Pat Dorsey - Dorsey Asset Management Portfolio Balances (Sep 30, 2025)

As of Sep 30, 2025, the Dorsey Asset Management portfolio balances reported a total equity value of $1.11B across 9 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Nov 14, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight DANAHER CORP (DHR) as the single largest position, accounting for 15.3% of total equity value, followed by ASML HOLDING N.V. (ASML), AERCAP (AER), META PLATFORMS INC (META), and others. Collectively, the top five holdings represent 68.4% of the portfolio, showing how capital is distributed among core positions and long-term investments.