Dorsey Asset Management · portfolio as of Q2 2026, filed Aug 14, 2026
Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.
0 of 9 holdings are Undervalued or On Sale by our valuation (0% of the money).
Valued by PaybackPrice; holdings from SEC 13F filings as of Jun 30, 2026. 2 not valued.
Pat Dorsey's portfolio holds 11 stocks worth $1.6B at the end of Q2 2026. The largest positions are ASML, APP, RPRX, BKNG and SPGI.
In Q2 2026, Pat Dorsey added to APP, BKNG, META, SPGI and UBER.
In Q2 2026, Pat Dorsey trimmed SUNB and AER.
None of Pat Dorsey's holdings are Undervalued or On Sale right now.
Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.
From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →