Dorsey Asset Management Pat Dorsey
Top positions activity
Value History
Quarterly report: Q2 2026
Total portfolio value: $1.6B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
ASML
|
ASML Holding NV - New York Shares | 259.4M 16.61% | 130.4K | -9.9K ↓7.08% | |
|
AP+
|
Ampco-Pittsburgh Corp. - Warrants (01/08/2025) | 226.3M 14.49% | 439.3K | +122.4K ↑38.61% | |
|
RPRX
|
Royalty Pharma plc - Class A | 137.7M 8.82% | 2.5M | +180.0K ↑7.90% | |
|
BKNG
|
Booking Holdings Inc | 132.2M 8.46% | 741.5K | +725.1K ↑4409.24% | |
|
SPGI
|
S&P Global Inc | 128.9M 8.25% | 316.4K | +93.7K ↑42.09% | |
|
UBER
|
Uber Technologies Inc | 127.1M 8.14% | 1.8M | +671.7K ↑61.60% | |
|
LYV
|
Live Nation Entertainment Inc | 120.1M 7.68% | 655.7K | +48.0K ↑7.91% | |
|
DHR
|
Danaher Corp. | 119.3M 7.63% | 626.2K | +46.0K ↑7.92% | |
|
FB
|
Meta Platforms Inc - Class A | 112.6M 7.21% | 199.9K | +38.2K ↑23.64% | |
|
AER
|
Aercap Holdings N.V. | 111.8M 7.15% | 766.8K | -356.7K ↓31.75% |