Orbis Allan Gray Ltd Buys MGM Resorts International, Diageo PLC, Illumina Inc, Sells Taiwan Semiconductor Manufacturing Co, Alibaba Group Holding, UnitedHealth Group Inc

• New Purchases: ILMN, YNDX, CRC, AMZN, ATVI,
• Added Positions: MGM, DEO, FMX, BTI, DIS, ST, DAO, KMX, AES, MSI, GLNG, VGR, GOLD, RUN, FDX, WPM, COF, CBOE,
• Reduced Positions: TSM, XPO, BABA, UNH, ATHM, ANTM, FB, ABBV, HWM, GOOG, ARNC, NTES, AA, VALE, HMC, ABEV, LUV, TM, GLD, C, MAN, BRK.B, RHI, BP,
• Sold Out: APA, SAM, ROST, INGR, AMC,

For the details of Orbis Allan Gray Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/orbis+allan+gray+ltd/current-portfolio/portfolio

1. NetEase Inc (NTES) - 20,349,784 shares, 14.14% of the total portfolio. Shares reduced by 1.74%
2. XPO Logistics Inc (XPO) - 13,980,053 shares, 12.09% of the total portfolio. Shares reduced by 13.59%
3. Anthem Inc (ANTM) - 2,986,815 shares, 6.96% of the total portfolio. Shares reduced by 13.92%
4. AbbVie Inc (ABBV) - 8,184,786 shares, 6.36% of the total portfolio. Shares reduced by 11.72%
5. Comcast Corp (CMCSA) - 16,160,196 shares, 6.14% of the total portfolio. Shares reduced by 0.49%

Orbis Allan Gray Ltd initiated holding in Illumina Inc. The purchase prices were between $292.7 and $370.96, with an estimated average price of $327.99. The stock is now traded at around $492.550000. The impact to a portfolio due to this purchase was 0.21%. The holding were 78,244 shares as of 2020-12-31.

Orbis Allan Gray Ltd initiated holding in Yandex NV. The purchase prices were between $56.13 and $70.8, with an estimated average price of $63.86. The stock is now traded at around $72.770000. The impact to a portfolio due to this purchase was 0.16%. The holding were 323,181 shares as of 2020-12-31.

Orbis Allan Gray Ltd initiated holding in California Resources Corp. The purchase prices were between $11.4 and $26.75, with an estimated average price of $18.43. The stock is now traded at around $26.440000. The impact to a portfolio due to this purchase was 0.14%. The holding were 831,967 shares as of 2020-12-31.

Orbis Allan Gray Ltd initiated holding in Amazon.com Inc. The purchase prices were between $3004.48 and $3443.63, with an estimated average price of $3191.09. The stock is now traded at around $3268.950000. The impact to a portfolio due to this purchase was 0.02%. The holding were 954 shares as of 2020-12-31.

Orbis Allan Gray Ltd initiated holding in Activision Blizzard Inc. The purchase prices were between $75.12 and $92.85, with an estimated average price of $81.2. The stock is now traded at around $102.960000. The impact to a portfolio due to this purchase was 0.01%. The holding were 20,243 shares as of 2020-12-31.

Orbis Allan Gray Ltd added to a holding in MGM Resorts International by 68.92%. The purchase prices were between $20.1 and $31.67, with an estimated average price of $25.8. The stock is now traded at around $34.990000. The impact to a portfolio due to this purchase was 1.33%. The holding were 14,239,900 shares as of 2020-12-31.

Orbis Allan Gray Ltd added to a holding in Diageo PLC by 247.11%. The purchase prices were between $130.18 and $163.22, with an estimated average price of $149.29. The stock is now traded at around $169.510000. The impact to a portfolio due to this purchase was 0.88%. The holding were 1,067,255 shares as of 2020-12-31.

Orbis Allan Gray Ltd added to a holding in Sensata Technologies Holding PLC by 21.36%. The purchase prices were between $43.33 and $52.74, with an estimated average price of $48.13. The stock is now traded at around $59.030000. The impact to a portfolio due to this purchase was 0.2%. The holding were 2,972,046 shares as of 2020-12-31.

Orbis Allan Gray Ltd added to a holding in CarMax Inc by 517.29%. The purchase prices were between $86.44 and $100.46, with an estimated average price of $93.78. The stock is now traded at around $122.360000. The impact to a portfolio due to this purchase was 0.13%. The holding were 217,219 shares as of 2020-12-31.

Orbis Allan Gray Ltd added to a holding in The AES Corp by 406.71%. The purchase prices were between $18.54 and $23.5, with an estimated average price of $20.82. The stock is now traded at around $28.910000. The impact to a portfolio due to this purchase was 0.13%. The holding were 912,000 shares as of 2020-12-31.

Orbis Allan Gray Ltd added to a holding in Vector Group Ltd by 27.02%. The purchase prices were between $9.19 and $12.84, with an estimated average price of $11.07. The stock is now traded at around $14.220000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,018,053 shares as of 2020-12-31.

Orbis Allan Gray Ltd sold out a holding in Apache Corp. The sale prices were between $7.79 and $16.5, with an estimated average price of $11.68.

Orbis Allan Gray Ltd sold out a holding in Boston Beer Co Inc. The sale prices were between $880.1 and $1091.1, with an estimated average price of $961.1.

Orbis Allan Gray Ltd sold out a holding in Ross Stores Inc. The sale prices were between $85.17 and $122.81, with an estimated average price of $105.

Orbis Allan Gray Ltd sold out a holding in Ingredion Inc. The sale prices were between $69.25 and $81.91, with an estimated average price of $77.15.

Orbis Allan Gray Ltd sold out a holding in AMC Entertainment Holdings Inc. The sale prices were between $2.12 and $4.65, with an estimated average price of $3.25.