Pat Dorsey · Dorsey Asset Management, LLC
| Period: | Q3 2025 |
| Portfolio date: | Sep 30, 2025 |
| No. of stocks: | 9 |
| Portfolio value: | $1.1B |
Viewing historical Q3 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 |
|---|---|---|---|---|---|---|---|---|---|
| DHR · Danaher Corporation | 15.34 | Reduce 7.14% | 860,850 | $198.26 | $170,672,121 | $171.16 | -13.67% | $170.74 | $242.80 |
| ASML · Asml Holding N.V. | 15.07 | Add 23.74% | 173,226 | $968.09 | $167,698,358 | $1592.02 | +64.45% | $683.48 | $1595.31 |
| AER · Aercap Holdings Nv | 13.75 | Reduce 7.14% | 1,263,998 | $121.00 | $152,943,758 | $150.00 | +23.97% | $105.65 | $154.94 |
| META · Meta Platforms, Inc. | 12.69 | Reduce 21.58% | 192,224 | $734.38 | $141,165,461 | $609.63 | -16.99% | $520.26 | $796.25 |
| AZO · Autozone Inc. | 11.52 | Reduce 16.23% | 29,878 | $4290.24 | $128,183,791 | $3496.19 | -18.51% | $3210.72 | $4388.11 |
| GOOG · Alphabet Inc. | 9.40 | Reduce 35.15% | 429,318 | $243.55 | $104,560,399 | $400.71 | +64.53% | $156.16 | $402.00 |
| BKNG · Booking Holdings Inc. | 8.24 | Reduce 7.19% | 16,975 | $5399.27 | $91,652,608 | $165.99 | -96.93% | $150.62 | $233.58 |
| RPRX · Royalty Pharma Plc | 7.45 | New | 2,350,449 | $35.28 | $82,923,841 | $50.79 | +43.96% | $32.15 | $51.65 |
| ENOV · Enovis Corporation | 6.54 | Reduce 6.03% | 2,399,322 | $30.34 | $72,795,429 | $26.52 | -12.59% | $21.00 | $37.85 |
* 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
5 sectors represented
Whales with similar holdings to Pat Dorsey
Ranked by number of overlapping positions in current portfolios
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