Dorsey Asset Management, LLC
Pat Dorsey · As of Q3 2018 · filed Nov 14, 2018
| META META PLATFORMS INC-CLASS A | 18.6% | Added +14.1% | 482,132 | $79.3M |
| DG DOLLAR GENERAL CORP | 10.1% | Reduced −15.0% | 395,433 | $43.2M |
| PYPL PAYPAL HOLDINGS INC | 9.4% | Added +5.2% | 454,717 | $39.9M |
| GOOG ALPHABET INC-CL C | 9.0% | Reduced −14.0% | 32,186 | $38.4M |
| TTD TRADE DESK INC -CLASS A | 8.8% | Reduced −13.4% | 248,154 | $37.4M |
| WIX WIX.COM LTD | 8.2% | New | 293,877 | $35.2M |
| ROP ROPER TECHNOLOGIES INC | 7.0% | Reduced −2.1% | 100,607 | $29.8M |
| WK WORKIVA INC | 7.0% | Added +7.6% | 751,481 | $29.7M |
| SITE SITEONE LANDSCAPE SUPPLY INC | 6.8% | Reduced −6.8% | 387,315 | $29.2M |
| CMPREUR CIMPRESS NV | 6.2% | Added +5.1% | 194,346 | $26.6M |
| AKX ANSYS INC | 6.1% | Reduced −8.0% | 138,579 | $25.9M |
| EBAY EBAY INC | 2.9% | Added +5.2% | 370,106 | $12.2M |
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.