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

According to the SEC 13F filed on May 15, 2024, the Dorsey Asset Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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