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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These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| 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 |
| UBER | UBER TECHNOLOGIES INC | New | 6.24% | 1,090,281 | $78.42M | $71.93 | $68.46 - $88.24(18%)$82.86 -> $71.93 |
| 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 |