13F filing recap · Q3 2024
What did Dorsey Asset Management buy in Q3 2024?
Reported stock-position changes between this filing and the previous one.
Stock value
$927.64M
Positions
12
Estimated turnover
22.2%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Dorsey Asset Management opened a new position in Applovin Corp. The firm slightly trimmed Meta Platforms, Autozone, Wix.com, PayPal, Danaher, Alphabet, Herc Holdings, and Upwork. It substantially reduced Smartsheet and Semrush Holdings, while moderately adding to Sprout Social.