Dorsey Asset Management, LLC
Pat Dorsey · As of Q2 2017 · filed Aug 8, 2017
| META META PLATFORMS INC-CLASS A | 18.7% | Added +15.6% | 264,159 | $39.9M |
| CMPREUR CIMPRESS NV | 11.4% | Held | 257,326 | $24.3M |
| YELP YELP INC | 10.4% | New | 736,000 | $22.1M |
| GOOG ALPHABET INC-CL C | 9.8% | Held | 23,061 | $21.0M |
| BROOKFIELD ASSET MGMT INC | 9.6% | Held | 520,454 | $20.4M |
| DG DOLLAR GENERAL CORP | 9.4% | Held | 278,400 | $20.1M |
| AKX ANSYS INC | 8.9% | Held | 155,651 | $18.9M |
| ROP ROPER TECHNOLOGIES INC | 8.5% | Reduced −13.2% | 78,305 | $18.1M |
| DSGX DESCARTES SYSTEMS GRP | 7.5% | Reduced −21.9% | 658,340 | $16.0M |
| WK WORKIVA INC | 5.8% | Held | 645,973 | $12.3M |
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.