Pat Dorsey - Dorsey Asset Management
Portfolio
$1.56 B
Positionen
11
Stichtag
2026-06-30
Quartal
Q2 2026
| ASMLASML HLDG NV | 16.61% | Reduce 7.08% |
| APPAPPLOVIN CORP | 14.50% | Add 38.61% |
| ROYALTY PHARMA PLC | 8.82% | Add 7.90% |
| BOOKING HOLDINGS INC | 8.46% | Add 4409.24% |
| SPGIS&P GLOBAL INC | 8.25% | Add 42.09% |
| UBERUBER TECHNOLOGIES INC | 8.14% | Add 61.60% |
| LYVLIVE NATION ENTERTAINMENT IN | 7.69% | Add 7.91% |
| DHRDANAHER CORP DEL | 7.64% | Add 7.92% |
| METAMETA PLATFORMS INC | 7.21% | Add 23.64% |
| AERCAP HOLDINGS NV | 7.16% | Reduce 31.75% |
| SUNBSUNBELT RENTALS HOLDINGS INC | 5.51% | Reduce 47.82% |
11 Einträge