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Portsea Asset Management LLP

Q4 2018 Holdings

Filed 2019-02-13 | 6 holdings | $189.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Orbcomm ORD(ORBC)COM68555P100$60.0K7,263,91531.7%
Liveramp Holdings ORD(RAMP)COM53815P108$43.9K1,136,41723.2%
Expedia Group ORD(EXPE)COM30212P303$37.5K332,62219.8%
SPS Commerce ORD(SPSC)COM78463M107$25.5K309,69613.5%
Paypal Holdings ORD(PYPL)COM70450Y103$18.7K221,9099.9%
Hudson CL A ORDCOM CL AG46408103$3.8K223,2932.0%