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← Pat Dorsey

Pat Dorsey's 2025Q4 portfolio

Pat Dorsey (Dorsey Asset Management) held 7 positions as of Dec 31, 2025, with the largest position at 17.9% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q4but 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 Dec 31, 2025 (7)

  1. 1ASMLAsml Hldg NV
    % port
    17.9%
    +2.8pp vs prior Qnow 14.8%
  2. 2DHRDanaher Corp
    % port
    16.5%
    +1.1pp vs prior Qnow 8.8%
  3. 3AERAercap Holdings NV
    % port
    15.2%
    +1.4pp vs prior Qnow 12.3%
  4. 4METAMeta Platforms Inc-class A
    % port
    9.2%
    -3.5pp vs prior Qnow 7.4%
  5. 5BKNGBooking Holdings Inc
    % port
    7.6%
    -0.6pp vs prior Qnow 5.5%
  6. 6RPRXRoyalty Pharma Plc
    % port
    7.6%
    +0.1pp vs prior Qnow 8.7%
  7. 7LYVLive Nation Entertainment IN
    % port
    7.5%

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.