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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Portman Square Capital LLP

Quarter ended Q1 2024 · Filed April 15, 2024 · Accession 0001172661-24-001852

Total Value
$3.61B
Positions
299
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (299)

#IssuerTicker / CUSIPSharesValue% of Filing
1SHIFT4 PMTS INC82452J1092,102,400$138.9M3.85%
2PALO ALTO NETWORKS INCPANW47,400,000$135.5M3.75%
3LIVE NATION ENTERTAINMENT INLYV1,123,200$118.8M3.29%
4AKAMAI TECHNOLOGIES INCAKAM962,300$104.7M2.90%
5PEABODY ENGR CORP704551AD255,750,000$78.9M2.19%
6PEABODY ENERGY CORPBTU3,239,300$78.6M2.18%
7MIDDLEBY CORPMIDD479,800$77.1M2.14%
8AMERICAN AIRLS GROUP INC02376R1024,540,000$69.7M1.93%
9SEAGATE TECHNOLOGY HLDNGS PLSE723,000$67.3M1.86%
10T-MOBILE US INCTMUSZ400,000$65.3M1.81%
11WESTERN DIGITAL CORP.WDC829,000$56.6M1.57%
12AMERICAN AIRLINES GROUP INCAAL43,040,000$50.0M1.38%
13META PLATFORMS INCMETA100,300$48.7M1.35%
14CARNIVAL CORPCUKPF2,903,400$47.4M1.31%
15CLEVELAND-CLIFFS INC NEWCLF1,994,800$45.4M1.26%
16SHIFT4 PMTS INC82452J109675,100$44.6M1.24%
17MICRON TECHNOLOGY INCMU367,200$43.3M1.20%
18RANGE RES CORPRRC1,147,600$39.5M1.09%
19NIO INCNIOIF8,618,700$38.8M1.07%
20NORWEGIAN CRUISE LINE HLDG LNCLH1,800,000$37.7M1.04%
21NETFLIX INCNFLX60,300$36.6M1.01%
22RIVIAN AUTOMOTIVE INCRIVN3,304,300$36.2M1.00%
23NVIDIA CORPORATIONNVDA40,000$36.1M1.00%
24VANECK ETF TRUST92189F676160,000$36.0M1.00%
25WINNEBAGO INDS INC974637100477,600$35.3M0.98%
26EVERGY INCEVRG640,000$34.2M0.95%
27FEDEX CORPFDX114,400$33.1M0.92%
28SERVICENOW INCNOW43,000$32.8M0.91%
29GLOBAL PMTS INC37940X102240,000$32.1M0.89%
30ADVANCED MICRO DEVICES INCAMD161,100$29.1M0.81%
31DICKS SPORTING GOODS INC253393102128,500$28.9M0.80%
32AUTODESK INCADSK110,700$28.8M0.80%
33AMERIPRISE FINL INC03076C10663,400$27.8M0.77%
34CHIPOTLE MEXICAN GRILL INCCMG9,400$27.3M0.76%
35ORMAT TECHNOLOGIES INCORA410,000$27.1M0.75%
36HERBALIFE LTDHLF2,637,000$26.5M0.73%
37ADVANCED MICRO DEVICES INCAMD145,900$26.3M0.73%
38CDW CORPCDW102,300$26.2M0.72%
39FREEPORT-MCMORAN INCFCX554,800$26.1M0.72%
40RIVIAN AUTOMOTIVE INCRIVN32,200,000$25.9M0.72%
41WINGSTOP INCWING70,200$25.7M0.71%
42DEVON ENERGY CORP NEW25179M103495,100$24.8M0.69%
43WAYFAIR INCW346,000$23.5M0.65%
44ENOVIS CORPORATIONENOV375,700$23.5M0.65%
45LOWES COS INC54866110790,900$23.2M0.64%
46INSULET CORPPODD135,000$23.1M0.64%
47FLUOR CORP NEWFLR547,200$23.1M0.64%
48ABBVIE INCABBV125,100$22.8M0.63%
49VISHAY INTERTECHNOLOGY INCVSH996,500$22.6M0.63%
50EQT CORPEQT582,800$21.6M0.60%
51BRIDGEBIO PHARMA INCBBIO696,600$21.5M0.60%
