Dorsey Asset Management, LLC
Pat Dorsey · As of Q2 2018 · filed Aug 14, 2018
| META META PLATFORMS INC-CLASS A | 21.7% | Reduced −4.5% | 422,382 | $82.1M |
| DG DOLLAR GENERAL CORP | 12.1% | Added +49.0% | 465,375 | $45.9M |
| GOOG ALPHABET INC-CL C | 11.0% | Added +26.7% | 37,411 | $41.7M |
| PYPL PAYPAL HOLDINGS INC | 9.5% | New | 432,105 | $36.0M |
| SITE SITEONE LANDSCAPE SUPPLY INC | 9.2% | Added +0.0% | 415,378 | $34.9M |
| ROP ROPER TECHNOLOGIES INC | 7.5% | Added +38.4% | 102,739 | $28.3M |
| TTD TRADE DESK INC -CLASS A | 7.1% | New | 286,708 | $26.9M |
| CMPREUR CIMPRESS NV | 7.1% | Added +0.0% | 184,980 | $26.8M |
| AKX ANSYS INC | 6.9% | Added +0.0% | 150,704 | $26.3M |
| WK WORKIVA INC | 4.5% | Reduced −30.4% | 698,448 | $17.0M |
| EBAY EBAY INC | 3.4% | Reduced −61.2% | 351,761 | $12.8M |
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.