PORTLAND HILL CAPITAL LLP 13F Holdings

CIK 0001647692 · London, X0

As of Dec 31, 2016, PORTLAND HILL CAPITAL LLP reported 21 positions worth 66.8K in its SEC Form 13F filing.

Top 21 holdings

SecurityTickerSectorSharesValue% of portfolio
ALPHABET INCGOOGLEquity24,114 9.2K11.50%
APPLE INCAAPLTechnology153,699 7.9K10.73%
NIKE INCNKEConsumer Cyclical279,665 4.3K8.55%
META PLATFORMS INCMETACommunication Services99,666 1.5K6.88%
MEAD JOHNSON NUTRITION COMJNConsumer Defensive157,204 1.1K6.67%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical124,305 0.9K6.52%
COACH INC——295,148 0.4K6.24%
BALL CORPBALLConsumer Cyclical134,919 0.2K6.10%
MICHAEL KORS HLDGS LTD——216,523$9.3K5.58%
PAYPAL HOLDINGS INCPYPLFinancial Services221,384$8.8K5.29%
LIBERTY GLOBAL PLCLBTYKCommunication Services259,740$7.8K4.65%
EXPEDIA GROUP INCEXPEIndustrials61,914$7.0K4.20%
PRICELINE GRP INCBKNGIndustrials4,194$6.2K3.70%
EBAY INCEBAYConsumer Cyclical201,914$6.0K3.61%
MERCADOLIBRE INCMELIConsumer Cyclical24,680$3.9K2.33%
BAIDU INCBIDUCommunication Services19,908$3.3K1.96%
DR REDDYS LABORATORIES LTDRDYHealthcare66,233$3.0K1.80%
AMAZON.COM INCAMZNEquity3,715$2.8K1.69%
COMPANHIA BRASILEIRA DE DISTCBDBYConsumer Cyclical80,366 .3K0.79%
TEVA PHARMACEUTICAL INDUSTRIES LTDTEVAHealthcare36,196 .3K0.79%
LIBERTY GLOBAL PLCLILAKCommunication Services32,918$697.00.42%