Sycomore Asset Management Buys Ulta Beauty Inc, Booking Holdings Inc, Gores Holdings IV Inc, Sells The Walt Disney Co, Alphabet Inc, Costco Wholesale Corp

• New Purchases: BKNG, GHIVU, NOW, FLT, LIVN, SHLL, FEAC.U,
• Added Positions: ULTA, INTC, CMCSA, EL, GOOGL, BABA, MSFT, JPM, ADBE, BIDU,
• Reduced Positions: DIS, RACE, AMZN, PYPL, NOMD, QGEN, DBX, TMO, CRM, V, CQQQ,
• Sold Out: GOOG, COST, VRSK, CPT, INTU, PK, FB, UBER,

For the details of SYCOMORE ASSET MANAGEMENT's stock buys and sells, go to https://www.gurufocus.com/guru/sycomore+asset+management/current-portfolio/portfolio

1. Nomad Foods Ltd (NOMD) - 1,205,548 shares, 11.33% of the total portfolio. Shares reduced by 10.09%
2. Microsoft Corp (MSFT) - 107,654 shares, 9.53% of the total portfolio. Shares added by 5.35%
3. Qiagen NV (QGEN) - 410,326 shares, 7.89% of the total portfolio. Shares reduced by 11.91%
4. Salesforce.com Inc (CRM) - 80,748 shares, 6.60% of the total portfolio. Shares reduced by 6.81%
5. PayPal Holdings Inc (PYPL) - 83,505 shares, 6.27% of the total portfolio. Shares reduced by 25.43%

Sycomore Asset Management initiated holding in Booking Holdings Inc. The purchase prices were between $1230.68 and $1840.91, with an estimated average price of $1519.55. The stock is now traded at around $1694.26. The impact to a portfolio due to this purchase was 2.68%. The holding were 3,774 shares as of .

Sycomore Asset Management initiated holding in Gores Holdings IV Inc. The purchase prices were between $10 and $10.6, with an estimated average price of $10.27. The stock is now traded at around $10.85. The impact to a portfolio due to this purchase was 2.18%. The holding were 465,000 shares as of .

Sycomore Asset Management initiated holding in ServiceNow Inc. The purchase prices were between $249.57 and $405.06, with an estimated average price of $351.45. The stock is now traded at around $439.49. The impact to a portfolio due to this purchase was 1.12%. The holding were 6,363 shares as of .

Sycomore Asset Management initiated holding in Fleetcor Technologies Inc. The purchase prices were between $173.22 and $282.43, with an estimated average price of $236.36. The stock is now traded at around $267.49. The impact to a portfolio due to this purchase was 1.1%. The holding were 10,000 shares as of .

Sycomore Asset Management initiated holding in LivaNova PLC. The purchase prices were between $39.87 and $56.9, with an estimated average price of $50.06. The stock is now traded at around $46.36. The impact to a portfolio due to this purchase was 0.88%. The holding were 42,099 shares as of .

Sycomore Asset Management initiated holding in Tortoise Acquisition Corp. The purchase prices were between $9.83 and $31.84, with an estimated average price of $11.3. The stock is now traded at around $19.87. The impact to a portfolio due to this purchase was 0.09%. The holding were 20,000 shares as of .

Sycomore Asset Management added to a holding in Ulta Beauty Inc by 218.23%. The purchase prices were between $156.74 and $254.57, with an estimated average price of $214.32. The stock is now traded at around $200.25. The impact to a portfolio due to this purchase was 2.76%. The holding were 45,322 shares as of .

Sycomore Asset Management added to a holding in Intel Corp by 102.38%. The purchase prices were between $51.88 and $64.34, with an estimated average price of $59.71. The stock is now traded at around $49.00. The impact to a portfolio due to this purchase was 1.12%. The holding were 85,000 shares as of .

Sycomore Asset Management added to a holding in Comcast Corp by 36.67%. The purchase prices were between $32.42 and $43.12, with an estimated average price of $38.04. The stock is now traded at around $42.55. The impact to a portfolio due to this purchase was 0.96%. The holding were 205,000 shares as of .

Sycomore Asset Management added to a holding in The Estee Lauder Companies Inc by 94.82%. The purchase prices were between $149.21 and $205.17, with an estimated average price of $178.17. The stock is now traded at around $200.18. The impact to a portfolio due to this purchase was 0.79%. The holding were 19,628 shares as of .

Sycomore Asset Management added to a holding in Alibaba Group Holding Ltd by 29.07%. The purchase prices were between $187.11 and $228.75, with an estimated average price of $207.72. The stock is now traded at around $262.98. The impact to a portfolio due to this purchase was 0.5%. The holding were 22,891 shares as of .

Sycomore Asset Management added to a holding in JPMorgan Chase & Co by 500.00%. The purchase prices were between $84.03 and $113.45, with an estimated average price of $94.84. The stock is now traded at around $97.77. The impact to a portfolio due to this purchase was 0.27%. The holding were 7,800 shares as of .

Sycomore Asset Management sold out a holding in Alphabet Inc. The sale prices were between $1097.88 and $1465.85, with an estimated average price of $1345.56.

Sycomore Asset Management sold out a holding in Costco Wholesale Corp. The sale prices were between $285.13 and $321.56, with an estimated average price of $303.86.

Sycomore Asset Management sold out a holding in Verisk Analytics Inc. The sale prices were between $139.38 and $172.68, with an estimated average price of $157.58.

Sycomore Asset Management sold out a holding in Camden Property Trust. The sale prices were between $71.95 and $101.56, with an estimated average price of $88.29.

Sycomore Asset Management sold out a holding in Intuit Inc. The sale prices were between $218.12 and $296.19, with an estimated average price of $273.52.

Sycomore Asset Management sold out a holding in Park Hotels & Resorts Inc. The sale prices were between $6.04 and $14.88, with an estimated average price of $9.28.