What Pat Dorsey bought and sold in Q2 2026
In Q2 2026, Pat Dorsey (Dorsey Asset Management) exited 11 (ASML, AER, SUNB).
0New0Added0Trimmed11Exited
Exited (11)
- ASMLAsml Hldg NVwas 14.8% of book
- AERAercap Holdings NVwas 12.3% of book
- SUNBSunbelt Rentals Holdings Incwas 11.4% of book
- APPApplovin Corp-class Awas 10.0% of book
- DHRDanaher Corpwas 8.8% of book
- RPRXRoyalty Pharma Plcwas 8.7% of book
- SPGIS&p Global Incwas 7.5% of book
- LYVLive Nation Entertainment INwas 7.4% of book
- METAMeta Platforms Inc-class Awas 7.4% of book
- UBERUber Technologies Incwas 6.2% of book
- BKNGBooking Holdings Incwas 5.5% of book
Pat Dorsey's other filings
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.