Dorsey Asset Management as of June 30, 2018
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 11 positions in its portfolio as reported in the June 2018 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 21.7 | $82M | 422k | 194.32 | |
| Dollar General (DG) | 12.1 | $46M | 465k | 98.60 | |
| Alphabet Inc Class C cs (GOOG) | 11.0 | $42M | 37k | 1115.66 | |
| Paypal Holdings (PYPL) | 9.5 | $36M | 432k | 83.27 | |
| Siteone Landscape Supply (SITE) | 9.2 | $35M | 415k | 83.97 | |
| Roper Industries (ROP) | 7.5 | $28M | 103k | 275.91 | |
| Trade Desk (TTD) | 7.1 | $27M | 287k | 93.80 | |
| Cimpress N V Shs Euro | 7.1 | $27M | 185k | 144.96 | |
| Ansys (ANSS) | 6.9 | $26M | 151k | 174.18 | |
| Workiva Inc equity us cm (WK) | 4.5 | $17M | 698k | 24.40 | |
| eBay (EBAY) | 3.4 | $13M | 352k | 36.26 |
