Pat Dorsey

Dorsey Asset Management

Pat Dorsey (Dorsey Asset Management) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Pat Dorsey (Dorsey Asset Management) portfolio page tracks Dorsey Asset Management holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Dorsey Asset Management owns and how disclosed positions change over time. Pat Dorsey (Dorsey Asset Management)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Sunbelt Rentals Holdings Inc (SUNB), APPLOVIN CORP (APP), S&P Global Inc (SPGI), AutoZone Inc (AZO), and Danaher Corp (DHR). Investors use Dorsey Asset Management 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

History Trades

CompanyValueActionChangePriceCurrent Price
Live Nation Entertainment IncLYV$85.9MOtherQ4 2025 13F$86M$128.54$159.51
AutoZone IncAZO$-43.0MTrimQ4 2025 13F$43M$3,641.96$3,074.04
ASML Holding NVASML$38.1MAddQ4 2025 13F$38M$1,038.72$1,749.04
Alphabet Cl CGOOG$-36.5MTrimQ4 2025 13F$36M$286.47$334.69
Meta Platforms IncMETA$-35.3MTrimQ4 2025 13F$35M$667.77$585.39
AerCap Holdings NVAER$21.7MAddQ4 2025 13F$22M$132.45$135.71
Danaher CorpDHR$18.8MAddQ4 2025 13F$19M$214.99$183.53
Enovis CorporationENOV$-12.1MTrimQ4 2025 13F$12M--$23.11
Royalty Pharma plcRPRX$4.4MAddQ4 2025 13F$4.4M--$53.97
Booking Holdings IncBKNG$-4.3MTrimQ4 2025 13F$4.3M$205.75$162.30
Royalty Pharma plcRPRX$82.9MOtherQ3 2025 13F$83M--$53.97
ASML Holding NVASML$55.5MAddQ3 2025 13F$56M$959.81$1,749.04
Meta Platforms IncMETA$-39.7MTrimQ3 2025 13F$40M$744.28$585.39
Wix.com Ltd.WIX$-23.3MExitQ3 2025 13F$23M--$48.21
Semrush Holdings, Inc.SEMR$-20.7MExitQ3 2025 13F$21M--$12.00
Booking Holdings IncBKNG$-14.2MTrimQ3 2025 13F$14M$220.36$162.30
Alphabet Cl CGOOG$-12.9MTrimQ3 2025 13F$13M$210.20$334.69
Danaher CorpDHR$-12.4MTrimQ3 2025 13F$12M$194.47$183.53
Enovis CorporationENOV$-7.3MTrimQ3 2025 13F$7.3M--$23.11
AerCap Holdings NVAER$-6.3MTrimQ3 2025 13F$6.3M$116.75$135.71
AutoZone IncAZO$-4.2MTrimQ3 2025 13F$4.2M$4,120.00$3,074.04
Enovis CorporationENOV$80.1MOtherQ2 2025 13F$80M--$23.11
ASML Holding NVASML$65.4MAddQ2 2025 13F$65M--$1,749.04
Paypal HoldingsPYPL$-56.0MExitQ2 2025 13F$56M$62.00$41.26
Sprout Social, Inc.SPT$-50.7MExitQ2 2025 13F$51M--$6.75
AerCap Holdings NVAER$42.9MAddQ2 2025 13F$43M$108.03$135.71
Danaher CorpDHR$41.4MAddQ2 2025 13F$41M$195.91$183.53
Meta Platforms IncMETA$38.5MAddQ2 2025 13F$39M$617.26$585.39
Booking Holdings IncBKNG$32.3MAddQ2 2025 13F$32M--$162.30
Wix.com Ltd.WIX$-28.9MTrimQ2 2025 13F$29M--$48.21
Alphabet Cl CGOOG$17.6MAddQ2 2025 13F$18M$165.11$334.69
AutoZone IncAZO$-10.7MTrimQ2 2025 13F$11M--$3,074.04
Semrush Holdings, Inc.SEMR$-379.9KTrimQ2 2025 13F$380k--$12.00
AerCap Holdings NVAER$116.3MOtherQ1 2025 13F$116M$98.97$135.71
Smartsheet Inc.SMAR$-81.1MExitQ1 2025 13F$81M--$56.47
Booking Holdings IncBKNG$73.6MOtherQ1 2025 13F$74M--$162.30
Wix.com Ltd.WIX$-72.0MTrimQ1 2025 13F$72M--$48.21
Paypal HoldingsPYPL$-55.1MTrimQ1 2025 13F$55M--$41.26
Herc Holdings IncHRI$-51.7MExitQ1 2025 13F$52M--$137.98
Danaher CorpDHR$51.1MAddQ1 2025 13F$51M$203.59$183.53
UPWORK, INCUPWK$-49.8MExitQ1 2025 13F$50M--$8.64
ASML Holding NVASML$46.8MOtherQ1 2025 13F$47M--$1,749.04
AutoZone IncAZO$22.8MAddQ1 2025 13F$23M--$3,074.04
Alphabet Cl CGOOG$-21.9MTrimQ1 2025 13F$22M$183.12$334.69
Meta Platforms IncMETA$20.5MAddQ1 2025 13F$20M$645.17$585.39
Sprout Social, Inc.SPT$-20.1MTrimQ1 2025 13F$20M--$6.75
Semrush Holdings, Inc.SEMR$-5.8MTrimQ1 2025 13F$5.8M--$12.00
APPLOVIN CORPAPP$-91.2MExitQ4 2024 13F$91M--$496.77
Alphabet Cl CGOOG$46.2MAddQ4 2024 13F$46M$176.50$334.69
Wix.com Ltd.WIX$31.6MAddQ4 2024 13F$32M--$48.21
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