SEC 13F Intelligence

Managers / Q2 2024 · view latest →

Portman Square Capital LLP

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

Reported Value
$2.9B
Q2 2024
Positions
323
Filings on Record
14
2019–present window
Filed
Jul 19, 2024
original filing

Summary

Portman Square Capital Llp reported $2.9B in U.S.-listed holdings across 323 positions for Q2 2024.

Its largest position, Peabody Engr, represents 1.9% of the portfolio.

Compared with Q1 2024, the fund opened 35 new positions and exited 19.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $1.36TQ4 ’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: 81.0%ADR: 7.3%US DOMESTIC: 5.8%Other: 5.0%ETP: 0.4%Other: 0.4%
  • Common Stock · 81.0% · $2.4B
  • ADR · 7.3% · $214M
  • US DOMESTIC · 5.8% · $169M
  • Other · 5.0% · $147M
  • ETP · 0.4% · $12M
  • Other · 0.4% · $12M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2024

Loading…
#IssuerClass% PortfolioValueShares

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$1.36T302Feb 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 ↗.