Dorsey Asset Management Pat Dorsey
Top positions activity
Value History
Quarterly report: Q3 2025
Total portfolio value: $1.1B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
DHR
|
Danaher Corp. | 170.7M 15.33% | 860.9K | -66.1K ↓7.14% | |
|
ASML
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ASML Holding NV - New York Shares | 167.7M 15.07% | 173.2K | +33.2K ↑23.74% | |
|
AER
|
Aercap Holdings N.V. | 152.9M 13.74% | 1.3M | -97.1K ↓7.14% | |
|
FB
|
Meta Platforms Inc - Class A | 141.2M 12.68% | 192.2K | -52.9K ↓21.58% | |
|
AZO
|
Autozone Inc. | 128.2M 11.52% | 29.9K | -5.8K ↓16.23% | |
|
GOOG
|
Alphabet Inc - Class C | 104.6M 9.39% | 429.3K | -232.7K ↓35.15% | |
|
BKNG
|
Booking Holdings Inc | 91.7M 8.23% | 17.0K | -1.3K ↓7.19% | |
|
RPRX
|
Royalty Pharma plc - Class A | 82.9M 7.45% | 2.4M | +2.4M Newly Added |
Sold Out Positions
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