Pat Dorsey: Stock Portfolio, Performance and Latest Trades
Dorsey Asset Management
13F portfolio value
$1.6B
11 holdings at Q2 2026
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Pat Dorsey's portfolio
As of Q2 2026, filed August 14, 2026 · prices as of October 8, 2026
| Company | Share of portfolio | Average buy price | Return | Current price | Last quarter |
|---|---|---|---|---|---|
| 16.6% | $765.43 | +131% | $1,769.79 | Reduced −7.1% | |
| 14.5% | $483.14 | −42.0% | $280.12 | Added +39% | |
| 8.82% | $37.42 | +50.2% | $56.21 | Added +7.9% | |
| 8.46% | $279.69 | — | — | Added +4409% | |
S&P Global Inc.SPGI | 8.25% | $451.83 | −10.9% | $402.73 | Added +42% |
| 8.14% | $75.58 | −7.1% | $70.24 | Added +62% | |
| 7.69% | $145.29 | +17.9% | $171.34 | Added +7.9% | |
| 7.64% | $210.91 | +3.1% | $217.46 | Added +7.9% | |
| 7.21% | $325.67 | +121% | $720.89 | Added +24% | |
| 7.16% | $100.47 | +42.1% | $142.81 | Reduced −32% | |
| 5.51% | $70.19 | +6.6% | $74.85 | Reduced −48% |
Pat Dorsey's buys and sells
| Company | Action | Shares change | Value now |
|---|---|---|---|
| New | +1,725,977 | $61.6M | |
Alphabet Inc.GOOG | Reduced −45% | −381,029 | $85.3M |
| Reduced −17% | −47,502 | $120.9M | |
| Added +30% | +7,069 | $90M | |
| Reduced −1.3% | −5,651 | $58.5M | |
Wix.com Ltd.WIX | Reduced −24% | −184,581 | $90.8M |
Smartsheet Inc-Class A83200N103 | Reduced −1.3% | −31,939 | $109.3M |
| Reduced −1.3% | −15,414 | $69.5M | |
Upwork Inc.UPWK | Reduced −1.3% | −35,094 | $29.3M |
Semrush Holdings Inc-A81686C104 | Reduced −6.5% | −246,301 | $47.7M |
| Reduced −1.3% | −3,944 | $76.6M |
Pat Dorsey's portfolio by sector
Share of the stock portfolio at Q2 2026.
| Sector | Share |
|---|---|
| Industrials | 46% |
| Technology | 22% |
| Consumer Discretionary | 16% |
| Health Care | 8.8% |
| Communication Services | 7.2% |
Portfolio performance: Pat Dorsey vs. benchmarks
Your result if you had bought each reported portfolio on the day it was made public and held it until the next report, against the S&P 500 and Nasdaq-100.
- You, copying after each 13F filing – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each 13F filing – estimated value | +16.4% | +3.1% |
| S&P 500 | +89.0% | +13.6% |
| Nasdaq-100 | +113.3% | +16.4% |
Prices were available for 78% of the portfolio value on average; the rest is left out of the return.
Pat Dorsey's most traded stocks
Quarters with a buy or a sell, all reports since Q4 2016.
| Company | Quarters bought | Quarters sold |
|---|---|---|
| 20 | 18 | |
Alphabet Inc.GOOG | 19 | 17 |
Wix.com Ltd.WIX | 15 | 14 |
| 17 | 12 | |
Upwork Inc.UPWK | 8 | 12 |
| 9 | 11 | |
| 8 | 9 | |
Ebay Inc.EBAY | 12 | 5 |
Roku Inc.ROKU | 6 | 7 |
| 5 | 6 | |
| 5 | 6 | |
| 7 | 4 | |
| 6 | 5 | |
| 5 | 5 | |
| 5 | 5 |