Superinvestors / Dorsey Asset Management
Pat Dorsey
Dorsey Asset Management
Economic moats; concentrated quality
$1.26B 13F value
11 positions · as of 2026-03-31 · filed 2026-05-15
This quarter
4 new3 exited4 added3 trimmed
Positions held steady are not reported as moves, so they are absent from these counts.
Largest positions
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Value |
|---|---|---|---|
| — | ASML HLDG NV N Y REGISTRY SHSDECREASED -27.1% | 14.76% | $185.31M |
| AER | AERCAP HOLDINGS NVDECREASED -7.5% | 12.27% | $154.12M |
| SUNB | SUNBELT RENTALS HOLDINGS ORDNEW | 11.43% | $143.52M |
| APP | APPLOVIN CORP COM CL ANEW | 10.04% | $126.15M |
| DHR | DANAHER CORP DELDECREASED -29.9% | 8.76% | $110.01M |
Showing 5 of 11
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See all 11 positions
Pat Dorsey's full reported portfolio with every weight, and the complete list of what they bought, sold and trimmed last quarter — free with an account, no card required.
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