$398 Million is the total value of Dorsey Asset Management's 9 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 36.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | Sell | FACEBOOK INCcl a | $81,340 | -3.3% | 487,971 | -24.0% | 20.43% | -12.6% |
| WIX | Buy | WIX COM LTD | $75,980 | +40.7% | 628,814 | +5.2% | 19.09% | +27.2% |
| PYPL | Buy | PAYPAL HLDGS INC | $52,289 | +30.1% | 503,552 | +5.4% | 13.14% | +17.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $42,467 | +19.4% | 36,194 | +5.4% | 10.67% | +7.9% |
| DESP | New | DESPEGAR COM CORP | $34,624 | – | 2,323,766 | +100.0% | 8.70% | – |
| CMPR | Buy | CIMPRESS N V | $32,377 | +44.0% | 404,051 | +85.9% | 8.13% | +30.2% |
| EBAY | Buy | EBAY INC | $31,803 | +173.7% | 856,313 | +106.9% | 7.99% | +147.4% |
| TTD | Sell | THE TRADE DESK INC | $30,774 | -21.5% | 155,465 | -54.0% | 7.73% | -29.0% |
| ANSS | Sell | ANSYS INC | $16,431 | -25.8% | 89,927 | -42.0% | 4.13% | -33.0% |
| WK | Exit | WORKIVA INC | $0 | – | -237,389 | -100.0% | -2.37% | – |
| ROP | Exit | ROPER TECHNOLOGIES INC | $0 | – | -59,212 | -100.0% | -4.39% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -242,459 | -100.0% | -7.28% | – |
These EDGAR filings were analyzed to create this holdings 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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