Pat Dorsey Portfolio and Latest Trades
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| GOOG | 06/30/2025 | Add 3.6% | 661,990 | +23,239 | $4.12 M | |
| AZO | 06/30/2025 | Reduce -5.0% | 35,667 | -1,876 | $6.96 M | |
| BKNG | 06/30/2025 | Add 14.5% | 18,290 | +2,321 | $13.44 M | |
| ENOV | 06/30/2025 | New Buy | 2.55 M | +2.55 M | $80.07 M | |
| DHR | 06/30/2025 | Add 34.1% | 926,992 | +235,688 | $46.56 M | |
| META | 06/30/2025 | Reduce -0.8% | 245,108 | -1,949 | $1.44 M | |
| PYPL | 06/30/2025 | Sold Out | 858,231 | -858,231 | $56 M | |
| SEMR | 06/30/2025 | Add 1.2% | 2.28 M | +27,845 | $251,997.25 | |
| SPT | 06/30/2025 | Sold Out | 2.3 M | -2.3 M | $50.67 M | |
| WIX | 06/30/2025 | Reduce -54.0% | 146,777 | -172,605 | $27.35 M | |
| AER | 06/30/2025 | Add 19.6% | 1.36 M | +222,576 | $26.04 M | |
| ASML | 06/30/2025 | Add 98.4% | 139,989 | +69,418 | $55.63 M | |
| GOOG | 03/31/2025 | Reduce -0.1% | 638,751 | -467 | $72,959.41 | |
| AZO | 03/31/2025 | Reduce -0.1% | 37,543 | -27 | $102,945.06 | |
| BKNG | 03/31/2025 | New Buy | 15,969 | +15,969 | $73.57 M | |
| DHR | 03/31/2025 | Add 75.1% | 691,304 | +296,513 | $60.79 M | |
| META | 03/31/2025 | Add 18.6% | 247,057 | +38,810 | $22.37 M | |
| HRI | 03/31/2025 | Sold Out | 272,903 | -272,903 | $51.67 M | |
| PYPL | 03/31/2025 | Reduce -34.0% | 858,231 | -442,952 | $28.9 M | |
| SEMR | 03/31/2025 | Reduce -0.1% | 2.26 M | -1,748 | $16,308.84 |
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