Portsea Asset Management as of Dec. 31, 2018
Portfolio Holdings for Portsea Asset Management
Portsea Asset Management holds 6 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 |
|---|---|---|---|---|---|
| Orbcomm | 31.7 | $60M | 7.3M | 8.26 | |
| Liveramp Holdings (RAMP) | 23.2 | $44M | 1.1M | 38.63 | |
| Expedia (EXPE) | 19.8 | $38M | 333k | 112.65 | |
| SPS Commerce (SPSC) | 13.5 | $26M | 310k | 82.38 | |
| Paypal Holdings (PYPL) | 9.8 | $19M | 222k | 84.09 | |
| Hudson | 2.0 | $3.8M | 223k | 17.15 |
