Pat Dorsey - Dorsey Asset Management Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Dorsey Asset Management portfolio balances reported a total equity value of $1.56B across 11 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight ASML HLDG NV (ASML) as the single largest position, accounting for 16.6% of total equity value, followed by APPLOVIN CORP (APP), ROYALTY PHARMA PLC (RPRX), BOOKING HOLDINGS INC (BKNG), and others. Collectively, the top five holdings represent 56.6% of the portfolio, showing how capital is distributed among core positions and long-term investments.