Pat Dorsey Dorsey Asset Management Portfolio Update: March 2026
Pat Dorsey's Dorsey Asset Management portfolio totaled $1.11 billion as of March 31, 2026. Significant changes include new positions in Booking Holdings and Uber, alongside notable increases and decreases in existing holdings.
Pat Dorsey's Dorsey Asset Management portfolio, valued at $1.11 billion as of March 31, 2026, showed significant shifts in its top holdings during the reporting period.
Dorsey added new positions in Booking Holdings (BKNG) and Uber Technologies (UBER), both representing 100% increases in shares. There were also substantial increases in holdings of Applovin (APP), Danaher (DHR), Royal Tyco Pharma (RPRX), S&P Global (SPGI), and Live Nation Entertainment (LYV).
Conversely, holdings in ASML Holding, Aercap Holdings (AER), Meta Platforms (META), and others saw decreases, with some experiencing significant reductions in both share count and value. Dorsey also maintained a position in Booking Holdings (BKNG).
For detailed analysis of each holding, please visit the investor profile here and the individual stock pages for ASML, AER, APP, DHR, RPRX, SPGI, LYV, META, UBER, and BKNG.