As of Q1 2026, this manager reported 11 long-equity positions worth $1.26B in aggregate.
As of Q1 2026, Pat Dorsey's Dorsey Asset Management held 11 long-equity positions with a reported value of $1.26B.
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This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | Reduce -29.9% | 8.76% | 580,240 | $110.01M | $189.60 | $181.01 - $242.80(14%)$230.40 -> $189.60 |
| ASML | ASML HLDG NV | Reduce -27.1% | 14.76% | 140,295 | $185.31M | $1320.83 | $1133.48 - $1547.22(45%)$1163.78 -> $1320.83 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | New | 11.43% | 2,204,996 | $143.52M | $65.09 | $61.85 - $76.77(22%)$73.79 -> $65.09 |
| APP | APPLOVIN CORP | New | 10.04% | 316,952 | $126.15M | $398.00 | $359.00 - $683.50(12%)$618.32 -> $398.00 |
| SPGI | S&P GLOBAL INC | New | 7.54% | 222,683 | $94.72M | $425.34 | $381.61 - $552.25(26%)$512.66 -> $425.34 |
| AER | AERCAP HOLDINGS NV | Reduce -7.5% | 12.27% | 1,123,489 | $154.12M | $137.18 | $130.38 - $154.94(28%)$144.63 -> $137.18 |
| UBER | UBER TECHNOLOGIES INC | New | 6.24% | 1,090,281 | $78.42M | $71.93 | $68.46 - $88.24(18%)$82.86 -> $71.93 |
| GOOG | ALPHABET INC | Sold | — | 0 | $0 | — | - |
| AZO | AUTOZONE INC | Sold | — | 0 | $0 | — | - |
| ENOV | ENOVIS CORPORATION | Sold | — | 0 | $0 | — | - |
| BKNG | BOOKING HOLDINGS INC | Add +0.8% | 5.51% | 16,444 | $69.23M | $4210.32 | $150.62 - $220.75(100%)$212.93 -> $168.41 |
| LYV | LIVE NATION ENTERTAINMENT IN | Add +0.8% | 7.38% | 607,609 | $92.67M | $152.51 | $136.42 - $168.54(50%)$145.31 -> $152.51 |
| META | META PLATFORMS INC | Add +0.8% | 7.37% | 161,683 | $92.5M | $572.13 | $520.26 - $744.00(23%)$650.41 -> $572.13 |
| RPRX | ROYALTY PHARMA PLC | Add +0.8% | 8.70% | 2,276,570 | $109.21M | $47.97 | $38.29 - $47.98(100%)$38.86 -> $47.97 |