Dorsey Asset Management Q3 2018 holdings

$427 Million is the total value of Dorsey Asset Management's 12 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 9.1% .

 Value Shares↓ Weighting
FB BuyFACEBOOK INCcl a$79,291
-3.4%
482,132
+14.1%
18.58%
-14.3%
DG SellDOLLAR GEN CORP NEW$43,221
-5.8%
395,433
-15.0%
10.13%
-16.4%
PYPL BuyPAYPAL HLDGS INC$39,942
+11.0%
454,717
+5.2%
9.36%
-1.5%
GOOG SellALPHABET INCcap stk cl c$38,413
-8.0%
32,186
-14.0%
9.00%
-18.3%
TTD SellTHE TRADE DESK INC$37,449
+39.3%
248,154
-13.4%
8.77%
+23.5%
WIX NewWIX COM LTD$35,177293,877
+100.0%
8.24%
ROP SellROPER TECHNOLOGIES INC$29,801
+5.1%
100,607
-2.1%
6.98%
-6.7%
WK BuyWORKIVA INC$29,683
+74.2%
751,481
+7.6%
6.96%
+54.5%
SITE SellSITEONE LANDSCAPE SUPPLY INC$29,180
-16.3%
387,315
-6.8%
6.84%
-25.8%
CMPR BuyCIMPRESS N V$26,550
-1.0%
194,346
+5.1%
6.22%
-12.1%
ANSS SellANSYS INC$25,870
-1.4%
138,579
-8.0%
6.06%
-12.6%
EBAY BuyEBAY INC$12,221
-4.2%
370,106
+5.2%
2.86%
-15.0%

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