Quarter-end price $154.89 · Estimated holding basis $175.19

Q3 2021
Bought 9.6% more+68.18K shares · 777.75K shares reported after the change
Filing context

Quarter-end price $169.17 · Estimated holding basis $175.19

Portfolio importance

How important was Disney 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 weight6.6%Q3 2023
Last reported rank#7of 10 reported positions
Peak portfolio weight11.5%Q3 2021
Best historical rank#4Q1 2022
At peak importanceQ3 2021
DIS
11.5%
Largest holding
17.0%
Cross-investor discovery

Who else owns Disney?

Also reported by 5 other tracked investors in their latest verified filings.

Christopher BloomstranSemper Augustus Investments Group LLC
DIS1.7% of reported portfolio
Joel GreenblattGotham Asset Management
DIS0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
DIS0.0% of reported portfolio
Explore Disney 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$102.672026-09-18

Market context only; not an investor transaction price.

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

View Disney stock page →

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.