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Pat Dorsey

Dorsey Asset Management, LLC

·

CIK

1671657

Former Morningstar analyst and author known for his expertise in analyzing moats, or competitive advantages, of businesses and his focus on high-quality, resilient companies.

03 May 2026

Last Update

AUM
$1.15B
Holdings
10
ROI %
21.24%
QoQ%
-1.83%
Avg. Holding Period
3y

Sector Breakdown

Top Investments

Performance

Holdings

S&P 500

Stocks

10

Options

0
Ticker
Name
Shares
Shares value
% Portfolio
Change
Change %
History
Avg. Buy Price
Current price
Report Date
AS

ASML

ASML Holding NV ADR
$805.97(32.74%)
31 Dec 2025
DH

DHR

Danaher Corporation
$214.13(6.91%)
31 Dec 2025
AE

AER

AerCap Holdings NV
$104.6(37.44%)
31 Dec 2025
ME

META

Meta Platforms Inc.
$237.22(178.26%)
31 Dec 2025
PC

PCLN

The 2023 ETF Series Trust
$4.76K(12.58%)
31 Dec 2025
RP

RPRX

Royalty Pharma Plc
$35.28(9.52%)
31 Dec 2025
LY

LYV

Live Nation Entertainment Inc
$142.5(0.00%)
31 Dec 2025
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