whalstreet

Pat DorseyvsMairs and Power

Side-by-side current 13F portfolio comparison · 3 shared positions
Whale A
Pat Dorsey
Dorsey Asset Management, LLC
AUM
$1.2B
Positions
10
Shared %
31.6%
Whale B
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
7.1%
Common holdings · 3
Stocks both whales currently hold — sorted by combined value
StockPat weightMairs weightPat valueMairs value
GOOG · Alphabet Inc.5.9%5.1%$68M$533M
META · Meta Platforms, Inc.9.2%2.0%$106M$209M
DHR · Danaher Corporation16.5%0.0%$189M$268K
Unique to Pat Dorsey
Top 10 by value held — not in the other's portfolio
StockWeightValue
ASML · Asml Holding N.V.17.9%$206M
AER · Aercap Holdings Nv15.2%$175M
BKNG · Booking Holdings Inc.7.6%$87M
RPRX · Royalty Pharma Plc7.6%$87M
LYV · Live Nation Entertainment In7.5%$86M
AZO · Autozone Inc.7.4%$85M
ENOV · Enovis Corporation5.3%$61M
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.8.9%$925M
NVDA · Nvidia Corp.8.9%$923M
AMZN · Amazon Com Inc.5.8%$598M
JPM · Jpmorgan Chase & Co.4.0%$411M
LLY · Eli Lilly & Co.3.6%$371M
AAPL · Apple Inc.3.2%$331M
GGG · Graco Inc.3.1%$320M
V · Visa, Inc.2.7%$281M
UNH · Unitedhealth Group Inc.2.6%$274M
TTC · Toro Co.2.6%$269M
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★ WatchlistData from SEC EDGAR · whalstreet.com