- New Purchases: NET, ZI, PLTR, LMND, HLT, DDOG, CRWD, DT, BAP, FTCH, U, CMI, JNJ,
- Added Positions: AYX, TEL, BDX, ZS, SNOW, MDB, AMZN, NOW, GDS, STNE, OKTA, MSFT, TMO, ADBE, TDOC, NVDA, PDD, OCFT, PTON, SE, ACN, SHAK, VRTX, NFLX, KC, GH, TWLO, ZEN, ISRG, MELI, BABA, CGNX, MTCH, ILMN, TME, AMAT, FMX, AAPL, EW, NXPI, TER,
- Reduced Positions: DIS, BLK, SYK, TSM, YUMC, MPWR, FB, VMW, MA, NKE, SBUX, CAT, HON, EL, XLNX,
- Sold Out: FIS, APPN, SPLK, SQ, CRM, WDAY, TTD, SNPS, TEAM, RL,
For the details of LA FINANCIERE DE L'ECHIQUIER's stock buys and sells, go to https://www.gurufocus.com/guru/la+financiere+de+l%27echiquier/current-portfolio/portfolio
These are the top 5 holdings of LA FINANCIERE DE L'ECHIQUIER- Microsoft Corp (MSFT) - 424,430 shares, 4.49% of the total portfolio. Shares added by 11.58%
- Alteryx Inc (AYX) - 742,277 shares, 4.30% of the total portfolio. Shares added by 65.88%
- Becton, Dickinson and Co (BDX) - 354,983 shares, 4.23% of the total portfolio. Shares added by 36.65%
- Visa Inc (V) - 402,635 shares, 4.19% of the total portfolio. Shares added by 0.64%
- Amazon.com Inc (AMZN) - 25,474 shares, 3.95% of the total portfolio. Shares added by 23.84%
La Financiere De L'echiquier initiated holding in Cloudflare Inc. The purchase prices were between $41.75 and $86.56, with an estimated average price of $66.29. The stock is now traded at around $82.815000. The impact to a portfolio due to this purchase was 2.29%. The holding were 632,900 shares as of 2020-12-31.
New Purchase: ZoomInfo Technologies Inc (ZI)La Financiere De L'echiquier initiated holding in ZoomInfo Technologies Inc. The purchase prices were between $36.95 and $51.25, with an estimated average price of $43.16. The stock is now traded at around $56.990000. The impact to a portfolio due to this purchase was 2.01%. The holding were 875,400 shares as of 2020-12-31.
New Purchase: Palantir Technologies Inc (PLTR)La Financiere De L'echiquier initiated holding in Palantir Technologies Inc. The purchase prices were between $9.03 and $29.05, with an estimated average price of $18.34. The stock is now traded at around $31.935000. The impact to a portfolio due to this purchase was 1.96%. The holding were 1,750,000 shares as of 2020-12-31.
New Purchase: Lemonade Inc (LMND)La Financiere De L'echiquier initiated holding in Lemonade Inc. The purchase prices were between $46.9 and $134.45, with an estimated average price of $74.8. The stock is now traded at around $148.800000. The impact to a portfolio due to this purchase was 1.85%. The holding were 317,000 shares as of 2020-12-31.
New Purchase: Hilton Worldwide Holdings Inc (HLT)La Financiere De L'echiquier initiated holding in Hilton Worldwide Holdings Inc. The purchase prices were between $84.02 and $111.26, with an estimated average price of $99.49. The stock is now traded at around $109.740000. The impact to a portfolio due to this purchase was 1.22%. The holding were 230,835 shares as of 2020-12-31.
New Purchase: Datadog Inc (DDOG)La Financiere De L'echiquier initiated holding in Datadog Inc. The purchase prices were between $85.82 and $116.87, with an estimated average price of $99.74. The stock is now traded at around $110.895000. The impact to a portfolio due to this purchase was 1%. The holding were 213,000 shares as of 2020-12-31.
Added: Alteryx Inc (AYX)La Financiere De L'echiquier added to a holding in Alteryx Inc by 65.88%. The purchase prices were between $109.52 and $151.97, with an estimated average price of $126.09. The stock is now traded at around $131.380000. The impact to a portfolio due to this purchase was 1.71%. The holding were 742,277 shares as of 2020-12-31.
Added: TE Connectivity Ltd (TEL)La Financiere De L'echiquier added to a holding in TE Connectivity Ltd by 1505.53%. The purchase prices were between $96.05 and $121.07, with an estimated average price of $110.62. The stock is now traded at around $127.990000. The impact to a portfolio due to this purchase was 1.57%. The holding were 288,996 shares as of 2020-12-31.
Added: Becton, Dickinson and Co (BDX)La Financiere De L'echiquier added to a holding in Becton, Dickinson and Co by 36.65%. The purchase prices were between $227.47 and $252.09, with an estimated average price of $239.1. The stock is now traded at around $254.040000. The impact to a portfolio due to this purchase was 1.13%. The holding were 354,983 shares as of 2020-12-31.
Added: Zscaler Inc (ZS)La Financiere De L'echiquier added to a holding in Zscaler Inc by 50.56%. The purchase prices were between $127.76 and $207.47, with an estimated average price of $159.77. The stock is now traded at around $213.150000. The impact to a portfolio due to this purchase was 0.98%. The holding were 306,110 shares as of 2020-12-31.
Added: Snowflake Inc (SNOW)La Financiere De L'echiquier added to a holding in Snowflake Inc by 160.47%. The purchase prices were between $227.1 and $390, with an estimated average price of $286.05. The stock is now traded at around $300.660000. The impact to a portfolio due to this purchase was 0.95%. The holding were 115,200 shares as of 2020-12-31.
Added: MongoDB Inc (MDB)La Financiere De L'echiquier added to a holding in MongoDB Inc by 56.05%. The purchase prices were between $224.18 and $396, with an estimated average price of $281.27. The stock is now traded at around $399.690000. The impact to a portfolio due to this purchase was 0.85%. The holding were 138,100 shares as of 2020-12-31.
Sold Out: Fidelity National Information Services Inc (FIS)La Financiere De L'echiquier sold out a holding in Fidelity National Information Services Inc. The sale prices were between $123.97 and $151.18, with an estimated average price of $142.7.
Sold Out: Appian Corp (APPN)La Financiere De L'echiquier sold out a holding in Appian Corp. The sale prices were between $63.3 and $193.87, with an estimated average price of $114.35.
Sold Out: Splunk Inc (SPLK)La Financiere De L'echiquier sold out a holding in Splunk Inc. The sale prices were between $153.49 and $219.46, with an estimated average price of $191.18.
Sold Out: Square Inc (SQ)La Financiere De L'echiquier sold out a holding in Square Inc. The sale prices were between $154.88 and $241.58, with an estimated average price of $196.26.
Sold Out: Salesforce.com Inc (CRM)La Financiere De L'echiquier sold out a holding in Salesforce.com Inc. The sale prices were between $220.15 and $267.07, with an estimated average price of $242.81.
Sold Out: Workday Inc (WDAY)La Financiere De L'echiquier sold out a holding in Workday Inc. The sale prices were between $205.48 and $257.71, with an estimated average price of $224.97.
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