52RALPH LAUREN CORPRL113,900$21.4M0.59%
53NUCOR CORPNUE107,200$21.2M0.59%
54PRUDENTIAL FINL INCPUKPF175,600$20.6M0.57%
55PG&E CORPPCG-PX1,205,700$20.2M0.56%
56LYONDELLBASELL INDUSTRIES NLYB193,000$19.7M0.55%
57THOR INDS INC885160101163,400$19.2M0.53%
58XEROX HOLDINGS CORPXRXDW1,060,000$19.0M0.53%
59NCL CORP LTD62886HAX914,450,000$19.0M0.52%
60COTERRA ENERGY INCCTRA673,200$18.8M0.52%
61INTERDIGITAL INCIDCC12,950,000$18.6M0.52%
62TETRA TECH INC NEWTTEK100,000$18.5M0.51%
63UNIVERSAL DISPLAY CORPOLED107,400$18.1M0.50%
64UNUM GROUPUNMA325,100$17.4M0.48%
65DAVE & BUSTERS ENTMT INC238337109273,600$17.1M0.47%
66MIDDLEBY CORPMIDD102,995$16.6M0.46%
67TAKE-TWO INTERACTIVE SOFTWARTTWO108,300$16.1M0.45%
68GUESS INC401617105500,000$15.7M0.44%
69HF SINCLAIR CORPDINO258,600$15.6M0.43%
70SCHWAB CHARLES CORPSCHW-PJ213,500$15.4M0.43%
71PRICE T ROWE GROUP INCTROW126,400$15.4M0.43%
72AKAMAI TECHNOLOGIES INCAKAM139,083$15.1M0.42%
73SIMON PPTY GROUP INC NEW82880610996,400$15.1M0.42%
74LIVE NATION ENTERTAINMENT INLYV140,000$14.8M0.41%
75BOYD GAMING CORPBYD219,800$14.8M0.41%
76ORMAT TECHNOLOGIES INCORA15,200,000$14.7M0.41%
77SIBANYE STILLWATER LTDSBYSF3,019,100$14.2M0.39%
78ONEOK INC NEWOKE173,300$13.9M0.38%
79META PLATFORMS INCMETA28,300$13.7M0.38%
80MARATHON OIL CORPMARA465,900$13.2M0.37%
81NEUROCRINE BIOSCIENCES INCNBIX95,600$13.2M0.37%
82HALLIBURTON COHAL327,800$12.9M0.36%
83MORGAN STANLEYMS-PQ136,800$12.9M0.36%
84WYNN RESORTS LTDWYNN125,500$12.8M0.36%
85MICRON TECHNOLOGY INCMU107,200$12.6M0.35%
86KOSMOS ENERGY LTDKOS2,113,800$12.6M0.35%
87VIRGIN GALACTIC HOLDINGS INCSPCE8,493,400$12.6M0.35%
88ENVESTNET INC29404K106210,000$12.2M0.34%
89INTERNATIONAL BUSINESS MACHSINTR62,000$11.8M0.33%
90NETFLIX INCNFLX18,900$11.5M0.32%
91SIGNET JEWELERS LIMITEDSIG111,200$11.1M0.31%
92BLACKROCK INCBLK12,900$10.8M0.30%
93CLEVELAND-CLIFFS INC NEWCLF468,000$10.6M0.29%
94TD SYNNEX CORPORATIONSNX92,400$10.5M0.29%
95ON SEMICONDUCTOR CORPON141,000$10.4M0.29%
96SERVICENOW INCNOW13,200$10.1M0.28%
97BERKSHIRE HATHAWAY INC DELBRK-A23,800$10.0M0.28%
98FEDEX CORPFDX34,500$10.0M0.28%
99RANGE RES CORPRRC289,200$10.0M0.28%
100MICROCHIP TECHNOLOGY INC.MCHPP110,400$9.9M0.27%
101AMERIPRISE FINL INC03076C10621,900$9.6M0.27%
102VOYA FINANCIAL INCVOYA-PB129,800$9.6M0.27%
103ARCBEST CORPARCB66,700$9.5M0.26%
104TANGER INCSKT320,900$9.5M0.26%
105TARGA RES CORPTRGP84,600$9.5M0.26%
106METLIFE INCMET-PF127,500$9.4M0.26%
107NRG ENERGY INCNRG139,500$9.4M0.26%
108RHRH26,600$9.3M0.26%
109ADVANCED ENERGY INDS00797310090,000$9.2M0.25%
110AUTOMATIC DATA PROCESSING INADP36,700$9.2M0.25%
111CARDINAL HEALTH INCCAH79,800$8.9M0.25%
112HP INCHPQ285,600$8.6M0.24%
113SEMTECH CORPSMTC312,400$8.6M0.24%
114MP MATERIALS CORPMP600,000$8.6M0.24%
115INTERDIGITAL INCIDCC80,000$8.5M0.24%
116ALNYLAM PHARMACEUTICALS INCALNY56,300$8.4M0.23%
117AXON ENTERPRISE INCAXON26,400$8.3M0.23%
118WESTERN DIGITAL CORP.WDC121,000$8.3M0.23%
119STATE STR CORPSTT-PG106,200$8.2M0.23%
120SKYWORKS SOLUTIONS INCSWKS75,400$8.2M0.23%
121ROSS STORES INCROST55,500$8.1M0.23%
122CONMED CORPCNMD100,000$8.0M0.22%
123EOG RES INCEOG62,000$7.9M0.22%
124FAIR ISAAC CORPFICO6,300$7.9M0.22%
125ISHARES TR464288513100,000$7.8M0.22%
126ISHARES TR464288513100,000$7.8M0.22%
127CHIPOTLE MEXICAN GRILL INCCMG2,600$7.6M0.21%
128RALPH LAUREN CORPRL39,600$7.4M0.21%
129WOLFSPEED INCWOLF250,000$7.4M0.20%
130WINGSTOP INCWING20,100$7.4M0.20%
131CDW CORPCDW28,600$7.3M0.20%
132ARK ETF TR00214Q104144,000$7.2M0.20%
133VIATRIS INCVTRS599,800$7.2M0.20%
134AUTODESK INCADSK27,300$7.1M0.20%
135EQT CORPEQT183,100$6.8M0.19%
136ABBVIE INCABBV35,100$6.4M0.18%
137LOWES COS INC54866110724,800$6.3M0.17%
138METLIFE INCMET-PF85,000$6.3M0.17%
139APA CORPORATIONAPA182,600$6.3M0.17%
140DEVON ENERGY CORP NEW25179M103122,400$6.1M0.17%
141NUCOR CORPNUE30,800$6.1M0.17%
142INSULET CORPPODD35,495$6.1M0.17%
143CARMAX INCKMX69,200$6.0M0.17%
144WEST PHARMACEUTICAL SVSC INC95530610514,500$5.7M0.16%
145WINNEBAGO INDS INC97463710077,400$5.7M0.16%
146COTERRA ENERGY INCCTRA195,100$5.4M0.15%
147THOR INDS INC88516010146,100$5.4M0.15%
148LYONDELLBASELL INDUSTRIES NLYB52,700$5.4M0.15%
149FREEPORT-MCMORAN INCFCX111,900$5.3M0.15%
150SIMON PPTY GROUP INC NEW82880610933,600$5.3M0.15%
151TRACTOR SUPPLY COTSCO19,900$5.2M0.14%
152MASTERCARD INCORPORATEDMA10,600$5.1M0.14%
153UNIVERSAL DISPLAY CORPOLED29,800$5.0M0.14%
154ONEOK INC NEWOKE62,300$5.0M0.14%
155EMERSON ELEC COEMR43,900$5.0M0.14%
156TJX COS INC NEW87254010948,200$4.9M0.14%
157BEST BUY INCBBY56,600$4.6M0.13%
158NEUROCRINE BIOSCIENCES INCNBIX33,200$4.6M0.13%
159TAKE-TWO INTERACTIVE SOFTWARTTWO30,600$4.5M0.13%
160BP PLCBPPFF116,100$4.4M0.12%
161CHEMOURS COCC166,100$4.4M0.12%
162UNITEDHEALTH GROUP INCUNH8,500$4.2M0.12%
163SCHWAB CHARLES CORPSCHW-PJ57,800$4.2M0.12%
164APPLE INCAAPL23,800$4.1M0.11%
165INTERNATIONAL BUSINESS MACHSINTR21,200$4.0M0.11%
166PRICE T ROWE GROUP INCTROW33,200$4.0M0.11%
167PRUDENTIAL FINL INCPUKPF34,000$4.0M0.11%
168SHIFT4 PMTS INC82452J10959,729$3.9M0.11%
169TESLA INCTSLA22,400$3.9M0.11%
170SIGNET JEWELERS LIMITEDSIG39,100$3.9M0.11%
171BOYD GAMING CORPBYD57,600$3.9M0.11%
172CISCO SYS INCCSCO72,800$3.6M0.10%
173PG&E CORPPCG-PX210,600$3.5M0.10%
174BERKSHIRE HATHAWAY INC DELBRK-A8,200$3.4M0.10%
