- Portfolio
- Activity
Pat Dorsey Holdings Activity
Dorsey Asset Management Portfolio 13F
Dorsey Asset Management has disclosed a total of 12 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 6, bought 1 totally new, decreased the number of shares of 3 and completely sold out 2 position(s).
What stocks is Pat Dorsey buying now?
In the recent quarter Pat Dorsey has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (ENOV) ENOVIS CORP (new buy), (ASML) ASML HOLDING NV-NY REG SHS (added shares +98.37%), (DHR) DANAHER CORP (added shares +34.09%), (AER) AERCAP HOLDINGS NV (added shares +19.55%) and (BKNG) BOOKING HOLDINGS INC (added shares +14.53%).
What does Pat Dorsey invest in?
Pat Dorsey's top 5 holdings (by % of portfolio) 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%).
In the latest report(s) the following changes have been made to the top investments: (DHR) DANAHER CORP (added shares +34.09%), (META) META PLATFORMS INC-CLASS A (reduced shares -0.79%), (AER) AERCAP HOLDINGS NV (added shares +19.55%), (AZO) AUTOZONE INC (reduced shares -5%) and (GOOG) ALPHABET INC-CL C (added shares +3.64%).
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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.