Portsea Asset Management as of June 30, 2020
Portfolio Holdings for Portsea Asset Management
Portsea Asset Management holds 6 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sba Communications Corp Cl A (SBAC) | 36.8 | $45M | 151k | 297.92 | |
| Match | 33.2 | $41M | 379k | 107.05 | |
| Comcast Corp Cl A (CMCSA) | 11.3 | $14M | 353k | 38.98 | |
| Rubicon Proj | 9.0 | $11M | 1.6M | 6.67 | |
| Realreal (REAL) | 7.7 | $9.4M | 737k | 12.79 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $2.5M | 1.8k | 1418.02 |
