Athos Capital Ltd Buys NXP Semiconductors NV, Monsanto Co, iKang Healthcare Group Inc, Sells Scripps Networks Interactive Inc, JA Solar Holdings Co, China Mobile

Investment company Athos Capital Ltd buys NXP Semiconductors NV, Monsanto Co, iKang Healthcare Group Inc, XL Group, Cavium Inc, Aetna Inc, Dell-VMWare Tracking Stock, Tribune Media Co, Changyou.com, SK Telecom Co, sells Scripps Networks Interactive Inc, JA Solar Holdings Co, China Mobile, ResMed Inc, Advanced Accelerator Applications SA during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Athos Capital Ltd. As of 2018-03-31, Athos Capital Ltd owns 25 stocks with a total value of $244 million. These are the details of the buys and sells.

For the details of Athos Capital Ltd's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Athos+Capital+Ltd

These are the top 5 holdings of Athos Capital Ltd
  1. NXP Semiconductors NV (NXPI) - 912,278 shares, 43.74% of the total portfolio. Shares added by 666.12%
  2. iKang Healthcare Group Inc (KANG) - 1,247,447 shares, 10.2% of the total portfolio. Shares added by 159.42%
  3. Monsanto Co (MON) - 207,700 shares, 9.93% of the total portfolio. Shares added by 272.22%
  4. Time Warner Inc (TWX) - 148,528 shares, 5.76% of the total portfolio. Shares reduced by 19.99%
  5. Videocon d2h Ltd (VDTH) - 1,604,109 shares, 5.39% of the total portfolio. Shares added by 15.18%
New Purchase: XL Group Ltd (XL)

Athos Capital Ltd initiated holding in XL Group Ltd. The purchase prices were between $34.02 and $55.92, with an estimated average price of $43.89. The stock is now traded at around $55.05. The impact to a portfolio due to this purchase was 2.94%. The holding were 130,000 shares as of 2018-03-31.

New Purchase: Cavium Inc (CAVM)

Athos Capital Ltd initiated holding in Cavium Inc. The purchase prices were between $79.38 and $90.99, with an estimated average price of $87.29. The stock is now traded at around $74.64. The impact to a portfolio due to this purchase was 2.52%. The holding were 77,356 shares as of 2018-03-31.

New Purchase: Aetna Inc (AET)

Athos Capital Ltd initiated holding in Aetna Inc. The purchase prices were between $168.11 and $193.74, with an estimated average price of $179.7. The stock is now traded at around $171.40. The impact to a portfolio due to this purchase was 2.44%. The holding were 35,300 shares as of 2018-03-31.

New Purchase: KT Corp (KT)

Athos Capital Ltd initiated holding in KT Corp. The purchase prices were between $12.9 and $16.01, with an estimated average price of $14.27. The stock is now traded at around $13.54. The impact to a portfolio due to this purchase was 0.62%. The holding were 110,700 shares as of 2018-03-31.

New Purchase: Korea Electric Power Corp (KEP)

Athos Capital Ltd initiated holding in Korea Electric Power Corp. The purchase prices were between $14.28 and $17.83, with an estimated average price of $15.84. The stock is now traded at around $17.07. The impact to a portfolio due to this purchase was 0.51%. The holding were 80,798 shares as of 2018-03-31.

Added: NXP Semiconductors NV (NXPI)

Athos Capital Ltd added to a holding in NXP Semiconductors NV by 666.12%. The purchase prices were between $114.88 and $125.71, with an estimated average price of $120.68. The stock is now traded at around $98.46. The impact to a portfolio due to this purchase was 38.03%. The holding were 912,278 shares as of 2018-03-31.

Added: Monsanto Co (MON)

Athos Capital Ltd added to a holding in Monsanto Co by 272.22%. The purchase prices were between $116.69 and $123.59, with an estimated average price of $120.33. The stock is now traded at around $125.05. The impact to a portfolio due to this purchase was 7.26%. The holding were 207,700 shares as of 2018-03-31.

