Dorsey Asset Management Q1 2019 holdings

$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 SellFACEBOOK INCcl a$81,340
-3.3%
487,971
-24.0%
20.43%
-12.6%
WIX BuyWIX COM LTD$75,980
+40.7%
628,814
+5.2%
19.09%
+27.2%
PYPL BuyPAYPAL HLDGS INC$52,289
+30.1%
503,552
+5.4%
13.14%
+17.6%
GOOG BuyALPHABET INCcap stk cl c$42,467
+19.4%
36,194
+5.4%
10.67%
+7.9%
DESP NewDESPEGAR COM CORP$34,6242,323,766
+100.0%
8.70%
CMPR BuyCIMPRESS N V$32,377
+44.0%
404,051
+85.9%
8.13%
+30.2%
EBAY BuyEBAY INC$31,803
+173.7%
856,313
+106.9%
7.99%
+147.4%
TTD SellTHE TRADE DESK INC$30,774
-21.5%
155,465
-54.0%
7.73%
-29.0%
ANSS SellANSYS INC$16,431
-25.8%
89,927
-42.0%
4.13%
-33.0%
WK ExitWORKIVA INC$0-237,389
-100.0%
-2.37%
ROP ExitROPER TECHNOLOGIES INC$0-59,212
-100.0%
-4.39%
DG ExitDOLLAR 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

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EDGAR filings