ADAMCAPITAL Gestao de Recursos Ltda. Buys Microsoft Corp, Lockheed Martin Corp, L3Harris Technologies Inc, Sells Facebook Inc

• New Purchases: LHX, AMZN, TTWO,
• Added Positions: MSFT, LMT, NOC, GD, EA, ATVI, V,
• Reduced Positions: JPM, FB, BAC, INTC, GOOG, GOOGL, MA,

For the details of ADAMCAPITAL Gestao de Recursos Ltda.'s stock buys and sells, go to https://www.gurufocus.com/guru/adamcapital+gestao+de+recursos+ltda./current-portfolio/portfolio

1. JPMorgan Chase & Co (JPM) - 1,602,072 shares, 21.20% of the total portfolio. Shares reduced by 14.06%
2. Bank of America Corp (BAC) - 4,918,177 shares, 16.28% of the total portfolio. Shares reduced by 13%
3. Microsoft Corp (MSFT) - 484,920 shares, 14.02% of the total portfolio. Shares added by 124.69%
4. Facebook Inc (FB) - 234,966 shares, 8.46% of the total portfolio. Shares reduced by 28.95%
5. Alphabet Inc (GOOG) - 29,303 shares, 5.92% of the total portfolio. Shares reduced by 4.25%

ADAMCAPITAL Gestao de Recursos Ltda. initiated holding in L3Harris Technologies Inc. The purchase prices were between $159.8 and $185.44, with an estimated average price of $175.44. The stock is now traded at around $185.85. The impact to a portfolio due to this purchase was 2.45%. The holding were 104,835 shares as of .

ADAMCAPITAL Gestao de Recursos Ltda. initiated holding in Amazon.com Inc. The purchase prices were between $2878.7 and $3531.45, with an estimated average price of $3151.21. The stock is now traded at around $3143.74. The impact to a portfolio due to this purchase was 1.74%. The holding were 4,031 shares as of .

ADAMCAPITAL Gestao de Recursos Ltda. initiated holding in Take-Two Interactive Software Inc. The purchase prices were between $144.11 and $177.52, with an estimated average price of $162.12. The stock is now traded at around $159.99. The impact to a portfolio due to this purchase was 1.71%. The holding were 75,286 shares as of .

ADAMCAPITAL Gestao de Recursos Ltda. added to a holding in Microsoft Corp by 124.69%. The purchase prices were between $200.39 and $231.65, with an estimated average price of $210.04. The stock is now traded at around $218.39. The impact to a portfolio due to this purchase was 7.78%. The holding were 484,920 shares as of .

ADAMCAPITAL Gestao de Recursos Ltda. added to a holding in Lockheed Martin Corp by 610.26%. The purchase prices were between $339.96 and $398.07, with an estimated average price of $381.38. The stock is now traded at around $363.95. The impact to a portfolio due to this purchase was 2.51%. The holding were 55,436 shares as of .

ADAMCAPITAL Gestao de Recursos Ltda. added to a holding in Northrop Grumman Corp by 574.44%. The purchase prices were between $285.95 and $348.99, with an estimated average price of $325.99. The stock is now traded at around $301.28. The impact to a portfolio due to this purchase was 2.39%. The holding were 64,881 shares as of .

ADAMCAPITAL Gestao de Recursos Ltda. added to a holding in General Dynamics Corp by 461.60%. The purchase prices were between $136.51 and $158.85, with an estimated average price of $147.72. The stock is now traded at around $147.13. The impact to a portfolio due to this purchase was 1.7%. The holding were 108,860 shares as of .

ADAMCAPITAL Gestao de Recursos Ltda. added to a holding in Electronic Arts Inc by 73.59%. The purchase prices were between $124.3 and $146.95, with an estimated average price of $136.17. The stock is now traded at around $116.97. The impact to a portfolio due to this purchase was 0.72%. The holding were 94,880 shares as of .

ADAMCAPITAL Gestao de Recursos Ltda. added to a holding in Activision Blizzard Inc by 66.42%. The purchase prices were between $76.18 and $86.84, with an estimated average price of $81.04. The stock is now traded at around $75.41. The impact to a portfolio due to this purchase was 0.7%. The holding were 158,261 shares as of .