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.