Pat Dorsey's Dorsey Asset Management Portfolio Shows Significant Share Increases in SPGI, LYV, UBER
Pat Dorsey's Dorsey Asset Management portfolio, as of March 31, 2026, saw substantial share increases in S&P Global Inc (SPGI), Live Nation Entertainment (LYV), and Uber Technologies (UBER), while experiencing decreases in several major holdings.
As of March 31, 2026, Pat Dorsey's Dorsey Asset Management portfolio, valued at approximately $1.11 billion, displayed notable quarterly trends in its top holdings. The portfolio saw significant share increases in three stocks, while others experienced decreases or remained unchanged.
Dorsey Asset Management significantly increased its position in S&P Global Inc (SPGI), adding 222,683 shares during the quarter, representing a 100% increase in holdings. The position now accounts for 7.54% of the total portfolio. Similarly, Live Nation Entertainment (LYV) saw a 100% increase in shares, with the addition of 607,609 shares, boosting its portfolio allocation to 7.38%. Uber Technologies Inc (UBER) also experienced a substantial 100% increase in shares, adding 1,090,281 shares, now representing 6.24% of the portfolio.
Conversely, the portfolio experienced decreases in several major holdings. ASML Holding NV (ASML) saw its share count decrease by 19.01%, with a reduction of 32,931 shares. Aercap Holdings NV (AER) decreased by 11.12%, reducing its shares by 140,509. Applovin Corp (APP) experienced a significant 54.64% reduction in shares, a decrease of 381,844 shares. Danaher Corp (DHR) decreased by 32.6%, with a reduction of 280,610 shares. Meta Platforms Inc (META) saw a 15.89% reduction in shares, and Booking Holdings Inc (BKNG) decreased by 3.13%.
Royal Typharma PLC (RPRX) remained unchanged in terms of share count during the quarter.
For more information on Pat Dorsey and Dorsey Asset Management, visit https://www.insiderset.com/investor/pat-dorsey-dorsey-asset-management. You can explore detailed profiles of the stocks in the portfolio, including ASML Holding NV https://www.insiderset.com/investors/stocks/ASML, Aercap Holdings NV https://www.insiderset.com/investors/stocks/AER, Applovin Corp https://www.insiderset.com/investors/stocks/APP, DanaHER Corp https://www.insiderset.com/investors/stocks/DHR, Royal Typharma PLC https://www.insiderset.com/investors/stocks/RPRX, S&P Global Inc https://www.insiderset.com/investors/stocks/SPGI, Live Nation Entertainment https://www.insiderset.com/investors/stocks/LYV, Meta Platforms Inc https://www.insiderset.com/investors/stocks/META, Uber Technologies Inc https://www.insiderset.com/investors/stocks/UBER, and Booking Holdings Inc https://www.insiderset.com/investors/stocks/BKNG.