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Dorsey Asset Management (Pat Dorsey) - FilingSpy
Dorsey Asset Management
Pat Dorsey
$970.04M
13F
2024 Q4
5 of 37 quarters
Overview
Activity
Holdings
Buys
WIX
Wix.com Ltd
$92.59M
+ $31.57M
=
$124.17M
553.9K
+24.8K (+4.49%)
GOOG
Alphabet Inc
$75.51M
+ $46.23M
=
$121.73M
451.6K
+187.6K (+41.54%)
AZO
Autozone Inc
$92.79M
+ $27.51M
=
$120.30M
29.5K
+8.1K (+27.54%)
PYPL
PayPal Holdings, Inc.
$90.71M
+ $20.34M
=
$111.06M
1.16M
+138.7K (+11.93%)
DHR
Danaher Corporation
$82.71M
+ $7.92M
=
$90.62M
297.5K
+97.3K (+32.71%)
SPT
Sprout Social Inc.
$57.44M
+ $13.38M
=
$70.82M
1.98M
+330.2K (+16.71%)
UPWK
Upwork Inc.
$27.66M
+ $22.13M
=
$49.79M
2.65M
+398.0K (+15.04%)
SEMR
Semrush Holdings, Inc.
$33.21M
- $6.38M
=
$26.83M
2.11M
+144.5K (+6.84%)
Sells
APP
EXIT
Applovin Corporation
$91.23M
- $91.23M
=
Closed
-698.8K shares (100%)
META
Meta Platforms Inc
$133.19M
- $11.26M
=
$121.93M
208.2K left
-24.4K (-10.50%)
SMAR
Smartsheet Inc.
$82.67M
- $1.55M
=
$81.12M
1.45M left
-45.6K (-3.05%)
HRI
Herc Holdings Inc
$67.93M
- $16.26M
=
$51.67M
272.9K left
-153.2K (-35.95%)
