Pat Dorsey's top holdings (July 2026) include Sunbelt Rentals Holdings Inc (SUNB.L), a major distributor of rental equipment for the construction and industrial markets.

Pat Dorsey is the founder of Dorsey Asset Management, an investment firm based in Chicago. He previously served as the director of equity research for Morningstar and focuses his investment research on identifying businesses with durable competitive advantages.

Sunbelt Rentals Holdings Inc (SUNB.L)

Sunbelt Rentals Holdings Inc provides a broad range of equipment rental services, catering to sectors such as construction, industrial maintenance, and event planning. The company operates an extensive network across North America and the United Kingdom, offering tools and heavy machinery to a diverse clientele. The company's market cap stands at $22.97B, while the current value of Pat Dorsey's holding is $12.12B. Furthermore, a discounted cash flow analysis for the firm indicates a value of $7.75K per share.

Here's an overview of Pat Dorsey's trades in Sunbelt Rentals Holdings Inc: [STOCKCIRCLE_EMBED_PLACEHOLDER_SUNB.L]

ASML Holding NV (ASML)

ASML Holding NV is a Netherlands-based technology company that specializes in the development and manufacture of photolithography machines. These systems are essential for the production of advanced semiconductor chips used in electronic devices worldwide. ASML has a market capitalization of $691.68B, with Pat Dorsey's position currently valued at $279.11M. Analysts have set a price target of $1.88K for ASML, and the company's discounted cash flow analysis suggests a value of $518.84 per share.

Here's an overview of Pat Dorsey's trades in ASML Holding NV:

Aercap Holdings N.V. (AER)

AerCap Holdings N.V. is a global leader in aircraft leasing, maintaining a significant fleet of commercial aircraft, engines, and helicopters. The company provides essential fleet management and leasing solutions to airlines on every continent. This holding in Pat Dorsey's portfolio is currently worth $163.78M, supporting a company with a market cap of $23.47B. Analysts have set a price target of $162.5 for AerCap Holdings N.V., and its discounted cash flow value is -118.07.

Here's an overview of Pat Dorsey's trades in Aercap Holdings N.V.:

Applovin Corp (APP)

Applovin Corp provides a software-based platform for mobile app developers to enhance marketing and business growth through automated tools. Their technology focuses on user acquisition and monetization, particularly within the mobile gaming industry. The current value of Pat Dorsey's position in Applovin Corp is $163.3M, and the firm maintains a market capitalization of $160.27B. The company's discounted cash flow analysis suggests a value of $135.02 per share, while analysts have set a price target of $642.0.

Here's an overview of Pat Dorsey's trades in Applovin Corp:

Royalty Pharma plc (RPRX)

Royalty Pharma plc is a leading funder of innovation in the biopharmaceutical industry through the acquisition of pharmaceutical royalties. The company invests in late-stage clinical trials and marketed therapies, providing capital to academic institutions and biotechnology firms. The market cap for Royalty Pharma is $24.19B, and the position is currently valued at $127.65M within the portfolio. Analysts have set a price target of $60.0 for the company, and its discounted cash flow value stands at $109.39.

Here's an overview of Pat Dorsey's trades in Royalty Pharma plc: