Investec Asset Management North America, Inc. Buys Visa Inc, Infosys, Microsoft Corp, Sells Yum China Holdings Inc, Nomad Foods, Dr Reddy's Laboratories

• New Purchases: INFY, DQ, LEA, EMN, QGEN, TEL, TXRH, NTAP, STZ,
• Added Positions: V, MSFT, MCO, BKNG, VRSN, ADSK, INTU, EL, EA, JNJ, PM, SCHW, CHKP, BDX, SPGI, FDS, ICLR, VALE, NTES, FOXA, MDT, XRAY, SNPS, ICE, PBR, STT, EBAY, RTX, FCX, ATVI, C, GOOG, IR, FB, UNH, A, PNR, ORLY, MA, NKE, MSCI, MNST, SYK, TW, GLPI, ADP, ALC, ZTS, PEP, HDB, ASML,
• Reduced Positions: YUMC, NOMD, BABA, AZO, FIS, JD, AAPL, NXPI, TSM, NVDA, TME, GNRC, MMC, ASR, TX, CCEP, AMZN, TMO, INDA, ALGN,
• Sold Out: RDY, MO, DBX, SNX, MRK,

For the details of Investec Asset Management North America, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/investec+asset+management+north+america%2C+inc./current-portfolio/portfolio

1. Microsoft Corp (MSFT) - 478,176 shares, 6.56% of the total portfolio. Shares added by 62.65%
2. Visa Inc (V) - 456,650 shares, 6.16% of the total portfolio. Shares added by 110.26%
3. Vale SA (VALE) - 3,827,946 shares, 3.96% of the total portfolio. Shares added by 22.51%
4. Booking Holdings Inc (BKNG) - 28,100 shares, 3.86% of the total portfolio. Shares added by 112.48%
5. Moody's Corporation (MCO) - 207,608 shares, 3.72% of the total portfolio. Shares added by 132.16%

Investec Asset Management North America, Inc. initiated holding in Infosys Ltd. The purchase prices were between $13.67 and $16.95, with an estimated average price of $15.33. The stock is now traded at around $17.620000. The impact to a portfolio due to this purchase was 3.01%. The holding were 2,878,668 shares as of 2020-12-31.

Investec Asset Management North America, Inc. initiated holding in Daqo New Energy Corp. The purchase prices were between $29.76 and $64.79, with an estimated average price of $43.81. The stock is now traded at around $109.192200. The impact to a portfolio due to this purchase was 1.9%. The holding were 537,322 shares as of 2020-12-31.

Investec Asset Management North America, Inc. initiated holding in Lear Corp. The purchase prices were between $114.78 and $164.69, with an estimated average price of $141.11. The stock is now traded at around $155.960000. The impact to a portfolio due to this purchase was 0.86%. The holding were 87,755 shares as of 2020-12-31.

Investec Asset Management North America, Inc. initiated holding in Eastman Chemical Co. The purchase prices were between $78.17 and $104.15, with an estimated average price of $92.99. The stock is now traded at around $104.140000. The impact to a portfolio due to this purchase was 0.44%. The holding were 70,803 shares as of 2020-12-31.

Investec Asset Management North America, Inc. initiated holding in TE Connectivity Ltd. The purchase prices were between $96.05 and $121.07, with an estimated average price of $110.4. The stock is now traded at around $128.310000. The impact to a portfolio due to this purchase was 0.38%. The holding were 51,474 shares as of 2020-12-31.

Investec Asset Management North America, Inc. initiated holding in Qiagen NV. The purchase prices were between $46.09 and $54.74, with an estimated average price of $50.29. The stock is now traded at around $54.010000. The impact to a portfolio due to this purchase was 0.38%. The holding were 116,275 shares as of 2020-12-31.

Investec Asset Management North America, Inc. added to a holding in Visa Inc by 110.26%. The purchase prices were between $180.87 and $218.73, with an estimated average price of $204.66. The stock is now traded at around $209.500000. The impact to a portfolio due to this purchase was 3.23%. The holding were 456,650 shares as of 2020-12-31.

Investec Asset Management North America, Inc. added to a holding in Microsoft Corp by 62.65%. The purchase prices were between $202.33 and $224.96, with an estimated average price of $215.07. The stock is now traded at around $241.530000. The impact to a portfolio due to this purchase was 2.53%. The holding were 478,176 shares as of 2020-12-31.

Investec Asset Management North America, Inc. added to a holding in Moody's Corporation by 132.16%. The purchase prices were between $261.86 and $295.18, with an estimated average price of $279.45. The stock is now traded at around $276.815000. The impact to a portfolio due to this purchase was 2.12%. The holding were 207,608 shares as of 2020-12-31.

Investec Asset Management North America, Inc. added to a holding in Booking Holdings Inc by 112.48%. The purchase prices were between $1604.13 and $2227.27, with an estimated average price of $1932.82. The stock is now traded at around $2097.864700. The impact to a portfolio due to this purchase was 2.04%. The holding were 28,100 shares as of 2020-12-31.

Investec Asset Management North America, Inc. added to a holding in VeriSign Inc by 113.46%. The purchase prices were between $189.2 and $217.93, with an estimated average price of $204.59. The stock is now traded at around $199.845000. The impact to a portfolio due to this purchase was 1.82%. The holding were 256,100 shares as of 2020-12-31.

Investec Asset Management North America, Inc. added to a holding in Autodesk Inc by 478.79%. The purchase prices were between $225.56 and $305.34, with an estimated average price of $264. The stock is now traded at around $307.310400. The impact to a portfolio due to this purchase was 1.51%. The holding were 96,866 shares as of 2020-12-31.

Investec Asset Management North America, Inc. sold out a holding in Dr Reddy's Laboratories Ltd. The sale prices were between $62.61 and $71.29, with an estimated average price of $67.29.

Investec Asset Management North America, Inc. sold out a holding in Altria Group Inc. The sale prices were between $36.08 and $43.78, with an estimated average price of $40.17.

Investec Asset Management North America, Inc. sold out a holding in Dropbox Inc. The sale prices were between $17.97 and $24.87, with an estimated average price of $20.38.

Investec Asset Management North America, Inc. sold out a holding in Synnex Corp. The sale prices were between $65.95 and $83.76, with an estimated average price of $76.59.

Investec Asset Management North America, Inc. sold out a holding in Merck & Co Inc. The sale prices were between $75.21 and $83.47, with an estimated average price of $80.13.