Peconic Partners Llc Buys WESCO International Inc, Electronic Arts Inc, SPDR GOLD TRUST, Sells Amazon.com Inc, Dycom Industries Inc, United Parcel Service Inc

• New Purchases: EA, GLD, LOW, SLAB, PCG, IBB, DT, CRM, SJM, REGN, CRWD, MTDR, HD, VMC, MLM, MA, V, FTK, MU, WDAY, TWLO,
• Added Positions: WCC, PWR, APHA, AAPL, XLK,
• Reduced Positions: AMZN, DY, GOOGL, MSFT, MMS, NXPI,
• Sold Out: UPS, FDX, FB, CRSP, IAC, NVDA, RF, TFC, FOE, TKR, WAL, CIR,

For the details of PECONIC PARTNERS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/peconic+partners+llc/current-portfolio/portfolio

1. Quanta Services Inc (PWR) - 5,686,204 shares, 62.30% of the total portfolio. Shares added by 4.49%
2. WESCO International Inc (WCC) - 1,238,716 shares, 12.15% of the total portfolio. Shares added by 1379.66%
3. SBA Communications Corp (SBAC) - 69,359 shares, 5.77% of the total portfolio.
4. Electronic Arts Inc (EA) - 110,000 shares, 4.06% of the total portfolio. New Position
5. SPDR GOLD TRUST (GLD) - 45,000 shares, 2.10% of the total portfolio. New Position

Peconic Partners Llc initiated holding in Electronic Arts Inc. The purchase prices were between $97.53 and $132.05, with an estimated average price of $117.72. The stock is now traded at around $142.58. The impact to a portfolio due to this purchase was 4.06%. The holding were 110,000 shares as of .

Peconic Partners Llc initiated holding in SPDR GOLD TRUST. The purchase prices were between $148.05 and $167.37, with an estimated average price of $161.08. The stock is now traded at around $188.18. The impact to a portfolio due to this purchase was 2.1%. The holding were 45,000 shares as of .

Peconic Partners Llc initiated holding in Lowe's Companies Inc. The purchase prices were between $80.42 and $135.65, with an estimated average price of $113.61. The stock is now traded at around $157.95. The impact to a portfolio due to this purchase was 1.47%. The holding were 38,963 shares as of .

Peconic Partners Llc initiated holding in Silicon Laboratories Inc. The purchase prices were between $77.62 and $103.03, with an estimated average price of $93.28. The stock is now traded at around $101.62. The impact to a portfolio due to this purchase was 0.84%. The holding were 30,000 shares as of .

Peconic Partners Llc initiated holding in PG&E Corp. The purchase prices were between $7.93 and $12.57, with an estimated average price of $10.9. The stock is now traded at around $9.36. The impact to a portfolio due to this purchase was 0.74%. The holding were 300,000 shares as of .

Peconic Partners Llc initiated holding in iShares Nasdaq Biotechnology Index Fund. The purchase prices were between $103.79 and $138.65, with an estimated average price of $127.06. The stock is now traded at around $135.22. The impact to a portfolio due to this purchase was 0.57%. The holding were 15,000 shares as of .

Peconic Partners Llc added to a holding in WESCO International Inc by 1379.66%. The purchase prices were between $21.47 and $40.52, with an estimated average price of $29.69. The stock is now traded at around $46.77. The impact to a portfolio due to this purchase was 11.33%. The holding were 1,238,716 shares as of .

Peconic Partners Llc added to a holding in Aphria Inc by 400.00%. The purchase prices were between $2.82 and $5.06, with an estimated average price of $3.81. The stock is now traded at around $4.67. The impact to a portfolio due to this purchase was 1.2%. The holding were 1,250,000 shares as of .

Peconic Partners Llc added to a holding in Apple Inc by 317.46%. The purchase prices were between $240.91 and $366.53, with an estimated average price of $308.62. The stock is now traded at around $462.25. The impact to a portfolio due to this purchase was 0.51%. The holding were 6,575 shares as of .

Peconic Partners Llc added to a holding in SELECT SECTOR SPDR by 32.91%. The purchase prices were between $76.54 and $104.63, with an estimated average price of $93.77. The stock is now traded at around $115.07. The impact to a portfolio due to this purchase was 0.29%. The holding were 40,390 shares as of .

Peconic Partners Llc sold out a holding in United Parcel Service Inc. The sale prices were between $90 and $111.18, with an estimated average price of $99.66.

Peconic Partners Llc sold out a holding in FedEx Corp. The sale prices were between $107.52 and $149.38, with an estimated average price of $125.55.

Peconic Partners Llc sold out a holding in Facebook Inc. The sale prices were between $154.18 and $242.24, with an estimated average price of $208.03.

Peconic Partners Llc sold out a holding in CRISPR Therapeutics AG. The sale prices were between $38.5 and $76.05, with an estimated average price of $58.21.

Peconic Partners Llc sold out a holding in IAC/InterActiveCorp. The sale prices were between $51.95 and $100.12, with an estimated average price of $76.44.

Peconic Partners Llc sold out a holding in NVIDIA Corp. The sale prices were between $243.07 and $381.07, with an estimated average price of $322.32.