Portsea Asset Management LLP

13F Portfolio Filings

  • Most recent 13F
    Q4 2023
  • Location
    london, X0
  • CIK
    0001719883
  • Alternate names
    General Industrial Partners LLP
  • All SEC filings
Q4 2023
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

2

$2.58M
SPY, ARKK
13F-HR
Feb 13, 2024
000094366324000043

1

$0
0
13F-HR
Nov 8, 2023
000094366323000167

1

$0
0
13F-HR
Aug 7, 2023
000089457923000212

1

$0
0
13F-HR
May 9, 2023
000156761923005947

1

$0
0
13F-HR
Feb 1, 2023
000156761923001641

1

$0
0
13F-HR
Oct 6, 2022
000156761922018294

1

$0
0
13F-HR
Aug 16, 2022
000156761922016329

5

$135.18M
EB, FWONK, BKNG, TOAST INC
13F-HR
May 16, 2022
000156761922010641

8

$206.73M
EB, RPAY, FWONK, YANDEX N V
13F-HR
Feb 10, 2022
000156761922003139

10

$216.31M
EB, FWONK, RPAY, YANDEX N V
13F-HR
Nov 15, 2021
000156761921020135

11

$182.20M
LIBERTY MEDIA CORP, EB, RPAY, PAYO
13F-HR
Aug 13, 2021
000156761921015349

9

$187.23M
FWONK, RPAY, EB, FTAC OLYMPUS ACQUISITION COR
13F-HR
May 14, 2021
000156761921010007

6

$164.32M
MTCH, RPAY, FWONK, EB
13F-HR
Feb 8, 2021
000156761921002400

5

$122.77M
MTCH, SBA COMMUNICATIONS CORP NEW, TPI COMPOSITES INC, THE REALREAL INC
13F-HR
Oct 26, 2020
000156761920018155

6

$122.45M
SBA COMMUNICATIONS CORP NEW, 1812209D, CMCSA, 15R
13F-HR
Aug 7, 2020
000156761920014478

4

$111.01M
SBA COMMUNICATIONS CORP NEW, 1812209D, CHWY, 15R
13F-HR
Apr 30, 2020
000156761920008668

7

$154.13M
EQIX, SPS COMM INC, GEN, INTERXION HOLDING N.V
13F-HR
Jan 24, 2020
000156761920001477

5

$201.92M
INTERXION HOLDING N.V, EQIX, SPS COMM INC, RAMP
13F-HR
Nov 6, 2019
000156761919020510

5

$253.17M
SBA COMMUNICATIONS CORP NEW, EQIX, SPS COMM INC, INTERXION HOLDING N.V
13F-HR
Aug 12, 2019
000156761919016323

6

$282.14M
SBA COMMUNICATIONS CORP NEW, ORBC, EQIX, SPS COMM INC
13F-HR
May 9, 2019
000156761919010242

6

$189.37M
ORBC, RAMP, EXPE, SPS COMM INC
13F-HR
Feb 13, 2019
000156761919003443
Portsea Asset Management Llp 13F Filings