Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q2 2018)

As of Jun 30, 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 Q2 2018, the filing reported:

New Buys - PayPal Holdings, Inc., The Trade Desk, Inc.

Increases - ANSYS, Inc., Dollar General Corporation, Alphabet Inc., Roper Technologies, Inc., SiteOne Landscape Supply, Inc.

Reductions - eBay Inc., Meta Platforms, Inc., Workiva 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
Q2 2018	ANSS ANSYS, Inc.	ANSYS, Inc.	Buy	+32	+0.0%	$26.25K	150,704
Q2 2018	DG Dollar General Corporation	Dollar General Corporation	Buy	+153,100	+49.0%	$45.89K	465,375
Q2 2018	EBAY eBay Inc.	eBay Inc.	Sell	-553,839	-61.2%	$12.76K	351,761
Q2 2018	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+7,880	+26.7%	$41.74K	37,411
Q2 2018	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-19,800	-4.5%	$82.08K	422,382
Q2 2018	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Buy - Position Entry	+432,105	-	$35.98K	432,105
Q2 2018	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Buy	+28,525	+38.4%	$28.35K	102,739
Q2 2018	SITE SiteOne Landscape Supply, Inc.	SiteOne Landscape Supply, Inc.	Buy	+109	+0.0%	$34.88K	415,378
Q2 2018	TTD The Trade Desk, Inc.	The Trade Desk, Inc.	Buy - Position Entry	+286,708	-	$26.89K	286,708
Q2 2018	WK Workiva Inc.	Workiva Inc.	Sell	-305,341	-30.4%	$17.04K	698,448