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 2026-05-11 from SEC 13F data.
Live quotes available for 7 of 9 rows. Rows without a quote are marked unavailable.
| 1 | META | META PLATFORMS INC | 22.98% | Reduce -3.6% | 956,098 | $202.64M | $211.94 | |
| 2 | SMAR | SMARTSHEET INC | 19.71% | Reduce -5.4% | 3,637,598 | $173.88M | No quote | No quote |
| 3 | WIX | WIX COM LTD | 17.49% | Reduce -3.6% | 1,545,370 | $154.23M | $99.80 | |
| 4 | GOOG | ALPHABET INC | 9.65% | Add +43.3% | 818,148 | $85.09M | $104.00 | |
| 5 | ROKU | ROKU INC | 8.68% | Reduce -30.7% | 1,162,463 | $76.51M | $65.82 | |
| 6 | DIS | DISNEY WALT CO | 8.17% | Reduce -3.6% | 719,424 | $72.04M | $100.13 | |
| 7 | PYPL | PAYPAL HLDGS INC | 6.19% | Reduce -3.6% | 718,922 | $54.59M | $75.94 | |
| 8 | SEMR | SEMRUSH HLDGS INC | 3.82% | Reduce -5.6% | 3,350,938 | $33.68M | No quote | No quote |
| 9 | UPWK | UPWORK INC | 3.33% | Reduce -3.6% | 2,591,208 | $29.33M | $11.32 |