Dorsey Asset Management, LLC
Managed by Pat Dorsey. $1.26B disclosed long-equity portfolio across 11 positions.
| # | Stock | Value | % of Portfolio |
|---|---|---|---|
| 1 | ASML HLDG NV | $185.3M | 14.76% |
| 2 | AERCAP HOLDINGS NV | $154.1M | 12.27% |
| 3 | SUNBELT RENTALS HOLDINGS INC | $143.5M | 11.43% |
| 4 | APPLOVIN CORP | $126.1M | 10.04% |
| 5 | DANAHER CORP DEL | $110.0M | 8.76% |
| 6 | ROYALTY PHARMA PLC | $109.2M | 8.70% |
| 7 | S&P GLOBAL INC | $94.7M | 7.54% |
| 8 | LIVE NATION ENTERTAINMENT IN | $92.7M | 7.38% |
| 9 | META PLATFORMS INC | $92.5M | 7.37% |
| 10 | UBER TECHNOLOGIES INC | $78.4M | 6.24% |
| 11 | BOOKING HOLDINGS INC | $69.2M | 5.51% |
For full quarterly history, transactions, and the investor profile, see Pat Dorsey's page →
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Dorsey Asset Management, LLC — overview
Pat Dorsey runs Dorsey Asset Management, LLC. Moat-focused, concentrated (~10 stocks), long-term. Every position is a deep conviction on durable competitive advantage. As of the Q1 2026 13F filing, the disclosed long-equity portfolio is valued at $1.3B across 11 positions. The largest holdings are ASML HLDG NV, AERCAP HOLDINGS NV, and SUNBELT RENTALS HOLDINGS INC (ASML HLDG NV alone is 14.8% of the book).
Key takeaways
- Disclosed Q1 2026 portfolio: $1.3B.
- Top holdings: ASML HLDG NV, AERCAP HOLDINGS NV, and SUNBELT RENTALS HOLDINGS INC.