What did Pat Dorsey buy in Q4 2024?

Pat Dorsey opened 0 new positions and added to 3 existing holdings in the Q4 2024 13F.

What did Pat Dorsey sell in Q4 2024?

Pat Dorsey exited 1 position (APP) and trimmed 1.

What Pat Dorsey bought and sold in Q4 2024

In Q4 2024, Pat Dorsey (Dorsey Asset Management) added to 3, trimmed 1, exited 1 (APP). The book stood at $970M across 11 positions, filed Feb 14, 2025.

0New3Added1Trimmed1Exited

Share𝕏 in

Added to (3)

GOOGAlphabet Inc-cl C+42% shares · 12.5% · $122M
AZOAutozone Inc+28% shares · 12.4% · $120M
DHRDanaher Corp+33% shares · 9.3% · $91M

Trimmed (1)

HRIHerc Holdings Inc-36% shares · 5.3% · $52M

Exited (1)

APPApplovin Corp-class Awas 9.8% of book

Pat Dorsey's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Pat Dorsey's full portfolio →The whole cohort in Q4 2024 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.