13F filing recap · Q3 2017

What did Dorsey Asset Management buy in Q3 2017?

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

Stock value

$230.59M

Positions

Estimated turnover

28.1%

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

CHGGChegg, Inc$17.82Mreported value+1.20M shares

Increased positions

WKWorkiva Inc$23.74Mreported value+492.8K shares+76.3%

Reduced positions

METAMeta Platforms, Inc.$45.13Mreported value-72 shares-0.0%CMPRCimpress Plc$25.12Mreported value-81 shares-0.0%DGDollar General Corp$22.56Mreported value-75 shares-0.0%GOOGAlphabet Inc.$22.11Mreported value-6 shares

Exited positions

BAMBrookfield Corporation$20.41Mprior reported value-520.5K shares-100.0%