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 | 16.21% | Reduce -25.6% | 287,226 | $139.47M | $485.58 | |
| 2 | GOOG | ALPHABET INC | 14.98% | Reduce -1.3% | 846,297 | $128.86M | $152.26 | |
| 3 | WIX | WIX COM LTD | 12.07% | Reduce -1.3% | 755,440 | $103.86M | $137.48 | |
| 4 | SMAR | SMARTSHEET INC | 11.24% | Reduce -1.3% | 2,512,328 | $96.72M | No quote | No quote |
| 5 | PYPL | PAYPAL HLDGS INC | 9.44% | Reduce -1.3% | 1,212,462 | $81.22M | $66.99 | |
| 6 | DHR | DANAHER CORPORATION | 9.01% | Reduce -1.3% | 310,364 | $77.5M | $249.72 | |
| 7 | HRI | HERC HLDGS INC | 8.70% | Reduce -13.9% | 444,769 | $74.85M | $168.30 | |
| 8 | AZO | AUTOZONE INC | 8.53% | New | 23,282 | $73.38M | $3151.65 | |
| 9 | SEMR | SEMRUSH HLDGS INC | 5.87% | Add +37.9% | 3,805,121 | $50.46M | No quote | No quote |
| 10 | UPWK | UPWORK INC | 3.93% | Reduce -1.3% | 2,760,387 | $33.84M | $12.26 |