What Pat Dorsey Bought in Q2 2024
Dorsey Asset Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-06-30 · Filed · Historical
$839.4M
Total Value
11
Holdings
1
New Buys
9
Reduced
In Q2 2024, Pat Dorsey reported 11 long equity positions worth $839.4M in their Dorsey Asset Management 13F filing, including 1 new positions (largest: SPROUT SOCIAL INC at $61.6M) and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | 239724 | $120.9M | 14.40% | -16.5% |
| 2 | SMARGBP | SMARTSHEET INC | 2480389 | $109.3M | 13.03% | -1.3% |
| 3 | WIX | WIX COM LTD | 570859 | $90.8M | 10.82% | -24.4% |
| 4 | AZO | AUTOZONE INC | 30351 | $90.0M | 10.72% | +30.4% |
| 5 | GOOG | ALPHABET INC | 465268 | $85.3M | 10.17% | -45.0% |
| 6 | DHR | DANAHER CORPORATION | 306420 | $76.6M | 9.12% | -1.3% |
| 7 | PYPL | PAYPAL HLDGS INC | 1197048 | $69.5M | 8.28% | -1.3% |
| 8 | SPT | SPROUT SOCIAL INC | 1725977 | $61.6M | 7.34% | NEW |
| 9 | HRI | HERC HLDGS INC | 439118 | $58.5M | 6.97% | -1.3% |
| 10 | SEMR | SEMRUSH HLDGS INC | 3558820 | $47.7M | 5.68% | -6.5% |
| 11 | UPWK | UPWORK INC | 2725293 | $29.3M | 3.49% | -1.3% |