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 2026-09-12 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 -9.4% | 899,204 | $190.58M | $211.94 | |
| 2 | SMAR | SMARTSHEET INC | 19.71% | Reduce -11.1% | 3,421,117 | $163.53M | No quote | No quote |
| 3 | WIX | WIX COM LTD | 17.49% | Reduce -9.4% | 1,453,409 | $145.05M | $99.80 | |
| 4 | GOOG | ALPHABET INC | 9.65% | Add +34.8% | 769,451 | $80.02M | $104.00 | |
| 5 | ROKU | ROKU INC | 8.68% | Reduce -34.8% | 1,093,272 | $71.96M | $65.82 | |
| 6 | DIS | DISNEY WALT CO | 8.17% | Reduce -9.4% | 676,613 | $67.75M | $100.13 | |
| 7 | PYPL | PAYPAL HLDGS INC | 6.19% | Reduce -9.4% | 676,141 | $51.35M | $75.94 | |
| 8 | SEMR | SEMRUSH HLDGS INC | 3.82% | Reduce -11.2% | 3,151,483 | $31.67M | No quote | No quote |
| 9 | UPWK | UPWORK INC | 3.33% | Reduce -9.4% | 2,437,027 | $27.59M | $11.32 |