Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

PORTLAND HILL CAPITAL LLP 13F Holdings -- Portfolio & Top Positions (2016-12-31)

Name: PORTLAND HILL CAPITAL LLP 13F Holdings (2016-12-31)
Creator: ko.io

PORTLAND HILL CAPITAL LLP (CIK 1647692) reported $166.8M across 21 reported positions in its SEC 13F filing for 2016-12-31. Largest positions: GOOGL ($19.2M, 11.50%), AAPL ($17.9M, 10.73%), NKE ($14.3M, 8.55%), META ($11.5M, 6.88%), MJN ($11.1M, 6.67%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	GOOGL	ALPHABET INC	$19.2M	11.50%	24,114	New
2	AAPL	APPLE INC	$17.9M	10.73%	153,699	New
3	NKE	NIKE INC	$14.3M	8.55%	279,665	New
4	META	FACEBOOK INC	$11.5M	6.88%	99,666	New
5	MJN	MEAD JOHNSON NUTRITION CO	$11.1M	6.67%	157,204	New
6	BABA	ALIBABA GROUP HLDG LTD	$10.9M	6.52%	124,305	New
7	TPR	COACH INC	$10.4M	6.24%	295,148	New
8	BALL	BALL CORP	$10.2M	6.10%	134,919	New
9	CPRI	MICHAEL KORS HLDGS LTD	$9.3M	5.58%	216,523	New
10	PYPL	PAYPAL HLDGS INC	$8.8M	5.29%	221,384	New
11	LBTYK	LIBERTY GLOBAL PLC	$7.8M	4.65%	259,740	New
12	EXPE	EXPEDIA INC DEL	$7.0M	4.20%	61,914	New
13	BKNG	PRICELINE GRP INC	$6.2M	3.70%	4,194	New
14	EBAY	EBAY INC	$6.0M	3.61%	201,914	New
15	MELI	MERCADOLIBRE INC	$3.9M	2.33%	24,680	New
16	BIDU	BAIDU INC	$3.3M	1.96%	19,908	New
17	RDY	DR REDDYS LABS LTD	$3.0M	1.80%	66,233	New
18	AMZN	AMAZON COM INC	$2.8M	1.69%	3,715	New
19	CBDBY	COMPANHIA BRASILEIRA DE DIST	$1.3M	0.79%	80,366	New
20	TEVA	TEVA PHARMACEUTICAL INDS LTD	$1.3M	0.79%	36,196	New
21	LILAK	LIBERTY GLOBAL PLC	$697,000	0.42%	32,918	New

Source: SEC Form 13F filings · as of 2016-12-31