Dorsey Asset Management Q3 2017 holdings

$231 Million is the total value of Dorsey Asset Management's 10 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 20.0% .

 Value Shares↓ Weighting
FB SellFACEBOOK INCcl a$45,125
+13.1%
264,087
-0.0%
19.57%
+4.6%
CMPR SellCIMPRESS N V$25,123
+3.3%
257,245
-0.0%
10.90%
-4.6%
WK BuyWORKIVA INC$23,743
+92.9%
1,138,749
+76.3%
10.30%
+78.3%
DG SellDOLLAR GEN CORP NEW$22,558
+12.4%
278,325
-0.0%
9.78%
+3.9%
GOOG SellALPHABET INCcap stk cl c$22,112
+5.5%
23,055
-0.0%
9.59%
-2.5%
ANSS SellANSYS INC$19,098
+0.8%
155,606
-0.0%
8.28%
-6.8%
ROP SellROPER TECHNOLOGIES INC$19,055
+5.1%
78,287
-0.0%
8.26%
-2.9%
YELP SellYELP INCcl a$18,051
-18.3%
416,874
-43.4%
7.83%
-24.5%
DSGX SellDESCARTES SYS GROUP INC$17,908
+12.0%
658,158
-0.0%
7.77%
+3.5%
CHGG NewCHEGG INC$17,8181,200,700
+100.0%
7.73%
BAM ExitBROOKFIELD ASSET MGMT INCcl a ltd vt sh$0-520,454
-100.0%
-9.58%

These EDGAR filings were analyzed to create this holdings report:

The EDGAR filing(s) were signed by:

  • Michael Harriett — CCO/CFO/COO

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EDGAR filings