As of Q1 2026, this manager reported 11 long-equity positions worth $1.26B in aggregate.
As of Q1 2026, Pat Dorsey's Dorsey Asset Management held 11 long-equity positions with a reported value of $1.26B.
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These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | Reduce -29.9% | 8.76% | 580,240 | $110.01M | $189.60 | $181.01 - $242.80(14%)$230.40 -> $189.60 |
| ASML | ASML HLDG NV | Reduce -27.1% | 14.76% | 140,295 | $185.31M | $1320.83 | $1133.48 - $1547.22(45%)$1163.78 -> $1320.83 |
| AER | AERCAP HOLDINGS NV | Reduce -7.5% | 12.27% | 1,123,489 | $154.12M | $137.18 | $130.38 - $154.94(28%)$144.63 -> $137.18 |
| GOOG | ALPHABET INC | Sold | — | 0 | $0 | — | - |
| AZO | AUTOZONE INC | Sold | — | 0 | $0 | — | - |
| ENOV | ENOVIS CORPORATION | Sold | — | 0 | $0 | — | - |