Dorsey Asset Management Pat Dorsey
Top positions activity
Value History
Quarterly report: Q4 2025
Total portfolio value: $1.2B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
ASML
|
ASML Holding NV - New York Shares | 205.8M 17.88% | 192.3K | +19.1K ↑11.04% | |
|
DHR
|
Danaher Corp. | 189.4M 16.46% | 827.5K | -33.3K ↓3.87% | |
|
AER
|
Aercap Holdings N.V. | 174.7M 15.18% | 1.2M | -48.9K ↓3.87% | |
|
FB
|
Meta Platforms Inc - Class A | 105.9M 9.2% | 160.4K | -31.8K ↓16.53% | |
|
BKNG
|
Booking Holdings Inc | 87.4M 7.59% | 16.3K | -658 ↓3.88% | |
|
RPRX
|
Royalty Pharma plc - Class A | 87.3M 7.58% | 2.3M | -91.0K ↓3.87% | |
|
LYV
|
Live Nation Entertainment Inc | 85.9M 7.46% | 603.0K | +603.0K Newly Added | |
|
AZO
|
Autozone Inc. | 85.2M 7.4% | 25.1K | -4.8K ↓15.92% | |
|
GOOG
|
Alphabet Inc - Class C | 68.1M 5.91% | 216.9K | -212.4K ↓49.48% |