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.
| 1 | META | FACEBOOK INC | 23.51% | Add +5.8% | 640,771 | $145.5M | $227.07 | |
| 2 | SMAR | SMARTSHEET INC | 13.45% | New | 1,635,037 | $83.26M | No quote | No quote |
| 3 | WIX | WIX COM LTD | 13.10% | Reduce -43.0% | 316,348 | $81.06M | $256.22 | |
| 4 | GOOG | ALPHABET INC | 10.50% | Reduce -1.8% | 45,948 | $64.95M | $1413.62 | |
| 5 | UPWK | UPWORK INC | 8.84% | New | 3,786,489 | $54.68M | $14.44 | |
| 6 | PYPL | PAYPAL HLDGS INC | 7.01% | Reduce -1.8% | 248,927 | $43.37M | $174.23 | |
| 7 | ROKU | ROKU INC | 6.45% | Reduce -30.5% | 342,401 | $39.9M | $116.53 | |
| 8 | AVLR | AVALARA INC | 6.17% | Reduce -58.5% | 287,138 | $38.22M | No quote | No quote |
| 9 | AYX | ALTERYX INC | 5.65% | Reduce -37.6% | 212,858 | $34.97M | No quote | No quote |
| 10 | DESP | DESPEGAR COM CORP | 5.33% | Reduce -22.0% | 4,592,541 | $32.97M | No quote | No quote |