Pat Dorsey - Dorsey Asset Management
As of Q1 2026, Pat Dorsey reported 11 long-equity positions worth $1.26B in aggregate.
Copy-investor backtest
- Latest quarter
- -0.54%
- 1-year
- +16.15%
- 3-year
- +146.47%
- 3-year top 5
- +222.31%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 7 of 10 rows. Rows without a quote are marked unavailable.
| 1 | WIX | WIX COM LTD | 19.99% | Add +75.2% | 1,485,198 | $234.35M | $157.79 | |
| 2 | SMAR | SMARTSHEET INC | 18.54% | Add +1.1% | 2,805,457 | $217.28M | No quote | No quote |
| 3 | META | META PLATFORMS INC | 16.59% | Add +0.4% | 577,985 | $194.41M | $336.35 | |
| 4 | PYPL | PAYPAL HLDGS INC | 9.19% | Add +0.4% | 571,209 | $107.72M | $188.58 | |
| 5 | DIS | DISNEY WALT CO | 9.06% | Reduce -11.9% | 685,261 | $106.14M | $154.89 | |
| 6 | EBAY | EBAY INC. | 6.79% | Reduce -27.8% | 1,197,424 | $79.63M | $66.50 | |
| 7 | GOOG | ALPHABET INC | 6.18% | Add +0.4% | 25,018 | $72.39M | $2893.60 | |
| 8 | POSH | POSHMARK INC | 4.80% | New | 3,306,561 | $56.31M | No quote | No quote |
| 9 | SEMR | SEMRUSH HLDGS INC | 4.66% | Add +2.6% | 2,616,838 | $54.56M | No quote | No quote |
| 10 | UPWK | UPWORK INC | 4.21% | Reduce -10.9% | 1,443,618 | $49.31M | $34.16 |