What did Pat Dorsey buy in Q2 2026?

Pat Dorsey opened 0 new positions and added to 5 existing holdings in the Q2 2026 13F.

What did Pat Dorsey sell in Q2 2026?

Pat Dorsey exited 0 positions and trimmed 2.

What Pat Dorsey bought and sold in Q2 2026

In Q2 2026, Pat Dorsey (Dorsey Asset Management) added to 5, trimmed 2. The book stood at $1.56B across 11 positions, filed Aug 14, 2026.

0New5Added2Trimmed0Exited

Share𝕏 in

Decision recordDorsey Asset Management increased APP by 39%. Was it still actionable?High-conviction increase. Low timing precision. See the lag, evidence, disagreement, and original source →

Added to (5)

APPApplovin Corp-class A+39% shares · 14.5% · $226M
BKNGBooking Holdings Inc+80% shares · 8.5% · $132M
SPGIS&p Global Inc+42% shares · 8.3% · $129M
UBERUber Technologies Inc+62% shares · 8.1% · $127M
METAMeta Platforms Inc-class A+24% shares · 7.2% · $113M

Trimmed (2)

AERAercap Holdings NV-32% shares · 7.2% · $112M
SUNBSunbelt Rentals Holdings Inc-48% shares · 5.5% · $86M

Pat Dorsey's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Pat Dorsey's full portfolio →The whole cohort in Q2 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.