Dorsey Asset Management, LLC
Pat Dorsey · As of Q4 2017 · filed Feb 14, 2018
| META META PLATFORMS INC-CLASS A | 23.6% | Added +40.1% | 370,017 | $65.3M |
| CMPREUR CIMPRESS NV | 11.7% | Added +4.8% | 269,645 | $32.3M |
| CHGG CHEGG INC | 10.6% | Added +49.9% | 1,800,400 | $29.4M |
| DG DOLLAR GENERAL CORP | 9.8% | Added +4.8% | 291,725 | $27.1M |
| WK WORKIVA INC | 9.2% | Added +4.8% | 1,193,539 | $25.5M |
| GOOG ALPHABET INC-CL C | 9.1% | Added +4.8% | 24,165 | $25.3M |
| ROP ROPER TECHNOLOGIES INC | 7.7% | Added +4.8% | 82,047 | $21.3M |
| AKX ANSYS INC | 7.5% | Reduced −9.5% | 140,856 | $20.8M |
| YELP YELP INC | 6.6% | Added +4.8% | 436,934 | $18.3M |
| SITE SITEONE LANDSCAPE SUPPLY INC | 4.3% | New | 155,033 | $11.9M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DSGX DESCARTES SYSTEMS GRP | 658,158 | $17.9M |
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.