Dorsey Asset Management, LLC
Pat Dorsey · As of Q1 2026 · filed May 15, 2026
| ASML ASML HOLDING NV-NY REG SHS | 14.8% | Reduced −27.1% | 140,295 | $185.3M |
| AER AERCAP HOLDINGS NV | 12.3% | Reduced −7.5% | 1,123,489 | $154.1M |
| SUNB SUNBELT RENTALS HOLDINGS INC | 11.4% | New | 2,204,996 | $143.5M |
| APP APPLOVIN CORP-CLASS A | 10.0% | New | 316,952 | $126.1M |
| DHR DANAHER CORP | 8.8% | Reduced −29.9% | 580,240 | $110.0M |
| RPRX ROYALTY PHARMA PLC- CL A | 8.7% | Added +0.8% | 2,276,570 | $109.2M |
| SPGI S&P GLOBAL INC | 7.5% | New | 222,683 | $94.7M |
| LYV LIVE NATION ENTERTAINMENT IN | 7.4% | Added +0.8% | 607,609 | $92.7M |
| META META PLATFORMS INC-CLASS A | 7.4% | Added +0.8% | 161,683 | $92.5M |
| UBER UBER TECHNOLOGIES INC | 6.2% | New | 1,090,281 | $78.4M |
| BKNG BOOKING HOLDINGS INC | 5.5% | Added +0.8% | 16,444 | $69.2M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AZO AUTOZONE INC | 25,121 | $85.2M |
| GOOG ALPHABET INC-CL C | 216,906 | $68.1M |
| ENOV ENOVIS CORP | 2,279,200 | $60.7M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.