Pat Dorsey's Portfolio

Dorsey Asset Management 13F holdings

What is Pat Dorsey's portfolio?

Dorsey Asset Management has disclosed a total of 10 security holdings in their (2025 Q2) SEC 13F filing(s) with portfolio value of $1,115,187,507.

What stocks does Pat Dorsey own?

In Pat Dorsey's portfolio as of 30 Jun 2025, the top 5 holdings are (DHR) DANAHER CORP (16.42%), (META) META PLATFORMS INC-CLASS A (16.22%), (AER) AERCAP HOLDINGS NV (14.28%), (AZO) AUTOZONE INC (11.87%) and (GOOG) ALPHABET INC-CL C (10.53%).

To see the historical data of Dorsey Asset Management's portfolio holdings please click on the "2025 Q2" dropdown menu and select the date.

To see Dorsey Asset Management's original 13F reports (2025 Q2), please click on the "important" button.

Portfolio value: $1,115M+
Period: 2025 Q2
Number of stock: 10
Update: 14 Aug 2025
AER
14.28%
1,361,118
$117.00
2.09% $119.44
$159,250,806
+19.55% (+222,576)
+2.34%
GOOG
10.53%
661,990
$177.39
16.53% $206.72
$117,430,406
+3.64% (+23,239)
+0.37%
ASML
10.06%
139,989
$801.39
5.80% $754.89
$112,185,785
+98.37% (+69,418)
+4.99%
AZO
11.87%
35,667
$3,712.23
10.73% $4,110.61
$132,404,107
-5.00% (-1,876)
-0.62%
BKNG
9.49%
18,290
$5,789.24
1.18% $5,720.87
$105,885,200
+14.53% (+2,321)
+1.20%
DHR
16.42%
926,992
$197.54
7.22% $211.80
$183,118,000
+34.09% (+235,688)
+4.17%
ENOV
7.18%
2,553,180
$31.36
0.26% $31.44
$80,067,725
buy
+7.18%
META
16.22%
245,108
$738.09
2.26% $754.79
$180,911,764
-0.79% (-1,949)
-0.13%
SEMR
1.85%
2,284,578
$9.05
12.60% $7.91
$20,675,431
+1.23% (+27,845)
+0.02%
WIX
2.09%
146,777
$158.46
16.81% $131.82
$23,258,283
-54.04% (-172,605)
-2.45%
10 of 10

Completely sold out

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.