Pat Dorsey - Dorsey Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    11
Portfolio value:    $1,255,861,264
Holdings Activity Buys Sells    History
Holding/activity history for  Roku, Inc. (ROKU)
← All ROKU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 6.62 $60.55–98.44 · VW $80.04i SEC
2023   Q2 781,185 6.62 Reduce 32.80% 2.85 $51.62–75.45 · VW $61.29i $49,964,593 SEC
2023   Q1 1,162,463 8.68 Reduce 30.71% 3.05 $39.00–76.62 · VW $60.27i $76,513,315 SEC
2022   Q4 1,677,711 9.93 Add 12.23% 1.08 $38.26–63.30 · VW $52.38i $68,282,838 SEC
2022   Q3 1,494,862 10.22 Add 5.15% 0.50 $55.17–97.93 · VW $75.07i $84,310,217 SEC
2022   Q2 1,421,597 14.58 Add 109.92% 7.63 $72.63–135.99 · VW $94.22i $116,770,000 SEC
2022   Q1 677,215 8.17 Buy 8.17 $97.91–238.35 · VW $140.02i $84,835,000 SEC
2021   Q1 0 0.00 Sell 100.00% 5.59 $292.92–486.72 · VW $392.35i SEC
2020   Q4 128,601 5.59 Reduce 57.61% 4.90 $196.52–363.44 · VW $263.56i $42,698,000 SEC
2020   Q3 303,373 8.51 Reduce 11.40% 0.74 $128.66–203.56 · VW $162.44i $57,277,000 SEC
2020   Q2 342,401 6.45 Reduce 30.53% 3.32 $83.50–138.79 · VW $117.89i $39,900,000 SEC
2020   Q1 492,874 10.88 Add 35.60% 2.86 $58.22–151.20 · VW $112.44i $43,117,000 SEC
2019   Q4 363,488 9.58 Buy 9.58 $104.26–168.85 · VW $138.61i $48,671,000 SEC
Price snapshot:
Current price$142.34
52-week low$78.53
52-week high$148.88