Pat Dorsey - Dorsey Asset Management
Dorsey Asset Management · SEC Form 13F portfolio
- Period
- 2026-06-30
- Portfolio value
- $1.56B
- Holdings
- 11
- Top 10
- 94.5%
Latest reported holdings
| Holding | % of Portfolio | Value | Shares | Change |
|---|---|---|---|---|
ASML HLDG NV · N Y REGISTRY SHS | 16.61% | $259.35M | 130.36K | −7.08% |
APPLOVIN CORP · COM CL A | 14.50% | $226.35M | 439.31K | +38.61% |
ROYALTY PHARMA PLC · SHS CLASS A | 8.82% | $137.74M | 2.46M | +7.90% |
BOOKING HOLDINGS INC · COM | 8.46% | $132.16M | 741.50K | +80.37% |
S&P GLOBAL INC · COM | 8.25% | $128.86M | 316.41K | +42.09% |
UBER TECHNOLOGIES INC · COM | 8.14% | $127.14M | 1.76M | +61.60% |
LIVE NATION ENTERTAINMENT IN · COM | 7.69% | $120.06M | 655.66K | +7.91% |
DANAHER CORP DEL · COM | 7.64% | $119.28M | 626.21K | +7.92% |
META PLATFORMS INC · CL A | 7.21% | $112.60M | 199.90K | +23.64% |
AERCAP HOLDINGS NV · SHS | 7.16% | $111.79M | 766.83K | −31.75% |
SUNBELT RENTALS HOLDINGS INC · SHS | 5.51% | $86.07M | 1.15M | −47.82% |