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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/
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  3. Pat Dorsey (Dorsey Asset Mgmt)
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Pat Dorsey

Dorsey Asset Mgmt
Share
  • 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

Holdings

Sorted by value · 2024Q3
12 positions
1
M
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
14.36%
of portfolio
Number of shares
232,669 sh
Holdings current value
$133.19M
Avg closing price
$499.84
+31.9%
Last action
Trimmed 12.0%
2025Q4
Current $659.15
2
A
AZOAUTOZONE INC
Consumer Cyclical·Auto Parts
10.00%
of portfolio
Number of shares
29,458 sh
Holdings current value
$92.79M
Avg closing price
$3128
+15.0%
Last action
Trimmed 13.9%
2025Q4
Current $3597
3
M
M98068105WIX COM LTD
9.98%
of portfolio
Number of shares
553,894 sh
Holdings current value
$92.59M
Avg closing price
$140.79
Last action
Exited
2025Q3
Current —
4
A
APPAPPLOVIN CORP
Communication Services·Advertising Agencies
9.83%
of portfolio
Number of shares
698,796 sh
Holdings current value
$91.23M
Avg closing price
$130.55
+247.9%
Last action
Exited
2024Q4
Current $454.17
5
P
PYPLPAYPAL HLDGS INC
Financial Services·Credit Services
9.78%
of portfolio
Number of shares
1,162,523 sh
Holdings current value
$90.71M
Avg closing price
$68.95
-27.8%
Last action
Exited
2025Q2
Current $49.75
6
D
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
8.92%
of portfolio
Number of shares
297,492 sh
Holdings current value
$82.71M
Avg closing price
$220.03
-18.8%
Last action
Trimmed 10.1%
2025Q4
Current $178.57
7
S
SMARGBPSMARTSHEET INC
8.91%
of portfolio
Number of shares
1,493,286 sh
Holdings current value
$82.67M
Avg closing price
$38.50
Last action
Exited
2025Q1
Current —
8
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
8.14%
of portfolio
Number of shares
451,618 sh
Holdings current value
$75.51M
Avg closing price
$163.95
+106.0%
Last action
Trimmed 32.0%
2025Q4
Current $337.75
9
H
HRIHERC HLDGS INC
Industrials·Rental & Leasing Services
7.32%
of portfolio
Number of shares
426,060 sh
Holdings current value
$67.93M
Avg closing price
$168.30
-27.8%
Last action
Exited
2025Q1
Current $121.46
10
S
SPTSPROUT SOCIAL INC
Technology·Software - Application
6.19%
of portfolio
Number of shares
1,975,994 sh
Holdings current value
$57.44M
Avg closing price
$34.25
-83.7%
Last action
Exited
2025Q2
Current $5.60
11
S
SEMRSEMRUSH HLDGS INC
Technology·Software - Application
3.58%
of portfolio
Number of shares
2,113,947 sh
Holdings current value
$33.21M
Avg closing price
$13.12
-8.7%
Last action
Exited
2025Q3
Current $11.98
12
U
UPWKUPWORK INC
Communication Services·Internet Content & Information
2.98%
of portfolio
Number of shares
2,647,145 sh
Holdings current value
$27.66M
Avg closing price
$12.79
-18.1%
Last action
Exited
2025Q1
Current $10.48

Portfolio heatmap

Box size = % of portfolio · color = return since filing
META
14.36% · +15.1%
AZO
10.00% · +14.2%
WIX COM LTD
9.98%
APP
9.83% · +247.9%
PYPL
9.78% · -36.2%
DHR
8.92% · -35.8%
SMARGBP
8.91%
GOOG
8.14% · +102.0%
HRI
7.32% · -23.8%
SPT
6.19% · -80.7%
SEMR
3.58% · -23.7%
UPWK
2.98% · +0.3%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Communication Services4 pos$327.6M43.5%
  • Consumer Cyclical1 pos$92.8M12.3%
  • Financial Services1 pos$90.7M12.1%
  • Technology2 pos$90.7M12.0%
  • Healthcare1 pos$82.7M11.0%
  • Industrials1 pos$67.9M9.0%
(18.9% unclassified, excluded from %)