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← Pat Dorsey

Pat Dorsey's 2025Q1 portfolio

Pat Dorsey (Dorsey Asset Management) held 5 positions as of Mar 31, 2025, with the largest position at 15.1% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2025 (5)

  1. 1METAMeta Platforms Inc-class A
    % port
    15.1%
    +2.5pp vs prior Qnow 7.4%
  2. 2DHRDanaher Corp
    % port
    15.0%
    +5.7pp vs prior Qnow 8.8%
  3. 3AERAercap Holdings NV
    % port
    12.3%
  4. 4BKNGBooking Holdings Inc
    % port
    7.8%
    now 5.5%
  5. 5ASMLAsml Hldg NV
    % port
    5.0%
    now 14.8%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.