Manager activity
Pat Dorsey
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/15/2026 · Full comparison · All filings
New · 4
Add · 4
Reduce · 3
Exit · 3
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| New | SUNBELT RENTALS HOLDINGS INC | +2,204,996 | New | +11.43 pp | 5/15/2026 |
| New | APPLOVIN CORP | +316,952 | New | +10.04 pp | 5/15/2026 |
| New | S&P GLOBAL INC | +222,683 | New | +7.54 pp | 5/15/2026 |
| Exit | AUTOZONE INC | -25,121 | Exit | -7.41 pp | 5/15/2026 |
| Reduce | DANAHER CORP DEL | -247,280 | -29.9% | -7.71 pp | 5/15/2026 |
| New | UBER TECHNOLOGIES INC | +1,090,281 | New | +6.24 pp | 5/15/2026 |
| Exit | ALPHABET INC | -216,906 | Exit | -5.92 pp | 5/15/2026 |
| Exit | ENOVIS CORPORATION | -2,279,200 | Exit | -5.28 pp | 5/15/2026 |
| Add | ROYALTY PHARMA PLC | +17,101 | +0.8% | +1.11 pp | 5/15/2026 |
| Reduce | AERCAP HOLDINGS NV | -91,570 | -7.5% | -2.91 pp | 5/15/2026 |
| Reduce | ASML HLDG NV | -52,048 | -27.1% | -3.13 pp | 5/15/2026 |
| Add | BOOKING HOLDINGS INC | +127 | +0.8% | -2.08 pp | 5/15/2026 |
| Add | META PLATFORMS INC | +1,233 | +0.8% | -1.84 pp | 5/15/2026 |
| Add | LIVE NATION ENTERTAINMENT IN | +4,636 | +0.8% | -0.09 pp | 5/15/2026 |