Portland Hill Asset Management as of March 31, 2020
Portfolio Holdings for Portland Hill Asset Management
Portland Hill Asset Management holds 22 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 24.0 | $19M | 109k | 169.99 | |
| Alibaba Group Holding (BABA) | 15.5 | $12M | 61k | 196.32 | |
| Paypal Holdings (PYPL) | 14.1 | $11M | 110k | 99.12 | |
| Alphabet Inc Class A cs (GOOGL) | 13.3 | $10M | 8.8k | 1169.85 | |
| Apple (AAPL) | 6.7 | $5.2M | 20k | 259.73 | |
| eBay (EBAY) | 5.4 | $4.2M | 135k | 30.68 | |
| MercadoLibre (MELI) | 3.0 | $2.3M | 4.6k | 496.23 | |
| Tapestry (TPR) | 2.9 | $2.2M | 162k | 13.55 | |
| Booking Holdings (BKNG) | 2.7 | $2.1M | 1.5k | 1377.95 | |
| Amazon (AMZN) | 2.6 | $2.0M | 994.00 | 1980.89 | |
| Michael Kors Holdings Ord (CPRI) | 2.1 | $1.7M | 147k | 11.27 | |
| Expedia (EXPE) | 1.4 | $1.1M | 19k | 57.36 | |
| Yandex Nv-a (YNDX) | 1.3 | $1.0M | 29k | 34.85 | |
| Dr. Reddy's Laboratories (RDY) | 1.3 | $999k | 24k | 41.03 | |
| Baidu (BIDU) | 1.3 | $974k | 9.3k | 104.56 | |
| Danaher Corporation (DHR) | 0.6 | $460k | 3.3k | 138.76 | |
| International Flavors & Fragrances (IFF) | 0.6 | $433k | 4.0k | 107.74 | |
| Companhia Brasileira de Distrib. | 0.5 | $385k | 31k | 12.56 | |
| Zimmer Holdings (ZBH) | 0.3 | $257k | 2.5k | 101.74 | |
| Teva Pharmaceutical Industries (TEVA) | 0.3 | $235k | 25k | 9.33 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $93k | 1.2k | 80.80 | |
| Aramark Hldgs (ARMK) | 0.1 | $58k | 2.8k | 20.39 |
