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 | 14.40% | Reduce -16.5% | 239,724 | $120.87M | $504.22 | |
| 2 | SMAR | SMARTSHEET INC | 13.03% | Reduce -1.3% | 2,480,389 | $109.34M | No quote | No quote |
| 3 | WIX | WIX COM LTD | 10.82% | Reduce -24.4% | 570,859 | $90.81M | $159.07 | |
| 4 | AZO | AUTOZONE INC | 10.72% | Add +30.4% | 30,351 | $89.96M | $2964.10 | |
| 5 | GOOG | ALPHABET INC | 10.17% | Reduce -45.0% | 465,268 | $85.34M | $183.42 | |
| 6 | DHR | DANAHER CORPORATION | 9.12% | Reduce -1.3% | 306,420 | $76.56M | $249.85 | |
| 7 | PYPL | PAYPAL HLDGS INC | 8.28% | Reduce -1.3% | 1,197,048 | $69.46M | $58.03 | |
| 8 | SPT | SPROUT SOCIAL INC | 7.34% | New | 1,725,977 | $61.58M | No quote | No quote |
| 9 | HRI | HERC HLDGS INC | 6.97% | Reduce -1.3% | 439,118 | $58.53M | $133.29 | |
| 10 | SEMR | SEMRUSH HLDGS INC | 5.68% | Reduce -6.5% | 3,558,820 | $47.65M | No quote | No quote |
| 11 | UPWK | UPWORK INC | 3.49% | Reduce -1.3% | 2,725,293 | $29.3M | $10.75 |