Manager
Pat Dorsey
SEC filing name: Dorsey Asset Management, LLC
All 13F filings
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| New | SUNBELT RENTALS HOLDINGS INC | +2,204,996 | +11.43 pp |
| New | APPLOVIN CORP | +316,952 | +10.04 pp |
| New | S&P GLOBAL INC | +222,683 | +7.54 pp |
| Exit | AUTOZONE INC | -25,121 | -7.41 pp |
| Reduce | DANAHER CORP DEL | -247,280 | -7.71 pp |
| New | UBER TECHNOLOGIES INC | +1,090,281 | +6.24 pp |
| Exit | ALPHABET INC | -216,906 | -5.92 pp |
| Exit | ENOVIS CORPORATION | -2,279,200 | -5.28 pp |
| Add | ROYALTY PHARMA PLC | +17,101 | +1.11 pp |
| Reduce | AERCAP HOLDINGS NV | -91,570 | -2.91 pp |
| Reduce | ASML HLDG NV | -52,048 | -3.13 pp |
| Add | BOOKING HOLDINGS INC | +127 | -2.08 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000139834426009218 | Q1 2026 | 11 | 1,255,861,264 | 13F-HR | 5/15/2026 | Dorsey Asset Management, LLC |
| 000139834426003214 | Q4 2025 | 10 | 1,150,397,601 | 13F-HR | 2/17/2026 | Dorsey Asset Management, LLC |
| 000139834425020887 | Q3 2025 | 9 | 1,112,595,766 | 13F-HR | 11/14/2025 | Dorsey Asset Management, LLC |
| 000139834425015394 | Q2 2025 | 10 | 1,115,187,507 | 13F-HR | 8/14/2025 | Dorsey Asset Management, LLC |
| 000139834425009457 | Q1 2025 | 11 | 943,610,993 | 13F-HR | 5/15/2025 | Dorsey Asset Management, LLC |
| 000139834425002824 | Q4 2024 | 11 | 970,037,173 | 13F-HR | 2/14/2025 | Dorsey Asset Management, LLC |
| 000139834424020708 | Q3 2024 | 12 | 927,641,584 | 13F-HR | 11/14/2024 | Dorsey Asset Management, LLC |