What Pat Dorsey Bought in Q2 2026
Dorsey Asset Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$1.56B
Total Value
11
Holdings
0
New Buys
2
Reduced
In Q2 2026, Pat Dorsey reported 11 long equity positions worth $1.56B in their Dorsey Asset Management 13F filing and 9 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | ASML | ASML HLDG NV | 130364 | $259.4M | 16.61% | -7.1% |
| 2 | APP | APPLOVIN CORP | 439313 | $226.3M | 14.50% | +38.6% |
| 3 | RPRX | ROYALTY PHARMA PLC | 2456528 | $137.7M | 8.82% | +7.9% |
| 4 | BKNG | BOOKING HOLDINGS INC | 741500 | $132.2M | 8.46% | +4409.2% |
| 5 | SPGI | S&P GLOBAL INC | 316413 | $128.9M | 8.25% | +42.1% |
| 6 | UBER | UBER TECHNOLOGIES INC | 1761941 | $127.1M | 8.14% | +61.6% |
| 7 | LYV | LIVE NATION ENTERTAINMENT IN | 655658 | $120.1M | 7.69% | +7.9% |
| 8 | DHR | DANAHER CORP DEL | 626211 | $119.3M | 7.64% | +7.9% |
| 9 | META | META PLATFORMS INC | 199901 | $112.6M | 7.21% | +23.6% |
| 10 | AER | AERCAP HOLDINGS NV | 766828 | $111.8M | 7.16% | +-31.7% |
| 11 | SUNB | SUNBELT RENTALS HOLDINGS INC | 1150578 | $86.1M | 5.51% | -47.8% |