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 2026-05-07 from SEC 13F data.
Live quotes available for 9 of 12 rows. Rows without a quote are marked unavailable.
| 1 | DHR | DANAHER CORPORATION | 16.42% | Add +34.1% | 926,992 | $183.12M | $197.54 | |
| 2 | META | META PLATFORMS INC | 16.22% | Reduce -0.8% | 245,108 | $180.91M | $738.09 | |
| 3 | AER | AERCAP HOLDINGS NV | 14.28% | Add +19.6% | 1,361,118 | $159.25M | $117.00 | |
| 4 | AZO | AUTOZONE INC | 11.87% | Reduce -5.0% | 35,667 | $132.4M | $3712.23 | |
| 5 | GOOG | ALPHABET INC | 10.53% | Add +3.6% | 661,990 | $117.43M | $177.39 | |
| 6 | ASML | ASML HOLDING N V | 10.06% | Add +98.4% | 139,989 | $112.19M | $801.39 | |
| 7 | BKNG | BOOKING HOLDINGS INC | 9.49% | Add +14.5% | 18,290 | $105.89M | $5789.24 | |
| 8 | ENOV | ENOVIS CORPORATION | 7.18% | New | 2,553,180 | $80.07M | $31.36 | |
| 9 | WIX | WIX COM LTD | 2.09% | Reduce -54.0% | 146,777 | $23.26M | $158.46 | |
| 10 | SEMR | SEMRUSH HLDGS INC | 1.85% | Add +1.2% | 2,284,578 | $20.68M | No quote | No quote |
| 12 | SPT | SPROUT SOCIAL INC | - | Sold | 0 | $0 | No quote | No quote |
| 11 | PYPL | PAYPAL HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |