Portman Ltd 13F Holdings · last filed Q3 2024
Portman Ltd reported 7 securities worth $40.03M in its SEC 13F filing for Q3 2024 (period ended 2024-09-30). Top holdings: PATH (63.36%), RDDT (17.63%), CART (7.99%). Among its top 25 positions this quarter: 4 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PATH | UIPATH INC | $25.4M | 63.36% | 2.0M | Hold |
| 2 | RDDT | REDDIT INC | $7.1M | 17.63% | 107,059 | New |
| 3 | CART | MAPLEBEAR INC | $3.2M | 7.99% | 78,458 | New |
| 4 | FRSH | FRESHWORKS INC | $2.3M | 5.83% | 203,331 | New |
| 5 | VERA | VERA THERAPEUTICS | $1.4M | 3.62% | 32,795 | Hold |
| 6 | CRWD | CROWDSTRIKE HLDGS INC | $433,046 | 1.08% | 1,544 | New |
| 7 | UBER | UBER TECHNOLOGIES INC | $196,017 | 0.49% | 2,608 | Hold |
Source: SEC Form 13F filings · as of 2024-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR