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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.

16 Sep 2026

Last Update

AUM
$1.56B
Holdings
11
ROI %
0.72%
QoQ%
-8.48%
Avg. Holding Period
3y

Sector Breakdown

Top Investments

Performance

Holdings

S&P 500

Stocks

11

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(146.84%)
30 Jun 2026
AP

APP

Applovin Corp
$237.69(116.77%)
30 Jun 2026
RP

RPRX

Royalty Pharma Plc
$36.9(51.95%)
30 Jun 2026
PC

PCLN

Pictet Cleaner Planet ETF
$279.69(-36.27%)
30 Jun 2026
SP

SPGI

S&P Global Inc
$397.33(-3.03%)
30 Jun 2026
UB

UBER

Uber Technologies Inc
$72.02(0.19%)
30 Jun 2026
LY

LYV

Live Nation Entertainment Inc
$145.55(25.81%)
30 Jun 2026
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