Superinvestors / Dorsey Asset Management
Pat Dorsey
Dorsey Asset Management
Economic moats; concentrated quality
This quarter
Positions held steady are not reported as moves, so they are absent from these counts.
Portfolio
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Reported price | Value | Shares |
|---|---|---|---|---|---|
| — | ASML HLDG NV· N Y REGISTRY SHSDECREASED -7.1% | 16.61% | $1,989.44 | $259.35M | 130.4K |
| APP | APPLOVIN CORP· COM CL AINCREASED +38.6% | 14.50% | $515.23 | $226.35M | 439.3K |
| RPRX | ROYALTY PHARMA PLC F CLASS AINCREASED +7.9% | 8.82% | $56.07 | $137.74M | 2.5M |
| BKNG | BOOKING HOLDINGS INC COMINCREASED +4409.2% | 8.46% | $178.24 | $132.16M | 741.5K |
| SPGI | S&P GLOBAL INCINCREASED +42.1% | 8.25% | $407.26 | $128.86M | 316.4K |
| UBER | UBER TECHNOLOGIES INCINCREASED +61.6% | 8.14% | $72.16 | $127.14M | 1.8M |
| LYV | LIVE NATION ENTERTAINMENT ININCREASED +7.9% | 7.69% | $183.11 | $120.06M | 655.7K |
| DHR | DANAHER CORP DELINCREASED +7.9% | 7.64% | $190.48 | $119.28M | 626.2K |
| META | META PLATFORMS INC· CL AINCREASED +23.6% | 7.21% | $563.29 | $112.60M | 199.9K |
| AER | AERCAP HOLDINGS NVDECREASED -31.7% | 7.16% | $145.78 | $111.79M | 766.8K |
Reported price is this manager's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what they paid. 13F reports no cost basis.
The top 10 positions are 94.5% of the reported portfolio, across 11 positions.
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 more of Pat Dorsey's portfolio
More of Pat Dorsey's reported positions with their weights, and what they bought, sold and trimmed last quarter rather than the largest few — free with an account, no card required.
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