13F filing recap · Q4 2024
What did Dorsey Asset Management buy in Q4 2024?
Reported stock-position changes between this filing and the previous one.
Stock value
$970.04M
Positions
11
Estimated turnover
27.0%
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 exited Applovin entirely and substantially reduced Herc Holdings. The firm also substantially added to Alphabet, while increasing positions in Autozone, Danaher, PayPal, Sprout Social, and Upwork. Meta Platforms was trimmed, and Wix.com, Smartsheet, and Semrush saw slight adjustments.
Increased positions
WIXWix.com Ltd.$124.17Mreported value+24.8K shares+4.5%GOOGAlphabet Inc.$121.73Mreported value+187.6K shares+41.5%AZOAutozone Inc$120.30Mreported value+8.1K shares+27.5%PYPLPayPal Holdings, Inc.$111.06Mreported value+138.7K shares+11.9%DHRDanaher Corporation$90.62Mreported value+97.3K shares+32.7%SPTSprout Social, Inc.$70.82Mreported value+330.2K shares+16.7%UPWKUpwork Inc.$49.79Mreported value+398.0K shares+15.0%SEMRSemrush Holdings, Inc.$26.83Mreported value+144.5K shares+6.8%