Pat Dorsey's portfolio
In the Q2 2026 13F, filed August 14, 2026, Dorsey Asset Management reported 11 US stock positions worth $1.6B. The largest was Asml Hldg Nv at 16.6% of the portfolio. Added to: Applovin (APP) and Royalty Pharma Plc (RPRX). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
None this quarter.
Added to
- ApplovinAPP$226M
- Royalty Pharma PlcRPRX$138M
- BookingBKNG$132M
- S&P GlobalSPGI$129M
- Uber TechnologiesUBER$127M
- Meta PlatformsMETA$113M
Trimmed
Sold out
None this quarter.
Holdings
11 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Asml Hldg Nv | 16.61% | $259M | 130,364 | Held |
| ApplovinAPP | 14.50% | $226M | 439,313 | Added |
| Royalty Pharma PlcRPRX | 8.82% | $138M | 2,456,528 | Added |
| BookingBKNG | 8.46% | $132M | 741,500 | Added |
| S&P GlobalSPGI | 8.25% | $129M | 316,413 | Added |
| Uber TechnologiesUBER | 8.14% | $127M | 1,761,941 | Added |
| Live Nation Entertainment In | 7.69% | $120M | 655,658 | Held |
| Danaher Corp Del | 7.64% | $119M | 626,211 | Held |
| Meta PlatformsMETA | 7.21% | $113M | 199,901 | Added |
| Aercap Holdings Nv | 7.16% | $112M | 766,828 | Held |
| Sunbelt RentalsSUNB | 5.51% | $86M | 1,150,578 | Trimmed |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Pat Dorsey own?
In the Q2 2026 13F, Dorsey Asset Management reported 11 US stock positions worth $1.6B. The largest: Asml Hldg Nv 16.6%, Applovin (APP) 14.5%, Royalty Pharma Plc (RPRX) 8.8%, Booking (BKNG) 8.5%, S&P Global (SPGI) 8.3%.
What did Pat Dorsey buy last quarter?
In Q2 2026: added to Applovin (APP); added to Royalty Pharma Plc (RPRX); added to Booking (BKNG).
What did Pat Dorsey sell last quarter?
In Q2 2026: cut Sunbelt Rentals (SUNB).
When is Pat Dorsey's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.