Dorsey Asset Management Pat Dorsey
Top positions activity
Value History
Quarterly report: Q3 2024
Total portfolio value: $927.6M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FB
|
Meta Platforms Inc - Class A | 133.2M 14.35% | 232.7K | -7.1K ↓2.94% | |
|
AZO
|
Autozone Inc. | 92.8M 10% | 29.5K | -893 ↓2.94% | |
|
WIX
|
Wix.com Ltd | 92.6M 9.98% | 553.9K | -17.0K ↓2.97% | |
|
AP+
|
Ampco-Pittsburgh Corp. - Warrants (01/08/2025) | 91.2M 9.83% | 698.8K | +698.8K Newly Added | |
|
PYPL
|
PayPal Holdings Inc | 90.7M 9.77% | 1.2M | -34.5K ↓2.88% | |
|
DHR
|
Danaher Corp. | 82.7M 8.91% | 297.5K | -8.9K ↓2.91% | |
|
SMAR
|
Smartsheet Inc - Class A | 82.7M 8.91% | 1.5M | -987.1K ↓39.80% | |
|
GOOG
|
Alphabet Inc - Class C | 75.5M 8.13% | 451.6K | -13.7K ↓2.93% | |
|
HRI
|
Herc Holdings Inc | 67.9M 7.32% | 426.1K | -13.1K ↓2.97% | |
|
SPT
|
Sprout Social Inc Class A | 57.4M 6.19% | 2.0M | +250.0K ↑14.49% | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 33.2M 3.58% | 2.1M | -1.4M ↓40.60% | |
|
UPWK
|
Upwork Inc | 27.7M 2.98% | 2.6M | -78.1K ↓2.87% |