GVO Asset Management Ltd Buys T-Mobile US Inc, Visa Inc, Alphabet Inc, Sells Alibaba Group Holding, Sunrun Inc, Blackstone Mortgage Trust Inc

• New Purchases: TMUS, V, GOOG, DHI, GDS, BIDU, TAL, JKS, ZTO,
• Added Positions: TSM,
• Reduced Positions: BXMT, APO, CHTR, CP,
• Sold Out: BABA, RUN, UNH, AMZN, UNP, LUV,

For the details of GVO Asset Management Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/gvo+asset+management+ltd/current-portfolio/portfolio

1. Blackstone Group Inc (BX) - 489,229 shares, 22.40% of the total portfolio.
2. Blackstone Mortgage Trust Inc (BXMT) - 1,099,149 shares, 21.38% of the total portfolio. Shares reduced by 26.71%
3. Apollo Global Management Inc (APO) - 413,316 shares, 14.30% of the total portfolio. Shares reduced by 21.64%
4. Charter Communications Inc (CHTR) - 13,565 shares, 6.34% of the total portfolio. Shares reduced by 18.57%
5. Canadian Pacific Railway Ltd (CP) - 23,017 shares, 5.63% of the total portfolio. Shares reduced by 11.87%

GVO Asset Management Ltd initiated holding in T-Mobile US Inc. The purchase prices were between $109.51 and $134.85, with an estimated average price of $123.66. The stock is now traded at around $126.100000. The impact to a portfolio due to this purchase was 5.56%. The holding were 58,327 shares as of 2020-12-31.

GVO Asset Management Ltd initiated holding in Visa Inc. 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 $206.890000. The impact to a portfolio due to this purchase was 3.8%. The holding were 24,625 shares as of 2020-12-31.

GVO Asset Management Ltd initiated holding in Alphabet Inc. The purchase prices were between $1453.44 and $1827.99, with an estimated average price of $1690.43. The stock is now traded at around $2092.910000. The impact to a portfolio due to this purchase was 2.04%. The holding were 1,645 shares as of 2020-12-31.

GVO Asset Management Ltd initiated holding in D.R. Horton Inc. The purchase prices were between $64.95 and $78.82, with an estimated average price of $72.85. The stock is now traded at around $82.960000. The impact to a portfolio due to this purchase was 1.8%. The holding were 36,933 shares as of 2020-12-31.

GVO Asset Management Ltd initiated holding in GDS Holdings Ltd. The purchase prices were between $80.67 and $99.02, with an estimated average price of $88.92. The stock is now traded at around $108.500000. The impact to a portfolio due to this purchase was 0.2%. The holding were 3,073 shares as of 2020-12-31.

GVO Asset Management Ltd initiated holding in Baidu Inc. The purchase prices were between $124.62 and $219.63, with an estimated average price of $148.88. The stock is now traded at around $276.600000. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,151 shares as of 2020-12-31.

GVO Asset Management Ltd added to a holding in Taiwan Semiconductor Manufacturing Co Ltd by 25.47%. The purchase prices were between $80.8 and $109.04, with an estimated average price of $95.04. The stock is now traded at around $132.550000. The impact to a portfolio due to this purchase was 0.73%. The holding were 46,800 shares as of 2020-12-31.

GVO Asset Management Ltd sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $222 and $317.14, with an estimated average price of $277.43.

GVO Asset Management Ltd sold out a holding in Sunrun Inc. The sale prices were between $52.02 and $78.62, with an estimated average price of $61.8.

GVO Asset Management Ltd sold out a holding in UnitedHealth Group Inc. The sale prices were between $303.68 and $356.82, with an estimated average price of $335.55.

GVO Asset Management Ltd sold out a holding in Amazon.com Inc. The sale prices were between $3004.48 and $3443.63, with an estimated average price of $3191.09.

GVO Asset Management Ltd sold out a holding in Union Pacific Corp. The sale prices were between $173.37 and $209.85, with an estimated average price of $199.81.

GVO Asset Management Ltd sold out a holding in Southwest Airlines Co. The sale prices were between $37.58 and $48.27, with an estimated average price of $43.41.