Fund Holdings — Portman Square Capital LLP

Total Portfolio Value
$575.98M
Total Bought
$231.91M
Total Sold
$522.47M
Net Transaction
-$290.56M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q3 2025
▲▼
Q4 2025
▲▼
Change
▲▼
Q3 2025
▲▼
Q4 2025
▲▼
Weight (%)
▲▼
Change
▲▼
SOUTHERN CO(SO)01,786,000+1,786,000088,92515.44%+88,925
ALIBABA GROUP HLDG LTD(BABA)000083,99714.58%+83,997
ALBEMARLE CORP100,000691,000+591,0003,81940,7347.07%+36,915
NEXTERA ENERGY INC(NEE)0390,794+390,794031,3735.45%+31,373
EVERGY INC(EVRG)000024,3784.23%+24,378
NOVANTA INC(NOVT)0410,000+410,000022,3353.88%+22,335
KKR & CO INC(KKR)0123,579+123,579015,7542.74%+15,754
OSI SYSTEMS INC(OSIS)000010,4161.81%+10,416
COINBASE GLOBAL INC(COIN)000010,2681.78%+10,268
ALBEMARLE CORP(ALB)18,28162,157+43,8761,4828,7911.53%+7,309
BOEING CO(BA)024,276+24,27605,2710.92%+5,271
HEWLETT PACKARD ENTERPRISE C(HPE)0211,405+211,40505,0780.88%+5,078
SOUTHERN CO(SO)047,629+47,62904,1530.72%+4,153
TETRA TECH INC NEW(TTEK)102,325202,824+100,4993,4166,8031.18%+3,387
PG&E CORP(PCG)0137,396+137,39602,2080.38%+2,208
FLUOR CORP NEW(FLR)31,33488,344+57,0101,3183,5010.61%+2,183
STARWOOD PPTY TR INC(STWD)00016,97218,6623.24%+1,690
MICROCHIP TECHNOLOGY INC.(MCHP)026,400+26,40001,6820.29%+1,682
LUCID GROUP INC(LCID)157,056463,997+306,9413,7364,9040.85%+1,168
ALNYLAM PHARMACEUTICALS INC(ALNY)02,457+2,45709770.17%+977
ON SEMICONDUCTOR CORP(ON)17,86633,525+15,6598811,8150.32%+934
VOYAGER TECHNOLOGIES INC(VOYG)028,700+28,70007500.13%+750
COINBASE GLOBAL INC(COIN)02,880+2,88006510.11%+651
WEC ENERGY GROUP INC(WEC)04,054+4,05404280.07%+428
CLOUDFLARE INC(NET)5,0907,698+2,6081,0921,5180.26%+425
XEROX HOLDINGS CORP(XRX)16,80716,807063400.01%-23
UPSTART HLDGS INC(UPST)9,1009,10004623980.07%-64
MICROCHIP TECHNOLOGY INC.(MCHP)125,000125,00007,4207,3241.27%-96
BLACKLINE INC(BL)66,35759,630-6,7273,5243,2970.57%-227
HA SUSTAINABLE INFRA CAP INC(HASI)9,0450-9,0452780—-278
SYNAPTICS INC(SYNA)28,43216,417-12,0151,9431,2150.21%-728
SELECT SECTOR SPDR TR
ST STR ENERG ETF
10,0000-10,0008930—-893
ISHARES TR
MSCI INDIA ETF
22,5000-22,5001,1710—-1,171
SHIFT4 PMTS INC(FOUR)155,000155,000014,82912,3912.15%-2,437
GLOBAL PMTS INC(GPN)32,1640-32,1642,6720—-2,672
WAYFAIR INC(W)62,05628,422-33,6345,5432,8540.50%-2,690
ITRON INC(ITRI)30,2090-30,2093,7630—-3,763
UGI CORP NEW(UGI)00082,87777,66713.48%-5,211
BRIDGEBIO PHARMA INC(BBIO)117,8260-117,8266,1200—-6,120
CMS ENERGY CORP(CMS)00010,8500—-10,850
ARES MANAGEMENT CORPORATION(ARES)1,050,000500,000-550,00052,29525,2804.39%-27,015
PG&E CORP(PCG)1,201,000381,000-820,00047,71615,6462.72%-32,070
NEXTERA ENERGY INC(NEE)1,100,000100,000-1,000,00055,0335,1660.90%-49,867
BOEING CO1,302,000102,000-1,200,00090,5357,0921.23%-83,443
HEWLETT PACKARD ENTERPRISE C(HPE)1,450,000220,000-1,230,00098,89014,5642.53%-84,326
NEXTERA ENERGY INC(NEE)2,051,00051,000-2,000,00096,5922,4800.43%-94,112
KKR & CO INC(KKR)2,650,000100,000-2,550,000138,2905,1930.90%-133,097
Page 1 of 1
Portman Square Capital LLP — 13F Holdings — Q4 2025 | TickerTrail