What Pat Dorsey Bought in Q3 2025
Dorsey Asset Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$1.11B
Total Value
9
Holdings
1
New Buys
7
Reduced
In Q3 2025, Pat Dorsey reported 9 long equity positions worth $1.11B in their Dorsey Asset Management 13F filing, including 1 new positions (largest: ROYALTY PHARMA PLC at $82.9M) and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | DHR | DANAHER CORP | 860850 | $170.7M | 15.34% | -7.1% |
| 2 | ASML | ASML HOLDING N.V. | 173226 | $167.7M | 15.07% | +23.7% |
| 3 | AER | AERCAP | 1263998 | $152.9M | 13.75% | -7.1% |
| 4 | META | META PLATFORMS INC | 192224 | $141.2M | 12.69% | -21.6% |
| 5 | AZO | AUTOZONE | 29878 | $128.2M | 11.52% | -16.2% |
| 6 | GOOG | ALPHABET INC CLASS C | 429318 | $104.6M | 9.40% | -35.1% |
| 7 | BKNG | BOOKING HOLDINGS | 16975 | $91.7M | 8.24% | -7.2% |
| 8 | RPRX | ROYALTY PHARMA PLC | 2350449 | $82.9M | 7.45% | NEW |
| 9 | ENOV | ENOVIS CORPORATION | 2399322 | $72.8M | 6.54% | -6.0% |