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Pat Dorsey
DORSEY ASSET MANAGEMENT, LLC
Latest filing: 2026-03-31
Pat Dorsey runs DORSEY ASSET MANAGEMENT, LLC and currently holds 11 stock positions, which is fewer than the average of 236 among the investors we track. The portfolio is valued at approximately $1.26B. Their top holdings are ASML, AER, SUNB, APP, DHR. The top five represent 57.3% of reported portfolio weight. Pat Dorsey ranks #839 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Pat Dorsey initiated 4 new positions. They added to 4 existing positions. They trimmed 3 positions. Their current best-performing preview position is RPRX with returns of +24.15%.
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11 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 ASML ASML HLDG NV | 14.76% | $805.97 | $1,551.40 | +92.49% | Trimmed -27.06% |
 AER AERCAP HOLDINGS NV | 12.27% | $104.60 | $149.55 | +42.97% | Trimmed -7.54% |
 SUNB SUNBELT RENTALS HOLDINGS INC | 11.43% | $65.09 | $72.34 | +11.14% | New Buy |
 APP APPLOVIN CORP | 10.04% | $398.00 | $406.31 | +2.09% | New Buy |
 DHR DANAHER CORP DEL | 8.76% | $214.13 | $201.13 | -6.07% | Trimmed -29.88% |
 RPRX ROYALTY PHARMA PLC | 8.70% | $35.38 | $60.14 | +69.98% | Added +0.76% |
 SPGI S&P GLOBAL INC | 7.54% | $425.34 | $419.95 | -1.27% | New Buy |
 LYV LIVE NATION ENTERTAINMENT IN | 7.38% | $142.58 | $180.31 | +26.46% | Added +0.77% |
 META META PLATFORMS INC | 7.37% | $239.73 | $589.13 | +145.75% | Added +0.77% |
 UBER UBER TECHNOLOGIES INC | 6.24% | $71.93 | $70.03 | -2.64% | New Buy |
Showing 1-10 of 11