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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 6 of 10 rows. Rows without a quote are marked unavailable.

1METAFACEBOOK INC18.10%Reduce -9.1%448,037$91.96M$205.25No quote
2AVLRAVALARA INC17.75%Add +29.9%1,231,614$90.22MNo quoteNo quote
3WIXWIX COM LTD13.28%Add +8.0%551,405$67.48M$122.38No quote
4DESPDESPEGAR COM CORP13.26%Add +20.9%4,999,428$67.39MNo quoteNo quote
5ROKUROKU INC9.58%New363,488$48.67M$133.90No quote
6AYXALTERYX INC9.41%Add +122.7%477,906$47.82MNo quoteNo quote
7PYPLPAYPAL HLDGS INC9.26%Add +8.0%435,147$47.07M$108.17No quote
8EBAYEBAY INC6.64%Add +8.0%934,115$33.73M$36.11No quote
9GOOGALPHABET INC2.72%Reduce -71.7%10,343$13.83M$1337.04No quote
10CMPRCIMPRESS N V-Sold0$0No quoteNo quote