Pat Dorsey
Dorsey Asset Management
| Stock 10 | % of Portfolio Weight of this holding as a percentage of the total portfolio | Value Total dollar value of the position (shares x price) | Shares Number of shares held | Reported Price Price per share as reported in the SEC filing | Recent Activity Activity in the most recent 13F filing with percentage change | Current Price within 52W Range Current stock price positioned within the 52-week high/low range | +/- Reported Price Percentage change from the filing reported price to the current price. Green = gain, Red = loss |
|---|---|---|---|---|---|---|---|
 A ASML ASML HOLDING N V | 17.89% | $205.78M | 192,343 | $1,069.86 | Add 11.04% | $1,317 $590.20 $1,527 | +23.12% |
 D DHR Danaher | 16.47% | $189.44M | 827,520 | $228.92 | Reduce 3.87% | $191.12 $173.44 $241.54 | -16.51% |
 A AER AERCAP HOLDINGS NV | 15.18% | $174.68M | 1,215,059 | $143.76 | Reduce 3.87% | $139.18 $88.31 $154.41 | -3.19% |
 M META Meta Platforms, Inc. | 9.21% | $105.91M | 160,450 | $660.09 | Reduce 16.53% | $574.46 $483.15 $788.15 | -12.97% |
 B BKNG Booking Holdings, Inc. | 7.60% | $87.38M | 16,317 | $5,355.27 | Reduce 3.88% | $4,194 $3,862 $5,782 | -21.68% |
 R RPRX Royalty Pharma | 7.59% | $87.31M | 2,259,469 | $38.64 | Reduce 3.87% | $48.57 $30.13 $48.57 | +25.70% |
 L LYV Live Nation Entertainment, Inc. | 7.47% | $85.92M | 602,973 | $142.50 | Buy | $155.75 $118.81 $174.06 | +9.30% |
 A AZO AUTOZONE, INC. | 7.41% | $85.20M | 25,121 | $3,391.47 | Reduce 15.92% | $3,401 $3,245 $4,355 | +0.27% |
 A GOOG Alphabet Class C | 5.92% | $68.06M | 216,906 | $313.80 | Reduce 49.48% | $294.46 $146.08 $344.66 | -6.16% |
 E ENOV Enovis Corporation | 5.28% | $60.72M | 2,279,200 | $26.64 | Reduce 5.01% | $22.64 $21.46 $37.35 | -15.01% |
News about Pat Dorsey's top holdings
Frequently Asked Questions
What stocks does Pat Dorsey own in 2026?
As of Q1 2026, Pat Dorsey's Dorsey Asset Management holds 10 stocks worth $1.15B. The largest position is ASML. Data from SEC 13F filing dated 2026-02-17 00:00:00.000Z.
What did Pat Dorsey buy and sell recently?
View the Activity tab above to see which positions Pat Dorsey added, increased, decreased, or sold in Q1 2026. The activity data comes from comparing consecutive 13F filings.
What is Pat Dorsey's top stock holding?
The largest position is ASML. Pat Dorsey's Dorsey Asset Management holds 10 total positions worth $1.15B. Visit the holdings table above to see the complete portfolio ranked by position size.
What sectors does Pat Dorsey invest in?
Pat Dorsey's portfolio of 10 stocks is diversified across multiple sectors. The portfolio is most concentrated in the Healthcare sector. The sector chart above shows the full allocation breakdown by portfolio value.
What is Pat Dorsey's investment strategy?
Pat Dorsey manages Dorsey Asset Management using a value investment approach. The portfolio currently holds 10 positions with total assets of $1.15B. The portfolio is most concentrated in the Healthcare sector.
What is Pat Dorsey's portfolio worth in 2026?
Pat Dorsey's Dorsey Asset Management manages $1.15B in disclosed 13F holdings across 10 positions as of Q1 2026. This represents the total market value of equity positions reported to the SEC.
How often does Pat Dorsey update portfolio holdings?
Pat Dorsey's Dorsey Asset Management files 13F reports with the SEC quarterly. The most recent filing is dated 2026-02-17 00:00:00.000Z, covering holdings as of Q1 2026. New data appears within 24 hours of each filing.
How do I track Pat Dorsey's portfolio changes over time?
Use the Activity tab to compare Pat Dorsey's holdings across quarters. You can see new positions, additions, reductions, and exits for each quarter going back multiple years. The data comes from Dorsey Asset Management's SEC 13F filings.