Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q1 2024)

As of Mar 31, 2024, the Dorsey Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2024. 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 Q1 2024, the filing reported:

New Buys - AutoZone, Inc.

Increases - SEMrush Holdings, Inc.

Reductions - Danaher Corporation, Alphabet Inc., Herc Holdings Inc., Meta Platforms, Inc., PayPal Holdings, Inc., and 3 more

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	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2024	AZO AutoZone, Inc.	AutoZone, Inc.	Buy - Position Entry	+23,282	-	$73.38M	23,282
Q1 2024	DHR Danaher Corporation	Danaher Corporation	Sell	-4,152	-1.3%	$77.50M	310,364
Q1 2024	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-11,350	-1.3%	$128.86M	846,297
Q1 2024	HRI Herc Holdings Inc.	Herc Holdings Inc.	Sell	-72,125	-14.0%	$74.85M	444,769
Q1 2024	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-98,907	-25.6%	$139.47M	287,226
Q1 2024	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Sell	-16,258	-1.3%	$81.22M	1,212,462
Q1 2024	SEMR SEMrush Holdings, Inc.	SEMrush Holdings, Inc.	Buy	+1,045,082	+37.9%	$50.46M	3,805,121
Q1 2024	SMAR Smartsheet Inc.	Smartsheet Inc.	Sell	-33,704	-1.3%	$96.72M	2,512,328
Q1 2024	UPWK Upwork Inc.	Upwork Inc.	Sell	-37,059	-1.3%	$33.84M	2,760,387
Q1 2024	WIX Wix	Wix	Sell	-10,145	-1.3%	$103.86M	755,440