What Pat Dorsey bought and sold in Q1 2026

In Q1 2026, Pat Dorsey (Dorsey Asset Management) opened 4 new positions — including SUNB (11.4%), APP (10.0%), SPGI (7.5%), trimmed 2, exited 3 (AZO, GOOG, ENOV). The book stood at $1.26B across 11 positions, filed May 15, 2026.

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.