Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q3 2018)

As of Sep 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 Q3 2018, the filing reported:

New Buys - Wix

Increases - eBay Inc., Meta Platforms, Inc., PayPal Holdings, Inc., Workiva Inc.

Reductions - ANSYS, Inc., Dollar General Corporation, Alphabet Inc., Roper Technologies, Inc., SiteOne Landscape Supply, Inc., and 1 more

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
Q3 2018	ANSS ANSYS, Inc.	ANSYS, Inc.	Sell	-12,125	-8.0%	$25.87K	138,579
Q3 2018	DG Dollar General Corporation	Dollar General Corporation	Sell	-69,942	-15.0%	$43.22K	395,433
Q3 2018	EBAY eBay Inc.	eBay Inc.	Buy	+18,345	+5.2%	$12.22K	370,106
Q3 2018	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-5,225	-14.0%	$38.41K	32,186
Q3 2018	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+59,750	+14.1%	$79.29K	482,132
Q3 2018	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Buy	+22,612	+5.2%	$39.94K	454,717
Q3 2018	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Sell	-2,132	-2.1%	$29.80K	100,607
Q3 2018	SITE SiteOne Landscape Supply, Inc.	SiteOne Landscape Supply, Inc.	Sell	-28,063	-6.8%	$29.18K	387,315
Q3 2018	TTD The Trade Desk, Inc.	The Trade Desk, Inc.	Sell	-38,554	-13.4%	$37.45K	248,154
Q3 2018	WIX Wix	Wix	Buy - Position Entry	+293,877	-	$35.18K	293,877
Q3 2018	WK Workiva Inc.	Workiva Inc.	Buy	+53,033	+7.6%	$29.68K	751,481