Pat Dorsey - Dorsey Asset Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    11
Portfolio value:    $1,255,861,264
Holdings Activity Buys Sells    History
Holding/activity history for  Semrush Hldgs Inc (SEMR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 1.85 SEC
2025   Q2 2,284,578 1.85 Add 1.23% 0.02 $9.05 $20,675,431 SEC
2025   Q1 2,256,733 2.23 Reduce 0.08% <0.01 $9.33 $21,055,319 SEC
2024   Q4 2,258,481 2.77 Add 6.84% 0.18 $11.88 $26,830,754 SEC
2024   Q3 2,113,947 3.58 Reduce 40.60% 2.31 $15.71 $33,210,107 SEC
2024   Q2 3,558,820 5.68 Reduce 6.47% 0.38 $13.39 $47,652,600 SEC
2024   Q1 3,805,121 5.87 Add 37.86% 1.61 $13.26 $50,455,904 SEC
2023   Q4 2,760,039 4.85 Reduce 7.59% 0.25 $13.66 $37,702,133 SEC
2023   Q3 2,986,788 3.31 Reduce 1.16% 0.04 $8.50 $25,387,698 SEC
2023   Q2 3,021,897 3.83 Reduce 9.82% 0.38 $9.57 $28,919,554 SEC
2023   Q1 3,350,938 3.82 Reduce 5.58% 0.23 $10.05 $33,676,927 SEC
2022   Q4 3,548,943 4.20 Reduce 0.99% 0.05 $8.14 $28,888,396 SEC
2022   Q3 3,584,582 4.87 Add 3.95% 0.19 $11.21 $40,183,164 SEC
2022   Q2 3,448,221 5.57 Add 0.08% <0.01 $12.93 $44,585,000 SEC
2022   Q1 3,445,361 3.96 Add 31.66% 0.95 $11.94 $41,138,000 SEC
2021   Q4 2,616,838 4.65 Add 2.59% 0.12 $20.85 $54,561,000 SEC
2021   Q3 2,550,725 5.13 Buy 5.13 $23.06 $58,820,000 SEC