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 2026-05-10 from SEC 13F data.
Live quotes available for 7 of 11 rows. Rows without a quote are marked unavailable.
| 1 | META | META PLATFORMS INC | 17.57% | Reduce -17.7% | 386,133 | $136.68M | $353.96 | |
| 2 | SMAR | SMARTSHEET INC | 15.65% | Reduce -5.5% | 2,546,032 | $121.75M | No quote | No quote |
| 3 | GOOG | ALPHABET INC | 15.54% | Reduce -5.5% | 857,647 | $120.87M | $140.93 | |
| 4 | WIX | WIX COM LTD | 12.11% | Reduce -37.7% | 765,585 | $94.18M | $123.02 | |
| 5 | HRI | HERC HLDGS INC | 9.89% | Add +19.3% | 516,894 | $76.96M | $148.89 | |
| 6 | PYPL | PAYPAL HLDGS INC | 9.70% | Reduce -5.5% | 1,228,720 | $75.46M | $61.41 | |
| 7 | DHR | DANAHER CORPORATION | 9.35% | New | 314,516 | $72.76M | $231.34 | |
| 8 | UPWK | UPWORK INC | 5.35% | Reduce -37.5% | 2,797,446 | $41.6M | $14.87 | |
| 9 | SEMR | SEMRUSH HLDGS INC | 4.85% | Reduce -7.6% | 2,760,039 | $37.7M | No quote | No quote |
| 11 | DG | DOLLAR GEN CORP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 10 | DIS | DISNEY WALT CO | - | Sold | 0 | $0 | No quote | No quote |