Pat Dorsey

Dorsey Asset Management

Pat Dorsey is the manager of Dorsey Asset Management, known for its strategic investment approach. The firm has been active in the market, with its latest disclosures revealing a range of exits, position reductions, and increases across various sectors, particularly in technology and communication services. From August 14, 2024, to May 15, 2026, Dorsey Asset Management's disclosed moves included a notable transaction involving Sunbelt Rentals Holdings Inc (SUNB), with a reported value of $143.5 million, reflecting the firm's dynamic trading strategy.

Latest Trades

CompanyValueActionChangePriceLast Price
Sunbelt Rentals Holdings IncSUNB$144M2.2M sharesOtherQ1 2026 13F$144M$65.09$72.99
APPLOVIN CORPAPP$126M317k sharesOtherQ1 2026 13F$126M$483.34$427.01
S&P Global IncSPGI$95M222.7k sharesOtherQ1 2026 13F$95M$427.37$445.09
AutoZone IncAZO$-85.2MExitQ1 2026 13F$85M$3,605.61$3,005.17
Danaher CorpDHR$110M580.2k sharesTrimQ1 2026 13F$79M$212.96$205.04
Uber Technologies IncUBER$78M1.1M sharesOtherQ1 2026 13F$78M$76.97$73.78
Alphabet Inc.GOOG$-68.1MExitQ1 2026 13F$68M$314.16$370.21
Enovis CorporationENOV$-60.7MExitQ1 2026 13F$61M$23.64$28.07
Royalty Pharma plcRPRX$109M2.3M sharesAddQ1 2026 13F$22M$43.80$56.31
AerCap Holdings NVAER$154M1.1M sharesTrimQ1 2026 13F$21M$143.01$148.03
ASML Holding NVASML$185M140.3k sharesTrimQ1 2026 13F$20M$1,370.36$1,732.94
Booking Holdings IncBKNG$69M16.4k sharesTrimQ1 2026 13F$18M$184.02$179.83
Meta Platforms, Inc.META$93M161.7k sharesTrimQ1 2026 13F$13M$640.86$681.31
Live Nation Entertainment, Inc.LYV$93M607.6k sharesAddQ1 2026 13F$7M$151.44$182.31