What Pat Dorsey Bought in Q1 2024
Dorsey Asset Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$860.2M
Total Value
10
Holdings
0
New Buys
0
Reduced
In Q1 2024, Pat Dorsey reported 10 long equity positions worth $860.2M in their Dorsey Asset Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | 287226 | $139.5M | 16.21% | — |
| 2 | GOOG | ALPHABET INC | 846297 | $128.9M | 14.98% | — |
| 3 | WIX | WIX COM LTD | 755440 | $103.9M | 12.07% | — |
| 4 | SMARGBP | SMARTSHEET INC | 2512328 | $96.7M | 11.24% | — |
| 5 | PYPL | PAYPAL HLDGS INC | 1212462 | $81.2M | 9.44% | — |
| 6 | DHR | DANAHER CORPORATION | 310364 | $77.5M | 9.01% | — |
| 7 | HRI | HERC HLDGS INC | 444769 | $74.9M | 8.70% | — |
| 8 | AZO | AUTOZONE INC | 23282 | $73.4M | 8.53% | — |
| 9 | SEMR | SEMRUSH HLDGS INC | 3805121 | $50.5M | 5.87% | — |
| 10 | UPWK | UPWORK INC | 2760387 | $33.8M | 3.93% | — |