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 7 of 10 rows. Rows without a quote are marked unavailable.
| 1 | WIX | WIX COM LTD | 18.72% | Add +5.2% | 1,974,991 | $154.5M | $78.23 | |
| 2 | SMAR | SMARTSHEET INC | 15.05% | Add +5.2% | 3,615,172 | $124.22M | No quote | No quote |
| 3 | META | META PLATFORMS INC | 13.09% | Add +5.2% | 795,803 | $107.97M | $135.68 | |
| 4 | ROKU | ROKU INC | 10.22% | Add +5.2% | 1,494,862 | $84.31M | $56.40 | |
| 5 | POSH | POSHMARK INC | 9.47% | Add +5.2% | 4,984,927 | $78.11M | No quote | No quote |
| 6 | DIS | DISNEY WALT CO | 8.90% | Add +5.2% | 778,502 | $73.44M | $94.33 | |
| 7 | PYPL | PAYPAL HLDGS INC | 8.11% | Add +5.2% | 777,909 | $66.95M | $86.07 | |
| 8 | GOOG | ALPHABET INC | 6.94% | Add +5.2%20:1 split | 595,532 | $57.26M | $96.15 | |
| 9 | SEMR | SEMRUSH HLDGS INC | 4.87% | Add +4.0% | 3,584,582 | $40.18M | No quote | No quote |
| 10 | UPWK | UPWORK INC | 4.63% | Add +5.2% | 2,804,661 | $38.2M | $13.62 |