PSquared Asset Management AG Buys Tiffany, The Medicines Co, Qiagen NV, Sells Versum Materials Inc, Spark Therapeutics Inc, Medidata Solutions Inc

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Feb 14, 2020
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Investment company PSquared Asset Management AG (Current Portfolio) buys Tiffany, The Medicines Co, Qiagen NV, sells Versum Materials Inc, Spark Therapeutics Inc, Medidata Solutions Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, PSquared Asset Management AG. As of 2019Q4, PSquared Asset Management AG owns 7 stocks with a total value of $550 million. These are the details of the buys and sells.

For the details of PSquared Asset Management AG's stock buys and sells, go to https://www.gurufocus.com/guru/psquared+asset+management+ag/current-portfolio/portfolio

These are the top 5 holdings of PSquared Asset Management AG
  1. Cypress Semiconductor Corp (CY) - 8,013,563 shares, 33.99% of the total portfolio. Shares reduced by 4.32%
  2. Allergan PLC (AGN) - 907,744 shares, 31.55% of the total portfolio. Shares added by 15.26%
  3. Zayo Group Holdings Inc (ZAYO) - 2,223,072 shares, 14.01% of the total portfolio. Shares added by 6.12%
  4. Tiffany & Co (TIF) - 513,644 shares, 12.48% of the total portfolio. New Position
  5. The Medicines Co (MDCO) - 200,000 shares, 3.09% of the total portfolio. New Position
New Purchase: Tiffany & Co (TIF)

PSquared Asset Management AG initiated holding in Tiffany & Co. The purchase prices were between $86.63 and $133.8, with an estimated average price of $119.09. The stock is now traded at around $134.29. The impact to a portfolio due to this purchase was 12.48%. The holding were 513,644 shares as of .

New Purchase: The Medicines Co (MDCO)

PSquared Asset Management AG initiated holding in The Medicines Co. The purchase prices were between $49.68 and $84.94, with an estimated average price of $67.5. The stock is now traded at around $84.90. The impact to a portfolio due to this purchase was 3.09%. The holding were 200,000 shares as of .

New Purchase: Qiagen NV (QGEN)

PSquared Asset Management AG initiated holding in Qiagen NV. The purchase prices were between $25.41 and $43.1, with an estimated average price of $35.32. The stock is now traded at around $37.17. The impact to a portfolio due to this purchase was 1.86%. The holding were 303,250 shares as of .

Sold Out: Versum Materials Inc (VSM)

PSquared Asset Management AG sold out a holding in Versum Materials Inc. The sale prices were between $52.97 and $52.99, with an estimated average price of $52.98.

Sold Out: Spark Therapeutics Inc (ONCE)

PSquared Asset Management AG sold out a holding in Spark Therapeutics Inc. The sale prices were between $96.25 and $113.57, with an estimated average price of $107.51.

Sold Out: Medidata Solutions Inc (MDSO)

PSquared Asset Management AG sold out a holding in Medidata Solutions Inc. The sale prices were between $91.48 and $92.24, with an estimated average price of $91.87.



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