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 2026-05-08 from SEC 13F data.
Live quotes available for 9 of 12 rows. Rows without a quote are marked unavailable.
| 1 | META | META PLATFORMS INC | 14.36% | Reduce -2.9% | 232,669 | $133.19M | $572.44 | |
| 2 | AZO | AUTOZONE INC | 10.00% | Reduce -2.9% | 29,458 | $92.79M | $3150.04 | |
| 3 | WIX | WIX COM LTD | 9.98% | Reduce -3.0% | 553,894 | $92.59M | $167.17 | |
| 4 | APP | APPLOVIN CORP | 9.83% | New | 698,796 | $91.23M | $130.55 | |
| 5 | PYPL | PAYPAL HLDGS INC | 9.78% | Reduce -2.9% | 1,162,523 | $90.71M | $78.03 | |
| 6 | DHR | DANAHER CORPORATION | 8.92% | Reduce -2.9% | 297,492 | $82.71M | $278.02 | |
| 7 | SMAR | SMARTSHEET INC | 8.91% | Reduce -39.8% | 1,493,286 | $82.67M | No quote | No quote |
| 8 | GOOG | ALPHABET INC | 8.14% | Reduce -2.9% | 451,618 | $75.51M | $167.19 | |
| 9 | HRI | HERC HLDGS INC | 7.32% | Reduce -3.0% | 426,060 | $67.93M | $159.43 | |
| 10 | SPT | SPROUT SOCIAL INC | 6.19% | Add +14.5% | 1,975,994 | $57.44M | No quote | No quote |
| 11 | SEMR | SEMRUSH HLDGS INC | 3.58% | Reduce -40.6% | 2,113,947 | $33.21M | No quote | No quote |
| 12 | UPWK | UPWORK INC | 2.98% | Reduce -2.9% | 2,647,145 | $27.66M | $10.45 |