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 2026-06-06 from SEC 13F data.
Live quotes available for 6 of 9 rows. Rows without a quote are marked unavailable.
| 1 | META | FACEBOOK INC | 22.99% | Add +22.1% | 746,378 | $219.83M | $294.53 | |
| 2 | SMAR | SMARTSHEET INC | 18.19% | Add +111.4% | 2,720,798 | $173.91M | No quote | No quote |
| 3 | WIX | WIX COM LTD | 12.44% | Reduce -14.9% | 426,002 | $118.95M | $279.22 | |
| 4 | EBAY | EBAY INC. | 12.40% | Add +24.8% | 1,935,576 | $118.54M | $61.24 | |
| 5 | PYPL | PAYPAL HLDGS INC | 11.82% | Add +81.6% | 465,266 | $112.99M | $242.84 | |
| 6 | UPWK | UPWORK INC | 8.57% | Reduce -3.0% | 1,829,472 | $81.91M | $44.77 | |
| 7 | GOOG | ALPHABET INC | 6.98% | Reduce -31.8% | 32,271 | $66.76M | $2068.64 | |
| 8 | DESP | DESPEGAR COM CORP | 6.61% | Add +9.0% | 4,639,434 | $63.24M | No quote | No quote |
| 9 | ROKU | ROKU INC | - | Sold | 0 | $0 | No quote | No quote |