Dorsey Asset Management as of Sept. 30, 2018
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 12 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 18.6 | $79M | 482k | 164.46 | |
| Dollar General (DG) | 10.1 | $43M | 395k | 109.30 | |
| Paypal Holdings (PYPL) | 9.4 | $40M | 455k | 87.84 | |
| Alphabet Inc Class C cs (GOOG) | 9.0 | $38M | 32k | 1193.47 | |
| Trade Desk (TTD) | 8.8 | $37M | 248k | 150.91 | |
| Wix (WIX) | 8.2 | $35M | 294k | 119.70 | |
| Roper Industries (ROP) | 7.0 | $30M | 101k | 296.21 | |
| Workiva Inc equity us cm (WK) | 7.0 | $30M | 752k | 39.50 | |
| Siteone Landscape Supply (SITE) | 6.8 | $29M | 387k | 75.34 | |
| Cimpress N V Shs Euro | 6.2 | $27M | 194k | 136.61 | |
| Ansys (ANSS) | 6.1 | $26M | 139k | 186.68 | |
| eBay (EBAY) | 2.9 | $12M | 370k | 33.02 |
