Dorsey Asset Management Pat Dorsey
Top positions activity
Value History
Quarterly report: Q1 2026
Total portfolio value: $1.3B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
ASML
|
ASML Holding NV - New York Shares | 185.3M 14.75% | 140.3K | -52.0K ↓27.06% | |
|
AER
|
Aercap Holdings N.V. | 154.1M 12.27% | 1.1M | -91.6K ↓7.54% | |
|
AP+
|
Ampco-Pittsburgh Corp. - Warrants (01/08/2025) | 126.1M 10.04% | 317.0K | +317.0K Newly Added | |
|
DHR
|
Danaher Corp. | 110.0M 8.76% | 580.2K | -247.3K ↓29.88% | |
|
RPRX
|
Royalty Pharma plc - Class A | 109.2M 8.69% | 2.3M | +17.1K ↑0.76% | |
|
SPGI
|
S&P Global Inc | 94.7M 7.54% | 222.7K | +222.7K Newly Added | |
|
LYV
|
Live Nation Entertainment Inc | 92.7M 7.37% | 607.6K | +4.6K ↑0.77% | |
|
FB
|
Meta Platforms Inc - Class A | 92.5M 7.36% | 161.7K | +1.2K ↑0.77% | |
|
UBER
|
Uber Technologies Inc | 78.4M 6.24% | 1.1M | +1.1M Newly Added | |
|
BKNG
|
Booking Holdings Inc | 69.2M 5.51% | 16.4K | +127 ↑0.78% |
Sold Out Positions
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