What Pat Dorsey Bought in Q4 2024
Dorsey Asset Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$970.0M
Total Value
11
Holdings
0
New Buys
3
Reduced
In Q4 2024, Pat Dorsey reported 11 long equity positions worth $970.0M in their Dorsey Asset Management 13F filing and 8 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | WIX | WIX COM LTD | 578741 | $124.2M | 12.80% | +4.5% |
| 2 | META | META PLATFORMS INC | 208247 | $121.9M | 12.57% | -10.5% |
| 3 | GOOG | ALPHABET INC | 639218 | $121.7M | 12.55% | +41.5% |
| 4 | AZO | AUTOZONE INC | 37570 | $120.3M | 12.40% | +27.5% |
| 5 | PYPL | PAYPAL HLDGS INC | 1301183 | $111.1M | 11.45% | +11.9% |
| 6 | DHR | DANAHER CORPORATION | 394791 | $90.6M | 9.34% | +32.7% |
| 7 | SMARGBP | SMARTSHEET INC | 1447727 | $81.1M | 8.36% | -3.1% |
| 8 | SPT | SPROUT SOCIAL INC | 2306149 | $70.8M | 7.30% | +16.7% |
| 9 | HRI | HERC HLDGS INC | 272903 | $51.7M | 5.33% | -35.9% |
| 10 | UPWK | UPWORK INC | 3045142 | $49.8M | 5.13% | +15.0% |
| 11 | SEMR | SEMRUSH HLDGS INC | 2258481 | $26.8M | 2.77% | +6.8% |