Pat Dorsey

Dorsey Asset Management

Pat Dorsey is the manager of Dorsey Asset Management, known for its strategic investment approach. The firm has been active in the market, with its latest disclosures revealing a range of exits, position reductions, and increases across various sectors, particularly in technology and communication services. From August 14, 2024, to May 15, 2026, Dorsey Asset Management's disclosed moves included a notable transaction involving Sunbelt Rentals Holdings Inc (SUNB), with a reported value of $143.5 million, reflecting the firm's dynamic trading strategy.

History Trades

CompanyValueActionChangePriceLast Price
Live Nation Entertainment, Inc.LYV$85.9MOtherQ4 2025 13F$86M$143.72$182.31
AutoZone IncAZO$-43.0MTrimQ4 2025 13F$43M$3,641.96$3,005.17
ASML Holding NVASML$38.1MAddQ4 2025 13F$38M$1,043.15$1,732.94
Alphabet Inc.GOOG$68M216.9k sharesTrimQ4 2025 13F$36M$286.47$370.21
Meta Platforms, Inc.META$106M160.5k sharesTrimQ4 2025 13F$35M$667.77$681.31
AerCap Holdings NVAER$21.7MAddQ4 2025 13F$22M$132.45$148.03
Danaher CorpDHR$18.8MAddQ4 2025 13F$19M$219.83$205.04
Enovis CorporationENOV$-12.1MTrimQ4 2025 13F$12M$29.55$28.07
Royalty Pharma plcRPRX$4.4MAddQ4 2025 13F$4M$38.13$56.31
Booking Holdings IncBKNG$-4.3MTrimQ4 2025 13F$4M$205.79$179.83
Royalty Pharma plcRPRX$82.9MOtherQ3 2025 13F$83M$36.20$56.31
ASML Holding NVASML$55.5MAddQ3 2025 13F$56M$786.07$1,732.94
Meta Platforms, Inc.META$141M192.2k sharesTrimQ3 2025 13F$40M$744.28$681.31
Wix.com Ltd.WIX$-23.3MExitQ3 2025 13F$23M$177.63$53.03
Semrush Holdings, Inc.SEMR$-20.7MExitQ3 2025 13F$21M--$12.00
Booking Holdings IncBKNG$-14.2MTrimQ3 2025 13F$14M$223.25$179.83
Alphabet Inc.GOOG$105M429.3k sharesTrimQ3 2025 13F$13M$210.20$370.21
Danaher CorpDHR$-12.4MTrimQ3 2025 13F$12M$198.98$205.04
Enovis CorporationENOV$-7.3MTrimQ3 2025 13F$7M$30.32$28.07
AerCap Holdings NVAER$-6.3MTrimQ3 2025 13F$6M$116.75$148.03
AutoZone IncAZO$-4.2MTrimQ3 2025 13F$4M$4,120.00$3,005.17
Enovis CorporationENOV$80.1MOtherQ2 2025 13F$80M$33.16$28.07
ASML Holding NVASML$65.4MAddQ2 2025 13F$65M$716.78$1,732.94
PayPal Holdings, Inc.PYPL$-56.0MExitQ2 2025 13F$56M$68.43$56.80
Sprout Social, Inc.SPT$-50.7MExitQ2 2025 13F$51M--$8.62
AerCap Holdings NVAER$42.9MAddQ2 2025 13F$43M$108.03$148.03
Danaher CorpDHR$41.4MAddQ2 2025 13F$41M$194.10$205.04
Meta Platforms, Inc.META$181M245.1k sharesAddQ2 2025 13F$39M$617.26$681.31
Booking Holdings IncBKNG$32.3MAddQ2 2025 13F$32M$204.45$179.83
Wix.com Ltd.WIX$-28.9MTrimQ2 2025 13F$29M$161.09$53.03
Alphabet Inc.GOOG$117M662k sharesAddQ2 2025 13F$18M$165.11$370.21
AutoZone IncAZO$-10.7MTrimQ2 2025 13F$11M$3,688.06$3,005.17
Semrush Holdings, Inc.SEMR$-379.9KTrimQ2 2025 13F$380k--$12.00
AerCap Holdings NVAER$116.3MOtherQ1 2025 13F$116M$98.97$148.03
Smartsheet Inc.SMAR$-81.1MExitQ1 2025 13F$81M--$56.47
Booking Holdings IncBKNG$73.6MOtherQ1 2025 13F$74M$191.27$179.83
Wix.com Ltd.WIX$-72.0MTrimQ1 2025 13F$72M$163.38$53.03
PayPal Holdings, Inc.PYPL$-55.1MTrimQ1 2025 13F$55M$77.89$56.80
Herc Holdings IncHRI$-51.7MExitQ1 2025 13F$52M$170.37$148.94
Danaher CorpDHR$51.1MAddQ1 2025 13F$51M$218.33$205.04
UPWORK, INCUPWK$-49.8MExitQ1 2025 13F$50M$13.56$9.59
ASML Holding NVASML$46.8MOtherQ1 2025 13F$47M$727.48$1,732.94
AutoZone IncAZO$22.8MAddQ1 2025 13F$23M$3,812.78$3,005.17
Alphabet Inc.GOOG$100M638.8k sharesTrimQ1 2025 13F$22M$183.12$370.21
Meta Platforms, Inc.META$142M247.1k sharesAddQ1 2025 13F$20M$645.17$681.31
Sprout Social, Inc.SPT$-20.1MTrimQ1 2025 13F$20M--$8.62
Semrush Holdings, Inc.SEMR$-5.8MTrimQ1 2025 13F$6M--$12.00
APPLOVIN CORPAPP$-91.2MExitQ4 2024 13F$91M$252.97$427.01
Alphabet Inc.GOOG$122M639.2k sharesAddQ4 2024 13F$46M$176.50$370.21
Wix.com Ltd.WIX$31.6MAddQ4 2024 13F$32M--$53.03
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