Current position

Pat Dorsey’s Danaher Corp Del (DHR) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Dorsey Asset Management LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2023Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares926.99KHighest verified quarter-end share count
Quarters reported11Verified quarters with shares above zero
What happened?

Dorsey Asset Management LLC first reported Danaher Corp Del in Q4 2023. The reported position was increased and reduced across later filings. Dorsey Asset Management LLC currently reports 626.21K shares. The latest verified filing showed: Bought 7.9% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 7.9% more+45.97K shares · 626.21K shares reported after the change
Filing context

Quarter-end price $190.48 · Estimated holding basis $212.40

Q1 2026
Sold 29.9% of the position−247.28K shares · 580.24K shares remained
Filing context

Quarter-end price $189.60 · Estimated holding basis $214.13

Q4 2025
Sold 3.9% of the position−33.33K shares · 827.52K shares remained
Filing context

Quarter-end price $228.92 · Estimated holding basis $214.13

Q3 2025
Sold 7.1% of the position−66.14K shares · 860.85K shares remained
Filing context

Quarter-end price $198.26 · Estimated holding basis $214.13

Q2 2025
Bought 34.1% more+235.69K shares · 926.99K shares reported after the change
Filing context

Quarter-end price $197.54 · Estimated holding basis $214.13

Q1 2025
Bought 75.1% more+296.51K shares · 691.30K shares reported after the change
Filing context

Quarter-end price $205.00 · Estimated holding basis $219.79

Portfolio importance

How important is Danaher Corp Del in Dorsey Asset Management LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight7.6%Q2 2026
Current rank#8of 11 reported positions
Peak portfolio weight16.5%Q4 2025
Best historical rank#1Q2 2025
At peak importanceQ4 2025
DHR
16.5%
Largest holding
17.9%
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$211.812026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$190.48Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$212.40Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Dorsey Asset Management, LLC’s Form 13F disclosures—not Pat Dorsey’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.