本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Portman Ltd (CIK 1634896) reported $40.0M across 7 reported positions in its SEC 13F filing for 2024-09-30. Largest positions: PATH ($25.4M, 63.36%), RDDT ($7.1M, 17.63%), CART ($3.2M, 7.99%), FRSH ($2.3M, 5.83%), VERA ($1.4M, 3.62%). Source: SEC Form 13F.
| 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 |
来源：SEC 13F 申报文件 · 截至 2024-09-30