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Pat Dorsey
Dorsey Asset Management
Portfolio Value: $1.15B
Holdings: 10
Period: Q4 2025
| Stock | MOI Signal Rank▼ | % of Portfolio▼ | Recent Activity▼ | Shares | Value▼ | Reported Price | Current Price | Change▼ |
|---|---|---|---|---|---|---|---|---|
| 3LN.DE | 6.6 | 7.47% | Buy | 603.0K | $85.9M | $142.50 | — | — |
| ASML | 5.3 | 17.89% | Add 11% | 192.3K | $205.8M | $1069.86 | — | — |
| DHR | 2.0 | 16.47% | Reduce 4% | 827.5K | $189.4M | $228.92 | — | — |
| AER | 2.0 | 15.18% | Reduce 4% | 1.22M | $174.7M | $143.76 | $150.00 | +4.3% |
| BKNG | 2.0 | 7.60% | Reduce 4% | 16.3K | $87.4M | $5355.33 | — | — |
| RPRX | 2.0 | 7.59% | Reduce 4% | 2.26M | $87.3M | $38.64 | — | — |
| META | 1.0 | 9.21% | Reduce 17% | 160.4K | $105.9M | $660.09 | $609.63 | -7.6% |
| AZO | 1.0 | 7.41% | Reduce 16% | 25.1K | $85.2M | $3391.50 | — | — |
| ENOV | 1.0 | 5.28% | Reduce 5% | 2.28M | $60.7M | $26.64 | — | — |
| GOOG | 0.0 | 5.92% | Reduce 49% | 216.9K | $68.1M | $313.80 | $397.05 | +26.5% |