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PD
Pat Dorsey
Dorsey Asset Management
Periodo
Q1 2026
Valore portafoglio
$1.26B
Titoli
11
Attività
8 acquisti · 3 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | ASML HLDG NV | 14.76% | Reduce 27.06% | 140,295 | $185.3M |
| 2 | AERCAP HOLDINGS NV | 12.27% | Reduce 7.54% | 1,123,489 | $154.1M |
| 3 | SUNB SUNBELT RENTALS HOLDINGS INC | 11.43% | Buy | 2,204,996 | $143.5M |
| 4 | APP APPLOVIN CORP | 10.04% | Buy | 316,952 | $126.1M |
| 5 | DHR DANAHER CORP DEL | 8.76% | Reduce 29.88% | 580,240 | $110.0M |
| 6 | ROYALTY PHARMA PLC | 8.7% | Add 0.76% | 2,276,570 | $109.2M |
| 7 | SPGI S&P GLOBAL INC | 7.54% | Buy | 222,683 | $94.7M |
| 8 | LYV LIVE NATION ENTERTAINMENT IN | 7.38% | Add 0.77% | 607,609 | $92.7M |
| 9 | META META PLATFORMS INC | 7.37% | Add 0.77% | 161,683 | $92.5M |
| 10 | UBER UBER TECHNOLOGIES INC | 6.24% | Buy | 1,090,281 | $78.4M |
| 11 | BKNG BOOKING HOLDINGS INC | 5.51% | Add 0.78% | 16,444 | $69.2M |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.