What Pat Dorsey Bought in Q3 2024
Dorsey Asset Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$927.6M
Total Value
12
Holdings
1
New Buys
10
Reduced
In Q3 2024, Pat Dorsey reported 12 long equity positions worth $927.6M in their Dorsey Asset Management 13F filing, including 1 new positions (largest: APPLOVIN CORP at $91.2M) and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | 232669 | $133.2M | 14.36% | -2.9% |
| 2 | AZO | AUTOZONE INC | 29458 | $92.8M | 10.00% | -2.9% |
| 3 | WIX | WIX COM LTD | 553894 | $92.6M | 9.98% | -3.0% |
| 4 | APP | APPLOVIN CORP | 698796 | $91.2M | 9.83% | NEW |
| 5 | PYPL | PAYPAL HLDGS INC | 1162523 | $90.7M | 9.78% | -2.9% |
| 6 | DHR | DANAHER CORPORATION | 297492 | $82.7M | 8.92% | -2.9% |
| 7 | SMARGBP | SMARTSHEET INC | 1493286 | $82.7M | 8.91% | -39.8% |
| 8 | GOOG | ALPHABET INC | 451618 | $75.5M | 8.14% | -2.9% |
| 9 | HRI | HERC HLDGS INC | 426060 | $67.9M | 7.32% | -3.0% |
| 10 | SPT | SPROUT SOCIAL INC | 1975994 | $57.4M | 6.19% | +14.5% |
| 11 | SEMR | SEMRUSH HLDGS INC | 2113947 | $33.2M | 3.58% | -40.6% |
| 12 | UPWK | UPWORK INC | 2647145 | $27.7M | 2.98% | -2.9% |