What Pat Dorsey Bought in Q2 2025
Dorsey Asset Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$1.12B
Total Value
10
Holdings
1
New Buys
4
Reduced
In Q2 2025, Pat Dorsey reported 10 long equity positions worth $1.12B in their Dorsey Asset Management 13F filing, including 1 new positions (largest: ENOVIS CORPORATION at $80.1M) and 5 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | DHR | DANAHER CORPORATION | 926992 | $183.1M | 16.42% | +34.1% |
| 2 | META | META PLATFORMS INC | 245108 | $180.9M | 16.22% | -0.8% |
| 3 | AER | AERCAP HOLDINGS NV | 1361118 | $159.3M | 14.28% | +19.5% |
| 4 | AZO | AUTOZONE INC | 35667 | $132.4M | 11.87% | -5.0% |
| 5 | GOOG | ALPHABET INC | 661990 | $117.4M | 10.53% | +3.6% |
| 6 | ASML | ASML HOLDING N V | 139989 | $112.2M | 10.06% | 98.4% |
| 7 | BKNG | BOOKING HOLDINGS INC | 18290 | $105.9M | 9.49% | +14.5% |
| 8 | ENOV | ENOVIS CORPORATION | 2553180 | $80.1M | 7.18% | NEW |
| 9 | WIX | WIX COM LTD | 146777 | $23.3M | 2.09% | -54.0% |
| 10 | SEMR | SEMRUSH HLDGS INC | 2284578 | $20.7M | 1.85% | +1.2% |