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← Pat Dorsey

Pat Dorsey's 2026Q1 portfolio

Pat Dorsey (Dorsey Asset Management) held 11 positions as of Mar 31, 2026, with the largest position at 14.8% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2026 (11)

  1. 1ASMLAsml Hldg NV
    % port
    14.8%
    -3.1pp vs prior Q
  2. 2AERAercap Holdings NV
    % port
    12.3%
    -2.9pp vs prior Q
  3. 3SUNBSunbelt Rentals Holdings Inc
    % port
    11.4%
  4. 4APPApplovin Corp-class A
    % port
    10.0%
  5. 5DHRDanaher Corp
    % port
    8.8%
    -7.7pp vs prior Q
  6. 6RPRXRoyalty Pharma Plc
    % port
    8.7%
    +1.1pp vs prior Q
  7. 7SPGIS&p Global Inc
    % port
    7.5%
  8. 8LYVLive Nation Entertainment IN
    % port
    7.4%
  9. 9METAMeta Platforms Inc-class A
    % port
    7.4%
    -1.8pp vs prior Q
  10. 10UBERUber Technologies Inc
    % port
    6.2%
  11. 11BKNGBooking Holdings Inc
    % port
    5.5%
    -2.1pp vs prior Q

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.