Maso Capital Partners Ltd Buys Allergan PLC, China Biologic Products Holdings Inc, Cypress Semiconductor Corp, Sells Zayo Group Holdings Inc, Bunge, Yum China Holdings Inc

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May 11, 2020
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Investment company Maso Capital Partners Ltd (Current Portfolio) buys Allergan PLC, China Biologic Products Holdings Inc, Cypress Semiconductor Corp, Kemet Corp, Genworth Financial Inc, sells Zayo Group Holdings Inc, Bunge, Yum China Holdings Inc, Acadia Healthcare Co Inc, Melco Resorts and Entertainment during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Maso Capital Partners Ltd. As of 2020Q1, Maso Capital Partners Ltd owns 18 stocks with a total value of $379 million. These are the details of the buys and sells.

For the details of Maso Capital Partners Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/maso+capital+partners+ltd/current-portfolio/portfolio

These are the top 5 holdings of Maso Capital Partners Ltd
  1. Allergan PLC (AGN) - 627,016 shares, 29.31% of the total portfolio. Shares added by 85.66%
  2. China Biologic Products Holdings Inc (CBPO) - 928,016 shares, 26.44% of the total portfolio. Shares added by 71.98%
  3. Bitauto Holdings Ltd (BITA) - 4,039,960 shares, 11.08% of the total portfolio. Shares added by 27.21%
  4. Changyou.com Ltd (CYOU) - 3,040,283 shares, 8.59% of the total portfolio. Shares added by 0.96%
  5. Cypress Semiconductor Corp (CY) - 1,300,000 shares, 8.00% of the total portfolio. New Position
New Purchase: Cypress Semiconductor Corp (CY)

Maso Capital Partners Ltd initiated holding in Cypress Semiconductor Corp. The purchase prices were between $15.28 and $23.52, with an estimated average price of $22.88. The stock is now traded at around $23.82. The impact to a portfolio due to this purchase was 8%. The holding were 1,300,000 shares as of .

New Purchase: Kemet Corp (KEM)

Maso Capital Partners Ltd initiated holding in Kemet Corp. The purchase prices were between $21.14 and $27.05, with an estimated average price of $25.44. The stock is now traded at around $27.06. The impact to a portfolio due to this purchase was 2.55%. The holding were 400,000 shares as of .

New Purchase: Mellanox Technologies Ltd (MLNX)

Maso Capital Partners Ltd initiated holding in Mellanox Technologies Ltd. The purchase prices were between $96.82 and $123.14, with an estimated average price of $117.68. The stock is now traded at around $124.89. The impact to a portfolio due to this purchase was 1.6%. The holding were 50,000 shares as of .

New Purchase: New Frontier Health Corp (NFH)

Maso Capital Partners Ltd initiated holding in New Frontier Health Corp. The purchase prices were between $7.19 and $10, with an estimated average price of $9.11. The stock is now traded at around $8.21. The impact to a portfolio due to this purchase was 1.52%. The holding were 700,000 shares as of .

New Purchase: HP Inc (HPQ)

Maso Capital Partners Ltd initiated holding in HP Inc. The purchase prices were between $13.11 and $23.35, with an estimated average price of $20.3. The stock is now traded at around $15.14. The impact to a portfolio due to this purchase was 1.28%. The holding were 280,000 shares as of .

New Purchase: Xerox Holdings Corp (XRX)

Maso Capital Partners Ltd initiated holding in Xerox Holdings Corp. The purchase prices were between $15.98 and $38.21, with an estimated average price of $32.03. The stock is now traded at around $17.37. The impact to a portfolio due to this purchase was 0.8%. The holding were 160,000 shares as of .

Added: Allergan PLC (AGN)

Maso Capital Partners Ltd added to a holding in Allergan PLC by 85.66%. The purchase prices were between $164.7 and $202.1, with an estimated average price of $188.56. The stock is now traded at around $193.02. The impact to a portfolio due to this purchase was 13.52%. The holding were 627,016 shares as of .

Added: China Biologic Products Holdings Inc (CBPO)

Maso Capital Partners Ltd added to a holding in China Biologic Products Holdings Inc by 71.98%. The purchase prices were between $107.93 and $117.44, with an estimated average price of $114.97. The stock is now traded at around $109.76. The impact to a portfolio due to this purchase was 11.07%. The holding were 928,016 shares as of .

Added: Genworth Financial Inc (GNW)

Maso Capital Partners Ltd added to a holding in Genworth Financial Inc by 80.68%. The purchase prices were between $2.98 and $4.8, with an estimated average price of $4.16. The stock is now traded at around $3.11. The impact to a portfolio due to this purchase was 2.54%. The holding were 6,495,814 shares as of .

Added: Bitauto Holdings Ltd (BITA)

Maso Capital Partners Ltd added to a holding in Bitauto Holdings Ltd by 27.21%. The purchase prices were between $9.7 and $15.32, with an estimated average price of $14.01. The stock is now traded at around $11.19. The impact to a portfolio due to this purchase was 2.37%. The holding were 4,039,960 shares as of .

Sold Out: Zayo Group Holdings Inc (ZAYO)

Maso Capital Partners Ltd sold out a holding in Zayo Group Holdings Inc. The sale prices were between $34.65 and $35, with an estimated average price of $34.84.

Sold Out: Bunge Ltd (BG)

Maso Capital Partners Ltd sold out a holding in Bunge Ltd. The sale prices were between $30.25 and $57.94, with an estimated average price of $49.23.

Sold Out: Yum China Holdings Inc (YUMC)

Maso Capital Partners Ltd sold out a holding in Yum China Holdings Inc. The sale prices were between $39.24 and $49.85, with an estimated average price of $44.73.

Sold Out: Melco Resorts and Entertainment Ltd (MLCO)

Maso Capital Partners Ltd sold out a holding in Melco Resorts and Entertainment Ltd. The sale prices were between $12.26 and $25.13, with an estimated average price of $19.32.

Sold Out: Clarivate Analytics PLC (CCC)

Maso Capital Partners Ltd sold out a holding in Clarivate Analytics PLC. The sale prices were between $16.59 and $23.12, with an estimated average price of $19.98.

Sold Out: Audentes Therapeutics Inc (BOLD)

Maso Capital Partners Ltd sold out a holding in Audentes Therapeutics Inc. The sale prices were between $59.83 and $60, with an estimated average price of $59.94.



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