175MICROCHIP TECHNOLOGY INC.MCHPP37,800$3.4M0.09%
176HALLIBURTON COHAL85,300$3.4M0.09%
177UNUM GROUPUNMA62,200$3.3M0.09%
178MORGAN STANLEYMS-PQ34,700$3.3M0.09%
179RHRH9,300$3.2M0.09%
180WYNN RESORTS LTDWYNN31,000$3.2M0.09%
181AUTOMATIC DATA PROCESSING INADP12,500$3.1M0.09%
182MARATHON OIL CORPMARA110,000$3.1M0.09%
183HUMANA INCHUM8,800$3.1M0.08%
184DAVE & BUSTERS ENTMT INC23833710948,500$3.0M0.08%
185HF SINCLAIR CORPDINO49,000$3.0M0.08%
186FLUOR CORP NEWFLR69,843$3.0M0.08%
187FAIR ISAAC CORPFICO2,200$2.7M0.08%
188EOG RES INCEOG21,200$2.7M0.08%
189PG&E CORPPCG-PX160,691$2.7M0.07%
190DICKS SPORTING GOODS INC25339310211,500$2.6M0.07%
191BRIDGEBIO PHARMA INCBBIO77,630$2.4M0.07%
192ALNYLAM PHARMACEUTICALS INCALNY16,023$2.4M0.07%
193VIATRIS INCVTRS182,800$2.2M0.06%
194CARMAX INCKMX24,000$2.1M0.06%
195BLACKROCK INCBLK2,400$2.0M0.06%
196DICKS SPORTING GOODS INC2533931028,898$2.0M0.06%
197TD SYNNEX CORPORATIONSNX17,300$2.0M0.05%
198WEST PHARMACEUTICAL SVSC INC9553061054,900$1.9M0.05%
199ARCBEST CORPARCB13,000$1.9M0.05%
200NRG ENERGY INCNRG27,300$1.8M0.05%
201TARGA RES CORPTRGP16,200$1.8M0.05%
202CARDINAL HEALTH INCCAH16,200$1.8M0.05%
203VOYA FINANCIAL INCVOYA-PB24,500$1.8M0.05%
204EQT CORPEQT48,530$1.8M0.05%
205HP INCHPQ59,100$1.8M0.05%
206MASTERCARD INCORPORATEDMA3,700$1.8M0.05%
207TANGER INCSKT59,600$1.8M0.05%
208EMERSON ELEC COEMR15,300$1.7M0.05%
209TJX COS INC NEW87254010916,900$1.7M0.05%
210SKYWORKS SOLUTIONS INCSWKS15,800$1.7M0.05%
211TRACTOR SUPPLY COTSCO6,500$1.7M0.05%
212AXON ENTERPRISE INCAXON5,400$1.7M0.05%
213HUMANA INCHUM4,773$1.7M0.05%
214CHEMOURS COCC63,000$1.7M0.05%
215ROSS STORES INCROST11,100$1.6M0.05%
216BEST BUY INCBBY19,600$1.6M0.04%
217STATE STR CORPSTT-PG19,800$1.5M0.04%
218CONFLUENT INC20717M10350,000$1.5M0.04%
219ZTO EXPRESS CAYMAN INCZTOEF72,455$1.5M0.04%
220SEMTECH CORPSMTC54,913$1.5M0.04%
221UNITEDHEALTH GROUP INCUNH3,000$1.5M0.04%
222BP PLCBPPFF39,300$1.5M0.04%
223CLEVELAND-CLIFFS INC NEWCLF63,290$1.4M0.04%
224ECHOSTAR CORPSATS100,000$1.4M0.04%
225ARK ETF TR00214Q10428,200$1.4M0.04%
226APPLE INCAAPL8,200$1.4M0.04%
227CISCO SYS INCCSCO26,800$1.3M0.04%
228TESLA INCTSLA7,500$1.3M0.04%
229APA CORPORATIONAPA36,600$1.3M0.03%
230CHEMOURS COCC46,971$1.2M0.03%
231MICRON TECHNOLOGY INCMU9,449$1.1M0.03%
232UNIVERSAL DISPLAY CORPOLED6,596$1.1M0.03%
233HUMANA INCHUM3,100$1.1M0.03%
234DEVON ENERGY CORP NEW25179M10321,170$1.1M0.03%
235HALLIBURTON COHAL26,866$1.1M0.03%
236HERBALIFE LTDHLF103,486$1.0M0.03%
237TESLA INCTSLA5,847$1.0M0.03%
238RANGE RES CORPRRC26,923$926,9590.03%
239CISCO SYS INCCSCO17,819$889,3460.02%
240WOLFSPEED INCWOLF29,247$862,7870.02%
