AC

Anavon Capital LLP

13F
Anavon Capital LLP
Last update 2020-02-10 15 Stocks (9 new)
Value $104.00 Mil Turnover 57 %
Countries:
Top Holdings: EA(14.29%)CTXS(11.85%)IBKR(11.20%)HGV(7.28%)UNVR(6.21%)
Summary Stock Picks Current Portfolio
Anavon Capital LLP Top Holdings of 2019-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EA 		Electronic Arts Inc
138,830
14,926.0
+199.20%
14.290
+9.51%
0.050
+20.98%
+6.35%
40,490.1
Interactive Media
SONY 		Sony Group Corp
1,002,250
13,631.0
+4.49%
13.050
+0.56%
0.020
+9.24%
+16.52%
148,375.8
Hardware
CTXS 		Citrix Systems Inc
111,600
12,376.0
New Holding
11.850
+11.85%
0.090
+6.93%
+9.84%
13,183.4
Software
IBKR 		Interactive Brokers Group Inc
250,900
11,697.0
-8.13%
11.200
-1.12%
0.260
-19.59%
+5.20%
20,230.3
Capital Markets
HGV 		Hilton Grand Vacations Inc
220,950
7,598.0
New Holding
7.280
+7.28%
0.180
-5.09%
+1.57%
3,626.3
Travel & Leisure
WBD 		Warner Bros.Discovery Inc
229,500
7,514.0
-37.94%
7.200
-4.08%
0.010
-11.12%
-14.57%
22,338.7
Media - Diversified
UNVR 		Univar Solutions Inc
267,700
6,489.0
New Holding
6.210
+6.21%
0.160
+1.80%
+13.65%
5,700.9
Chemicals
TRMB 		Trimble Inc
153,800
6,412.0
New Holding
6.140
+6.14%
0.060
-9.19%
-4.43%
16,111.5
Hardware
CC 		The Chemours Co
330,500
5,979.0
New Holding
5.730
+5.73%
0.210
-36.83%
-31.75%
1,698.1
Chemicals
TGI 		Triumph Group Inc
180,200
4,554.0
New Holding
4.360
+4.36%
0.280
+1.50%
+37.02%
1,979.5
Aerospace & Defense

Anavon Capital LLP's Historical Top Holdings Breakdowns

Anavon Capital LLP Total Holding History ($B)

To

Anavon Capital LLP's Asset Allocation

To

Anavon Capital LLP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Anavon Capital LLP's Hypothetical Growth since 2019-12-31

Anavon Capital LLP's Yearly Returns

Year Portfolio % % Excess Gain %

Anavon Capital LLP's Holdings Heat Map

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Anavon Capital LLP's Holdings Bubble Chart

Anavon Capital LLP News

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