13F filing recap · Q2 2018

What did Dorsey Asset Management buy in Q2 2018?

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

Stock value

$378.66M

Positions

Estimated turnover

37.4%

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

PYPLPayPal Holdings, Inc.$35.98Mreported value+432.1K shares TTDTrade Desk, Inc.$26.89Mreported value+286.7K shares

Increased positions

DGDollar General Corp$45.89Mreported value+153.1K shares+49.0%GOOGAlphabet Inc.$41.74Mreported value+7.9K shares+26.7%SITESiteone Landscape Supply, Inc.$34.88Mreported value+109 shares+0.0%ROPRoper Technologies Inc$28.35Mreported value+28.5K shares

Reduced positions

METAMeta Platforms, Inc.$82.08Mreported value-19.8K shares-4.5%WKWorkiva Inc$17.04Mreported value-305.3K shares-30.4%EBAYEbay Inc.$12.76Mreported value-553.8K shares-61.2%