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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 5 of 12 rows. Rows without a quote are marked unavailable.

1METAFACEBOOK INC20.43%Reduce -23.9%487,971$81.34M$166.69No quote
2WIXWIX COM LTD19.09%Add +5.2%628,814$75.98M$120.83No quote
3PYPLPAYPAL HLDGS INC13.14%Add +5.4%503,552$52.29M$103.84No quote
4GOOGALPHABET INC10.67%Add +5.4%36,194$42.47M$1173.32No quote
5DESPDESPEGAR COM CORP8.70%New2,323,766$34.62MNo quoteNo quote
6CMPRCIMPRESS N V8.13%Add +85.9%404,051$32.38MNo quoteNo quote
7EBAYEBAY INC7.99%Add +106.8%856,313$31.8M$37.14No quote
8TTDTHE TRADE DESK INC7.73%Reduce -54.0%155,465$30.77MNo quoteNo quote
9ANSSANSYS INC4.13%Reduce -42.0%89,927$16.43MNo quoteNo quote
12WKWORKIVA INC-Sold0$0No quoteNo quote
11ROPROPER TECHNOLOGIES INC-Sold0$0No quoteNo quote
10DGDOLLAR GEN CORP NEW-Sold0$0No quoteNo quote