Islet Management, LP Buys Allergan PLC, Grocery Outlet Holding Corp, Tiffany, Sells TransDigm Group Inc, Canadian Solar Inc, Baidu Inc

• New Purchases: AGN, TIF, EQIX, MSFT, NEE, XRX, ZNGA, CHTR, GDS, VCTR, MELI, FIS, ZS, AMT, ORLY, X, GOOGL, JPM, FSV, DG, WMGI, CL, AVLR, LYV, NFLX, TECD, INFO, AMD, NI, TGNA, MKC.V, DT, BA, CZR, TJX, ADSK, CSGP, BURL, WYNN, NVT, PBR, KNX, JWN, JCI, TFII, AXTA, BV, WORK, INN,
• Added Positions: GO, AMZN, DDOG, FICO, INSG, TWOU, BX, FSCT, FBM, TWNK, PFGC, TW, MRNS, WSC,
• Reduced Positions: BKR, CDNS, CRWD, CNNE, YETI, FND, FBC, NOW, TSLA, MNRL, SWI, FB, KKR, JD, FOR, SBUX,
• Sold Out: TDG, CSIQ, BIDU, SATS, AXE, BABA, TTEC, CONE, UBER, ARES, BERY, KHC, UNP, CNC, AMTD, COLD, NRZ, MD, WWE, EXPE, WCC, BAX, WBA, TPB, AGNC, VRNT, STAY, MIDD, GRA, GRUB, W, SCOR, CDAY, LEVI, ANGI, MTCH, SMPL, SDC, NVST, GRPN, CCC, EIX, EARN, PACK, FTCH, LB,

For the details of Islet Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/islet+management%2C+lp/current-portfolio/portfolio

1. SPDR S&P 500 (SPY) - 400,000 shares, 15.05% of the total portfolio.
2. Allergan PLC (AGN) - 142,700 shares, 3.69% of the total portfolio. New Position
3. Grocery Outlet Holding Corp (GO) - 580,000 shares, 2.91% of the total portfolio. Shares added by 1833.33%
4. Tiffany & Co (TIF) - 115,000 shares, 2.17% of the total portfolio. New Position
5. Equinix Inc (EQIX) - 22,500 shares, 2.05% of the total portfolio. New Position

Islet Management, LP initiated holding in Allergan PLC. The purchase prices were between $164.7 and $202.1, with an estimated average price of $188.56. The stock is now traded at around $193.02. The impact to a portfolio due to this purchase was 3.69%. The holding were 142,700 shares as of .

Islet Management, LP initiated holding in Tiffany & Co. The purchase prices were between $111.22 and $134.36, with an estimated average price of $131.71. The stock is now traded at around $127.01. The impact to a portfolio due to this purchase was 2.17%. The holding were 115,000 shares as of .

Islet Management, LP initiated holding in Equinix Inc. The purchase prices were between $489.14 and $655.99, with an estimated average price of $598.7. The stock is now traded at around $658.66. The impact to a portfolio due to this purchase was 2.05%. The holding were 22,500 shares as of .

Islet Management, LP initiated holding in Microsoft Corp. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $183.16. The impact to a portfolio due to this purchase was 1.96%. The holding were 85,000 shares as of .

Islet Management, LP initiated holding in NextEra Energy Inc. The purchase prices were between $181.66 and $282.22, with an estimated average price of $251.74. The stock is now traded at around $227.85. The impact to a portfolio due to this purchase was 1.76%. The holding were 50,000 shares as of .

Islet Management, LP initiated holding in Xerox Holdings Corp. The purchase prices were between $15.98 and $38.21, with an estimated average price of $32.03. The stock is now traded at around $14.89. The impact to a portfolio due to this purchase was 1.74%. The holding were 450,000 shares as of .

Islet Management, LP added to a holding in Grocery Outlet Holding Corp by 1833.33%. The purchase prices were between $29.06 and $36.05, with an estimated average price of $32.57. The stock is now traded at around $37.53. The impact to a portfolio due to this purchase was 2.76%. The holding were 580,000 shares as of .

Islet Management, LP added to a holding in Amazon.com Inc by 44.44%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2409.78. The impact to a portfolio due to this purchase was 0.57%. The holding were 6,500 shares as of .

Islet Management, LP added to a holding in Datadog Inc by 200.00%. The purchase prices were between $28.96 and $50.01, with an estimated average price of $41.25. The stock is now traded at around $67.16. The impact to a portfolio due to this purchase was 0.53%. The holding were 150,000 shares as of .

Islet Management, LP added to a holding in Fair Isaac Corp by 38.89%. The purchase prices were between $212 and $431.78, with an estimated average price of $369.79. The stock is now traded at around $352.36. The impact to a portfolio due to this purchase was 0.47%. The holding were 37,500 shares as of .

Islet Management, LP added to a holding in Inseego Corp by 113.33%. The purchase prices were between $4.12 and $9.6, with an estimated average price of $7.26. The stock is now traded at around $9.76. The impact to a portfolio due to this purchase was 0.39%. The holding were 800,000 shares as of .

Islet Management, LP added to a holding in 2U Inc by 64.71%. The purchase prices were between $12.51 and $28.6, with an estimated average price of $22.58. The stock is now traded at around $34.39. The impact to a portfolio due to this purchase was 0.33%. The holding were 275,000 shares as of .

Islet Management, LP sold out a holding in TransDigm Group Inc. The sale prices were between $245.79 and $657.93, with an estimated average price of $547.94.

Islet Management, LP sold out a holding in Canadian Solar Inc. The sale prices were between $13.24 and $24.64, with an estimated average price of $20.36.

Islet Management, LP sold out a holding in Baidu Inc. The sale prices were between $83.62 and $144.51, with an estimated average price of $122.37.

Islet Management, LP sold out a holding in EchoStar Corp. The sale prices were between $26.72 and $43.39, with an estimated average price of $37.64.

Islet Management, LP sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $176.34 and $230.48, with an estimated average price of $209.23.

Islet Management, LP sold out a holding in Anixter International Inc. The sale prices were between $74.52 and $99.27, with an estimated average price of $94.64.