What Pat Dorsey Bought in Q4 2025
Dorsey Asset Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$1.15B
Total Value
10
Holdings
1
New Buys
8
Reduced
In Q4 2025, Pat Dorsey reported 10 long equity positions worth $1.15B in their Dorsey Asset Management 13F filing, including 1 new positions (largest: LIVE NATION ENTERTAINMENT IN at $85.9M) and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | ASML | ASML HOLDING N V | 192343 | $205.8M | 17.89% | +11.0% |
| 2 | DHR | DANAHER CORPORATION | 827520 | $189.4M | 16.47% | -3.9% |
| 3 | AER | AERCAP HOLDINGS NV | 1215059 | $174.7M | 15.18% | -3.9% |
| 4 | META | META PLATFORMS INC | 160450 | $105.9M | 9.21% | -16.5% |
| 5 | BKNG | BOOKING HOLDINGS INC | 16317 | $87.4M | 7.60% | -3.9% |
| 6 | RPRX | ROYALTY PHARMA PLC | 2259469 | $87.3M | 7.59% | -3.9% |
| 7 | LYV | LIVE NATION ENTERTAINMENT IN | 602973 | $85.9M | 7.47% | NEW |
| 8 | AZO | AUTOZONE INC | 25121 | $85.2M | 7.41% | -15.9% |
| 9 | GOOG | ALPHABET INC | 216906 | $68.1M | 5.92% | -49.5% |
| 10 | ENOV | ENOVIS CORPORATION | 2279200 | $60.7M | 5.28% | -5.0% |