What did Pat Dorsey buy in Q2 2025?

Pat Dorsey opened 1 new position (ENOV) and added to 2 existing holdings in the Q2 2025 13F.

What did Pat Dorsey sell in Q2 2025?

Pat Dorsey exited 2 positions (PYPL, SPT) and trimmed 1.

What Pat Dorsey bought and sold in Q2 2025

In Q2 2025, Pat Dorsey (Dorsey Asset Management) opened 1 new position — including ENOV (7.2%), added to 2, trimmed 1, exited 2 (PYPL, SPT). The book stood at $1.12B across 10 positions, filed Aug 14, 2025.

1New2Added1Trimmed2Exited

Share𝕏 in

New positions (1)

ENOVEnovis Corp7.2% · $80M

Added to (2)

DHRDanaher Corp+34% shares · 16.4% · $183M
ASMLAsml Holding N V+98% shares · 10.1% · $112M

Trimmed (1)

WIXWix Com Ltd-54% shares · 2.1% · $23M

Exited (2)

PYPLPaypal Holdings Incwas 5.9% of book
SPTSprout Social Inc - Class Awas 5.4% of book

Pat Dorsey's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q1 2025 changes Q4 2024 changes

Pat Dorsey's full portfolio →The whole cohort in Q2 2025 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.