Holdings
Portman Square Capital LLP
As of Sep 30, 2026, Portman Square Capital LLP reported 31 positions worth US$391M. Largest: Wayfair Inc., Alibaba Group Holding Limited and Reddit, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Wayfair Inc. | 746K | US$76.5M | +337K | Sep 30, 2026 |
| Alibaba Group Holding Limited | 684K | US$73.5M | new | Sep 30, 2026 |
| Reddit, Inc. | 479K | US$68.2M | +165K | Sep 30, 2026 |
| Cloudflare, Inc. | 75,939 | US$26.4M | new | Sep 30, 2026 |
| Mp Materials Corp. | 301K | US$14.3M | new | Sep 30, 2026 |
| Sofi Technologies, Inc. | 784K | US$12.3M | new | Sep 30, 2026 |
| Pacific Gas & Electric Co. | 381K | US$12M | −787K | Sep 30, 2026 |
| Microchip Technology Incorporated | 176K | US$11.7M | −203K | Sep 30, 2026 |
| On Semiconductor Corporation | 141K | US$10.9M | +106K | Sep 30, 2026 |
| Albemarle Corporation | 96,493 | US$7.73M | −148K | Sep 30, 2026 |