DAM
Dorsey Asset Management’s Semrush SEMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7M | Buy |
2,284,578
+27,845
| +1% | +$252K | 1.85% | 10 |
|
|
2025
Q1 | $21.1M | Sell |
2,256,733
-1,748
| -0.1% | -$16.3K | 2.23% | 11 |
|
|
2024
Q4 | $26.8M | Buy |
2,258,481
+144,534
| +7% | +$1.72M | 2.77% | 11 |
|
|
2024
Q3 | $33.2M | Sell |
2,113,947
-1,444,873
| -41% | -$22.7M | 3.58% | 11 |
|
|
2024
Q2 | $47.7M | Sell |
3,558,820
-246,301
| -6% | -$3.3M | 5.68% | 10 |
|
|
2024
Q1 | $50.5M | Buy |
3,805,121
+1,045,082
| +38% | +$13.9M | 5.87% | 9 |
|
|
2023
Q4 | $37.7M | Sell |
2,760,039
-226,749
| -8% | -$3.1M | 4.85% | 9 |
|
|
2023
Q3 | $25.4M | Sell |
2,986,788
-35,109
| -1% | -$298K | 3.31% | 10 |
|
|
2023
Q2 | $28.9M | Sell |
3,021,897
-329,041
| -10% | -$3.15M | 3.83% | 9 |
|
|
2023
Q1 | $33.7M | Sell |
3,350,938
-198,005
| -6% | -$1.99M | 3.82% | 8 |
|
|
2022
Q4 | $28.9M | Sell |
3,548,943
-35,639
| -1% | -$290K | 4.2% | 8 |
|
|
2022
Q3 | $40.2M | Buy |
3,584,582
+136,361
| +4% | +$1.53M | 4.87% | 9 |
|
|
2022
Q2 | $44.6M | Buy |
3,448,221
+2,860
| +0.1% | +$37K | 5.57% | 10 |
|
|
2022
Q1 | $41.1M | Buy |
3,445,361
+828,523
| +32% | +$9.89M | 3.96% | 10 |
|
|
2021
Q4 | $54.6M | Buy |
2,616,838
+66,113
| +3% | +$1.38M | 4.66% | 9 |
|
|
2021
Q3 | $58.8M | Buy |
+2,550,725
| New | +$58.8M | 5.13% | 9 |
|