13F filing recap · Q2 2017

What did Dorsey Asset Management buy in Q2 2017?

Reported stock-position changes between this filing and the previous one.

Stock value

$213.10M

Positions

Estimated turnover

17.8%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

YELPYelp Inc.$22.09Mreported value+736.0K shares

Increased positions

METAMeta Platforms, Inc.$39.88Mreported value+35.6K shares+15.6%

Reduced positions

ROPRoper Technologies Inc$18.13Mreported value-11.9K shares-13.2%DSGXDescartes Systems Group Inc$15.99Mreported value-184.4K shares-21.9%