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 2026-05-15, covering period end 2026-03-31.
Action
Increased
Capital
$109,207,063 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
14 changes from Pat Dorsey (Dorsey Asset Management), filed 2026-05-15 for period end 2026-03-31.
$1.3B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
866966104 SUNBELT RENTALS HOLDINGS INC | New | $143.5M | $143.5M | 11.43% |
03831W108 APPLOVIN CORP | New | $126.1M | $126.1M | 10.04% |
78409V104 S&P GLOBAL INC | New | $94.7M | $94.7M | 7.54% |
53332102 AUTOZONE INC | Sold out | -$85.2M | $0 | 6.78% |
235851102 DANAHER CORP DEL | Reduced | -$79.4M | $110.0M | 6.32% |
90353T100 UBER TECHNOLOGIES INC | New | $78.4M | $78.4M | 6.24% |
02079K107 ALPHABET INC | Sold out | -$68.1M | $0 | 5.42% |
194014502 ENOVIS CORPORATION | Sold out | -$60.7M | $0 | 4.83% |
G7709Q104 ROYALTY PHARMA PLC | Increased | $21.9M | $109.2M | 1.74% |
N00985106 AERCAP HOLDINGS NV | Reduced | -$20.6M | $154.1M | 1.64% |
N07059210 ASML HLDG NV | Reduced | -$20.5M | $185.3M | 1.63% |
09857L108 BOOKING HOLDINGS INC | Reduced | -$18.1M | $69.2M | 1.45% |
30303M102 META PLATFORMS INC | Reduced | -$13.4M | $92.5M | 1.07% |
538034109 LIVE NATION ENTERTAINMENT IN | Increased | $6.7M | $92.7M | 0.54% |