Portsea Asset Management as of Sept. 30, 2020
Portfolio Holdings for Portsea Asset Management
Portsea Asset Management holds 5 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Match Group (MTCH) | 33.2 | $41M | 369k | 110.65 | |
| Sba Communications Corp Cl A (SBAC) | 24.4 | $30M | 94k | 318.48 | |
| Tpi Composites (TPIC) | 16.4 | $20M | 696k | 28.96 | |
| Realreal (REAL) | 14.6 | $18M | 1.2M | 14.47 | |
| Magnite Ord (MGNI) | 11.4 | $14M | 2.0M | 6.95 |
