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.

Biggest Wins

PositionReported PriceLast PriceEst. P/LReturnEst. Value
ASML Holding NVASML · Q1 2026$1,320.83$1,732.94+$58M+31.2%$243M
Live Nation Entertainment, Inc.LYV · Q1 2026$152.51$182.31+$18M+19.5%$111M
Meta Platforms, Inc.META · Q1 2026$572.13$681.31+$18M+19.1%$110M
Royalty Pharma plcRPRX · Q1 2026$47.97$56.31+$19M+17.4%$128M
Sunbelt Rentals Holdings IncSUNB · Q1 2026$65.09$72.99+$17M+12.1%$161M
Danaher CorpDHR · Q1 2026$189.60$205.04+$9M+8.14%$119M
AerCap Holdings NVAER · Q1 2026$137.18$148.03+$12M+7.91%$166M
APPLOVIN CORPAPP · Q1 2026$398.00$427.01+$9M+7.29%$135M
S&P Global IncSPGI · Q1 2026$425.34$445.09+$4M+4.64%$99M
Uber Technologies IncUBER · Q1 2026$71.93$73.78+$2M+2.57%$80M