Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q4 2018)

As of Dec 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 Q4 2018, the filing reported:

New Buys - None reported

Increases - ANSYS, Inc., eBay Inc., Alphabet Inc., Meta Platforms, Inc., PayPal Holdings, Inc., and 2 more

Reductions - Dollar General Corporation, Roper Technologies, Inc., Workiva Inc.

Complete Exits - SiteOne Landscape Supply, 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 2018	ANSS ANSYS, Inc.	ANSYS, Inc.	Buy	+16,427	+11.9%	$22.16K	155,006
Q4 2018	DG Dollar General Corporation	Dollar General Corporation	Sell	-152,974	-38.7%	$26.20K	242,459
Q4 2018	EBAY eBay Inc.	eBay Inc.	Buy	+43,865	+11.9%	$11.62K	413,971
Q4 2018	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+2,162	+6.7%	$35.57K	34,348
Q4 2018	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+159,542	+33.1%	$84.12K	641,674
Q4 2018	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Buy	+23,227	+5.1%	$40.19K	477,944
Q4 2018	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Sell	-41,395	-41.1%	$15.78K	59,212
Q4 2018	SITE SiteOne Landscape Supply, Inc.	SiteOne Landscape Supply, Inc.	Sell - Position Exit	-387,315	-100.0%	$0.00	-
Q4 2018	TTD The Trade Desk, Inc.	The Trade Desk, Inc.	Buy	+89,492	+36.1%	$39.19K	337,646
Q4 2018	WIX Wix	Wix	Buy	+303,718	+103.3%	$53.99K	597,595
Q4 2018	WK Workiva Inc.	Workiva Inc.	Sell	-514,092	-68.4%	$8.52K	237,389