Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q4 2017)

As of Dec 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 Q4 2017, the filing reported:

New Buys - SiteOne Landscape Supply, Inc.

Increases - Chegg, Inc., Dollar General Corporation, Alphabet Inc., Meta Platforms, Inc., Roper Technologies, Inc., and 2 more

Reductions - ANSYS, Inc.

Complete Exits - The Descartes Systems Group 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
Q4 2017	ANSS ANSYS, Inc.	ANSYS, Inc.	Sell	-14,750	-9.5%	$20.79K	140,856
Q4 2017	CHGG Chegg, Inc.	Chegg, Inc.	Buy	+599,700	+49.9%	$29.38K	1,800,400
Q4 2017	DG Dollar General Corporation	Dollar General Corporation	Buy	+13,400	+4.8%	$27.13K	291,725
Q4 2017	DSGX The Descartes Systems Group Inc	The Descartes Systems Group Inc	Sell - Position Exit	-658,158	-100.0%	$0.00	-
Q4 2017	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+1,110	+4.8%	$25.29K	24,165
Q4 2017	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+105,930	+40.1%	$65.29K	370,017
Q4 2017	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Buy	+3,760	+4.8%	$21.25K	82,047
Q4 2017	SITE SiteOne Landscape Supply, Inc.	SiteOne Landscape Supply, Inc.	Buy - Position Entry	+155,033	-	$11.89K	155,033
Q4 2017	WK Workiva Inc.	Workiva Inc.	Buy	+54,790	+4.8%	$25.54K	1,193,539
Q4 2017	YELP Yelp Inc.	Yelp Inc.	Buy	+20,060	+4.8%	$18.33K	436,934