Dorsey Asset Management, LLC
Pat Dorsey · As of Q1 2019 · filed May 15, 2019
| META META PLATFORMS INC-CLASS A | 20.4% | Reduced −24.0% | 487,971 | $81.3M |
| WIX WIX.COM LTD | 19.1% | Added +5.2% | 628,814 | $76.0M |
| PYPL PAYPAL HOLDINGS INC | 13.1% | Added +5.4% | 503,552 | $52.3M |
| GOOG ALPHABET INC-CL C | 10.7% | Added +5.4% | 36,194 | $42.5M |
| DESP1EUR DESPEGAR.COM CORP | 8.7% | New | 2,323,766 | $34.6M |
| CMPREUR CIMPRESS NV | 8.1% | Added +85.9% | 404,051 | $32.4M |
| EBAY EBAY INC | 8.0% | Added +106.9% | 856,313 | $31.8M |
| TTD TRADE DESK INC -CLASS A | 7.7% | Reduced −54.0% | 155,465 | $30.8M |
| AKX ANSYS INC | 4.1% | Reduced −42.0% | 89,927 | $16.4M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DG DOLLAR GENERAL CORP | 242,459 | $26.2M |
| ROP ROPER TECHNOLOGIES INC | 59,212 | $15.8M |
| WK WORKIVA INC | 237,389 | $8.5M |
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.