PD
Pat Dorsey (Dorsey Asset Management) disclosed increased in ROYALTY PHARMA PLC
Pat Dorsey (Dorsey Asset Management) filed a 13F change in ROYALTY PHARMA PLC (G7709Q104) on 2026-02-17, covering period end 2025-12-31.
Action
Increased
Capital
$87,305,882 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
10 changes from Pat Dorsey (Dorsey Asset Management), filed 2026-02-17 for period end 2025-12-31.
$1.2B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
538034109 LIVE NATION ENTERTAINMENT IN | New | $85.9M | $85.9M | 7.47% |
53332102 AUTOZONE INC | Reduced | -$43.0M | $85.2M | 3.74% |
N07059210 ASML HOLDING N V | Increased | $38.1M | $205.8M | 3.31% |
02079K107 ALPHABET INC | Reduced | -$36.5M | $68.1M | 3.17% |
30303M102 META PLATFORMS INC | Reduced | -$35.3M | $105.9M | 3.06% |
N00985106 AERCAP HOLDINGS NV | Increased | $21.7M | $174.7M | 1.89% |
235851102 DANAHER CORPORATION | Increased | $18.8M | $189.4M | 1.63% |
194014502 ENOVIS CORPORATION | Reduced | -$12.1M | $60.7M | 1.05% |
G7709Q104 ROYALTY PHARMA PLC | Increased | $4.4M | $87.3M | 0.38% |
09857L108 BOOKING HOLDINGS INC | Reduced | -$4.3M | $87.4M | 0.37% |