Pat Dorsey - Dorsey Asset Management Portfolio

Period Date  Mar 31, 2025
Filing Date  May 15, 2025
Total Stocks  11
Portfolio Value  $943.61M

Portfolio Overview

Comprehensive analysis of Pat Dorsey's investment portfolio

8
Total Holdings
$943.6M
Portfolio Value
Mar 31, 2025
Latest Filing
15.2%
Largest Position

Top Holdings

1
AZO
AUTOZONE INC
$143.1M
15.2%
-0.0%
2
META
META PLATFORMS INC
$142.4M
15.1%
+0.2%
3
DHR
DANAHER CORPORATION
$141.7M
15.0%
+0.8%
4
GOOG
ALPHABET INC
$99.8M
10.6%
-0.0%
5
BKNG
BOOKING HOLDINGS INC
$73.6M
7.8%
+1.0%

Recent Activity

BKNG
Booking Holdings Inc. Common St
-15,969
Jun 30, 2025
AZO
AutoZone, Inc.
-37,543
Jun 30, 2025
META
Meta Platforms, Inc.
-247,057
Jun 30, 2025
Pat Dorsey - Dorsey Asset Management Portfolio & Holdings (2024) | insiderset.com