Pat Dorsey — Portfolio & Holdings
Pat Dorsey of Dorsey Asset Management manages $1.56B across 11 reported positions as of Q2 2026, according to Nexqual.
Key Facts
| Investor | Pat Dorsey |
|---|---|
| Firm | Dorsey Asset Management |
| Assets Under Management (13F) | $1.56B |
| Number of Positions | 11 |
| Reporting Period | Q2 2026 |
Top Holdings
Pat Dorsey's largest reported holdings: ASML, APP, RPRX, BKNG, SPGI, UBER, LYV, DHR, META, SUNB.
All 10 Holdings (Q2 2026)
| # | Symbol | Company | % of portfolio | Value | Change vs prior quarter |
|---|---|---|---|---|---|
| 1 | ASML | Asml Holding NV | 16.61% | $259M | Reduced 7.08% |
| 2 | APP | AppLovin Corp | 14.50% | $226M | Added 38.61% |
| 3 | RPRX | Royalty Pharma plc | 8.82% | $138M | Added 7.90% |
| 4 | BKNG | Booking Holdings Inc. | 8.46% | $132M | New position |
| 5 | SPGI | S&P Global Inc. | 8.25% | $129M | Added 42.09% |
| 6 | UBER | Uber Technologies, Inc | 8.14% | $127M | Added 61.60% |
| 7 | LYV | Live Nation Entertainment, Inc. | 7.69% | $120M | Added 7.91% |
| 8 | DHR | Danaher | 7.64% | $119M | Added 7.92% |
| 9 | META | Meta Platforms, Inc. | 7.21% | $113M | Added 23.64% |
| 11 | SUNB | Sunbelt Rentals Holdings, Inc. | 5.51% | $86.1M | Reduced 47.82% |
Source: Compiled by Nexqual from public SEC 13F filings, October 23, 2026 at 09:50 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: October 23, 2026 at 09:50 UTC. This page is informational and not investment advice.
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