Portland Hill Asset Management as of June 30, 2019
Portfolio Holdings for Portland Hill Asset Management
Portland Hill Asset Management holds 19 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 16.9 | $23M | 136k | 169.98 | |
| Alphabet Inc Class A cs (GOOGL) | 15.2 | $21M | 19k | 1078.80 | |
| Facebook Inc cl a (META) | 13.9 | $19M | 100k | 191.68 | |
| Paypal Holdings (PYPL) | 12.8 | $17M | 153k | 114.06 | |
| eBay (EBAY) | 5.3 | $7.3M | 185k | 39.28 | |
| Apple (AAPL) | 5.3 | $7.2M | 37k | 197.94 | |
| Tapestry (TPR) | 5.2 | $7.2M | 229k | 31.41 | |
| Michael Kors Holdings Ord (CPRI) | 5.2 | $7.1M | 205k | 34.43 | |
| Liberty Global Inc C | 4.9 | $6.6M | 253k | 26.24 | |
| MercadoLibre (MELI) | 3.1 | $4.2M | 6.9k | 609.98 | |
| Booking Holdings (BKNG) | 3.0 | $4.2M | 2.2k | 1863.35 | |
| Expedia (EXPE) | 2.7 | $3.7M | 28k | 132.03 | |
| Amazon (AMZN) | 2.0 | $2.8M | 1.5k | 1903.23 | |
| Yandex Nv-a (YNDX) | 1.2 | $1.6M | 42k | 38.02 | |
| Dr. Reddy's Laboratories (RDY) | 1.1 | $1.5M | 41k | 37.63 | |
| Baidu (BIDU) | 1.1 | $1.5M | 13k | 115.78 | |
| Companhia Brasileira de Distrib. | 0.9 | $1.3M | 53k | 24.34 | |
| Teva Pharmaceutical Industries (TEVA) | 0.2 | $258k | 28k | 9.24 | |
| Industrias Bachoco, S.A.B. de C.V. | 0.0 | $28k | 6.5k | 4.29 |
