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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Pat Dorsey
✓ VerifiedInstitutional Investor • Dorsey Asset Management
Value
$1.2B
Stocks
10 Stocks
Turnover
0.0%
Top Holdings
ASML(17.58%) APP(15.34%) ROYP(9.34%) BKNG(8.96%) SPGI(8.73%)
About Investor
Established investor leading Dorsey Asset Management, with expertise in competitive advantage analysis and moat investing. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Investment philosophy details pending verification.
Pat Dorsey Top Holdings
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| ASML | None | ASML Holding | Information Technology | $259.4M | 0 | 17.6% | 0 | No Change |
| APP | None | AppLovin Corporation | Communication Services | $226.3M | 0 | 15.3% | 0 | No Change |
| ROYP | None | Royalty Pharma plc | General | $137.7M | 0 | 9.3% | 0 | No Change |
| BKNG | None | Booking Holdings Inc. | Consumer Discretionary | $132.2M | 0 | 9.0% | 0 | No Change |
| SPGI | None | S&P Global Inc. | Financials | $128.9M | 0 | 8.7% | 0 | No Change |
| UBER | None | Uber Technologies Inc | Information Technology | $127.1M | 0 | 8.6% | 0 | No Change |
| LYV | None | Live Nation Entertainment, Inc. | Communication Services | $120.1M | 0 | 8.1% | 0 | No Change |
| DHR | None | Danaher Corp. | Health Care | $119.3M | 0 | 8.1% | 0 | No Change |
| META | None | Meta Platforms, Inc. | Communication Services | $112.6M | 0 | 7.6% | 0 | No Change |
| AER | None | AerCap Holdings N.V. | Industrials | $111.8M | 0 | 7.6% | 0 | No Change |
Recent Buys (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
Recent Sells (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
13F Sector Breakdown
Communication Services31.1%
Information Technology26.2%
General9.3%
Consumer Discretionary9.0%
Financials8.7%
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Communication Services | 3 | $459.0M | 31.1% |
| Information Technology | 2 | $386.5M | 26.2% |
| General | 1 | $137.7M | 9.3% |
| Consumer Discretionary | 1 | $132.2M | 9.0% |
| Financials | 1 | $128.9M | 8.7% |
| Health Care | 1 | $119.3M | 8.1% |
| Industrials | 1 | $111.8M | 7.6% |