What did Pat Dorsey actually do?

A source-backed history of material decisions from Dorsey Asset Management. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 16
Stocks observed: 7
Outcomes observed: 16

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Aug 14, 2026
45d lag
APPADD+38.6%
Pat Dorsey · 14.5% of reported portfolio
Original SEC filing ↗
-13.9% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
SPGIADD+42.1%
Pat Dorsey · 8.3% of reported portfolio
Original SEC filing ↗
-5.5% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
UBERADD+61.6%
Pat Dorsey · 8.1% of reported portfolio
Original SEC filing ↗
-9.0% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
METAADD+23.6%
Pat Dorsey · 7.2% of reported portfolio
Original SEC filing ↗
+28.2% vs SPY
34 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
DHRTRIM-29.9%
Pat Dorsey · 16.5% of reported portfolio
Original SEC filing ↗
+19.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
APPNEWNEW
Pat Dorsey · 10.0% of reported portfolio
Original SEC filing ↗
-41.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
GOOGEXITEXIT
Pat Dorsey · 5.9% of reported portfolio
Original SEC filing ↗
-18.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
GOOGTRIM-49.5%
Pat Dorsey · 9.4% of reported portfolio
Original SEC filing ↗
+21.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
METATRIM-21.6%
Pat Dorsey · 16.2% of reported portfolio
Original SEC filing ↗
+3.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
GOOGTRIM-35.1%
Pat Dorsey · 10.5% of reported portfolio
Original SEC filing ↗
+3.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
DHRADD+34.1%
Pat Dorsey · 16.4% of reported portfolio
Original SEC filing ↗
-2.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
PYPLEXITEXIT
Pat Dorsey · 5.9% of reported portfolio
Original SEC filing ↗
-9.4% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
GOOGADD+41.5%
Pat Dorsey · 12.5% of reported portfolio
Original SEC filing ↗
-7.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
APPEXITEXIT
Pat Dorsey · 9.8% of reported portfolio
Original SEC filing ↗
-24.4% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
DHRADD+32.7%
Pat Dorsey · 9.3% of reported portfolio
Original SEC filing ↗
-1.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
APPNEWNEW
Pat Dorsey · 9.8% of reported portfolio
Original SEC filing ↗
+64.8% vs SPY
63 sessions after disclosure
direction supported so far

Latticework Follow

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.