Pat Dorsey's Dorsey Asset Management Portfolio Shows Significant Shifts in Top Holdings as of March 31, 2026
Pat Dorsey's Dorsey Asset Management portfolio, valued at approximately $1.11 billion as of March 31, 2026, features notable changes in top holdings, including significant reductions in ASML and AER, alongside new positions in SPGI, UBER, and LYV.
As of March 31, 2026, Pat Dorsey's Dorsey Asset Management portfolio, valued at approximately $1.11 billion, includes a diverse set of top holdings. The portfolio shows significant changes in shares for several positions, reflecting strategic adjustments by the investor.
Among the top holdings, ASML (ASML HLDG NV) experienced a notable decrease, with shares reduced by 19.01% compared to the previous period. Similarly, AER (AERCAP HOLDINGS NV) saw a substantial reduction of 11.12% in its position. Dorsey also reduced his stake in APP (APPLOVIN CORP) by 54.64% and DanaHER (DANAHER CORP DEL) by 32.6%, indicating a shift away from these companies.
Conversely, Dorsey significantly increased his positions in several companies. S&P GLOBAL INC (SPGI) and LIVE NATION ENTERTAINMENT IN (LYV) both saw a 100% increase in shares, suggesting a strong confidence in these companies' prospects. UBER TECHNOLOGIES INC (UBER) also experienced a 100% increase in holdings. These additions reflect a strategic diversification or realignment in the portfolio.
For more information on Pat Dorsey and Dorsey Asset Management, visit https://www.insiderset.com/investor/pat-dorsey-dorsey-asset-management. Detailed insights into each stock, including ASML, AER, APP, DHR, RPRX, SPGI, LYV, META, UBER, and BKNG, can be found at ASML, AER, APP, DHR, RPRX, SPGI, LYV, META, UBER, and BKNG.