Pat Dorsey — Recent Buys
Dorsey Asset Management · New and increased positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
Pat Dorsey opened 0 new positions and increased 9 existing holdings in the Q2 '26 filing — a combined buy footprint of $1.22B.
Increased positions (9)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 439313 | $226.3M | 14.50% | +38.6% |
| RPRX | ROYALTY PHARMA PLC | 2456528 | $137.7M | 8.82% | +7.9% |
| BKNG | BOOKING HOLDINGS INC | 741500 | $132.2M | 8.46% | +4409.2% |
| SPGI | S&P GLOBAL INC | 316413 | $128.9M | 8.25% | +42.1% |
| UBER | UBER TECHNOLOGIES INC | 1761941 | $127.1M | 8.14% | +61.6% |
| LYV | LIVE NATION ENTERTAINMENT IN | 655658 | $120.1M | 7.69% | +7.9% |
| DHR | DANAHER CORP DEL | 626211 | $119.3M | 7.64% | +7.9% |
| META | META PLATFORMS INC | 199901 | $112.6M | 7.21% | +23.6% |
| AER | AERCAP HOLDINGS NV | 766828 | $111.8M | 7.16% | +-31.7% |