Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q3 2024)

As of Sep 30, 2024, the Dorsey Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 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 Q3 2024, the filing reported:

Increases - Sprout Social, Inc
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
Q3 2024
APP
Applovin Corporation
Buy - Position Entry
+698,796
Q3 2024
AZO
AutoZone, Inc.
Sell
-893
Q3 2024
DHR
Danaher Corporation
Sell
-8,928
Q3 2024
GOOG
Alphabet Inc.
Sell
-13,650
Q3 2024
HRI
Herc Holdings Inc.
Sell
-13,058
Q3 2024
META
Meta Platforms, Inc.
Sell
-7,055
Q3 2024
PYPL
PayPal Holdings, Inc.
Sell
-34,525
Q3 2024
SEMR
SEMrush Holdings, Inc.
Sell
-1,444,873
Q3 2024
SMAR
Smartsheet Inc.
Sell
-987,103
Q3 2024
SPT
Sprout Social, Inc
Buy
+250,017
Q3 2024
UPWK
Upwork Inc.
Sell
-78,148
Q3 2024
WIX
Wix
Sell
-16,965