Pat Dorsey's top holdings (May 2025) include Autozone Inc. (AZO), a retailer and distributor of automotive replacement parts and accessories.

Pat Dorsey is known for his expertise in economic moats and company valuation. He is the founder of Dorsey Asset Management and previously served as the Director of Research at Morningstar. His investment approach focuses on identifying companies with sustainable competitive advantages.

Autozone Inc.

Autozone is a leading retailer of automotive parts and accessories in the United States. The company operates thousands of stores across the US, Mexico, and Brazil, providing a wide range of products for cars, trucks, and SUVs. With a strong brand presence, Autozone serves both do-it-yourself customers and professional mechanics. The current value of Pat Dorsey's position is $141.36M, while the company's market capitalization is $60.38B. Analysts have set a price target of $3.81K for Autozone, and the discounted cash flow value is $7.01K.

Here's an overview of Pat Dorsey's trades in Autozone Inc.:

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms, formerly known as Facebook, operates several social media platforms, including Facebook, Instagram, and WhatsApp. The company also develops and markets virtual reality hardware and software. Meta has a significant global presence, connecting billions of people through its various platforms. Meta Platforms has a market capitalization of $1.38T. This holding in Pat Dorsey's portfolio is currently worth $114.33M. The analyst price target for Meta is $766.0, and the discounted cash flow value is $591.04.

Here's an overview of Pat Dorsey's trades in Meta Platforms Inc - Ordinary Shares - Class A:

Alphabet Inc - Ordinary Shares - Class C

Alphabet Inc. is a multinational technology conglomerate and the parent company of Google. Its operations include internet search, advertising technologies, cloud computing, software, and hardware. Alphabet's products and services are used by billions of people worldwide. Alphabet Inc. has a market cap of $1.99T, and the current value of Pat Dorsey's holding is $102.84M. A discounted cash flow analysis suggests a value of $259.2 per share, while analysts have set a price target of $185.5.

Here's an overview of Pat Dorsey's trades in Alphabet Inc - Ordinary Shares - Class C:

Wix.com Ltd

Wix.com is a cloud-based web development platform that allows users to create HTML5 websites and mobile sites through the use of online drag-and-drop tools. It caters to a global audience of small businesses, entrepreneurs, and individuals looking to establish an online presence. The company's market cap stands at $9.27B, while the current value of Pat Dorsey's position is $98.15M. Analysts have set a price target of $249.0 for Wix.com, and the discounted cash flow value is $55.02.

Here's an overview of Pat Dorsey's trades in Wix.com Ltd:

PayPal Holdings Inc

PayPal Holdings Inc. operates as a technology platform that enables digital payments on behalf of merchants and consumers worldwide. The company provides payment solutions through its PayPal, Venmo, and Xoom platforms. PayPal's services allow people to send and receive payments in over 200 markets and currencies. The current value of Pat Dorsey's position is $85.67M. PayPal Holdings Inc. has a market capitalization of $64.64B. Analysts have a price target of $80.5 and the discounted cash flow value is $99.72.

Here's an overview of Pat Dorsey's trades in PayPal Holdings Inc: