Dorsey Asset Management Q4 2018 holdings

$360 Million is the total value of Dorsey Asset Management's 11 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 8.3% .

 Value Shares↓ Weighting
FB BuyFACEBOOK INCcl a$84,117
+6.1%
641,674
+33.1%
23.38%
+25.8%
WIX BuyWIX COM LTD$53,987
+53.5%
597,595
+103.3%
15.00%
+82.0%
PYPL BuyPAYPAL HLDGS INC$40,190
+0.6%
477,944
+5.1%
11.17%
+19.4%
TTD BuyTHE TRADE DESK INC$39,187
+4.6%
337,646
+36.1%
10.89%
+24.1%
GOOG BuyALPHABET INCcap stk cl c$35,571
-7.4%
34,348
+6.7%
9.89%
+9.8%
DG SellDOLLAR GEN CORP NEW$26,205
-39.4%
242,459
-38.7%
7.28%
-28.1%
CMPR BuyCIMPRESS N V$22,481
-15.3%
217,373
+11.8%
6.25%
+0.4%
ANSS BuyANSYS INC$22,157
-14.4%
155,006
+11.9%
6.16%
+1.6%
ROP SellROPER TECHNOLOGIES INC$15,781
-47.0%
59,212
-41.1%
4.39%
-37.2%
EBAY BuyEBAY INC$11,620
-4.9%
413,971
+11.9%
3.23%
+12.8%
WK SellWORKIVA INC$8,520
-71.3%
237,389
-68.4%
2.37%
-66.0%
SITE ExitSITEONE LANDSCAPE SUPPLY INC$0-387,315
-100.0%
-6.84%

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