Pat Dorsey's top holdings (May 2026) include ASML Holding NV (ASML), a leading supplier of photolithography equipment for the semiconductor industry.

Pat Dorsey is widely recognized for his analytical framework centered on identifying companies with economic moats and sustainable competitive advantages. He previously led Morningstar's equity research department as its Director of Equity Research. His investment approach emphasizes a deep understanding of a company's durable competitive strengths.

ASML Holding NV (ASML)

ASML is a Dutch multinational corporation specializing in the development and manufacturing of photolithography systems. These advanced systems are critical for the production of microchips and are utilized by major semiconductor manufacturers globally, positioning the company as a pivotal player in the high-tech supply chain.

ASML has a market capitalization of $561.82B, with Pat Dorsey's position currently valued at $276.78M. Analysts have set a price target of $1.62K for ASML, and a discounted cash flow analysis suggests a value of $561.03 per share.

Here's an overview of Pat Dorsey's trades in ASML Holding NV:

Aercap Holdings N.V. (AER)

AerCap Holdings N.V. stands as a global leader in aircraft leasing, providing comprehensive fleet solutions to airlines worldwide. The company manages one of the industry's largest and most valuable aircraft portfolios, encompassing various services including aircraft management and financing.

The current value of Pat Dorsey's holding in AerCap is $172.79M. The company's market cap stands at $23.5B, and analysts forecast a price target of $168.5 for the company.

Here's an overview of Pat Dorsey's trades in Aercap Holdings N.V.:

Danaher Corp. (DHR)

Danaher Corporation is a global science and technology innovator that designs, manufactures, and markets a diverse range of professional, medical, industrial, and commercial products and services. Its expansive portfolio covers critical areas such as life sciences, diagnostics, dental care, and environmental and applied solutions.

This holding in Pat Dorsey's portfolio is currently worth $148.08M. Danaher maintains a market capitalization of $125.45B. The discounted cash flow analysis suggests a value of $166.48, and analysts have set a price target of $246.0 for Danaher.

Here's an overview of Pat Dorsey's trades in Danaher Corp.:

Royalty Pharma plc (RPRX)

Royalty Pharma plc operates as a unique financier in the biopharmaceutical sector, acquiring royalty interests in various therapies. The company provides crucial capital to drug developers and academic institutions, supporting innovation across numerous therapeutic areas.

Royalty Pharma has a market capitalization of $21.16B. Pat Dorsey's position is currently valued at $113.18M. Analysts have issued a price target of $56.0, and its discounted cash flow is calculated at $126.42.

Here's an overview of Pat Dorsey's trades in Royalty Pharma plc:

Meta Platforms Inc (META)

Meta Platforms Inc, formerly known as Facebook, Inc., develops technologies aimed at connecting people, fostering communities, and enabling businesses to grow. Its extensive suite of products includes widely used platforms such as Facebook, Instagram, WhatsApp, alongside its ventures into virtual reality platforms and hardware.

The company's market cap is $1.71T. The current value of Pat Dorsey's position in Meta Platforms is $98.18M. A discounted cash flow analysis indicates a value of $585.73, and analysts have assigned a price target of $847.5.

Here's an overview of Pat Dorsey's trades in Meta Platforms Inc: