Dorsey Asset Management Q1 2018 holdings

$296 Million is the total value of Dorsey Asset Management's 9 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 30.0% .

 Value Shares↓ Weighting
FB BuyFACEBOOK INCcl a$70,656
+8.2%
442,182
+19.5%
23.90%
+1.5%
EBAY NewEBAY INC$36,441905,600
+100.0%
12.33%
SITE BuySITEONE LANDSCAPE SUPPLY INC$31,992
+169.0%
415,269
+167.9%
10.82%
+152.3%
GOOG BuyALPHABET INCcap stk cl c$30,470
+20.5%
29,531
+22.2%
10.31%
+13.0%
DG BuyDOLLAR GEN CORP NEW$29,213
+7.7%
312,275
+7.0%
9.88%
+1.0%
CMPR SellCIMPRESS N V$28,610
-11.5%
184,938
-31.4%
9.68%
-17.0%
WK SellWORKIVA INC$23,790
-6.9%
1,003,789
-15.9%
8.05%
-12.6%
ANSS BuyANSYS INC$23,609
+13.6%
150,672
+7.0%
7.99%
+6.5%
ROP SellROPER TECHNOLOGIES INC$20,831
-2.0%
74,214
-9.5%
7.05%
-8.1%
YELP ExitYELP INCcl a$0-436,934
-100.0%
-6.61%
CHGG ExitCHEGG INC$0-1,800,400
-100.0%
-10.60%

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