13F filing recap · Q1 2018

What did Dorsey Asset Management buy in Q1 2018?

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

Stock value

$295.61M

Positions

Estimated turnover

50.5%

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

EBAYEbay Inc.$36.44Mreported value+905.6K shares

Increased positions

METAMeta Platforms, Inc.$70.66Mreported value+72.2K shares+19.5%SITESiteone Landscape Supply, Inc.$31.99Mreported value+260.2K shares+167.9%GOOGAlphabet Inc.$30.47Mreported value+5.4K shares+22.2%DGDollar General Corp$29.21Mreported value+20.6K shares

Reduced positions

CMPRCimpress Plc$28.61Mreported value-84.7K shares-31.4%WKWorkiva Inc$23.79Mreported value-189.8K shares-15.9%ROPRoper Technologies Inc$20.83Mreported value-7.8K shares-9.5%

Exited positions

CHGGChegg, Inc$29.38Mprior reported value-1.80M shares-100.0%YELPYelp Inc.$18.33Mprior reported value-436.9K shares-100.0%