Portsea Asset Management as of March 31, 2019
Portfolio Holdings for Portsea Asset Management
Portsea Asset Management holds 6 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sba Communications Corp (SBAC) | 28.9 | $82M | 408k | 199.66 | |
| Orbcomm | 18.2 | $51M | 7.6M | 6.78 | |
| Equinix (EQIX) | 16.6 | $47M | 103k | 453.16 | |
| SPS Commerce (SPSC) | 15.4 | $44M | 411k | 106.06 | |
| Paypal Holdings (PYPL) | 11.6 | $33M | 316k | 103.84 | |
| Interxion Holding | 9.3 | $26M | 393k | 66.73 |
