Pat Dorsey - Dorsey Asset Management
As of Q1 2026, this manager reported 11 long-equity positions worth $1.26B in aggregate.
As of Q1 2026, Pat Dorsey's Dorsey Asset Management held 11 long-equity positions with a reported value of $1.26B.
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Updated 2026-05-10 from SEC 13F data.
Live quotes available for 8 of 11 rows. Rows without a quote are marked unavailable.
| 1 | META | META PLATFORMS INC | 18.39% | Reduce -25.1% | 469,184 | $140.85M | $300.21 | |
| 2 | GOOG | ALPHABET INC | 15.63% | Add +23.0% | 907,610 | $119.67M | $131.85 | |
| 3 | WIX | WIX COM LTD | 14.74% | Reduce -11.8% | 1,229,627 | $112.88M | $91.80 | |
| 4 | SMAR | SMARTSHEET INC | 14.23% | Reduce -17.9% | 2,694,296 | $109.01M | No quote | No quote |
| 5 | PYPL | PAYPAL HLDGS INC | 9.93% | Add +100.5% | 1,300,303 | $76.02M | $58.46 | |
| 6 | HRI | HERC HLDGS INC | 6.73% | Add +113.6% | 433,139 | $51.52M | $118.94 | |
| 7 | DIS | DISNEY WALT CO | 6.64% | Reduce -3.3% | 627,314 | $50.84M | $81.05 | |
| 8 | UPWK | UPWORK INC | 6.64% | Reduce -4.6% | 4,474,286 | $50.83M | $11.36 | |
| 9 | DG | DOLLAR GEN CORP NEW | 3.77% | New | 272,822 | $28.86M | $105.80 | |
| 10 | SEMR | SEMRUSH HLDGS INC | 3.31% | Reduce -1.2% | 2,986,788 | $25.39M | No quote | No quote |
| 11 | ROKU | ROKU INC | - | Sold | 0 | $0 | No quote | No quote |