Portman Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Portman Ltd reported 7 stock positions worth $40.0 million. Its top holding was Uipath Class A (PATH) at 63.4% of the portfolio, followed by Reddit Class A (RDDT, 17.6%) and Maplebear (CART, 8.0%). Compared with Q2 2024, it opened 4 new positions. The biggest buy was a new position in Reddit Class A (RDDT).
- Most Recent 13F
- Q3 2024
- Location
- GRAND CAYMAN, E9
- CIK
- 0001634896
- Portfolio Value
- $40.0M (Q3 2024)
- SEC Filing
- 0000950123-24-010998 ↗ filed Nov 12, 2024
Holdings Value
Holdings 7 stocks · $40.0M
| PATH Uipath Inc. Class A | 63.36% | 1,981,254 | $25.4M | No change |
| RDDT Reddit Inc. Class A | 17.63% | 107,059 | $7.1M | New |
| CART Maplebear Inc. | 7.99% | 78,458 | $3.2M | New |
| FRSH Freshworks Inc. Class A | 5.83% | 203,331 | $2.3M | New |
| VERA Vera Therapeutics Inc. | 3.62% | 32,795 | $1.4M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 1.08% | 1,544 | $433K | New |
| UBER TECHNOLOGIES INC (UBER 0 12/15/25) | 0.49% | 2,608 | $196K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| None this quarter. | |||