Pat Dorsey's Dorsey Asset Management Portfolio Shows Major Share Increases and Decreases in Q1 2026
Pat Dorsey's portfolio, as of March 31, 2026, reflects significant share increases in SPGI, LYV, and UBER, alongside decreases in APP, META, ASML, AER, and DHR.
As of March 31, 2026, Pat Dorsey's portfolio at Dorsey Asset Management shows notable quarterly trends. Dorsey Asset Management's holdings reflect significant changes in allocation, with major share increases in certain stocks and decreases in others.
Pat Dorsey increased his stake significantly in several companies during the quarter:
- S&P Global Inc. (SPGI), a company in the Financial Services sector, saw its shares increase by 100%.
- Live Nation Entertainment Inc. (LYV), in the Communication Services sector, also experienced a 100% increase in shares.
- Uber Technologies Inc. (UBER), another Technology company, also recorded a 100% increase in shares.
Conversely, Dorsey reduced his positions in several other stocks:
- Applovin Corp. (APP), a Technology company, saw its shares decrease by 54.64%.
- Meta Platforms Inc. (META), also in the Communication Services sector, experienced a 15.89% decrease.
- ASML Holding NV (ASML) saw its shares drop by 19.01%.
- AerCap Holdings NV (AER) experienced an 11.12% decrease.
- Danaher Corp. (DHR) saw its shares decrease by 32.6%.
One position remained unchanged during the quarter: Booking Holdings Inc. (BKNG), a Consumer Cyclical company.
For more information on Pat Dorsey's investment strategy, please visit Dorsey Asset Management.