Dorsey Asset Management portfolio — 13F holdings Q2 2026
Dorsey Asset Management (Pat Dorsey) reported 11 long positions worth $1.6 billion as of 2026-06-30. Top holdings: ASML HOLDING NV, AppLovin Corp, Royalty Pharma plc, Booking Holdings Inc., S&P Global Inc.. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| ASML HOLDING NV | 2026-06-30 | 259351356.00 USD | 16.61% | reduce | Original filing |
| AppLovin Corp | 2026-06-30 | 226347237.00 USD | 14.50% | add | Original filing |
| Royalty Pharma plc | 2026-06-30 | 137737525.00 USD | 8.82% | add | Original filing |
| Booking Holdings Inc. | 2026-06-30 | 132164960.00 USD | 8.46% | add | Original filing |
| S&P Global Inc. | 2026-06-30 | 128862358.00 USD | 8.25% | add | Original filing |
| Uber Technologies, Inc | 2026-06-30 | 127141663.00 USD | 8.14% | add | Original filing |
| Live Nation Entertainment, Inc. | 2026-06-30 | 120057536.00 USD | 7.69% | add | Original filing |
| DANAHER CORP /DE/ | 2026-06-30 | 119280671.00 USD | 7.64% | add | Original filing |
| Meta Platforms, Inc. | 2026-06-30 | 112602234.00 USD | 7.21% | add | Original filing |
| AerCap Holdings N.V. | 2026-06-30 | 111788186.00 USD | 7.16% | reduce | Original filing |
| Sunbelt Rentals Holdings, Inc. | 2026-06-30 | 86074740.00 USD | 5.51% | reduce | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-07-20 00:00:00 | 13F-HR/A | Original filing |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2023-07-20 00:00:00 | 13F-HR/A | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-13 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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