Dorsey Asset Management, LLC
Pat Dorsey · As of Q1 2017 · filed May 15, 2017
| META META PLATFORMS INC-CLASS A | 18.4% | Added +22.2% | 228,559 | $32.5M |
| CMPREUR CIMPRESS NV | 12.5% | Added +12.9% | 257,326 | $22.2M |
| DG DOLLAR GENERAL CORP | 11.0% | New | 278,400 | $19.4M |
| DSGX DESCARTES SYSTEMS GRP | 10.9% | Added +12.1% | 842,740 | $19.3M |
| GOOG ALPHABET INC-CL C | 10.8% | New | 23,061 | $19.1M |
| BROOKFIELD ASSET MGMT INC | 10.7% | Reduced −0.8% | 520,454 | $19.0M |
| ROP ROPER TECHNOLOGIES INC | 10.5% | Reduced −2.1% | 90,253 | $18.6M |
| AKX ANSYS INC | 9.4% | Added +0.8% | 155,651 | $16.6M |
| WK WORKIVA INC | 5.7% | New | 645,973 | $10.1M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.