KAMES CAPITAL plc Buys The Walt Disney Co, Facebook Inc, Gilead Sciences Inc, Sells Tesla Inc, Johnson & Johnson, Burlington Stores Inc

• New Purchases: DIS, GILD, PEP, MLM, KR, PLMR, DLB, PTON, INVH, HPP, INTC, LPLA, DIOD, CNO, CG, PG, EQIX,
• Added Positions: FB, MSFT, SHOP, AMZN, FRC, EPAY, PLNT, OLED, TSM, BAND, BABA, SIVB, IT, AOS, SEDG, SITE, SUI, APD, ALB, SBRA, STAA, FRPT, JPM, MXIM, HAE, ABBV, AAPL, EW, PEN, COST, ABT, THRM, XLNX, WTS, COG, WSO, KO, KMPR, TMO, PHM, DLR, MRTN, MMC, CSWI, LXP, JEF,
• Reduced Positions: TSLA, JNJ, BURL, ATVI, GOOG, MKTX, AMT, CVX, PFE, NOW, EXAS, TTEK, RNG, EVBG, SERV, WORK, AVY, NEE, ILMN, V, EPAM, CME, PODD, WUBA, ROAD, CINF, PLUG, PLAB, JBSS, DAVA, GDS, KLAC, NUE, TMUS, TXN, TER, DSGX, IDXX, DHR, URI, SCPL, PRFT,
• Sold Out: DXC, EMR, HBAN, BA, BAC, DRI, ZUMZ, ROST, NRZ, BCE, EQR, RTN, ZIXI, AMP, SLF, SF, DOOO, LSI, BPOP, C, COF, CBRE, HST, WELL, MELI,

For the details of KAMES CAPITAL plc's stock buys and sells, go to https://www.gurufocus.com/guru/kames+capital+plc/current-portfolio/portfolio

1. Microsoft Corp (MSFT) - 1,231,339 shares, 5.62% of the total portfolio. Shares added by 16.09%
2. Amazon.com Inc (AMZN) - 82,007 shares, 5.07% of the total portfolio. Shares added by 8.16%
3. Visa Inc (V) - 914,798 shares, 3.96% of the total portfolio. Shares reduced by 2.68%
4. Alphabet Inc (GOOG) - 104,137 shares, 3.31% of the total portfolio. Shares reduced by 10.73%
5. NextEra Energy Inc (NEE) - 556,963 shares, 3.00% of the total portfolio. Shares reduced by 3.04%

KAMES CAPITAL plc initiated holding in The Walt Disney Co. The purchase prices were between $93.88 and $127.28, with an estimated average price of $110.22. The stock is now traded at around $130.47. The impact to a portfolio due to this purchase was 0.98%. The holding were 390,592 shares as of .

KAMES CAPITAL plc initiated holding in Gilead Sciences Inc. The purchase prices were between $72.34 and $84, with an estimated average price of $76.51. The stock is now traded at around $69.04. The impact to a portfolio due to this purchase was 0.79%. The holding were 458,820 shares as of .

KAMES CAPITAL plc initiated holding in PepsiCo Inc. The purchase prices were between $118.12 and $138.4, with an estimated average price of $131.65. The stock is now traded at around $135.68. The impact to a portfolio due to this purchase was 0.7%. The holding were 236,369 shares as of .

KAMES CAPITAL plc initiated holding in Martin Marietta Materials Inc. The purchase prices were between $160.63 and $225.43, with an estimated average price of $192.25. The stock is now traded at around $215.42. The impact to a portfolio due to this purchase was 0.53%. The holding were 114,119 shares as of .

KAMES CAPITAL plc initiated holding in The Kroger Co. The purchase prices were between $30.12 and $34.13, with an estimated average price of $32.38. The stock is now traded at around $35.07. The impact to a portfolio due to this purchase was 0.48%. The holding were 632,655 shares as of .

KAMES CAPITAL plc initiated holding in Palomar Holdings Inc. The purchase prices were between $48.99 and $85.76, with an estimated average price of $66.01. The stock is now traded at around $98.66. The impact to a portfolio due to this purchase was 0.44%. The holding were 227,263 shares as of .

KAMES CAPITAL plc added to a holding in Facebook Inc by 52.00%. The purchase prices were between $154.18 and $242.24, with an estimated average price of $208.03. The stock is now traded at around $263.12. The impact to a portfolio due to this purchase was 0.86%. The holding were 494,302 shares as of .

KAMES CAPITAL plc added to a holding in Shopify Inc by 85.53%. The purchase prices were between $346.3 and $949.2, with an estimated average price of $687.7. The stock is now traded at around $1088.00. The impact to a portfolio due to this purchase was 0.46%. The holding were 46,419 shares as of .

KAMES CAPITAL plc added to a holding in First Republic Bank by 37.87%. The purchase prices were between $81.66 and $120.11, with an estimated average price of $102.2. The stock is now traded at around $113.94. The impact to a portfolio due to this purchase was 0.37%. The holding were 571,770 shares as of .

KAMES CAPITAL plc added to a holding in Bottomline Technologies Inc by 35.64%. The purchase prices were between $31.97 and $54.89, with an estimated average price of $44.53. The stock is now traded at around $52.27. The impact to a portfolio due to this purchase was 0.28%. The holding were 950,310 shares as of .

KAMES CAPITAL plc added to a holding in Universal Display Corp by 26.92%. The purchase prices were between $118.31 and $165.1, with an estimated average price of $146.42. The stock is now traded at around $188.30. The impact to a portfolio due to this purchase was 0.27%. The holding were 374,400 shares as of .

KAMES CAPITAL plc added to a holding in Planet Fitness Inc by 47.25%. The purchase prices were between $36.96 and $77.18, with an estimated average price of $59.84. The stock is now traded at around $50.67. The impact to a portfolio due to this purchase was 0.27%. The holding were 624,132 shares as of .

KAMES CAPITAL plc sold out a holding in DXC Technology Co. The sale prices were between $11.67 and $19.56, with an estimated average price of $15.86.

KAMES CAPITAL plc sold out a holding in Emerson Electric Co. The sale prices were between $45.7 and $69.33, with an estimated average price of $56.57.

KAMES CAPITAL plc sold out a holding in Huntington Bancshares Inc. The sale prices were between $6.83 and $11.35, with an estimated average price of $8.83.

KAMES CAPITAL plc sold out a holding in Boeing Co. The sale prices were between $120 and $230.5, with an estimated average price of $153.37.

KAMES CAPITAL plc sold out a holding in Darden Restaurants Inc. The sale prices were between $44.31 and $86.04, with an estimated average price of $70.66.

KAMES CAPITAL plc sold out a holding in Bank of America Corp. The sale prices were between $19.77 and $28.54, with an estimated average price of $23.6.