Portland Hill Asset Management as of Dec. 31, 2018
Portfolio Holdings for Portland Hill Asset Management
Portland Hill Asset Management holds 19 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 17.0 | $25M | 24k | 1034.22 | |
| Alibaba Group Holding (BABA) | 15.6 | $23M | 167k | 138.03 | |
| Paypal Holdings (PYPL) | 11.8 | $17M | 210k | 82.84 | |
| Facebook Inc cl a (META) | 11.8 | $17M | 133k | 130.42 | |
| Tapestry (TPR) | 6.0 | $8.9M | 267k | 33.42 | |
| Michael Kors Holdings | 5.8 | $8.5M | 230k | 37.08 | |
| Apple (AAPL) | 5.7 | $8.4M | 53k | 156.99 | |
| eBay (EBAY) | 4.1 | $6.0M | 215k | 27.98 | |
| Liberty Global Inc C | 3.9 | $5.7M | 282k | 20.28 | |
| Booking Holdings (BKNG) | 3.8 | $5.6M | 3.3k | 1719.06 | |
| MercadoLibre (MELI) | 3.8 | $5.6M | 19k | 285.87 | |
| Expedia (EXPE) | 3.0 | $4.4M | 40k | 111.97 | |
| Amazon (AMZN) | 2.1 | $3.2M | 2.1k | 1488.02 | |
| Baidu (BIDU) | 1.8 | $2.6M | 17k | 158.84 | |
| Dr. Reddy's Laboratories (RDY) | 1.4 | $2.1M | 56k | 37.47 | |
| Yandex Nv-a (YNDX) | 1.1 | $1.6M | 59k | 27.26 | |
| Companhia Brasileira de Distrib. | 1.0 | $1.4M | 70k | 20.62 | |
| Teva Pharmaceutical Industries (TEVA) | 0.3 | $510k | 33k | 15.40 | |
| Industrias Bachoco, S.A.B. de C.V. | 0.0 | $21k | 6.5k | 3.21 |
