Pat Dorsey – Dorsey Asset Management Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Dorsey Asset Management portfolio balances reported a total equity value of $1.12B across 10 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 14, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight DANAHER CORPORATION (DHR) as the single largest position, accounting for 16.4% of total equity value, followed by META PLATFORMS INC (META), AERCAP HOLDINGS NV (AER), AUTOZONE INC (AZO), and others. Collectively, the top five holdings represent 69.3% of the portfolio, showing how capital is distributed among core positions and long-term investments.