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Pat Dorsey
Dorsey Asset Management · 护城河研究和集中质量复利
Dorsey Asset Management 是把护城河研究转成集中 公开股票 组合的机构样本；Pat Dorsey 的 Morningstar 研究背景让竞争优势、资本回报和长期再投资空间成为主要线索。13F 适合观察少数核心 compounder 是否仍被持续持有。
| 股票 | 动作 | 13F 时间 | 当前股数 | 上期股数 | 股数变化 | 13F市值变化 |
|---|---|---|---|---|---|---|
SUNB
|
新增 | 2026-03-31 披露 2026-05-15 | 2,204,996 | 0 | - | +$143.5M |
APP
|
新增 | 2026-03-31 披露 2026-05-15 | 316,952 | 0 | - | +$126.1M |
SPGI
|
新增 | 2026-03-31 披露 2026-05-15 | 222,683 | 0 | - | +$94.7M |
AZO
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 25,121 | -100.0% | -$85.2M |
DHR
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 580,240 | 827,520 | -29.9% | -$79.4M |
UBER
|
新增 | 2026-03-31 披露 2026-05-15 | 1,090,281 | 0 | - | +$78.4M |
GOOG
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 216,906 | -100.0% | -$68.1M |
ENOV
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 2,279,200 | -100.0% | -$60.7M |
RPRX
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 2,276,570 | 2,259,469 | 0.8% | +$21.9M |
AER
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 1,123,489 | 1,215,059 | -7.5% | -$20.6M |
ASML
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 140,295 | 192,343 | -27.1% | -$20.5M |
BKNG
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 16,444 | 16,317 | 0.8% | -$18.1M |
META
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 161,683 | 160,450 | 0.8% | -$13.4M |
LYV
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 607,609 | 602,973 | 0.8% | +$6.7M |
|
LYV
|
新增 | 2025-12-31 披露 2026-02-17 | 602,973 | 0 | - | +$85.9M |
|
AZO
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 25,121 | 29,878 | -15.9% | -$43.0M |
|
ASML
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 192,343 | 173,226 | 11.0% | +$38.1M |
|
GOOG
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 216,906 | 429,318 | -49.5% | -$36.5M |
|
META
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 160,450 | 192,224 | -16.5% | -$35.3M |
|
AER
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 1,215,059 | 1,263,998 | -3.9% | +$21.7M |
|
DHR
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 827,520 | 860,850 | -3.9% | +$18.8M |
|
ENOV
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 2,279,200 | 2,399,322 | -5.0% | -$12.1M |
|
RPRX
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 2,259,469 | 2,350,449 | -3.9% | +$4.4M |
|
BKNG
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 16,317 | 16,975 | -3.9% | -$4.3M |
|
RPRX
|
新增 | 2025-09-30 披露 2025-11-14 | 2,350,449 | 0 | - | +$82.9M |
|
ASML
|
大幅增持 | 2025-09-30 披露 2025-11-14 | 173,226 | 139,989 | 23.7% | +$55.5M |
|
META
|
大幅减持 | 2025-09-30 披露 2025-11-14 | 192,224 | 245,108 | -21.6% | -$39.7M |
WIX
|
清仓 | 2025-09-30 披露 2025-11-14 | 0 | 146,777 | -100.0% | -$23.3M |
SEMR
|
清仓 | 2025-09-30 披露 2025-11-14 | 0 | 2,284,578 | -100.0% | -$20.7M |
|
BKNG
|
小幅减持 | 2025-09-30 披露 2025-11-14 | 16,975 | 18,290 | -7.2% | -$14.2M |
|
GOOG
|
大幅减持 | 2025-09-30 披露 2025-11-14 | 429,318 | 661,990 | -35.1% | -$12.9M |
|
DHR
|
小幅减持 | 2025-09-30 披露 2025-11-14 | 860,850 | 926,992 | -7.1% | -$12.4M |
|
ENOV
|
小幅减持 | 2025-09-30 披露 2025-11-14 | 2,399,322 | 2,553,180 | -6.0% | -$7.3M |
|
AER
|
小幅减持 | 2025-09-30 披露 2025-11-14 | 1,263,998 | 1,361,118 | -7.1% | -$6.3M |
|
AZO
|
大幅减持 | 2025-09-30 披露 2025-11-14 | 29,878 | 35,667 | -16.2% | -$4.2M |
|
ENOV
|
新增 | 2025-06-30 披露 2025-08-14 | 2,553,180 | 0 | - | +$80.1M |
|
ASML
|
大幅增持 | 2025-06-30 披露 2025-08-14 | 139,989 | 70,571 | 98.4% | +$65.4M |
PYPL
|
清仓 | 2025-06-30 披露 2025-08-14 | 0 | 858,231 | -100.0% | -$56.0M |
SPT
|
清仓 | 2025-06-30 披露 2025-08-14 | 0 | 2,304,414 | -100.0% | -$50.7M |
|
AER
|
大幅增持 | 2025-06-30 披露 2025-08-14 | 1,361,118 | 1,138,542 | 19.5% | +$42.9M |
|
DHR
|
大幅增持 | 2025-06-30 披露 2025-08-14 | 926,992 | 691,304 | 34.1% | +$41.4M |
|
META
|
小幅减持 | 2025-06-30 披露 2025-08-14 | 245,108 | 247,057 | -0.8% | +$38.5M |
|
BKNG
|
小幅增持 | 2025-06-30 披露 2025-08-14 | 18,290 | 15,969 | 14.5% | +$32.3M |
|
WIX
|
大幅减持 | 2025-06-30 披露 2025-08-14 | 146,777 | 319,382 | -54.0% | -$28.9M |
|
GOOG
|
小幅增持 | 2025-06-30 披露 2025-08-14 | 661,990 | 638,751 | 3.6% | +$17.6M |
|
AZO
|
小幅减持 | 2025-06-30 披露 2025-08-14 | 35,667 | 37,543 | -5.0% | -$10.7M |
|
SEMR
|
小幅增持 | 2025-06-30 披露 2025-08-14 | 2,284,578 | 2,256,733 | 1.2% | -$379,888 |
Dorsey Asset Management 官网说明其长期、集中、质量导向的投资哲学，可作为 Pat Dorsey 资料基础来源。
Pat Dorsey 在投资播客中讲护城河、资本回报、竞争优势和长期复利，是理解其 Morningstar 背景和 Dorsey Asset Management 风格的公开入口。