- Portfolio
- Activity
Pat Dorsey Holdings Activity
Dorsey Asset Management Portfolio 13F
Dorsey Asset Management has disclosed a total of 14 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 4, bought 4 totally new, decreased the number of shares of 3 and completely sold out 3 position(s).
What stocks is Pat Dorsey buying now?
In the recent quarter Pat Dorsey has bought 8 securities out of which top 5 purchases (by % change to portfolio) are (SUNB) SUNBELT RENTALS HOLDINGS INC (new buy), (APP) APPLOVIN CORP-CLASS A (new buy), (SPGI) S&P GLOBAL INC (new buy), (UBER) UBER TECHNOLOGIES INC (new buy) and (RPRX) ROYALTY PHARMA PLC- CL A (added shares +0.76%).
What does Pat Dorsey invest in?
Pat Dorsey's top 5 holdings (by % of portfolio) are (ASML) ASML HOLDING NV-NY REG SHS (14.76%), (AER) AERCAP HOLDINGS NV (12.27%), (SUNB) SUNBELT RENTALS HOLDINGS INC (11.43%), (APP) APPLOVIN CORP-CLASS A (10.04%) and (DHR) DANAHER CORP (8.76%).
In the latest report(s) the following changes have been made to the top investments: (ASML) ASML HOLDING NV-NY REG SHS (reduced shares -27.06%), (AER) AERCAP HOLDINGS NV (reduced shares -7.54%), (SUNB) SUNBELT RENTALS HOLDINGS INC (new buy), (APP) APPLOVIN CORP-CLASS A (new buy) and (DHR) DANAHER CORP (reduced shares -29.88%).
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.