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Portland Hill Asset Management Ltd

Q1 2020 Holdings

Filed 2020-05-04 | 22 holdings | $12.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Alibaba Group Hldg LTD(BABA)SPONSORED ADS01609W102$11.9M60,83999.5%
Facebook Inc(META)CL A30303M102$18.5K108,7540.2%
Paypal Hldgs Inc(PYPL)COM70450Y103$10.9K109,6410.1%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$10.3K8,8020.1%
Apple Inc(AAPL)COM037833100$5.2K19,9210.0%
Ebay Inc(EBAY)COM278642103$4.2K135,3110.0%
Mercadolibre Inc(MELI)COM58733R102$2.3K4,6370.0%
Tapestry Inc(TPR)COM876030107$2.2K162,4260.0%
Booking Holdings Inc(BKNG)COM09857L108$2.1K1,5240.0%
Amazon COM Inc(AMZN)COM023135106$2.0K9940.0%
Capri Holdings Limited(CPRI)SHSG1890L107$1.7K147,0870.0%
Expedia Inc del(EXPE)COM NEW30212P303$1.1K19,0200.0%
Yandex NV(NBIS)SHS CLASS AN97284108$1.0K29,2650.0%
DR Reddys Labs LTD(RDY)ADR256135203$99924,3460.0%
Baidu Inc(BIDUN)SPON ADR REP A056752108$9749,3150.0%
Danaher Corporation(DHR)COM235851102$4603,3150.0%
International Flavors&fragra(IFF)COM459506101$4334,0190.0%
Companhia Brasileira de DistSPN ADR PFD CL A20440T201$38530,6440.0%
Zimmer Biomet Holdings Inc(ZBH)COM98956P102$2572,5260.0%
Teva Pharmaceutical Inds LTD(TEVA)ADR881624209$23525,1850.0%
Quest Diagnostics Inc(DGX)COM74834L100$931,1510.0%
Aramark(ARMK)COM03852U106$582,8440.0%