About Pat Dorsey
Pat Dorsey is the founder and portfolio manager of Dorsey Asset Management. He is widely recognized for his expertise in economic moats, a concept he was instrumental in popularizing during his tenure as the Director of Equity Research at Morningstar. At Morningstar, he led the development of the firm's economic moat ratings and its equity research methodology. Dorsey is also the author of two highly regarded investment books, "The Five Rules for Successful Stock Investing" and "The Little Book That Builds Wealth," which have solidified his reputation as a leading authority on quality-focused value investing.
Pat Dorsey Top Holdings of 2025-06-30
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 926,992 | $183.12 M | 16.42% | 1.5 Years | +34.09% | ||
| 245,108 | $180.91 M | 16.22% | 8.5 Years | -0.79% | ||
| 1.36 M | $159.25 M | 14.28% | New Buy | +19.55% | ||
| 35,667 | $132.4 M | 11.87% | 1.2 Years | -5.00% | ||
| 661,990 | $117.43 M | 10.53% | 8.2 Years | +3.64% | ||
| 139,989 | $112.19 M | 10.06% | New Buy | +98.37% | ||
| 18,290 | $105.89 M | 9.49% | New Buy | +14.53% | ||
| 2.55 M | $80.07 M | 7.18% | New Buy | +100.00% | ||
| 146,777 | $23.26 M | 2.09% | 6.7 Years | -54.04% | ||
| 2.28 M | $20.68 M | 1.85% | 3.7 Years | +1.23% |
Recent Moves
Significant New Position
+2.55 M Shares | +$80.07 M Value
Continues to build a major stake in the Healthcare sector
2025 Q2
Added to Core Holding
+69,418 Shares | +$55.63 M Value
Largest position increase in Technology sector
2025 Q2
Reduced Exposure to Position
-172,605 Shares | -$27.35 M Value
Significant reduction in holdings of Technology
2025 Q2
Complete Exit
-858,231 Shares | -$56 M Value
Cleared PYPL, sector remains in portfolio
2025 Q2
Pat Dorsey's Historical Top Holdings Breakdown
Portfolio Date:
Pat Dorsey Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| 06/30/2025 | New Buy | 2.55 M | 2.55 M | $80.07 M | ||
| 06/30/2025 | Sold Out | 858,231 | -858,231 | $56 M | ||
| 06/30/2025 | Add 98.4% | 139,989 | 69,418 | $55.63 M | ||
| 06/30/2025 | Sold Out | 2.3 M | -2.3 M | $50.67 M | ||
| 06/30/2025 | Add 34.1% | 926,992 | 235,688 | $46.56 M | ||
| 06/30/2025 | Reduce -54.0% | 146,777 | -172,605 | $27.35 M | ||
| 06/30/2025 | Add 19.6% | 1.36 M | 222,576 | $26.04 M | ||
| 06/30/2025 | Add 14.5% | 18,290 | 2,321 | $13.44 M | ||
| 06/30/2025 | Reduce -5.0% | 35,667 | -1,876 | $6.96 M | ||
| 06/30/2025 | Add 3.6% | 661,990 | 23,239 | $4.12 M |