Added: iKang Healthcare Group Inc (KANG)

Athos Capital Ltd added to a holding in iKang Healthcare Group Inc by 159.42%. The purchase prices were between $15.64 and $20, with an estimated average price of $16.81. The stock is now traded at around $19.97. The impact to a portfolio due to this purchase was 6.27%. The holding were 1,247,447 shares as of 2018-03-31.

Added: Dell-VMWare Tracking Stock (DVMT)

Athos Capital Ltd added to a holding in Dell-VMWare Tracking Stock by 69.51%. The purchase prices were between $65.62 and $89.11, with an estimated average price of $76.81. The stock is now traded at around $72.49. The impact to a portfolio due to this purchase was 1.45%. The holding were 117,740 shares as of 2018-03-31.

Added: Tribune Media Co (TRCO)

Athos Capital Ltd added to a holding in Tribune Media Co by 232.04%. The purchase prices were between $40.36 and $43.58, with an estimated average price of $42.15. The stock is now traded at around $36.47. The impact to a portfolio due to this purchase was 1.4%. The holding were 120,200 shares as of 2018-03-31.

Added: Changyou.com Ltd (CYOU)

Athos Capital Ltd added to a holding in Changyou.com Ltd by 101.80%. The purchase prices were between $27.22 and $36.96, with an estimated average price of $30.67. The stock is now traded at around $19.78. The impact to a portfolio due to this purchase was 1.39%. The holding were 241,270 shares as of 2018-03-31.

Sold Out: Scripps Networks Interactive Inc (SNI)

Athos Capital Ltd sold out a holding in Scripps Networks Interactive Inc. The sale prices were between $85.81 and $90.26, with an estimated average price of $88.01.

Sold Out: China Mobile Ltd (CHL)

Athos Capital Ltd sold out a holding in China Mobile Ltd. The sale prices were between $44.56 and $53, with an estimated average price of $48.54.

Sold Out: ResMed Inc (RMD)

Athos Capital Ltd sold out a holding in ResMed Inc. The sale prices were between $85.53 and $102.82, with an estimated average price of $94.5.

Sold Out: Advanced Accelerator Applications SA (AAAP)

Athos Capital Ltd sold out a holding in Advanced Accelerator Applications SA. The sale prices were between $80.42 and $82.32, with an estimated average price of $81.7.

Sold Out: Calpine Corp (CPN)

Athos Capital Ltd sold out a holding in Calpine Corp. The sale prices were between $15.04 and $15.25, with an estimated average price of $15.13.

Sold Out: Toyota Motor Corp (TM)

Athos Capital Ltd sold out a holding in Toyota Motor Corp. The sale prices were between $124.5 and $140.72, with an estimated average price of $134.03.

Reduced: JA Solar Holdings Co Ltd (JASO)

Athos Capital Ltd reduced to a holding in JA Solar Holdings Co Ltd by 73.12%. The sale prices were between $6.26 and $8.04, with an estimated average price of $7.32. The stock is now traded at around $7.12. The impact to a portfolio due to this sale was -2.68%. Athos Capital Ltd still held 136,700 shares as of 2018-03-31.

Reduced: POSCO (PKX)

Athos Capital Ltd reduced to a holding in POSCO by 54.7%. The sale prices were between $74.27 and $92.78, with an estimated average price of $84.36. The stock is now traded at around $85.43. The impact to a portfolio due to this sale was -1.44%. Athos Capital Ltd still held 15,803 shares as of 2018-03-31.

Reduced: Altaba Inc (AABA)

Athos Capital Ltd reduced to a holding in Altaba Inc by 26.9%. The sale prices were between $69.15 and $80.3, with an estimated average price of $75.36. The stock is now traded at around $75.33. The impact to a portfolio due to this sale was -0.6%. Athos Capital Ltd still held 24,129 shares as of 2018-03-31.



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