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← Pat Dorsey

Pat Dorsey's 2025Q3 portfolio

Pat Dorsey (Dorsey Asset Management) held 6 positions as of Sep 30, 2025, with the largest position at 15.3% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q3but 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 Sep 30, 2025 (6)

  1. 1DHRDanaher Corp
    % port
    15.3%
    -1.1pp vs prior Qnow 8.8%
  2. 2ASMLAsml Hldg NV
    % port
    15.1%
    +5.0pp vs prior Qnow 14.8%
  3. 3AERAercap Holdings NV
    % port
    13.7%
    -0.5pp vs prior Qnow 12.3%
  4. 4METAMeta Platforms Inc-class A
    % port
    12.7%
    -3.5pp vs prior Qnow 7.4%
  5. 5BKNGBooking Holdings Inc
    % port
    8.2%
    -1.3pp vs prior Qnow 5.5%
  6. 6RPRXRoyalty Pharma Plc
    % port
    7.5%
    now 8.7%

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.