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 11 rows. Rows without a quote are marked unavailable.
| 1 | META | FACEBOOK INC | 23.61% | Reduce -5.3% | 606,612 | $158.87M | $261.90 | |
| 2 | WIX | WIX COM LTD | 15.54% | Add +29.7% | 410,415 | $104.59M | $254.85 | |
| 3 | GOOG | ALPHABET INC | 10.25% | Add +2.2% | 46,947 | $68.99M | $1469.59 | |
| 4 | UPWK | UPWORK INC | 10.24% | Add +4.3% | 3,950,351 | $68.89M | $17.44 | |
| 5 | ROKU | ROKU INC | 8.51% | Reduce -11.4% | 303,373 | $57.28M | $188.80 | |
| 6 | PYPL | PAYPAL HLDGS INC | 7.45% | Add +2.2% | 254,341 | $50.11M | $197.03 | |
| 7 | EBAY | EBAY INC. | 6.74% | New | 871,076 | $45.38M | $52.10 | |
| 8 | SMAR | SMARTSHEET INC | 6.54% | Reduce -45.6% | 889,987 | $43.98M | No quote | No quote |
| 9 | AVLR | AVALARA INC | 5.55% | Add +2.2% | 293,390 | $37.36M | No quote | No quote |
| 10 | DESP | DESPEGAR COM CORP | 3.99% | Reduce -8.0% | 4,223,698 | $26.86M | No quote | No quote |
| 11 | AYX | ALTERYX INC | 1.59% | Reduce -55.8% | 94,189 | $10.7M | No quote | No quote |