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 10 rows. Rows without a quote are marked unavailable.
| 1 | SMAR | SMARTSHEET INC | 22.01% | Add +11.8% | 3,846,551 | $151.4M | No quote | No quote |
| 2 | WIX | WIX COM LTD | 17.91% | Reduce -14.7% | 1,603,578 | $123.2M | $76.83 | |
| 3 | META | META PLATFORMS INC | 17.36% | Add +30.9% | 992,042 | $119.38M | $120.34 | |
| 4 | ROKU | ROKU INC | 9.93% | Add +17.9% | 1,677,711 | $68.28M | $40.70 | |
| 5 | DIS | DISNEY WALT CO | 9.43% | Add +0.7% | 746,469 | $64.85M | $86.88 | |
| 6 | PYPL | PAYPAL HLDGS INC | 7.72% | Add +0.7% | 745,950 | $53.13M | $71.22 | |
| 7 | GOOG | ALPHABET INC | 7.36% | Add +0.7% | 570,922 | $50.66M | $88.73 | |
| 8 | SEMR | SEMRUSH HLDGS INC | 4.20% | Add +2.8% | 3,548,943 | $28.89M | No quote | No quote |
| 9 | UPWK | UPWORK INC | 4.08% | Add +0.7% | 2,688,611 | $28.07M | $10.44 | |
| 10 | POSH | POSHMARK INC | - | Sold | 0 | $0 | No quote | No quote |