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 8 of 12 rows. Rows without a quote are marked unavailable.
| 1 | WIX | WIX COM LTD | 12.80% | Add +4.5% | 578,741 | $124.17M | $214.55 | |
| 2 | META | META PLATFORMS INC | 12.57% | Reduce -10.5% | 208,247 | $121.93M | $585.51 | |
| 3 | GOOG | ALPHABET INC | 12.55% | Add +41.5% | 639,218 | $121.73M | $190.44 | |
| 4 | AZO | AUTOZONE INC | 12.40% | Add +27.5% | 37,570 | $120.3M | $3202.00 | |
| 5 | PYPL | PAYPAL HLDGS INC | 11.45% | Add +11.9% | 1,301,183 | $111.06M | $85.35 | |
| 6 | DHR | DANAHER CORPORATION | 9.34% | Add +32.7% | 394,791 | $90.62M | $229.55 | |
| 7 | SMAR | SMARTSHEET INC | 8.36% | Reduce -3.0% | 1,447,727 | $81.12M | No quote | No quote |
| 8 | SPT | SPROUT SOCIAL INC | 7.30% | Add +16.7% | 2,306,149 | $70.82M | No quote | No quote |
| 9 | HRI | HERC HLDGS INC | 5.33% | Reduce -36.0% | 272,903 | $51.67M | $189.33 | |
| 10 | UPWK | UPWORK INC | 5.13% | Add +15.0% | 3,045,142 | $49.79M | $16.35 | |
| 11 | SEMR | SEMRUSH HLDGS INC | 2.77% | Add +6.8% | 2,258,481 | $26.83M | No quote | No quote |
| 12 | APP | APPLOVIN CORP | - | Sold | 0 | $0 | No quote | No quote |