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 2026-05-10 from SEC 13F data.
Live quotes available for 8 of 10 rows. Rows without a quote are marked unavailable.
| 1 | META | META PLATFORMS INC | 23.80% | Reduce -34.5% | 626,299 | $179.74M | $286.98 | |
| 2 | SMAR | SMARTSHEET INC | 16.62% | Reduce -9.8% | 3,280,603 | $125.52M | No quote | No quote |
| 3 | WIX | WIX COM LTD | 14.44% | Reduce -9.8% | 1,393,679 | $109.04M | $78.24 | |
| 4 | GOOG | ALPHABET INC | 11.82% | Reduce -9.8% | 738,119 | $89.29M | $120.97 | |
| 5 | DIS | DISNEY WALT CO | 7.67% | Reduce -9.8% | 648,816 | $57.93M | $89.28 | |
| 6 | ROKU | ROKU INC | 6.62% | Reduce -32.8% | 781,185 | $49.96M | $63.96 | |
| 7 | UPWK | UPWORK INC | 5.80% | Add +81.0% | 4,691,358 | $43.82M | $9.34 | |
| 8 | PYPL | PAYPAL HLDGS INC | 5.73% | Reduce -9.8% | 648,363 | $43.27M | $66.73 | |
| 9 | SEMR | SEMRUSH HLDGS INC | 3.83% | Reduce -9.8% | 3,021,897 | $28.92M | No quote | No quote |
| 10 | HRI | HERC HLDGS INC | 3.67% | New | 202,804 | $27.75M | $136.85 |