Filing
Spy
Filing
Spy
Home
About
Dorsey Asset Management (Pat Dorsey) - FilingSpy
Dorsey Asset Management
Pat Dorsey
$1.12B
13F
2025 Q2
3 of 37 quarters
Overview
Activity
Holdings
Buys
ENOV
NEW
Enovis Corporation
$80.07M
+2.55M shares
DHR
Danaher Corporation
$141.72M
+ $41.40M
=
$183.12M
691.3K
+235.7K (+34.09%)
AER
Aercap Holdings N.v.
$116.32M
+ $42.93M
=
$159.25M
1.14M
+222.6K (+19.55%)
GOOG
Alphabet Inc
$99.79M
+ $17.64M
=
$117.43M
638.8K
+23.2K (+3.64%)
ASML
Asml Holding NV
$46.76M
+ $65.42M
=
$112.19M
70.6K
+69.4K (+98.37%)
BKNG
Booking Holdings Inc
$73.57M
+ $32.32M
=
$105.89M
16.0K
+2.3K (+14.53%)
SEMR
Semrush Holdings, Inc.
$21.06M
- $379.9K
=
$20.68M
2.26M
+27.8K (+1.23%)
Sells
PYPL
EXIT
PayPal Holdings, Inc.
$56.00M
- $56.00M
=
Closed
-858.2K shares (100%)
SPT
EXIT
Sprout Social Inc.
$50.67M
- $50.67M
=
Closed
-2.30M shares (100%)
META
Meta Platforms Inc
$142.39M
+ $38.52M
=
$180.91M
245.1K left
-1.9K (-0.79%)
AZO
Autozone Inc
$143.14M
- $10.74M
=
$132.40M
35.7K left
-1.9K (-5.00%)
WIX
Wix.com Ltd
$52.18M
- $28.92M
=
$23.26M
146.8K left
-172.6K (-54.04%)
