Portland Hill Asset Management as of Dec. 31, 2017
Portfolio Holdings for Portland Hill Asset Management
Portland Hill Asset Management holds 19 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paypal Holdings (PYPL) | 10.0 | $22M | 295k | 73.79 | |
| Nike (NKE) | 9.5 | $21M | 324k | 63.18 | |
| Michael Kors Holdings | 9.2 | $20M | 315k | 63.31 | |
| Alibaba Group Holding (BABA) | 9.0 | $20M | 113k | 172.10 | |
| Alphabet Inc Class A cs (GOOGL) | 8.7 | $19M | 18k | 1053.76 | |
| Facebook Inc cl a (META) | 7.8 | $17M | 95k | 177.14 | |
| Tapestry (TPR) | 7.7 | $17M | 374k | 44.72 | |
| Ball Corporation (BALL) | 6.8 | $15M | 391k | 37.99 | |
| Liberty Global Inc C | 6.0 | $13M | 390k | 33.54 | |
| Apple (AAPL) | 5.6 | $12M | 71k | 169.82 | |
| eBay (EBAY) | 4.8 | $10M | 276k | 37.73 | |
| MercadoLibre (MELI) | 3.8 | $8.2M | 26k | 314.87 | |
| priceline.com Incorporated | 3.5 | $7.5M | 4.3k | 1751.05 | |
| Expedia (EXPE) | 3.0 | $6.4M | 53k | 119.95 | |
| Amazon (AMZN) | 1.7 | $3.6M | 3.1k | 1177.70 | |
| Dr. Reddy's Laboratories (RDY) | 1.0 | $2.1M | 56k | 37.75 | |
| Yandex Nv-a (YNDX) | 0.9 | $1.9M | 58k | 32.87 | |
| Companhia Brasileira de Distrib. | 0.8 | $1.6M | 68k | 23.75 | |
| Teva Pharmaceutical Industries (TEVA) | 0.3 | $763k | 40k | 19.10 |
