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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 · 2024Q4
11 positions
1
M
M98068105WIX COM LTD
12.80%
of portfolio
Number of shares
578,741 sh
Holdings current value
$124.17M
Avg closing price
$140.79
Last action
Exited
2025Q3
Current —
2
M
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
12.57%
of portfolio
Number of shares
208,247 sh
Holdings current value
$121.93M
Avg closing price
$499.84
+31.9%
Last action
Trimmed 13.2%
2025Q4
Current $659.15
3
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
12.55%
of portfolio
Number of shares
639,218 sh
Holdings current value
$121.73M
Avg closing price
$163.95
+106.0%
Last action
Trimmed 24.9%
2025Q4
Current $337.75
4
A
AZOAUTOZONE INC
Consumer Cyclical·Auto Parts
12.40%
of portfolio
Number of shares
37,570 sh
Holdings current value
$120.30M
Avg closing price
$3128
+15.0%
Last action
Trimmed 11.2%
2025Q4
Current $3597
5
P
PYPLPAYPAL HLDGS INC
Financial Services·Credit Services
11.45%
of portfolio
Number of shares
1,301,183 sh
Holdings current value
$111.06M
Avg closing price
$68.95
-27.8%
Last action
Exited
2025Q2
Current $49.75
6
D
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
9.34%
of portfolio
Number of shares
394,791 sh
Holdings current value
$90.62M
Avg closing price
$220.03
-18.8%
Last action
Trimmed 7.8%
2025Q4
Current $178.57
7
S
SMARGBPSMARTSHEET INC
8.36%
of portfolio
Number of shares
1,447,727 sh
Holdings current value
$81.12M
Avg closing price
$38.50
Last action
Exited
2025Q1
Current —
8
S
SPTSPROUT SOCIAL INC
Technology·Software - Application
7.30%
of portfolio
Number of shares
2,306,149 sh
Holdings current value
$70.82M
Avg closing price
$34.25
-83.7%
Last action
Exited
2025Q2
Current $5.60
9
H
HRIHERC HLDGS INC
Industrials·Rental & Leasing Services
5.33%
of portfolio
Number of shares
272,903 sh
Holdings current value
$51.67M
Avg closing price
$168.30
-27.8%
Last action
Exited
2025Q1
Current $121.46
10
U
UPWKUPWORK INC
Communication Services·Internet Content & Information
5.13%
of portfolio
Number of shares
3,045,142 sh
Holdings current value
$49.79M
Avg closing price
$12.79
-18.1%
Last action
Exited
2025Q1
Current $10.48
11
S
SEMRSEMRUSH HLDGS INC
Technology·Software - Application
2.77%
of portfolio
Number of shares
2,258,481 sh
Holdings current value
$26.83M
Avg closing price
$13.12
-8.7%
Last action
Exited
2025Q3
Current $11.98

Portfolio heatmap

Box size = % of portfolio · color = return since filing
WIX COM LTD
12.80%
META
12.57% · +12.6%
GOOG
12.55% · +77.4%
AZO
12.40% · +12.3%
PYPL
11.45% · -41.7%
DHR
9.34% · -22.2%
SMARGBP
8.36%
SPT
7.30% · -81.8%
HRI
5.33% · -35.8%
UPWK
5.13% · -35.9%
SEMR
2.77% · +0.8%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Communication Services3 pos$293.5M38.4%
  • Consumer Cyclical1 pos$120.3M15.7%
  • Financial Services1 pos$111.1M14.5%
  • Technology2 pos$97.7M12.8%
  • Healthcare1 pos$90.6M11.9%
  • Industrials1 pos$51.7M6.8%
(21.2% unclassified, excluded from %)