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Pat Dorsey - Dorsey Asset Management – Largest Buy Additions (2026 Q1)

A detailed view of the stocks most significantly increased by Pat Dorsey - Dorsey Asset Management during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.

Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
SUNB 2,204,996 $65.09 Buy 100.00% 11.39% $143.52M 2026 Q1
APP 316,952 $398 Buy 100.00% 10.01% $126.15M 2026 Q1
RPRX 2,276,570 $47.97 Increased 0.76% 8.67% $109.21M 2026 Q1
SPGI 222,683 $425.34 Buy 100.00% 7.52% $94.72M 2026 Q1
LYV 607,609 $152.51 Increased 0.77% 7.35% $92.67M 2026 Q1
META 161,683 $572.13 Increased 0.77% 7.34% $92.5M 2026 Q1
UBER 1,090,281 $71.93 Buy 100.00% 6.22% $78.42M 2026 Q1
BKNG 411,100 $168.41 Increased 0.78% 5.49% $69.23M 2026 Q1
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