- New Purchases: DHR, IFF, ARMK, DGX,
- Reduced Positions: BABA, GOOGL, FB, AAPL, PYPL, BKNG, MELI, EXPE, TPR, EBAY, CPRI, AMZN, RDY, CBD, YNDX, BIDU, TEVA,
- Sold Out: IBA,
For the details of Portland Hill Asset Management Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/portland+hill+asset+management+ltd/current-portfolio/portfolio
These are the top 5 holdings of Portland Hill Asset Management Ltd- Facebook Inc (FB) - 73,676 shares, 15.28% of the total portfolio. Shares reduced by 24.46%
- Alibaba Group Holding Ltd (BABA) - 69,725 shares, 15.03% of the total portfolio. Shares reduced by 47.55%
- PayPal Holdings Inc (PYPL) - 132,384 shares, 14.47% of the total portfolio. Shares reduced by 11.42%
- Alphabet Inc (GOOGL) - 10,491 shares, 14.22% of the total portfolio. Shares reduced by 44.74%
- Capri Holdings Ltd (CPRI) - 181,129 shares, 6.95% of the total portfolio. Shares reduced by 9.68%
Portland Hill Asset Management Ltd initiated holding in Aramark. The purchase prices were between $41.99 and $45.12, with an estimated average price of $43.5. The stock is now traded at around $42.05. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,844 shares as of .
New Purchase: Danaher Corp (DHR)Portland Hill Asset Management Ltd initiated holding in Danaher Corp. The purchase prices were between $133.47 and $153.48, with an estimated average price of $142.78. The stock is now traded at around $164.43. The impact to a portfolio due to this purchase was 0.13%. The holding were 818 shares as of .
New Purchase: International Flavors & Fragrances Inc (IFF)Portland Hill Asset Management Ltd initiated holding in International Flavors & Fragrances Inc. The purchase prices were between $114.12 and $142.04, with an estimated average price of $127.98. The stock is now traded at around $143.40. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,003 shares as of .
New Purchase: Quest Diagnostics Inc (DGX)Portland Hill Asset Management Ltd initiated holding in Quest Diagnostics Inc. The purchase prices were between $100.29 and $107.99, with an estimated average price of $104.34. The stock is now traded at around $111.45. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,151 shares as of .
Sold Out: Industrias Bachoco SAB de CV (IBA)Portland Hill Asset Management Ltd sold out a holding in Industrias Bachoco SAB de CV. The sale prices were between $47.08 and $54.99, with an estimated average price of $51.42.
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