Portsea Asset Management as of March 31, 2020
Portfolio Holdings for Portsea Asset Management
Portsea Asset Management holds 4 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sba Communications Corp (SBAC) | 51.5 | $57M | 212k | 269.97 | |
| Match | 27.1 | $30M | 456k | 66.04 | |
| Chewy Inc cl a (CHWY) | 13.9 | $16M | 413k | 37.49 | |
| Rubicon Proj | 7.5 | $8.3M | 1.5M | 5.55 |
