Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q1 2017)

As of Mar 31, 2017, the Dorsey Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2017, the filing reported:

New Buys - Dollar General Corporation, Alphabet Inc., Workiva Inc.

Increases - ANSYS, Inc., The Descartes Systems Group Inc, Meta Platforms, Inc.

Reductions - Brookfield Asset Management Ltd., Roper Technologies, Inc.

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2017	ANSS ANSYS, Inc.	ANSYS, Inc.	Buy	+1,294	+0.8%	$16.63K	155,651
Q1 2017	BAM Brookfield Asset Management Ltd.	Brookfield Asset Management Ltd.	Sell	-4,372	-0.8%	$18.98K	520,454
Q1 2017	DG Dollar General Corporation	Dollar General Corporation	Buy - Position Entry	+278,400	-	$19.41K	278,400
Q1 2017	DSGX The Descartes Systems Group Inc	The Descartes Systems Group Inc	Buy	+91,033	+12.1%	$19.26K	842,740
Q1 2017	GOOG Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+23,061	-	$19.13K	23,061
Q1 2017	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+41,544	+22.2%	$32.47K	228,559
Q1 2017	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Sell	-1,970	-2.1%	$18.64K	90,253
Q1 2017	WK Workiva Inc.	Workiva Inc.	Buy - Position Entry	+645,973	-	$10.11K	645,973