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 2026-08-14 from SEC 13F data.
Live quotes available for 11 of 11 rows. Rows without a quote are marked unavailable.
| 1 | ASML | ASML HLDG NV | 16.61% | Reduce -7.1% | 130,364 | $259.35M | $1989.44 | |
| 2 | APP | APPLOVIN CORP | 14.50% | Add +38.6% | 439,313 | $226.35M | $515.23 | |
| 3 | RPRX | ROYALTY PHARMA PLC | 8.82% | Add +7.9% | 2,456,528 | $137.74M | $56.07 | |
| 4 | BKNG | BOOKING HOLDINGS INC | 8.46% | Add +80.4%25:1 split | 741,500 | $132.16M | $178.24 | |
| 5 | SPGI | S&P GLOBAL INC | 8.25% | Add +42.1% | 316,413 | $128.86M | $407.26 | |
| 6 | UBER | UBER TECHNOLOGIES INC | 8.14% | Add +61.6% | 1,761,941 | $127.14M | $72.16 | |
| 7 | LYV | LIVE NATION ENTERTAINMENT IN | 7.69% | Add +7.9% | 655,658 | $120.06M | $183.11 | |
| 8 | DHR | DANAHER CORP DEL | 7.64% | Add +7.9% | 626,211 | $119.28M | $190.48 | |
| 9 | META | META PLATFORMS INC | 7.21% | Add +23.6% | 199,901 | $112.6M | $563.29 | |
| 10 | AER | AERCAP HOLDINGS NV | 7.16% | Reduce -31.8% | 766,828 | $111.79M | $145.78 | |
| 11 | SUNB | SUNBELT RENTALS HOLDINGS INC | 5.51% | Reduce -47.8% | 1,150,578 | $86.07M | $74.81 |