13F filings are disclosed up to 45 days after quarter-end. Holdings shown are as of each quarter-end (latest filing 2026-05-15) and may differ from current positions. 13F reports only US-listed long equities — shorts, most derivatives, non-US (e.g. Korea/Japan) names, and confidential treatment are excluded.
Dorsey Asset Management
CIK 1671657Pat Dorsey · Dorsey Asset Management, LLC
The ex-Morningstar research head who popularized the 'economic moat' — a concentrated book in a few network-effect businesses.
View original 13F on SEC EDGARQuarter
2026Q1
Total 13F value
$1.3B
Holdings
11
Top holdings
| Holding | Weight | % of 13F | Value |
|---|---|---|---|
| Asml Hldg Nv | 14.76% | $185M | |
| Aercap Holdings Nv | 12.27% | $154M | |
| Sunbelt Rentals Holdings Inc | 11.43% | $144M | |
| Applovin Corp | 10.04% | $126M | |
| Danaher Corp Del | 8.76% | $110M | |
| Royalty Pharma PLC | 8.70% | $109M | |
| S&P Global Inc | 7.54% | $95M | |
| Live Nation Entertainment In | 7.38% | $93M | |
| Meta Platforms Inc | 7.37% | $93M | |
| Uber Technologies Inc | 6.24% | $78M |
As of 2026Q1 · filed 2026-05-15 · accession 0001398344-26-009218 · 103 days after quarter-end · source SEC EDGAR Form 13F-HR
This page is a factual aggregation of public SEC EDGAR Form 13F-HR disclosures. It reflects only US-listed long equity holdings; shorts, derivatives, non-US, and confidential-treatment positions are excluded. 'Weight' means the position's share within that manager's 13F (a fact), not a portfolio allocation guide. This page is for information only and is not a recommendation to buy or sell any security, nor investment advice. All investment decisions are the sole responsibility of the investor. © 2026 Haerangdal Research.