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:
New Buys - Applovin Corporation
Increases - Sprout Social, Inc
Reductions - AutoZone, Inc., Danaher Corporation, Alphabet Inc., Herc Holdings Inc., Meta Platforms, Inc., and 5 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 |
|---|---|---|---|
|
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
|