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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 11 rows. Rows without a quote are marked unavailable.

1WIXWIX COM LTD15.37%Add +19.9%1,878,181$123.12M$65.5552w: $53.12 - $309.00; reported $65.55
2METAMETA PLATFORMS INC15.23%Add +0.1%756,594$122M$161.2552w: $154.25 - $384.33; reported $161.25
3ROKUROKU INC14.58%Add +109.9%1,421,597$116.77M$82.1452w: $72.63 - $490.76; reported $82.14
4SMARSMARTSHEET INC13.49%Add +14.3%3,438,052$108.06MNo quoteNo quote
5DISDISNEY WALT CO8.72%Add +0.1%740,164$69.87M$94.4052w: $92.01 - $187.58; reported $94.40
6GOOGALPHABET INC7.73%Add +20.1%28,317$61.94M$2187.4552w: $102.21 - $152.10; reported $2187.45
7UPWKUPWORK INC6.89%Add +71.2%2,667,136$55.16M$20.6852w: $14.85 - $64.49; reported $20.68
8PYPLPAYPAL HLDGS INC6.45%Add +0.1%739,616$51.66M$69.8452w: $67.58 - $310.16; reported $69.84
9POSHPOSHMARK INC5.98%Add +13.1%4,740,775$47.93MNo quoteNo quote
10SEMRSEMRUSH HLDGS INC5.57%Add +0.1%3,448,221$44.59MNo quoteNo quote
11EBAYEBAY INC.-Sold0$0No quoteNo quote