Pat Dorsey

Dorsey Asset Management

Pat Dorsey (Dorsey Asset Management) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Pat Dorsey (Dorsey Asset Management) portfolio page tracks Dorsey Asset Management holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Dorsey Asset Management owns and how disclosed positions change over time. Pat Dorsey (Dorsey Asset Management)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Sunbelt Rentals Holdings Inc (SUNB), APPLOVIN CORP (APP), S&P Global Inc (SPGI), AutoZone Inc (AZO), and Danaher Corp (DHR). Investors use Dorsey Asset Management 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

Latest Trades

CompanyValueActionChangePriceCurrent Price
Sunbelt Rentals Holdings IncSUNB$144M2.2M sharesOtherQ1 2026 13F$144M$65.09$79.04
APPLOVIN CORPAPP$126M317k sharesOtherQ1 2026 13F$126M$435.42$496.77
S&P Global IncSPGI$95M222.7k sharesOtherQ1 2026 13F$95M$427.37$417.09
AutoZone IncAZO$-85.2MExitQ1 2026 13F$85M$3,605.61$3,074.04
Danaher CorpDHR$110M580.2k sharesTrimQ1 2026 13F$79M$200.33$183.53
Uber Technologies IncUBER$78M1.1M sharesOtherQ1 2026 13F$78M$73.89$73.85
Alphabet Cl CGOOG$-68.1MExitQ1 2026 13F$68M$314.16$334.69
Enovis CorporationENOV$-60.7MExitQ1 2026 13F$61M--$23.11
Royalty Pharma plcRPRX$109M2.3M sharesAddQ1 2026 13F$22M$47.97$53.97
AerCap Holdings NVAER$154M1.1M sharesTrimQ1 2026 13F$21M$143.01$135.71
ASML Holding NVASML$185M140.3k sharesTrimQ1 2026 13F$20M$1,391.88$1,749.04
Booking Holdings IncBKNG$69M16.4k sharesTrimQ1 2026 13F$18M$169.81$162.30
Meta Platforms IncMETA$93M161.7k sharesTrimQ1 2026 13F$13M$640.86$585.39
Live Nation Entertainment IncLYV$93M607.6k sharesAddQ1 2026 13F$6.7M$156.25$159.51