Pat Dorsey - Dorsey Asset Management
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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Updated 2026-05-07 from SEC 13F data.
Live quotes available for 9 of 11 rows. Rows without a quote are marked unavailable.
| 1 | DHR | DANAHER CORP | 15.34% | Reduce -7.1% | 860,850 | $170.67M | $198.26 | |
| 2 | ASML | ASML HOLDING N.V. | 15.07% | Add +23.7% | 173,226 | $167.7M | $968.09 | |
| 3 | AER | AERCAP | 13.75% | Reduce -7.1% | 1,263,998 | $152.94M | $121.00 | |
| 4 | META | META PLATFORMS INC | 12.69% | Reduce -21.6% | 192,224 | $141.17M | $734.38 | |
| 5 | AZO | AUTOZONE | 11.52% | Reduce -16.2% | 29,878 | $128.18M | $4290.24 | |
| 6 | GOOG | ALPHABET INC CLASS C | 9.40% | Reduce -35.1% | 429,318 | $104.56M | $243.55 | |
| 7 | BKNG | BOOKING HOLDINGS | 8.24% | Reduce -7.2% | 16,975 | $91.65M | $5399.27 | |
| 8 | RPRX | ROYALTY PHARMA PLC | 7.45% | New | 2,350,449 | $82.92M | $35.28 | |
| 9 | ENOV | ENOVIS CORPORATION | 6.54% | Reduce -6.0% | 2,399,322 | $72.8M | $30.34 | |
| 11 | WIX | WIX COM LTD | - | Sold | 0 | $0 | No quote | No quote |
| 10 | SEMR | SEMRUSH HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |