Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q3 2024)
According to the SEC 13F filed on Nov 14, 2024, the Dorsey Asset Management portfolio showed several notable changes in holdings as of quarter-end Sep 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 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
|