Pat Dorsey - Dorsey Asset Management – Largest Position Reductions (2026 Q1)
This report summarizes the most meaningful reductions and sell-offs made by Pat Dorsey - Dorsey Asset Management in 2026 Q1. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| ASML | 140,295 | $1320.83 | Reduced | -27.06% | 14.71% | $185.31M | 2026 Q1 |
| AER | 1,123,489 | $137.18 | Reduced | -7.54% | 12.23% | $154.12M | 2026 Q1 |
| DHR | 580,240 | $189.6 | Reduced | -29.88% | 8.73% | $110.01M | 2026 Q1 |
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