Pat Dorsey - Dorsey Asset Management 13F portfolio
Latest 13F filing: Q2 2026, filed with the SEC on Aug 14, 2026. 11 holdings worth $1.6B.
Changes since Q1 2026: 8 added to, 3 trimmed.
| Stock | Name | Shares | Value | % of portfolio | Change since Q1 2026 | |
|---|---|---|---|---|---|---|
| ASML | ASML Holding N.V | 130,364 | $259,351,356 | 16.6% | Trimmed 7.1% | History |
| APP | Applovin Corporation | 439,313 | $226,347,237 | 14.5% | Added 38.6% | History |
| RPRX | Royalty Pharma plc | 2,456,528 | $137,737,525 | 8.82% | Added 7.9% | History |
| BKNG | Booking Holdings Inc | 741,500 | $132,164,960 | 8.46% | Added 4409.2% | History |
| SPGI | S&P Global Inc | 316,413 | $128,862,358 | 8.25% | Added 42.1% | History |
| UBER | Uber Technologies, Inc | 1,761,941 | $127,141,663 | 8.14% | Added 61.6% | History |
| LYV | Live Nation Entertainment, Inc | 655,658 | $120,057,536 | 7.69% | Added 7.9% | History |
| DHR | DANAHER CORP | 626,211 | $119,280,671 | 7.64% | Added 7.9% | History |
| META | Meta Platforms, Inc | 199,901 | $112,602,234 | 7.21% | Added 23.6% | History |
| AER | AerCap Holdings N.V | 766,828 | $111,788,186 | 7.16% | Trimmed 31.7% | History |
| SUNB | Sunbelt Rentals Holdings, Inc | 1,150,578 | $86,074,740 | 5.51% | Trimmed 47.8% | History |
Source: SEC Form 13F filing.