Dorsey Asset Management (Pat Dorsey)

Dorsey Asset Management (Pat Dorsey) has filed 13F reports from Q4 2016 through Q2 2026. In the most recent quarter, the fund reported $1.6B across 11 positions. The portfolio has returned 3.9% annualized over five years, with 31.2% volatility and a maximum drawdown of 57.5%. Top holdings include ASML, APP, RPRX, BKNG, SPGI. Across all filing periods, 5.1% included restatements and 0.0% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.