IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Portsea Asset Management LLP

Q1 2020 Holdings

Filed 2020-04-30 | 4 holdings | $15.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Chewy CL A ORD(CHWY)CL A16679L109$15.5M413,18099.4%
SBA Communications CL A REIT ORD(SBAC)CL A78410G104$57.1K211,5540.4%
Match Group ORD(MTCHEUR)COM57665R106$30.1K455,6660.2%
The Rubicon Project ORDCOM78112V102$8.3K1,497,9510.1%