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Portfolio (Quarterly) Guide ↗

Portman Square Capital LLP

· CIK 0001966898
13F Portfolio $2.1B AUM 94 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 39 New 22 Added 28 Reduced 62 Exited
Page 4 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WDC WESTERN DIGITAL CORP Technology 10,430.0 $6.7M 0.32% NEW $638.72 -29.4%
62 SMTC PUT SEMTECH CORP Technology 40,600.0 $6.6M 0.31% NEW $161.85 -21.2%
63 LCID PUT LUCID GROUP INC Consumer Cyclical 925,300.0 $6.2M 0.29% +445K +92.8% $6.69 -21.4%
64 SO SOUTHERN CO Utilities 61,789.0 $5.9M 0.28% +14K +29.7% $95.71 -6.0%
65 NEXTERA ENERGY INC 100,000.0 $5.4M 0.25% $53.63
66 ARES MANAGEMENT CORPORATION 140,000.0 $5.1M 0.24% -360K -72.0% $36.64
67 BBIO PUT BRIDGEBIO PHARMA INC Healthcare 60,000.0 $4.5M 0.21% -126K -67.7% $74.48 +7.9%
68 KWEB KRANESHARES TRUST 175,000.0 $4.3M 0.20% NEW $24.47 +7.9%
69 HEWLETT PACKARD ENTERPRISE C 35,000.0 $4.1M 0.19% -185K -84.1% $116.95
70 PCG PG&E CORP Utilities 230,773.0 $3.9M 0.18% +93K +68.0% $16.82 +9.2%
71 EVRG PUT EVERGY INC Utilities 43,500.0 $3.8M 0.18% -86K -66.5% $86.43 -5.8%
72 SMH PUT VANECK ETF TRUST 5,300.0 $3.5M 0.17% NEW $655.89 -15.3%
73 ON ON SEMICONDUCTOR CORP Technology 35,065.0 $3.3M 0.16% +2K +4.6% $94.54 -23.3%
74 TTEK TETRA TECH INC NEW Industrials 113,409.0 $3.3M 0.15% -89K -44.1% $28.89 +27.3%
75 ALB ALBEMARLE CORP Basic Materials 22,642.0 $3.1M 0.14% -40K -63.6% $135.03 -1.4%
76 NEXTERA ENERGY INC 51,000.0 $2.6M 0.12% $50.09
77 KWEB CALL KRANESHARES TRUST 100,000.0 $2.4M 0.12% -500K -83.3% $24.47 +7.9%
78 LYV PUT LIVE NATION ENTERTAINMENT IN Communication Services 12,000.0 $2.2M 0.10% -185K -93.9% $183.11 +2.0%
79 PPL PPL CORP Utilities 57,032.0 $2.1M 0.10% NEW $36.35 -3.7%
80 ZTO ZTO EXPRESS CAYMAN INC Industrials 71,243.0 $1.6M 0.08% NEW $22.38 -4.4%
Page 4 of 5  ·  94 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 36.2%
Technology 21.9%
Communication Services 18.6%
Utilities 13.7%
Financial Services 3.6%
Healthcare 2.6%
Industrials 1.8%
Basic Materials 1.0%
Real Estate 0.5%