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Pat Dorsey Portfolio: Dorsey Asset Management 13F Holdings
Review Dorsey Asset Management's latest 13F holdings, top disclosed positions, portfolio value, and recent changes associated with Pat Dorsey.
Pat Dorsey portfolio Top Holdings
Pat Dorsey portfolio and Dorsey Asset Management 13F holdings indexed by Finoriq. Latest filing 2026-05-15.
| Rank | Holding | Value | Latest Filing |
|---|---|---|---|
| 1 | SUNBSunbelt Rentals Holdings, Inc. | $143.5M | 2026-05-15 |
| 2 | APPAppLovin Corp | $126.1M | 2026-05-15 |
| 3 | DHRDANAHER CORP /DE/ | $110M | 2026-05-15 |
| 4 | SPGIS&P Global Inc. | $94.7M | 2026-05-15 |
| 5 | LYVLive Nation Entertainment, Inc. | $92.7M | 2026-05-15 |
| 6 | METAMeta Platforms, Inc. | $92.5M | 2026-05-15 |
| 7 | UBERUber Technologies, Inc | $78.4M | 2026-05-15 |
| 8 | BKNGBooking Holdings Inc. | $69.2M | 2026-05-15 |
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