13F filing recap · Q1 2019

What did Dorsey Asset Management buy in Q1 2019?

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

Stock value

$398.08M

Positions

Estimated turnover

52.4%

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

DESPDespegar.com, Corp.$34.62Mreported value+2.32M shares

Increased positions

WIXWix.com Ltd.$75.98Mreported value+31.2K shares+5.2%PYPLPayPal Holdings, Inc.$52.29Mreported value+25.6K shares+5.4%GOOGAlphabet Inc.$42.47Mreported value+1.8K shares+5.4%CMPRCimpress Plc$32.38Mreported value+186.7K shares

Reduced positions

METAMeta Platforms, Inc.$81.34Mreported value-153.7K shares-24.0%TTDTrade Desk, Inc.$30.77Mreported value-182.2K shares-54.0%ANSSAnsys Inc$16.43Mreported value-65.1K shares-42.0%

Exited positions

DGDollar General Corp$26.20Mprior reported value-242.5K shares-100.0%ROPRoper Technologies Inc$15.78Mprior reported value-59.2K shares-100.0%WKWorkiva Inc$8.52Mprior reported value-237.4K shares-100.0%