Dorsey Asset Management, LLC activity
Every position Pat Dorsey opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
Add
8
Reduce
3
11 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| APP | Add | 10.0% to 14.5% | +38.6% sh | Q1→Q2 |
| BKNG | Add | 5.5% to 8.5% | +4409.2% sh | Q1→Q2 |
| UBER | Add | 6.2% to 8.1% | +61.6% sh | Q1→Q2 |
| DHR | Add | 8.8% to 7.6% | +7.9% sh | Q1→Q2 |
| SPGI | Add | 7.5% to 8.3% | +42.1% sh | Q1→Q2 |
| LYV | Add | 7.4% to 7.7% | +7.9% sh | Q1→Q2 |
| META | Add | 7.4% to 7.2% | +23.6% sh | Q1→Q2 |
| RPRX | Add | 8.7% to 8.8% | +7.9% sh | Q1→Q2 |
| URI | Reduce | 11.4% to 5.5% | −47.8% sh | Q1→Q2 |
| AER | Reduce | 12.3% to 7.2% | −31.7% sh | Q1→Q2 |
| ASML | Reduce | 14.8% to 16.6% | −7.1% sh | Q1→Q2 |