Pat Dorsey - Dorsey Asset Management Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the Dorsey Asset Management portfolio balances reported a total equity value of $1.26B across 11 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 15, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight ASML HLDG NV (ASML) as the single largest position, accounting for 14.8% of total equity value, followed by AERCAP HOLDINGS NV (AER), APPLOVIN CORP (APP), DANAHER CORP DEL (DHR), and others. Collectively, the top five holdings represent 54.5% of the portfolio, showing how capital is distributed among core positions and long-term investments.