Portsea Asset Management as of Sept. 30, 2019
Portfolio Holdings for Portsea Asset Management
Portsea Asset Management holds 5 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Interxion Holding | 29.1 | $59M | 723k | 81.46 | |
| Equinix (EQIX) | 27.1 | $55M | 95k | 576.80 | |
| SPS Commerce (SPSC) | 24.7 | $50M | 1.1M | 47.07 | |
| Liveramp Holdings (RAMP) | 10.2 | $21M | 479k | 42.96 | |
| Symantec Corporation | 8.9 | $18M | 761k | 23.63 |
