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
- +7.46%
- 1-year
- +21.03%
- 3-year
- +111.11%
- 5-year
- +16.83%
- 3-year vs S&P 500
- +37.86%
- 5-year vs S&P 500
- -56.86%
- 5-year top 5
- +46.12%
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 2026-09-19 from SEC 13F data.
Live quotes available for 8 of 11 rows. Rows without a quote are marked unavailable.
| 1 | META | META PLATFORMS INC | 16.19% | Add +30.8% | 755,957 | $168.1M | $222.36 | |
| 2 | SMAR | SMARTSHEET INC | 15.87% | Add +7.3% | 3,009,153 | $164.84M | No quote | No quote |
| 3 | WIX | WIX COM LTD | 15.75% | Add +5.4% | 1,566,047 | $163.59M | $104.46 | |
| 4 | DIS | DISNEY WALT CO | 9.77% | Add +7.9% | 739,610 | $101.45M | $137.16 | |
| 5 | PYPL | PAYPAL HLDGS INC | 8.23% | Add +29.4% | 738,996 | $85.47M | $115.65 | |
| 6 | ROKU | ROKU INC | 8.17% | New | 677,215 | $84.84M | $125.27 | |
| 7 | EBAY | EBAY INC. | 7.13% | Add +7.9% | 1,292,392 | $74M | $57.26 | |
| 8 | GOOG | ALPHABET INC | 6.34% | Reduce -5.7% | 23,582 | $65.86M | $2792.98 | |
| 9 | POSH | POSHMARK INC | 5.11% | Add +26.8% | 4,193,327 | $53.09M | No quote | No quote |
| 10 | SEMR | SEMRUSH HLDGS INC | 3.96% | Add +31.7% | 3,445,361 | $41.14M | No quote | No quote |
| 11 | UPWK | UPWORK INC | 3.49% | Add +7.9% | 1,558,109 | $36.21M | $23.24 |