Canonical: https://ownershiptrace.com/13f/investors/60

# 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](https://ownershiptrace.com/13f/companies/274) | 2026-06-30 | 259351356.00 USD | 16.61% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-26-014470-index.html) |
| [AppLovin Corp](https://ownershiptrace.com/13f/companies/1458) | 2026-06-30 | 226347237.00 USD | 14.50% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-26-014470-index.html) |
| [Royalty Pharma plc](https://ownershiptrace.com/13f/companies/748) | 2026-06-30 | 137737525.00 USD | 8.82% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-26-014470-index.html) |
| [Booking Holdings Inc.](https://ownershiptrace.com/13f/companies/85) | 2026-06-30 | 132164960.00 USD | 8.46% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-26-014470-index.html) |
| [S&P Global Inc.](https://ownershiptrace.com/13f/companies/249) | 2026-06-30 | 128862358.00 USD | 8.25% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-26-014470-index.html) |
| [Uber Technologies, Inc](https://ownershiptrace.com/13f/companies/166) | 2026-06-30 | 127141663.00 USD | 8.14% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-26-014470-index.html) |
| [Live Nation Entertainment, Inc.](https://ownershiptrace.com/13f/companies/172) | 2026-06-30 | 120057536.00 USD | 7.69% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-26-014470-index.html) |
| [DANAHER CORP /DE/](https://ownershiptrace.com/13f/companies/161) | 2026-06-30 | 119280671.00 USD | 7.64% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-26-014470-index.html) |
| [Meta Platforms, Inc.](https://ownershiptrace.com/13f/companies/42) | 2026-06-30 | 112602234.00 USD | 7.21% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-26-014470-index.html) |
| [AerCap Holdings N.V.](https://ownershiptrace.com/13f/companies/840) | 2026-06-30 | 111788186.00 USD | 7.16% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-26-014470-index.html) |
| [Sunbelt Rentals Holdings, Inc.](https://ownershiptrace.com/13f/companies/8) | 2026-06-30 | 86074740.00 USD | 5.51% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-26-014470-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-26-014470-index.html) |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-26-009218-index.html) |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-26-003214-index.html) |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-25-020887-index.html) |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-25-015394-index.html) |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-25-009457-index.html) |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-25-002824-index.html) |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-24-020708-index.html) |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-24-014603-index.html) |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-24-009633-index.html) |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-24-002904-index.html) |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-23-020605-index.html) |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-23-014736-index.html) |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-23-009688-index.html) |
| 2023-03-31 | 2023-07-20 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-23-013281-index.html) |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-23-003149-index.html) |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-22-021940-index.html) |
| 2022-09-30 | 2023-07-20 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-23-013279-index.html) |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-22-015545-index.html) |
| 2022-03-31 | 2022-05-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1671657/0001398344-22-009480-index.html) |

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.

This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows.

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