Pat Dorsey - Dorsey Asset Management
As of Q2 2026, Pat Dorsey reported 11 long-equity positions worth $1.56B in aggregate.
Copy-investor backtest
- Latest quarter
- +6.92%
- 1-year
- +20.42%
- 3-year
- +110.04%
- 5-year
- +14.86%
- 3-year vs S&P 500
- +36.80%
- 5-year vs S&P 500
- -58.82%
- 5-year top 5
- +41.36%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | Add +38.6% | 14.50% | 439,313 | $226.35M | $515.23 | $364.64 - $622.00(59%)$387.84 -> $516.43 |
| BKNG | BOOKING HOLDINGS INC | Add +80.4%25:1 split | 8.46% | 741,500 | $132.16M | $178.24 | $150.14 - $193.92(64%)$167.38 -> $178.24 |
| UBER | UBER TECHNOLOGIES INC | Add +61.6% | 8.14% | 1,761,941 | $127.14M | $72.16 | $67.19 - $80.83(36%)$71.71 -> $72.16 |
| SPGI | S&P GLOBAL INC | Add +42.1% | 8.25% | 316,413 | $128.86M | $407.26 | $393.03 - $456.70(22%)$425.17 -> $407.26 |
| META | META PLATFORMS INC | Add +23.6% | 7.21% | 199,901 | $112.6M | $563.29 | $540.21 - $691.52(15%)$579.23 -> $563.29 |
| RPRX | ROYALTY PHARMA PLC | Add +7.9% | 8.82% | 2,456,528 | $137.74M | $56.07 | $46.53 - $57.22(89%)$48.49 -> $56.07 |
| LYV | LIVE NATION ENTERTAINMENT IN | Add +7.9% | 7.69% | 655,658 | $120.06M | $183.11 | $149.26 - $184.86(95%)$152.63 -> $183.11 |
| DHR | DANAHER CORP DEL | Add +7.9% | 7.64% | 626,211 | $119.28M | $190.48 | $160.93 - $200.50(75%)$190.79 -> $190.37 |