Pat Dorsey - Dorsey Asset Management
As of Q1 2026, this manager reported 11 long-equity positions worth $1.26B in aggregate.
As of Q1 2026, Pat Dorsey's Dorsey Asset Management held 11 long-equity positions with a reported value of $1.26B.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 7 of 9 rows. Rows without a quote are marked unavailable.
| 1 | SMAR | SMARTSHEET INC | 22.01% | - | 3,846,551 | $151.4M | No quote | No quote |
| 2 | WIX | WIX COM LTD | 17.91% | - | 1,603,578 | $123.2M | $76.83 | |
| 3 | META | META PLATFORMS INC | 17.36% | - | 992,042 | $119.38M | $120.34 | |
| 4 | ROKU | ROKU INC | 9.93% | - | 1,677,711 | $68.28M | $40.70 | |
| 5 | DIS | DISNEY WALT CO | 9.43% | - | 746,469 | $64.85M | $86.88 | |
| 6 | PYPL | PAYPAL HLDGS INC | 7.72% | - | 745,950 | $53.13M | $71.22 | |
| 7 | GOOG | ALPHABET INC | 7.36% | - | 570,922 | $50.66M | $88.73 | |
| 8 | SEMR | SEMRUSH HLDGS INC | 4.20% | - | 3,548,943 | $28.89M | No quote | No quote |
| 9 | UPWK | UPWORK INC | 4.08% | - | 2,688,611 | $28.07M | $10.44 |