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 7 of 11 rows. Rows without a quote are marked unavailable.
| 1 | WIX | WIX COM LTD | 15.37% | Add +19.9% | 1,878,181 | $123.12M | $65.55 | |
| 2 | META | META PLATFORMS INC | 15.23% | Add +0.1% | 756,594 | $122M | $161.25 | |
| 3 | ROKU | ROKU INC | 14.58% | Add +109.9% | 1,421,597 | $116.77M | $82.14 | |
| 4 | SMAR | SMARTSHEET INC | 13.49% | Add +14.3% | 3,438,052 | $108.06M | No quote | No quote |
| 5 | DIS | DISNEY WALT CO | 8.72% | Add +0.1% | 740,164 | $69.87M | $94.40 | |
| 6 | GOOG | ALPHABET INC | 7.73% | Add +20.1% | 28,317 | $61.94M | $2187.45 | |
| 7 | UPWK | UPWORK INC | 6.89% | Add +71.2% | 2,667,136 | $55.16M | $20.68 | |
| 8 | PYPL | PAYPAL HLDGS INC | 6.45% | Add +0.1% | 739,616 | $51.66M | $69.84 | |
| 9 | POSH | POSHMARK INC | 5.98% | Add +13.1% | 4,740,775 | $47.93M | No quote | No quote |
| 10 | SEMR | SEMRUSH HLDGS INC | 5.57% | Add +0.1% | 3,448,221 | $44.59M | No quote | No quote |
| 11 | EBAY | EBAY INC. | - | Sold | 0 | $0 | No quote | No quote |