SEC 13F Intelligence

Managers / Q2 2023 · view latest →

Portman Square Capital LLP

CIK 0001966898 · 10 PORTMAN SQUARE, LONDON, W1H 6AZ · 44-203-627-6800

Reported Value
$3.5B
Q2 2023
Positions
373
Filings on Record
14
2019–present window
Filed
Jul 26, 2023
original filing

Summary

Portman Square Capital LLP reported $3.5B in U.S.-listed holdings across 373 positions for Q2 2023.

Its largest position, Palo Alto Networks, represents 3.8% of the portfolio.

Compared with Q1 2023, the fund opened 64 new positions and exited 27.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $1.4BQ4 ’22Q1 ’23: $2.2BQ2 ’23: $3.5BQ2 ’23Q3 ’23: $4.1BQ4 ’23: $4.4BQ4 ’23Q1 ’24: $3.6BQ2 ’24: $2.9BQ2 ’24Q3 ’24: $2.7BQ4 ’24: $2.8BQ4 ’24Q1 ’25: $3.8BQ2 ’25: $3.4BQ2 ’25Q3 ’25: $2.3BQ4 ’25: $2.3BQ4 ’25Q1 ’26: $2.6Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 85.1%US DOMESTIC: 7.4%ETP: 3.7%Other: 2.7%ADR: 1.0%Other: 0.2%
  • Common Stock · 85.1% · $3.0B
  • US DOMESTIC · 7.4% · $261M
  • ETP · 3.7% · $129M
  • Other · 2.7% · $93M
  • ADR · 1.0% · $34M
  • Other · 0.2% · $7M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
XLESELECT SECTOR SPDR TRNEW+1.00M1.00M+$81M$81M
PCGPG&E CORPNEW+2.82M2.82M+$49M$49M
FEFIRSTENERGY CORPNEW+1.16M1.16M+$45M$45M
MSFTMICROSOFT CORPNEW+131.3K131.3K+$45M$45M
RHRHNEW+100.9K100.9K+$33M$33M
CMGCHIPOTLE MEXICAN GRILL INCNEW+15.3K15.3K+$33M$33M
TTWOTAKE-TWO INTERACTIVE SOFTWARNEW+209.5K209.5K+$31M$31M
DKSDICKS SPORTING GOODS INCNEW+215.7K215.7K+$29M$29M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2023

8 positions
#IssuerClass% PortfolioValueShares
1PALO ALTO NETWORKS INCNOTE 0.375% 6/03.78%$133M51.50M
2AMERICAN AIRLINES GROUP INCNOTE 6.500% 7/01.71%$60M46.80M
3MIDDMIDDLEBY CORPCOM1.18%$42M281.3K
4NCL CORP LTDNOTE 5.375% 8/00.77%$27M19.60M
5PODDINSULET CORPCOM0.68%$24M82.9K
6SELECT SECTOR SPDR TRTECHNOLOGY0.55%$19M111.7K
7AKAMAKAMAI TECHNOLOGIES INCCOM0.54%$19M209.5K
8DAYCERIDIAN HCM HLDG INCCOM0.50%$17M260.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$2.6B102Apr 27, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.3B117Jan 23, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.3B107Oct 16, 202513F-HRchanges · EDGAR ↗
Q2 2025$3.4B177Jul 29, 202513F-HRchanges · EDGAR ↗
Q1 2025$3.8B213May 2, 202513F-HRchanges · EDGAR ↗
Q4 2024$2.8B248Jan 16, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.7B306Oct 16, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.9B323Jul 19, 202413F-HRchanges · EDGAR ↗
Q1 2024$3.6B299Apr 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$4.4B428Jan 19, 202413F-HRchanges · EDGAR ↗
Q3 2023$4.1B433Oct 30, 202313F-HRchanges · EDGAR ↗
Q2 2023$3.5B373Jul 26, 202313F-HRchanges · EDGAR ↗
Q1 2023$2.2B299May 4, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.4B302Feb 23, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.