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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. Pat Dorsey (Dorsey Asset Mgmt)
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  • Portfolio10
  • Performance8Q
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Pat Dorsey

Dorsey Asset Mgmt
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  • Asset Manager · CIK 0001671657
  • Concentrated
  • Mid-Size Fund

Pat Dorsey runs Dorsey Asset Mgmt, an asset manager overseeing $1.15B in disclosed equity holdings (SEC CIK 0001671657). The latest portfolio (2025Q4) discloses 10 positions across 4 sectors, with the largest positions in ASML, DHR and AERCAP HOLDINGS NV. On a mark-to-market basis the tracked portfolio has returned 21.8% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Pat's filingsView holdings↓
Portfolio
$1.15B
Positions
10
Quarter
2025Q4
Filings tracked
8
Since filing+21.8%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1
Capital flow per quarter
BuysSellsNet
+$320M+$160M$0-$160M-$320M'24Q2'24Q3'24Q4'25Q1
Latest · 2025Q1
+$66M
Lifetime buys
$620M
Lifetime sells
$619M

Quarter activity

What changed in 2025Q1 - net new, added, trimmed, exited.
New positions3 names
  • N00985AERCAP HOLDINGS NV
    +1,138,542
    $116.3M
  • BKNGBOOKING HOLDINGS INC
    +15,969
    $73.6M
  • ASMLASML HOLDING N V
    +70,571
    $46.8M
Added to2 names
  • DHRDANAHER CORPORATION
    +296,513
    $60.8M
  • METAMETA PLATFORMS INC
    +38,810
    $22.4M
Trimmed6 names
  • M98068WIX COM LTD
    −259,359
    $42.4M
  • PYPLPAYPAL HLDGS INC
    −442,952
    $28.9M
  • AZOAUTOZONE INC
    −27
    $103K
  • GOOGALPHABET INC
    −467
    $73K
  • SPTSPROUT SOCIAL INC
    −1,735
    $38K
  • SEMRSEMRUSH HLDGS INC
    −1,748
    $16K
Exited3 names
  • SMARGBPSMARTSHEET INC
    −1,447,727
    $81.1M
  • HRIHERC HLDGS INC
    −272,903
    $51.7M
  • UPWKUPWORK INC
    −3,045,142
    $49.8M

Recent transactions

Last 20 moves
NEW
L
Pat Dorsey (Dorsey Asset Mgmt) opened a new position in LYV
LIVE NATION ENTERTAINMENT IN
+602,973
~$142.50 · 2025Q4
2026-02-17
TRIM
D
Pat Dorsey (Dorsey Asset Mgmt) trimmed DHR
DANAHER CORPORATION
−33,330
~$228.92 · 2025Q4
2026-02-17
ADD
A
Pat Dorsey (Dorsey Asset Mgmt) added to ASML
ASML HOLDING N V
+19,117
~$1069.86 · 2025Q4
2026-02-17
TRIM
A
Pat Dorsey (Dorsey Asset Mgmt) trimmed AZO
AUTOZONE INC
−4,757
~$3391.50 · 2025Q4
2026-02-17
TRIM
G
Pat Dorsey (Dorsey Asset Mgmt) trimmed GOOG
ALPHABET INC
−212,412
~$313.80 · 2025Q4
2026-02-17
TRIM
N
Pat Dorsey (Dorsey Asset Mgmt) trimmed N00985106
AERCAP HOLDINGS NV
−48,939
~$143.76 · 2025Q4
2026-02-17
TRIM
G
Pat Dorsey (Dorsey Asset Mgmt) trimmed G7709Q104
ROYALTY PHARMA PLC
−90,980
~$38.64 · 2025Q4
2026-02-17
TRIM
B
Pat Dorsey (Dorsey Asset Mgmt) trimmed BKNG
BOOKING HOLDINGS INC
−658
~$5355.33 · 2025Q4
2026-02-17
TRIM
E
Pat Dorsey (Dorsey Asset Mgmt) trimmed ENOV
ENOVIS CORPORATION
−120,122
~$26.64 · 2025Q4
2026-02-17
TRIM
M
Pat Dorsey (Dorsey Asset Mgmt) trimmed META
META PLATFORMS INC
−31,774
~$660.09 · 2025Q4
2026-02-17
TRIM
A
Pat Dorsey (Dorsey Asset Mgmt) trimmed AZO
AUTOZONE INC
−5,789
~$4290.24 · 2025Q3
2025-11-14
TRIM
D
Pat Dorsey (Dorsey Asset Mgmt) trimmed DHR
DANAHER CORPORATION
−66,142
~$198.26 · 2025Q3
2025-11-14
TRIM
G
Pat Dorsey (Dorsey Asset Mgmt) trimmed GOOG
ALPHABET INC
−232,672
~$243.55 · 2025Q3
2025-11-14
TRIM
E
Pat Dorsey (Dorsey Asset Mgmt) trimmed ENOV
ENOVIS CORPORATION
−153,858
~$30.34 · 2025Q3
2025-11-14
SOLD
M
Pat Dorsey (Dorsey Asset Mgmt) exited M98068105
WIX COM LTD
−146,777
~$158.46 · 2025Q3
2025-11-14
TRIM
B
Pat Dorsey (Dorsey Asset Mgmt) trimmed BKNG
BOOKING HOLDINGS INC
−1,315
~$5399.27 · 2025Q3
2025-11-14
SOLD
S
Pat Dorsey (Dorsey Asset Mgmt) exited SEMR
SEMRUSH HLDGS INC
−2,284,578
~$9.05 · 2025Q3
2025-11-14
NEW
G
Pat Dorsey (Dorsey Asset Mgmt) opened a new position in G7709Q104
ROYALTY PHARMA PLC
+2,350,449
~$35.28 · 2025Q3
2025-11-14
TRIM
M
Pat Dorsey (Dorsey Asset Mgmt) trimmed META
META PLATFORMS INC
−52,884
~$734.38 · 2025Q3
2025-11-14
TRIM
N
Pat Dorsey (Dorsey Asset Mgmt) trimmed N00985106
AERCAP HOLDINGS NV
−97,120
~$121.00 · 2025Q3
2025-11-14