Dorsey Asset Management as of Dec. 31, 2018
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 11 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 23.4 | $84M | 642k | 131.09 | |
| Wix (WIX) | 15.0 | $54M | 598k | 90.34 | |
| Paypal Holdings (PYPL) | 11.2 | $40M | 478k | 84.09 | |
| Trade Desk (TTD) | 10.9 | $39M | 338k | 116.06 | |
| Alphabet Inc Class C cs (GOOG) | 9.9 | $36M | 34k | 1035.61 | |
| Dollar General (DG) | 7.3 | $26M | 243k | 108.08 | |
| Cimpress N V Shs Euro | 6.2 | $23M | 217k | 103.42 | |
| Ansys (ANSS) | 6.2 | $22M | 155k | 142.94 | |
| Roper Industries (ROP) | 4.4 | $16M | 59k | 266.52 | |
| eBay (EBAY) | 3.2 | $12M | 414k | 28.07 | |
| Workiva Inc equity us cm (WK) | 2.4 | $8.5M | 237k | 35.89 |
