Dorsey Asset Management as of Dec. 31, 2017
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 10 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 23.6 | $65M | 370k | 176.46 | |
| Cimpress N V Shs Euro | 11.7 | $32M | 270k | 119.88 | |
| Chegg (CHGG) | 10.6 | $29M | 1.8M | 16.32 | |
| Dollar General (DG) | 9.8 | $27M | 292k | 93.01 | |
| Workiva Inc equity us cm (WK) | 9.2 | $26M | 1.2M | 21.40 | |
| Alphabet Inc Class C cs (GOOG) | 9.1 | $25M | 24k | 1046.39 | |
| Roper Industries (ROP) | 7.7 | $21M | 82k | 259.00 | |
| Ansys (ANSS) | 7.5 | $21M | 141k | 147.59 | |
| Yelp Inc cl a (YELP) | 6.6 | $18M | 437k | 41.96 | |
| Siteone Landscape Supply (SITE) | 4.3 | $12M | 155k | 76.70 |
