Dorsey Asset Management Q4 2017 holdings

$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 BuyFACEBOOK INCcl a$65,293
+44.7%
370,017
+40.1%
23.55%
+20.4%
CMPR BuyCIMPRESS N V$32,325
+28.7%
269,645
+4.8%
11.66%
+7.0%
CHGG BuyCHEGG INC$29,383
+64.9%
1,800,400
+49.9%
10.60%
+37.2%
DG BuyDOLLAR GEN CORP NEW$27,133
+20.3%
291,725
+4.8%
9.79%
+0.0%
WK BuyWORKIVA INC$25,542
+7.6%
1,193,539
+4.8%
9.21%
-10.5%
GOOG BuyALPHABET INCcap stk cl c$25,286
+14.4%
24,165
+4.8%
9.12%
-4.9%
ROP BuyROPER TECHNOLOGIES INC$21,250
+11.5%
82,047
+4.8%
7.66%
-7.2%
ANSS SellANSYS INC$20,789
+8.9%
140,856
-9.5%
7.50%
-9.5%
YELP BuyYELP INCcl a$18,334
+1.6%
436,934
+4.8%
6.61%
-15.5%
SITE NewSITEONE LANDSCAPE SUPPLY INC$11,891155,033
+100.0%
4.29%
DSGX ExitDESCARTES SYS GROUP INC$0-658,158
-100.0%
-7.77%

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