$277 Million is the total value of Dorsey Asset Management's 10 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | Buy | FACEBOOK INCcl a | $65,293 | +44.7% | 370,017 | +40.1% | 23.55% | +20.4% |
| CMPR | Buy | CIMPRESS N V | $32,325 | +28.7% | 269,645 | +4.8% | 11.66% | +7.0% |
| CHGG | Buy | CHEGG INC | $29,383 | +64.9% | 1,800,400 | +49.9% | 10.60% | +37.2% |
| DG | Buy | DOLLAR GEN CORP NEW | $27,133 | +20.3% | 291,725 | +4.8% | 9.79% | +0.0% |
| WK | Buy | WORKIVA INC | $25,542 | +7.6% | 1,193,539 | +4.8% | 9.21% | -10.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $25,286 | +14.4% | 24,165 | +4.8% | 9.12% | -4.9% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $21,250 | +11.5% | 82,047 | +4.8% | 7.66% | -7.2% |
| ANSS | Sell | ANSYS INC | $20,789 | +8.9% | 140,856 | -9.5% | 7.50% | -9.5% |
| YELP | Buy | YELP INCcl a | $18,334 | +1.6% | 436,934 | +4.8% | 6.61% | -15.5% |
| SITE | New | SITEONE LANDSCAPE SUPPLY INC | $11,891 | – | 155,033 | +100.0% | 4.29% | – |
| DSGX | Exit | DESCARTES SYS GROUP INC | $0 | – | -658,158 | -100.0% | -7.77% | – |
The following EDGAR filing(s) were analyzed to create this report:
The EDGAR filing(s) were signed by:
- Michael Harriett — CCO/CFO/COO
- Dorsey Asset Management holdings (13F-HR)
- Dorsey Asset Management significant holdings (13D/G)
- Dorsey Asset Management ownership history
- Dorsey Asset Management portfolio value
- Dorsey Asset Management filings
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