13F filing recap · Q4 2017

What did Dorsey Asset Management buy in Q4 2017?

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

Stock value

$277.23M

Positions

Estimated turnover

26.5%

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

SITESiteone Landscape Supply, Inc.$11.89Mreported value+155.0K shares

Increased positions

METAMeta Platforms, Inc.$65.29Mreported value+105.9K shares+40.1%CMPRCimpress Plc$32.33Mreported value+12.4K shares+4.8%CHGGChegg, Inc$29.38Mreported value+599.7K shares+49.9%DGDollar General Corp$27.13Mreported value+13.4K shares

Reduced positions

ANSSAnsys Inc$20.79Mreported value-14.8K shares-9.5%

Exited positions

DSGXDescartes Systems Group Inc$17.91Mprior reported value-658.2K shares-100.0%