PD
Pat Dorsey (Dorsey Asset Management) disclosed reduced in HERC HLDGS INC
Pat Dorsey (Dorsey Asset Management) filed a 13F change in HERC HLDGS INC (42704L104) on 2025-02-14, covering period end 2024-12-31.
Action
Reduced
Capital
$51,668,725 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
12 changes from Pat Dorsey (Dorsey Asset Management), filed 2025-02-14 for period end 2024-12-31.
$970.0M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
03831W108 APPLOVIN CORP | Sold out | -$91.2M | $0 | 9.40% |
02079K107 ALPHABET INC | Increased | $46.2M | $121.7M | 4.77% |
M98068105 WIX COM LTD | Increased | $31.6M | $124.2M | 3.25% |
53332102 AUTOZONE INC | Increased | $27.5M | $120.3M | 2.84% |
91688F104 UPWORK INC | Increased | $22.1M | $49.8M | 2.28% |
70450Y103 PAYPAL HLDGS INC | Increased | $20.3M | $111.1M | 2.10% |
42704L104 HERC HLDGS INC | Reduced | -$16.3M | $51.7M | 1.68% |
85209W109 SPROUT SOCIAL INC | Increased | $13.4M | $70.8M | 1.38% |
30303M102 META PLATFORMS INC | Reduced | -$11.3M | $121.9M | 1.16% |
235851102 DANAHER CORPORATION | Increased | $7.9M | $90.6M | 0.82% |
81686C104 SEMRUSH HLDGS INC | Reduced | -$6.4M | $26.8M | 0.66% |
83200N103 SMARTSHEET INC | Reduced | -$1.6M | $81.1M | 0.16% |