Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q2 2024)
According to the SEC 13F filed on Aug 14, 2024, the Dorsey Asset Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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 Q2 2024, the filing reported:
New Buys - Sprout Social, Inc
Increases - AutoZone, Inc.
Reductions - Danaher Corporation, Alphabet Inc., Herc Holdings Inc., Meta Platforms, Inc., PayPal Holdings, Inc., and 4 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 | Type | Change Qty |
|---|---|---|---|
|
Q2 2024
|
AZO
AutoZone, Inc.
|
Buy |
+7,069
|
|
Q2 2024
|
DHR
Danaher Corporation
|
Sell |
-3,944
|
|
Q2 2024
|
GOOG
Alphabet Inc.
|
Sell |
-381,029
|
|
Q2 2024
|
HRI
Herc Holdings Inc.
|
Sell |
-5,651
|
|
Q2 2024
|
META
Meta Platforms, Inc.
|
Sell |
-47,502
|
|
Q2 2024
|
PYPL
PayPal Holdings, Inc.
|
Sell |
-15,414
|
|
Q2 2024
|
SEMR
SEMrush Holdings, Inc.
|
Sell |
-246,301
|
|
Q2 2024
|
SMAR
Smartsheet Inc.
|
Sell |
-31,939
|
|
Q2 2024
|
SPT
Sprout Social, Inc
|
Buy - Position Entry |
+1,725,977
|
|
Q2 2024
|
UPWK
Upwork Inc.
|
Sell |
-35,094
|
|
Q2 2024
|
WIX
Wix
|
Sell |
-184,581
|