Portman as of Sept. 30, 2021
Portfolio Holdings for Portman
Portman holds 8 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pinduoduo Inc- Adr (PDD) | 53.6 | $75M | 823k | 90.67 | |
| Uipath Inc-class A Common Stock (PATH) | 38.7 | $54M | 1.0M | 52.61 | |
| Pinterest Inc-class A Common Stock (PINS) | 2.2 | $3.1M | 61k | 50.94 | |
| Dada Nexus Ltd- Adr (DADA) | 1.6 | $2.3M | 113k | 20.04 | |
| Bill.com Holdings Inc-a Common Stock (BILL) | 1.6 | $2.3M | 8.5k | 266.99 | |
| Crowdstrike Holdings Inc-a Common Stock (CRWD) | 1.3 | $1.8M | 7.4k | 245.79 | |
| Airbnb Inc-class A Common Stock (ABNB) | 0.7 | $944k | 5.6k | 167.82 | |
| Sumo Logic Common Stock | 0.2 | $335k | 21k | 16.10 |
