13F filing recap · Q4 2018

What did Dorsey Asset Management buy in Q4 2018?

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

Stock value

$359.82M

Positions

Estimated turnover

36.6%

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.

Increased positions

METAMeta Platforms, Inc.$84.12Mreported value+159.5K shares+33.1%WIXWix.com Ltd.$53.99Mreported value+303.7K shares+103.3%PYPLPayPal Holdings, Inc.$40.19Mreported value+23.2K shares+5.1%TTDTrade Desk, Inc.$39.19Mreported value+89.5K shares+36.1%GOOGAlphabet Inc.$35.57Mreported value+2.2K shares+6.7%CMPRCimpress Plc$22.48Mreported value+23.0K shares+11.8%ANSSAnsys Inc$22.16Mreported value+16.4K shares+11.9%EBAYEbay Inc.$11.62Mreported value+43.9K shares+11.9%

Reduced positions

DGDollar General Corp$26.20Mreported value-153.0K shares-38.7%ROPRoper Technologies Inc$15.78Mreported value-41.4K shares-41.1%WKWorkiva Inc$8.52Mreported value-514.1K shares-68.4%

Exited positions

SITESiteone Landscape Supply, Inc.$29.18Mprior reported value-387.3K shares-100.0%