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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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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 7 of 10 rows. Rows without a quote are marked unavailable.

1METAFACEBOOK INC18.72%Add +15.6%264,159$39.88M$150.98No quote
2CMPRCIMPRESS N V11.41%-257,326$24.33MNo quoteNo quote
3YELPYELP INC10.37%New736,000$22.1MNo quoteNo quote
4GOOGALPHABET INC9.83%-23,061$20.96M$908.72No quote
5BAMBROOKFIELD ASSET MGMT INC9.58%-520,454$20.41M$39.21No quote
6DGDOLLAR GEN CORP NEW9.42%-278,400$20.07M$72.09No quote
7ANSSANSYS INC8.89%-155,651$18.94MNo quoteNo quote
8ROPROPER TECHNOLOGIES INC8.51%Reduce -13.2%78,305$18.13M$231.53No quote
9DSGXDESCARTES SYS GROUP INC7.50%Reduce -21.9%658,340$15.99M$24.29No quote
10WKWORKIVA INC5.77%-645,973$12.31M$19.05No quote