Pat Dorsey · Dorsey Asset Management, LLC
| Period: | Q1 2025 |
| Portfolio date: | Mar 31, 2025 |
| No. of stocks: | 11 |
| Portfolio value: | $944M |
Viewing historical Q1 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| AZO · Autozone Inc. | 15.17 | Reduce 0.07% | 37,543 | $3812.78 | $143,143,200 | $3496.19 | -8.30% | $3210.72 | $4388.11 |
| META · Meta Platforms, Inc. | 15.09 | Add 18.64% | 247,057 | $576.36 | $142,393,773 | $609.63 | +5.77% | $520.26 | $796.25 |
| DHR · Danaher Corporation | 15.02 | Add 75.11% | 691,304 | $205.00 | $141,717,320 | $171.16 | -16.51% | $170.74 | $242.80 |
| AER · Aercap Holdings Nv | 12.33 | New | 1,138,542 | $102.17 | $116,324,836 | $150.00 | +46.81% | $105.65 | $154.94 |
| GOOG · Alphabet Inc. | 10.58 | Reduce 0.07% | 638,751 | $156.23 | $99,792,069 | $400.71 | +156.49% | $156.16 | $402.00 |
| BKNG · Booking Holdings Inc. | 7.80 | New | 15,969 | $4606.91 | $73,567,746 | $165.99 | -96.40% | $150.62 | $233.58 |
| PYPL · Paypal Holdings, Inc. | 5.93 | Reduce 34.04% | 858,231 | $65.25 | $55,999,573 | $45.37 | -30.47% | $38.46 | $79.50 |
| WIX · Wix Com Ltd. | 5.53 | Reduce 44.81% | 319,382 | $163.38 | $52,180,631 | $80.12 | -50.96% | $60.22 | $191.24 |
| SPT · Sprout Social Inc. | 5.37 | Reduce 0.08% | 2,304,414 | $21.99 | $50,674,064 | — | — | — | — |
| ASML · Asml Holding N.V. | 4.96 | New | 70,571 | $662.63 | $46,762,462 | $1592.02 | +140.26% | $683.48 | $1595.31 |
| SEMR · Semrush Hldgs Inc. | 2.23 | Reduce 0.08% | 2,256,733 | $9.33 | $21,055,319 | — | — | — | — |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
7 sectors represented
Whales with similar holdings to Pat Dorsey
Ranked by number of overlapping positions in current portfolios
Articles & Commentaries
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★ WatchlistData from SEC EDGAR · whalstreet.com