Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q1 2018)

As of Mar 31, 2018, 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 2018, the filing reported:

New Buys - eBay Inc.

Increases - ANSYS, Inc., Dollar General Corporation, Alphabet Inc., Meta Platforms, Inc., SiteOne Landscape Supply, Inc.

Reductions - Roper Technologies, Inc., Workiva Inc.

Complete Exits - Chegg, Inc., Yelp Inc.

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 2018	ANSS ANSYS, Inc.	ANSYS, Inc.	Buy	+9,816	+7.0%	$23.61K	150,672
Q1 2018	CHGG Chegg, Inc.	Chegg, Inc.	Sell - Position Exit	-1,800,400	-100.0%	$0.00	-
Q1 2018	DG Dollar General Corporation	Dollar General Corporation	Buy	+20,550	+7.0%	$29.21K	312,275
Q1 2018	EBAY eBay Inc.	eBay Inc.	Buy - Position Entry	+905,600	-	$36.44K	905,600
Q1 2018	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+5,366	+22.2%	$30.47K	29,531
Q1 2018	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+72,165	+19.5%	$70.66K	442,182
Q1 2018	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Sell	-7,833	-9.5%	$20.83K	74,214
Q1 2018	SITE SiteOne Landscape Supply, Inc.	SiteOne Landscape Supply, Inc.	Buy	+260,236	+167.9%	$31.99K	415,269
Q1 2018	WK Workiva Inc.	Workiva Inc.	Sell	-189,750	-15.9%	$23.79K	1,003,789
Q1 2018	YELP Yelp Inc.	Yelp Inc.	Sell - Position Exit	-436,934	-100.0%	$0.00	-