Portsea Asset Management as of June 30, 2019
Portfolio Holdings for Portsea Asset Management
Portsea Asset Management holds 5 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 |
|---|---|---|---|---|---|
| Sba Communications Corp (SBAC) | 32.8 | $83M | 369k | 224.84 | |
| Equinix (EQIX) | 19.3 | $49M | 97k | 504.29 | |
| SPS Commerce (SPSC) | 17.5 | $44M | 434k | 102.21 | |
| Interxion Holding | 16.3 | $41M | 544k | 76.09 | |
| Orbcomm | 14.1 | $36M | 4.9M | 7.25 |
