Pat Dorsey
Dorsey Asset Management. Holdings reported for Q2 2026, filed Aug 14, 2026.
- Portfolio
- $1.30B
- Stocks
- 10
- Top 10
- 100%
- Turnover
- 11%
Holdings
Valued at quarter-end prices. Change is against the previous quarter's filing.
| # | Company | Weight | Value | Shares | Change | Since quarter end |
|---|---|---|---|---|---|---|
| 1 | 17.4% | $226.35M | 0M | +39% | -55.7% | |
| 2 | 10.6% | $137.74M | 2M | +8% | +19.8% | |
| 3 | 10.2% | $132.16M | 1M | +80% | -16.9% | |
| 4 | 9.9% | $128.86M | 0M | +42% | +13.1% | |
| 5 | 9.8% | $127.14M | 2M | +62% | -9.6% | |
| 6 | 9.2% | $120.06M | 1M | +8% | -2.9% | |
| 7 | 9.2% | $119.28M | 1M | +8% | +24.4% | |
| 8 | 8.6% | $112.60M | 0M | +24% | +9.2% | |
| 9 | 8.6% | $111.79M | 1M | -32% | +8.7% | |
| 10 | 6.6% | $86.07M | 1M | -48% | +11.8% |