Pat DorseyvsFrancois Rochon

Side-by-side current 13F portfolio comparison · 3 shared positions

Whale A

Dorsey Asset Management, LLC

AUM

$1.2B

Positions

Shared %

22.7%

Whale B

Giverny Capital Inc.

AUM

$3.0B

Positions

Shared %

17.4%

Common holdings · 3

Stocks both whales currently hold — sorted by combined value

Stock	Pat weight	Francois weight	Pat value	Francois value
META · Meta Platforms, Inc.	9.2%	6.9%	$106M	$207M
GOOG · Alphabet Inc.	5.9%	6.7%	$68M	$201M
BKNG · Booking Holdings Inc.	7.6%	3.8%	$87M	$115M

Unique to Pat Dorsey

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
ASML · Asml Holding N.V.	17.9%	$206M
DHR · Danaher Corporation	16.5%	$189M
AER · Aercap Holdings Nv	15.2%	$175M
RPRX · Royalty Pharma Plc	7.6%	$87M
LYV · Live Nation Entertainment In	7.5%	$86M
AZO · Autozone Inc.	7.4%	$85M
ENOV · Enovis Corporation	5.3%	$61M

Unique to Francois Rochon

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
BRK-B · Berkshire Hathaway Inc. Del	8.5%	$254M
AME · Ametek Inc.	6.7%	$201M
HEI · Heico Corp. New	6.4%	$190M
808513105 · Schwab Charles Corp.	5.3%	$158M
MEDP · Medpace Hldgs Inc.	4.9%	$148M
V · Visa, Inc.	4.8%	$143M
IBP · Installed Bldg Prods Inc.	4.5%	$135M
PGR · Progressive Corp.	4.1%	$122M
FIVE · Five Below Inc.	4.0%	$120M
GOOGL · Alphabet Inc.	3.8%	$113M

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★ WatchlistData from SEC EDGAR · whalstreet.com