Dorsey Asset Management, LLC
Pat Dorsey · As of Q2 2026 · filed Aug 14, 2026
| ASML ASML HOLDING NV-NY REG SHS | 16.6% | Reduced −7.1% | 130,364 | $259.4M |
| APP APPLOVIN CORP-CLASS A | 14.5% | Added +38.6% | 439,313 | $226.3M |
| RPRX ROYALTY PHARMA PLC- CL A | 8.8% | Added +7.9% | 2,456,528 | $137.7M |
| BKNG BOOKING HOLDINGS INC | 8.5% | Added +4409.2% | 741,500 | $132.2M |
| SPGI S&P GLOBAL INC | 8.3% | Added +42.1% | 316,413 | $128.9M |
| UBER UBER TECHNOLOGIES INC | 8.1% | Added +61.6% | 1,761,941 | $127.1M |
| LYV LIVE NATION ENTERTAINMENT IN | 7.7% | Added +7.9% | 655,658 | $120.1M |
| DHR DANAHER CORP | 7.6% | Added +7.9% | 626,211 | $119.3M |
| META META PLATFORMS INC-CLASS A | 7.2% | Added +23.6% | 199,901 | $112.6M |
| AER AERCAP HOLDINGS NV | 7.2% | Reduced −31.7% | 766,828 | $111.8M |
| SUNB SUNBELT RENTALS HOLDINGS INC | 5.5% | Reduced −47.8% | 1,150,578 | $86.1M |
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.