PD
Pat Dorsey (Dorsey Asset Management) disclosed reduced in AUTOZONE INC
Pat Dorsey (Dorsey Asset Management) filed a 13F change in AUTOZONE INC (53332102) on 2025-08-14, covering period end 2025-06-30.
Action
Reduced
Capital
$132,404,107 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
12 changes from Pat Dorsey (Dorsey Asset Management), filed 2025-08-14 for period end 2025-06-30.
$1.1B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
194014502 ENOVIS CORPORATION | New | $80.1M | $80.1M | 7.18% |
N07059210 ASML HOLDING N V | Increased | $65.4M | $112.2M | 5.87% |
70450Y103 PAYPAL HLDGS INC | Sold out | -$56.0M | $0 | 5.02% |
85209W109 SPROUT SOCIAL INC | Sold out | -$50.7M | $0 | 4.54% |
N00985106 AERCAP HOLDINGS NV | Increased | $42.9M | $159.3M | 3.85% |
235851102 DANAHER CORPORATION | Increased | $41.4M | $183.1M | 3.71% |
30303M102 META PLATFORMS INC | Increased | $38.5M | $180.9M | 3.45% |
09857L108 BOOKING HOLDINGS INC | Increased | $32.3M | $105.9M | 2.90% |
M98068105 WIX COM LTD | Reduced | -$28.9M | $23.3M | 2.59% |
02079K107 ALPHABET INC | Increased | $17.6M | $117.4M | 1.58% |
53332102 AUTOZONE INC | Reduced | -$10.7M | $132.4M | 0.96% |
81686C104 SEMRUSH HLDGS INC | Reduced | -$379,888 | $20.7M | 0.03% |