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Focused investors/Pat Dorsey

Pat Dorsey - Dorsey Asset Management

As of Q1 2026, Pat Dorsey reported 11 long-equity positions worth $1.26B in aggregate.

Copy-investor backtest

Full auditCompare with peers
Latest quarter
-0.54%
1-year
+16.15%
3-year
+146.47%
3-year top 5
+222.31%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Communication Services: 24.8% ($311.32M)Industrials: 23.7% ($297.64M)Technology: 21.0% ($263.73M)Healthcare: 17.5% ($219.22M)Financial Services: 7.5% ($94.72M)Consumer Cyclical: 5.5% ($69.23M)

Sector breakdown

  • Communication Services(3)24.8%
  • Industrials(2)23.7%
  • Technology(2)21.0%
  • Healthcare(2)17.5%
  • Financial Services(1)7.5%
  • Consumer Cyclical(1)5.5%