# Dorsey Asset Management portfolio: Q2 2026 13F holdings

Pat Dorsey’s Dorsey Asset Management: $1.6bn in 11 US holdings at Q2 2026, with buys and sells.

In Q2 2026, Dorsey Asset Management held 11 US-listed stocks worth $1.6bn. Its biggest move was cutting Sunbelt Rentals Holdings (48% fewer shares, now 5.5%), followed by cutting Aercap Holdings (32% fewer shares, now 7.2%). Its largest holding is ASML Holding at 17%.

13F for the quarter ending 2026-06-30, filed 2026-08-14 ([filing](https://www.sec.gov/Archives/edgar/data/1671657/000139834426014470/0001398344-26-014470-index.htm)). $1.6bn in US-listed holdings.

## 13F holdings

| Company | Value | Portfolio | Change | Q1 2026 |
| --- | --- | --- | --- | --- |
| ASML Holding (ASML) | $259m | 16.6% | Trimmed -7.1% | 14.8% |
| Applovin (APP) | $226m | 14.5% | Added +39% | 10.0% |
| Royalty Pharma (RPRX) | $138m | 8.8% | Added +7.9% | 8.7% |
| Booking Holdings (BKNG) | $132m | 8.5% | Added +80% | 5.5% |
| S&P Global (SPGI) | $129m | 8.3% | Added +42% | 7.5% |
| Uber Technologies (UBER) | $127m | 8.1% | Added +62% | 6.2% |
| Live Nation Entertainment (LYV) | $120m | 7.7% | Added +7.9% | 7.4% |
| Danaher (DHR) | $119m | 7.6% | Added +7.9% | 8.8% |
| Meta Platforms (META) | $113m | 7.2% | Added +24% | 7.4% |
| Aercap Holdings (AER) | $112m | 7.2% | Trimmed -32% | 12.3% |
| Sunbelt Rentals Holdings (SUNB) | $86.1m | 5.5% | Trimmed -48% | 11.4% |

Source: SEC filings, via moatshark (https://www.moatshark.com/m/dorsey-asset-management). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.