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
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
AER
AERCAP HOLDINGS NV
14.28%
1,361,118
$117.00
2.09% $119.44
$159,250,806
+19.55% (+222,576)
+2.34%
GOOG
ALPHABET INC-CL C
10.53%
661,990
$177.39
16.53% $206.72
$117,430,406
+3.64% (+23,239)
+0.37%
ASML
ASML HOLDING NV-NY REG SHS
10.06%
139,989
$801.39
5.80% $754.89
$112,185,785
+98.37% (+69,418)
+4.99%
AZO
AUTOZONE INC
11.87%
35,667
$3,712.23
10.73% $4,110.61
$132,404,107
-5.00% (-1,876)
-0.62%
BKNG
BOOKING HOLDINGS INC
9.49%
18,290
$5,789.24
1.18% $5,720.87
$105,885,200
+14.53% (+2,321)
+1.20%
DHR
DANAHER CORP
16.42%
926,992
$197.54
7.22% $211.80
$183,118,000
+34.09% (+235,688)
+4.17%
ENOV
ENOVIS CORP
7.18%
2,553,180
$31.36
0.26% $31.44
$80,067,725
buy
+7.18%
META
META PLATFORMS INC-CLASS A
16.22%
245,108
$738.09
2.26% $754.79
$180,911,764
-0.79% (-1,949)
-0.13%
SEMR
SEMRUSH HOLDINGS INC-A
1.85%
2,284,578
$9.05
12.60% $7.91
$20,675,431
+1.23% (+27,845)
+0.02%
WIX
WIXCOM LTD
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

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
PYPL
PAYPAL HOLDINGS INC
858,231
-5.02%
SPT
SPROUT SOCIAL INC - CLASS A
2,304,414
-4.54%

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.