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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 9 rows. Rows without a quote are marked unavailable.

1METAFACEBOOK INC25.49%Add +35.1%605,377$100.98M$166.8052w: $137.10 - $224.20; reported $166.80
2WIXWIX COM LTD14.13%Add +0.7%555,291$55.98M$100.8252w: $76.81 - $156.40; reported $100.82
3GOOGALPHABET INC13.74%Add +352.5%46,803$54.42M$1162.8152w: $50.68 - $76.61; reported $1162.81
4AVLRAVALARA INC13.02%Reduce -43.9%691,309$51.57MNo quoteNo quote
5ROKUROKU INC10.88%Add +35.6%492,874$43.12M$87.4852w: $58.22 - $151.20; reported $87.48
6DESPDESPEGAR COM CORP8.43%Add +17.8%5,890,786$33.4MNo quoteNo quote
7AYXALTERYX INC8.19%Reduce -28.7%340,895$32.44MNo quoteNo quote
8PYPLPAYPAL HLDGS INC6.13%Reduce -41.7%253,557$24.28M$95.7452w: $82.07 - $124.45; reported $95.74
9EBAYEBAY INC-Sold0$0No quoteNo quote