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.
Get email alerts when Pat Dorsey files a new 13F — sign in or create a free account.
Updated 2026-09-12 from SEC 13F data.
Live quotes available for 7 of 10 rows. Rows without a quote are marked unavailable.
| 1 | WIX | WIX COM LTD | 18.71% | Add +0.1% | 1,880,107 | $147.08M | $78.23 | |
| 2 | SMAR | SMARTSHEET INC | 15.05% | Add +0.1% | 3,441,486 | $118.25M | No quote | No quote |
| 3 | META | META PLATFORMS INC | 13.08% | Add +0.1% | 757,556 | $102.79M | $135.68 | |
| 4 | ROKU | ROKU INC | 10.21% | Add +0.1% | 1,423,046 | $80.26M | $56.40 | |
| 5 | POSH | POSHMARK INC | 9.46% | Add +0.1% | 4,745,573 | $74.36M | No quote | No quote |
| 6 | DIS | DISNEY WALT CO | 8.89% | Add +0.1% | 741,105 | $69.91M | $94.33 | |
| 7 | PYPL | PAYPAL HLDGS INC | 8.11% | Add +0.1% | 740,556 | $63.74M | $86.07 | |
| 8 | GOOG | ALPHABET INC | 6.94% | Add +0.1%20:1 split | 566,919 | $54.51M | $96.15 | |
| 9 | SEMR | SEMRUSH HLDGS INC | 4.92% | Add +0.1% | 3,452,605 | $38.7M | No quote | No quote |
| 10 | UPWK | UPWORK INC | 4.63% | Add +0.1% | 2,669,800 | $36.36M | $13.62 |