Dorsey Asset Management, LLC
Pat Dorsey · As of Q4 2018 · filed Feb 14, 2019
| META META PLATFORMS INC-CLASS A | 23.4% | Added +33.1% | 641,674 | $84.1M |
| WIX WIX.COM LTD | 15.0% | Added +103.3% | 597,595 | $54.0M |
| PYPL PAYPAL HOLDINGS INC | 11.2% | Added +5.1% | 477,944 | $40.2M |
| TTD TRADE DESK INC -CLASS A | 10.9% | Added +36.1% | 337,646 | $39.2M |
| GOOG ALPHABET INC-CL C | 9.9% | Added +6.7% | 34,348 | $35.6M |
| DG DOLLAR GENERAL CORP | 7.3% | Reduced −38.7% | 242,459 | $26.2M |
| CMPREUR CIMPRESS NV | 6.2% | Added +11.8% | 217,373 | $22.5M |
| AKX ANSYS INC | 6.2% | Added +11.9% | 155,006 | $22.2M |
| ROP ROPER TECHNOLOGIES INC | 4.4% | Reduced −41.1% | 59,212 | $15.8M |
| EBAY EBAY INC | 3.2% | Added +11.9% | 413,971 | $11.6M |
| WK WORKIVA INC | 2.4% | Reduced −68.4% | 237,389 | $8.5M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| SITE SITEONE LANDSCAPE SUPPLY INC | 387,315 | $29.2M |
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.