What Pat Dorsey Bought in Q1 2025
Dorsey Asset Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$943.6M
Total Value
11
Holdings
3
New Buys
5
Reduced
In Q1 2025, Pat Dorsey reported 11 long equity positions worth $943.6M in their Dorsey Asset Management 13F filing, including 3 new positions (largest: AERCAP HOLDINGS NV at $116.3M) and 3 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | AZO | AUTOZONE INC | 37543 | $143.1M | 15.17% | -0.1% |
| 2 | META | META PLATFORMS INC | 247057 | $142.4M | 15.09% | +18.6% |
| 3 | DHR | DANAHER CORPORATION | 691304 | $141.7M | 15.02% | +75.1% |
| 4 | AER | AERCAP HOLDINGS NV | 1138542 | $116.3M | 12.33% | NEW |
| 5 | GOOG | ALPHABET INC | 638751 | $99.8M | 10.58% | -0.1% |
| 6 | BKNG | BOOKING HOLDINGS INC | 15969 | $73.6M | 7.80% | NEW |
| 7 | PYPL | PAYPAL HLDGS INC | 858231 | $56.0M | 5.93% | +-34.0% |
| 8 | WIX | WIX COM LTD | 319382 | $52.2M | 5.53% | -44.8% |
| 9 | SPT | SPROUT SOCIAL INC | 2304414 | $50.7M | 5.37% | -0.1% |
| 10 | ASML | ASML HOLDING N V | 70571 | $46.8M | 4.96% | NEW |
| 11 | SEMR | SEMRUSH HLDGS INC | 2256733 | $21.1M | 2.23% | -0.1% |