Dorsey Asset Management, LLC
Pat Dorsey · As of Q1 2018 · filed May 15, 2018
| META META PLATFORMS INC-CLASS A | 23.9% | Added +19.5% | 442,182 | $70.7M |
| EBAY EBAY INC | 12.3% | New | 905,600 | $36.4M |
| SITE SITEONE LANDSCAPE SUPPLY INC | 10.8% | Added +167.9% | 415,269 | $32.0M |
| GOOG ALPHABET INC-CL C | 10.3% | Added +22.2% | 29,531 | $30.5M |
| DG DOLLAR GENERAL CORP | 9.9% | Added +7.0% | 312,275 | $29.2M |
| CMPREUR CIMPRESS NV | 9.7% | Reduced −31.4% | 184,938 | $28.6M |
| WK WORKIVA INC | 8.0% | Reduced −15.9% | 1,003,789 | $23.8M |
| AKX ANSYS INC | 8.0% | Added +7.0% | 150,672 | $23.6M |
| ROP ROPER TECHNOLOGIES INC | 7.0% | Reduced −9.5% | 74,214 | $20.8M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CHGG CHEGG INC | 1,800,400 | $29.4M |
| YELP YELP INC | 436,934 | $18.3M |
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.