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Pat DorseyvsTriple Frond Partners LLC

Side-by-side current 13F portfolio comparison · 4 shared positions
Whale A
Pat Dorsey
Dorsey Asset Management, LLC
AUM
$1.2B
Positions
10
Shared %
40.5%
Whale B
Triple Frond Partners LLC
Triple Frond Partners LLC
AUM
$962M
Positions
12
Shared %
33.9%
Common holdings · 4
Stocks both whales currently hold — sorted by combined value
StockPat weightTriple weightPat valueTriple value
ASML · Asml Holding N.V.17.9%11.9%$206M$114M
GOOG · Alphabet Inc.5.9%11.5%$68M$111M
META · Meta Platforms, Inc.9.2%6.7%$106M$64M
LYV · Live Nation Entertainment In7.5%3.8%$86M$36M
Unique to Pat Dorsey
Top 10 by value held — not in the other's portfolio
StockWeightValue
DHR · Danaher Corporation16.5%$189M
AER · Aercap Holdings Nv15.2%$175M
BKNG · Booking Holdings Inc.7.6%$87M
RPRX · Royalty Pharma Plc7.6%$87M
AZO · Autozone Inc.7.4%$85M
ENOV · Enovis Corporation5.3%$61M
Unique to Triple Frond Partners LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.17.7%$170M
TDG · Transdigm Group Inc.14.4%$138M
AMZN · Amazon Com Inc.11.5%$110M
LRCX · Lam Research Corp.5.3%$51M
ILMN · Illumina Inc.5.1%$49M
TRU · Transunion4.9%$47M
CCC · Ccc Intelligent Solutions Hl4.0%$38M
CHTR · Charter Communications Inc. N3.3%$32M
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★ WatchlistData from SEC EDGAR · whalstreet.com