Pat Dorsey - Dorsey Asset Management Portfolio Stock Holdings
Dorsey Asset Management disclosed 11 stock positions valued at approximately $1.3 billion in its latest SEC 13F filing. The largest holdings include ASML HLDG NV, AERCAP HOLDINGS NV, and APPLOVIN CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 11
- Portfolio Value
- $1.3B
Holdings by Sector
Dorsey Asset Management Portfolio Holdings in Q1 2026
10 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ASML HLDG NV | ASML | Other | 14.76% | 140,295 | -52,048 | -27.06% | $185,305,845 |
| AERCAP HOLDINGS NV | AER | Other | 12.27% | 1,123,489 | -91,570 | -7.54% | $154,120,221 |
| APPLOVIN CORP | APP | Technology | 10.04% | 316,952 | -381,844 | -54.64% | $126,146,896 |
| DANAHER CORP DEL | DHR | Healthcare | 8.76% | 580,240 | -247,280 | -29.88% | $110,013,504 |
| ROYALTY PHARMA PLC | RPRX | Other | 8.70% | 2,276,570 | +17,101 | +0.76% | $109,207,063 |
| S&P GLOBAL INC | SPGI | Financial Services | 7.54% | 222,683 | +222,683 | +100.00% | $94,715,987 |
| LIVE NATION ENTERTAINMENT IN | LYV | Communication Services | 7.38% | 607,609 | +4,636 | +0.77% | $92,666,449 |
| META PLATFORMS INC | META | Communication Services | 7.37% | 161,683 | +1,233 | +0.77% | $92,503,695 |
| UBER TECHNOLOGIES INC | UBER | Technology | 6.24% | 1,090,281 | +1,090,281 | +100.00% | $78,423,912 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 5.51% | 16,444 | +127 | +0.78% | $69,234,502 |