Pat Dorsey - Dorsey Asset Management Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Dorsey Asset Management disclosed 10 stock positions valued at approximately $1.56B as of quarter-end June 30, 2026. The largest holdings include ASML HLDG NV, APPLOVIN CORP, and ROYALTY PHARMA PLC.
- Report Period
- June 30, 2026
- No. of Stocks
- 10
- Portfolio Value
- $1.56B
Holdings by Sector
Dorsey Asset Management Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ASML HLDG NV | ASML | Other | 16.61% | 130,364 | -9,931 | -7.08% | $259,351,356 |
| APPLOVIN CORP | APP | Technology | 14.50% | 439,313 | +122,361 | +38.61% | $226,347,237 |
| ROYALTY PHARMA PLC | RPRX | Other | 8.82% | 2,456,528 | +179,958 | +7.90% | $137,737,525 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 8.46% | 741,500 | +725,056 | +4409.24% | $132,164,960 |
| S&P GLOBAL INC | SPGI | Financial Services | 8.25% | 316,413 | +93,730 | +42.09% | $128,862,358 |
| UBER TECHNOLOGIES INC | UBER | Technology | 8.14% | 1,761,941 | +671,660 | +61.60% | $127,141,663 |
| LIVE NATION ENTERTAINMENT IN | LYV | Communication Services | 7.69% | 655,658 | +48,049 | +7.91% | $120,057,536 |
| DANAHER CORP DEL | DHR | Healthcare | 7.64% | 626,211 | +45,971 | +7.92% | $119,280,671 |
| META PLATFORMS INC | META | Communication Services | 7.21% | 199,901 | +38,218 | +23.64% | $112,602,234 |
| AERCAP HOLDINGS NV | AER | Other | 7.16% | 766,828 | -356,661 | -31.75% | $111,788,186 |
Showing 10 of 10 holdings in the latest reporting period.