Dorsey Asset Management Pat Dorsey
Top positions activity
Value History
Quarterly report: Q2 2025
Total portfolio value: $1.1B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
DHR
|
Danaher Corp. | 183.1M 16.42% | 927.0K | +235.7K ↑34.09% | |
|
FB
|
Meta Platforms Inc - Class A | 180.9M 16.22% | 245.1K | -1.9K ↓0.79% | |
|
AER
|
Aercap Holdings N.V. | 159.3M 14.28% | 1.4M | +222.6K ↑19.55% | |
|
AZO
|
Autozone Inc. | 132.4M 11.87% | 35.7K | -1.9K ↓5.00% | |
|
GOOG
|
Alphabet Inc - Class C | 117.4M 10.53% | 662.0K | +23.2K ↑3.64% | |
|
ASML
|
ASML Holding NV - New York Shares | 112.2M 10.05% | 140.0K | +69.4K ↑98.37% | |
|
BKNG
|
Booking Holdings Inc | 105.9M 9.49% | 18.3K | +2.3K ↑14.53% | |
|
WIX
|
Wix.com Ltd | 23.3M 2.08% | 146.8K | -172.6K ↓54.04% | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 20.7M 1.85% | 2.3M | +27.8K ↑1.23% |
Sold Out Positions
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