Portman Square Capital LLP — 13F holdings

Portman Square Capital LLP reported 87 holdings worth $1.77B in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

1. BABA ALIBABA GROUP HLDG LTD — $242M (13.7%)
2. IREN IREN LIMITED — $195M (11.0%)
3. W WAYFAIR INC — $178M (10.1%)
4. RDDT REDDIT INC — $156M (8.9%)
5. SMTC SEMTECH CORP — $135M (7.6%)
6. NET CLOUDFLARE INC — $65.6M (3.7%)
7. GLD SPDR GOLD TR — $51.0M (2.9%)
8. AKAM AKAMAI TECHNOLOGIES INC — $47.5M (2.7%)
9. ALB Albemarle Corp — $44.8M (2.5%)
10. LYV LIVE NATION ENTERTAINMENT IN — $36.1M (2.0%)