Pat Dorsey - Dorsey Asset Management
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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Updated 2026-05-16 from SEC 13F data.
Live quotes available for 11 of 14 rows. Rows without a quote are marked unavailable.
| 1 | ASML | ASML HLDG NV | 14.76% | Reduce -27.1% | 140,295 | $185.31M | $1320.83 | |
| 2 | AER | AERCAP HOLDINGS NV | 12.27% | Reduce -7.5% | 1,123,489 | $154.12M | $137.18 | |
| 3 | SUNB | SUNBELT RENTALS HOLDINGS INC | 11.43% | New | 2,204,996 | $143.52M | $65.09 | |
| 4 | APP | APPLOVIN CORP | 10.04% | New | 316,952 | $126.15M | $398.00 | |
| 5 | DHR | DANAHER CORP DEL | 8.76% | Reduce -29.9% | 580,240 | $110.01M | $189.60 | |
| 6 | RPRX | ROYALTY PHARMA PLC | 8.70% | Add +0.8% | 2,276,570 | $109.21M | $47.97 | |
| 7 | SPGI | S&P GLOBAL INC | 7.54% | New | 222,683 | $94.72M | $425.34 | |
| 8 | LYV | LIVE NATION ENTERTAINMENT IN | 7.38% | Add +0.8% | 607,609 | $92.67M | $152.51 | |
| 9 | META | META PLATFORMS INC | 7.37% | Add +0.8% | 161,683 | $92.5M | $572.13 | |
| 10 | UBER | UBER TECHNOLOGIES INC | 6.24% | New | 1,090,281 | $78.42M | $71.93 | |
| 11 | BKNG | BOOKING HOLDINGS INC | 5.51% | Add +0.8% | 16,444 | $69.23M | $4210.32 | |
| 14 | ENOV | ENOVIS CORPORATION | - | Sold | 0 | $0 | No quote | No quote |
| 13 | AZO | AUTOZONE INC | - | Sold | 0 | $0 | No quote | No quote |
| 12 | GOOG | ALPHABET INC | - | Sold | 0 | $0 | No quote | No quote |