What Pat Dorsey Bought in Q1 2026
Dorsey Asset Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$1.26B
Total Value
11
Holdings
4
New Buys
3
Reduced
In Q1 2026, Pat Dorsey reported 11 long equity positions worth $1.26B in their Dorsey Asset Management 13F filing, including 4 new positions (largest: SUNBELT RENTALS HOLDINGS INC at $143.5M) and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | ASML | 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% |