Dorsey Asset Management, LLC
Pat Dorsey · As of Q3 2017 · filed Nov 14, 2017
| META META PLATFORMS INC-CLASS A | 19.6% | Reduced −0.0% | 264,087 | $45.1M |
| CMPREUR CIMPRESS NV | 10.9% | Reduced −0.0% | 257,245 | $25.1M |
| WK WORKIVA INC | 10.3% | Added +76.3% | 1,138,749 | $23.7M |
| DG DOLLAR GENERAL CORP | 9.8% | Reduced −0.0% | 278,325 | $22.6M |
| GOOG ALPHABET INC-CL C | 9.6% | Reduced −0.0% | 23,055 | $22.1M |
| AKX ANSYS INC | 8.3% | Reduced −0.0% | 155,606 | $19.1M |
| ROP ROPER TECHNOLOGIES INC | 8.3% | Reduced −0.0% | 78,287 | $19.1M |
| YELP YELP INC | 7.8% | Reduced −43.4% | 416,874 | $18.1M |
| DSGX DESCARTES SYSTEMS GRP | 7.8% | Reduced −0.0% | 658,158 | $17.9M |
| CHGG CHEGG INC | 7.7% | New | 1,200,700 | $17.8M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BROOKFIELD ASSET MGMT INC | 520,454 | $20.4M |
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.