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Portsea Asset Management LLP

Q3 2020 Holdings

Filed 2020-10-26 | 5 holdings | $122.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Match Group Inc New(MTCH)COM57667L107$40.8K368,78633.2%
SBA Communications Corp New(SBAC)CL A78410G104$30.0K94,07324.4%
TPI Composites Inc(TPICQ)COM87266J104$20.2K695,88016.4%
The Realreal Inc(REAL)COM88339P101$17.9K1,237,71214.6%
Magnite Inc(MGNI)COM55955D100$13.9K2,007,87211.4%