241TAKE-TWO INTERACTIVE SOFTWARTTWO5,709$847,7290.02%
242META PLATFORMS INCMETA1,660$806,0630.02%
243SUPER MICRO COMPUTER INCSMCI796$803,9840.02%
244RIVIAN AUTOMOTIVE INCRIVN71,628$784,3270.02%
245SERVICENOW INCNOW951$725,0420.02%
246WINNEBAGO INDS INC9746371009,398$695,4520.02%
247CDW CORPCDW2,618$669,6320.02%
248LIVE NATION ENTERTAINMENT INLYV6,323$668,7840.02%
249EOG RES INCEOG5,001$639,3280.02%
250ON SEMICONDUCTOR CORPON8,690$639,1500.02%
251FEDEX CORPFDX2,125$615,6980.02%
252DAVE & BUSTERS ENTMT INC2383371099,696$606,9700.02%
253ADVANCED MICRO DEVICES INCAMD3,329$600,8510.02%
254WESTERN DIGITAL CORP.WDC8,574$585,0900.02%
255SIMON PPTY GROUP INC NEW8288061093,599$563,2080.02%
256AUTOMATIC DATA PROCESSING INADP2,226$555,9210.02%
257FREEPORT-MCMORAN INCFCX11,392$535,6520.01%
258PRUDENTIAL FINL INCPUKPF4,560$535,3440.01%
259PEABODY ENERGY CORPBTU21,825$529,4750.01%
260AUTODESK INCADSK1,949$507,5590.01%
261NETFLIX INCNFLX813$493,7590.01%
262ABBVIE INCABBV2,652$482,9290.01%
263AMERIPRISE FINL INC03076C1061,071$469,5690.01%
264TD SYNNEX CORPORATIONSNX3,819$431,9290.01%
265APPLE INCAAPL2,295$393,5470.01%
266BLACKROCK INCBLK465$387,6710.01%
267ONEOK INC NEWOKE4,773$382,6510.01%
268SIBANYE STILLWATER LTDSBYSF80,424$378,7970.01%
269RHRH1,065$370,8970.01%
270NORWEGIAN CRUISE LINE HLDG LNCLH17,437$364,9560.01%
271VOYA FINANCIAL INCVOYA-PB4,900$362,2080.01%
272LYONDELLBASELL INDUSTRIES NLYB3,478$355,7300.01%
273SKYWORKS SOLUTIONS INCSWKS3,253$352,3650.01%
274COTERRA ENERGY INCCTRA12,616$351,7340.01%
275TETRA TECH INC NEWTTEK1,875$346,3310.01%
276THOR INDS INC8851601012,945$345,5660.01%
277WEST PHARMACEUTICAL SVSC INC955306105797$315,3810.01%
278HP INCHPQ10,236$309,3320.01%
279MARATHON OIL CORPMARA10,788$305,7320.01%
280BOYD GAMING CORPBYD4,466$300,6510.01%
281VIATRIS INCVTRS24,904$297,3540.01%
282PRICE T ROWE GROUP INCTROW2,377$289,8040.01%
283LOWES COS INC5486611071,100$280,2030.01%
284NUCOR CORPNUE1,411$279,2370.01%
285STATE STR CORPSTT-PG3,395$262,5010.01%
286XEROX HOLDINGS CORPXRXDW14,652$262,2710.01%
287WINGSTOP INCWING698$255,7470.01%
288GUESS INC4016171057,776$244,7110.01%
289CALLON PETE CO DEL13123X5086,766$241,9520.01%
290HF SINCLAIR CORPDINO3,971$239,7290.01%
291NEUROCRINE BIOSCIENCES INCNBIX1,657$228,5330.01%
292CHIPOTLE MEXICAN GRILL INCCMG78$226,7280.01%
293UNITEDHEALTH GROUP INCUNH449$222,1200.01%
294SIGNET JEWELERS LIMITEDSIG2,190$219,1530.01%
295SEAGATE TECHNOLOGY HLDNGS PLSE2,351$218,7610.01%
296TANGER INCSKT7,156$211,3170.01%
297BERKSHIRE HATHAWAY INC DELBRK-A500$210,2600.01%
298NIO INCNIOIF33,762$151,9290.00%
299KOSMOS ENERGY LTDKOS14,511$86,4860.00%