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 14 rows. Rows without a quote are marked unavailable.
| 1 | AZO | AUTOZONE INC | 15.17% | Reduce -0.1% | 37,543 | $143.14M | $3812.78 | |
| 2 | META | META PLATFORMS INC | 15.09% | Add +18.6% | 247,057 | $142.39M | $576.36 | |
| 3 | DHR | DANAHER CORPORATION | 15.02% | Add +75.1% | 691,304 | $141.72M | $205.00 | |
| 4 | AER | AERCAP HOLDINGS NV | 12.33% | New | 1,138,542 | $116.32M | $102.17 | |
| 5 | GOOG | ALPHABET INC | 10.58% | Reduce -0.1% | 638,751 | $99.79M | $156.23 | |
| 6 | BKNG | BOOKING HOLDINGS INC | 7.80% | New | 15,969 | $73.57M | $4606.91 | |
| 7 | PYPL | PAYPAL HLDGS INC | 5.93% | Reduce -34.0% | 858,231 | $56M | $65.25 | |
| 8 | WIX | WIX COM LTD | 5.53% | Reduce -44.8% | 319,382 | $52.18M | $163.38 | |
| 9 | SPT | SPROUT SOCIAL INC | 5.37% | Reduce -0.1% | 2,304,414 | $50.67M | No quote | No quote |
| 10 | ASML | ASML HOLDING N V | 4.96% | New | 70,571 | $46.76M | $662.63 | |
| 11 | SEMR | SEMRUSH HLDGS INC | 2.23% | Reduce -0.1% | 2,256,733 | $21.06M | No quote | No quote |
| 14 | UPWK | UPWORK INC | - | Sold | 0 | $0 | No quote | No quote |
| 13 | SMAR | SMARTSHEET INC | - | Sold | 0 | $0 | No quote | No quote |
| 12 | HRI | HERC HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |