# Pat Dorsey — Dorsey Asset Management

Source: SEC EDGAR 13F filings (CIK 0001671657).
Page URL: https://superinvestorclub.com/manager/44
Last updated: 2026-07-08T11:29:50.270Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), Pat Dorsey reported 11 long equity positions in their Dorsey Asset Management 13F filing, with a total reported value of $1.26B.

### About

Moat-focused investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | ASMLF | ASML HLDG NV | 140295 | $185.3M | 14.76% | -27.1% |
| 2 | AER | AERCAP HOLDINGS NV | 1123489 | $154.1M | 12.27% | -7.5% |
| 3 | SUNB | SUNBELT RENTALS HOLDINGS INC | 2204996 | $143.5M | 11.43% | NEW |
| 4 | APP | APPLOVIN CORP | 316952 | $126.1M | 10.04% | NEW |
| 5 | DHR | DANAHER CORP DEL | 580240 | $110.0M | 8.76% | -29.9% |
| 6 | RPRX | ROYALTY PHARMA PLC | 2276570 | $109.2M | 8.70% | +0.8% |
| 7 | SPGI | S&P GLOBAL INC | 222683 | $94.7M | 7.54% | NEW |
| 8 | LYV | LIVE NATION ENTERTAINMENT IN | 607609 | $92.7M | 7.38% | +0.8% |
| 9 | META | META PLATFORMS INC | 161683 | $92.5M | 7.37% | +0.8% |
| 10 | UBER | UBER TECHNOLOGIES INC | 1090281 | $78.4M | 6.24% | NEW |
| 11 | BKNG | BOOKING HOLDINGS INC | 16444 | $69.2M | 5.51% | +0.8% |

## New positions this quarter (4)

- SUNB (SUNBELT RENTALS HOLDINGS INC): 2204996 shares, $143.5M
- APP (APPLOVIN CORP): 316952 shares, $126.1M
- SPGI (S&P GLOBAL INC): 222683 shares, $94.7M
- UBER (UBER TECHNOLOGIES INC): 1090281 shares, $78.4M

## Increased positions (4)

- RPRX: 2276570 shares (+0.8%), $109.2M
- LYV: 607609 shares (+0.8%), $92.7M
- META: 161683 shares (+0.8%), $92.5M
- BKNG: 16444 shares (+0.8%), $69.2M

## Reduced positions (3)

- ASMLF: 140295 shares (-27.1%), $185.3M
- AER: 1123489 shares (-7.5%), $154.1M
- DHR: 580240 shares (-29.9%), $110.0M

## Sold positions (3)

- AZO: previously held 25121 shares worth $85.2M
- GOOG: previously held 216906 shares worth $68.1M
- ENOV: previously held 2279200 shares worth $60.7M

## Filing history (9)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-17)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-14)
- 2024-09-30 (filed 2024-11-14)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-15)

## Citation

When citing, use: "Pat Dorsey, Dorsey Asset Management, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/44)".