Portman Ltd
- SEC CIK
- 0001634896
- Latest filing
- Nov 12, 2024
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 5
- 0 vs. Q1 2022
- Portfolio value
- $67.2M
- +$19.2M (+40.1%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PDDPDD Holdings Inc. | SPONSORED ADS | 713,135 | $44.1M | 65.6% | +219,426+44.4% | Added | History |
| PATHUiPath, Inc. | Stock | 806,872 | $14.7M | 21.9% | 00.0% | Unchanged | History |
| DUOLDuolingo, Inc. | CL A COM | 79,804 | $6.99M | 10.4% | +28,893+56.8% | Added | History |
| LZLegalzoom.com, Inc. | COM | 75,435 | $829.0K | 1.2% | +75,435 | New | History |
| ABNBAirbnb, Inc. | Stock | 6,760 | $602.0K | 0.9% | −3,381−33.3% | Reduced | History |
Sold out since Q1 2022 (1)
Positions held at the end of Q1 2022 that are gone from this filing.