Pat Dorsey Portfolio Holdings

Dorsey Asset Management, LLC

  • $1.11 Billion
  • Q3 2025

Dorsey Asset Management, LLC, under direction of Pat Dorsey has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.11 Billion distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Danaher Corp with a value of $171M, Asml Holding Nv with a value of $168M, Aer Cap Holdings N.V. with a value of $153M, Meta Platforms, Inc. with a value of $141M, and Autozone Inc with a value of $128M.

Examining the 13F form we can see an decrease of $2.59M in the current position value, from $1.12B to 1.11B.

Dorsey Asset Management, LLC is based out at Chicago, IL

Below you can find more details about Pat Dorsey portfolio as well as his latest detailed transactions.

Portfolio value $1.11 Billion
Healthcare: $254 Million
Communication Services: $246 Million
Industrials: $226 Million
Consumer Cyclical: $220 Million
Technology: $168 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Pat Dorsey

Pat Dorsey

Pat Dorsey is the founder and president of Dorsey Asset Management, a successful investment firm that focuses on value investing. Dorsey is known for his expertise in value investing and his disciplined approach to investing. He has generated strong returns for his clients over the long term.
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Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $1.11 Billion
  • Prior Value $1.12 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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