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.
Biggest Wins
| Position | Reported Price | Current Price | Est. P/L | Return | Est. Value |
|---|---|---|---|---|---|
| $1,320.83 | $1,749.04 | +$60M | +32.4% | $245M | |
| $398.00 | $496.77 | +$31M | +24.8% | $157M | |
| $65.09 | $79.04 | +$31M | +21.4% | $174M | |
| $47.97 | $53.97 | +$14M | +12.5% | $123M | |
| $152.51 | $159.51 | +$4.3M | +4.59% | $97M | |
| $71.93 | $73.85 | +$2.1M | +2.67% | $81M | |
| $572.13 | $585.39 | +$2.1M | +2.32% | $95M |