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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.

Institution overview
Positions
5
0 vs. Q1 2022
Portfolio value
$67.2M
+$19.2M (+40.1%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of Portman Ltd in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
ABNBAirbnb, Inc.Stock6,760$602.0K0.9%−3,381−33.3%ReducedHistory
LZLegalzoom.com, Inc.COM75,435$829.0K1.2%+75,435NewHistory
DUOLDuolingo, Inc.CL A COM79,804$6.99M10.4%+28,893+56.8%AddedHistory
PATHUiPath, Inc.Stock806,872$14.7M21.9%00.0%UnchangedHistory
PDDPDD Holdings Inc.SPONSORED ADS713,135$44.1M65.6%+219,426+44.4%AddedHistory

Sold out since Q1 2022 (1)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Portman Ltd sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
CRWDCrowdStrike Holdings, Inc.Stock18,137$4.12M8.6%History