DSAM Partners LLP Buys Micron Technology Inc, MP Materials Corp, Vontier Corp, Sells Alibaba Group Holding, Facebook Inc, Linde PLC

• New Purchases: MU, MP, VNT, EXPE, QRVO, CCK, IPV, BFT, OZON, VTRS, GCMG, PDD, ON, AR, DIS, CVNA, VRTX, RUN, SMAR, BBIO, KRON, OPEN, KRYS, IOVA, NCR, CLDX, VIPS, EPAM, AFIB,
• Added Positions: UNH, FISV, BJ, LYV, RCKT, MLM, VMC, HRTX, SUM, EXP, TMUS, ALLO,
• Reduced Positions: FB, GFL, NOW, MSFT, GOOG, PLAN, AMZN, INMD, CARR, MELI, PTE, CLVT,
• Sold Out: BABA, LIN, FVAC, ATVI, SNAP, LBTYA, YNDX, GRUB, JD, KO, BHVN,

For the details of DSAM Partners LLP's stock buys and sells, go to https://www.gurufocus.com/guru/dsam+partners+llp/current-portfolio/portfolio

1. GFL Environmental Inc (GFL) - 1,860,452 shares, 6.81% of the total portfolio. Shares reduced by 21.91%
2. Micron Technology Inc (MU) - 644,186 shares, 6.08% of the total portfolio. New Position
3. Carrier Global Corp (CARR) - 1,281,595 shares, 6.07% of the total portfolio. Shares reduced by 10.38%
4. MP Materials Corp (MP) - 1,000,000 shares, 4.04% of the total portfolio. New Position
5. Alphabet Inc (GOOG) - 17,389 shares, 3.82% of the total portfolio. Shares reduced by 20.32%

DSAM Partners LLP initiated holding in Micron Technology Inc. The purchase prices were between $46.55 and $75.18, with an estimated average price of $60.5. The stock is now traded at around $87.740000. The impact to a portfolio due to this purchase was 6.08%. The holding were 644,186 shares as of 2020-12-31.

DSAM Partners LLP initiated holding in MP Materials Corp. The purchase prices were between $15.09 and $39.14, with an estimated average price of $26.46. The stock is now traded at around $40.750000. The impact to a portfolio due to this purchase was 4.04%. The holding were 1,000,000 shares as of 2020-12-31.

DSAM Partners LLP initiated holding in Vontier Corp. The purchase prices were between $26.76 and $35, with an estimated average price of $31.14. The stock is now traded at around $32.930000. The impact to a portfolio due to this purchase was 3.67%. The holding were 875,837 shares as of 2020-12-31.

DSAM Partners LLP initiated holding in Expedia Group Inc. The purchase prices were between $90.23 and $132.4, with an estimated average price of $113.02. The stock is now traded at around $147.840000. The impact to a portfolio due to this purchase was 3.03%. The holding were 182,327 shares as of 2020-12-31.

DSAM Partners LLP initiated holding in Qorvo Inc. The purchase prices were between $124.96 and $169.96, with an estimated average price of $147.38. The stock is now traded at around $177.030000. The impact to a portfolio due to this purchase was 2.61%. The holding were 125,141 shares as of 2020-12-31.

DSAM Partners LLP initiated holding in Crown Holdings Inc. The purchase prices were between $76.71 and $100.2, with an estimated average price of $92.15. The stock is now traded at around $99.490000. The impact to a portfolio due to this purchase was 2.31%. The holding were 183,603 shares as of 2020-12-31.

DSAM Partners LLP added to a holding in UnitedHealth Group Inc by 163.69%. The purchase prices were between $303.68 and $356.82, with an estimated average price of $335.55. The stock is now traded at around $324.620000. The impact to a portfolio due to this purchase was 1.96%. The holding were 71,872 shares as of 2020-12-31.

DSAM Partners LLP added to a holding in Fiserv Inc by 39.92%. The purchase prices were between $93.52 and $117.99, with an estimated average price of $107.82. The stock is now traded at around $110.200000. The impact to a portfolio due to this purchase was 0.78%. The holding were 192,389 shares as of 2020-12-31.

DSAM Partners LLP added to a holding in BJ's Wholesale Club Holdings Inc by 20.48%. The purchase prices were between $37.08 and $44.55, with an estimated average price of $39.93. The stock is now traded at around $43.460000. The impact to a portfolio due to this purchase was 0.59%. The holding were 747,434 shares as of 2020-12-31.

DSAM Partners LLP added to a holding in Live Nation Entertainment Inc by 39.96%. The purchase prices were between $48.8 and $74.68, with an estimated average price of $63.27. The stock is now traded at around $85.010000. The impact to a portfolio due to this purchase was 0.58%. The holding were 220,034 shares as of 2020-12-31.

DSAM Partners LLP added to a holding in Rocket Pharmaceuticals Inc by 33.44%. The purchase prices were between $23.31 and $59.57, with an estimated average price of $36.66. The stock is now traded at around $54.260000. The impact to a portfolio due to this purchase was 0.41%. The holding were 239,703 shares as of 2020-12-31.

DSAM Partners LLP added to a holding in Martin Marietta Materials Inc by 149.90%. The purchase prices were between $240.55 and $284.94, with an estimated average price of $266.83. The stock is now traded at around $325.650000. The impact to a portfolio due to this purchase was 0.4%. The holding were 18,915 shares as of 2020-12-31.

DSAM Partners LLP 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.

DSAM Partners LLP sold out a holding in Linde PLC. The sale prices were between $216.91 and $263.51, with an estimated average price of $245.63.

DSAM Partners LLP sold out a holding in Fortress Value Acquisition Corp. The sale prices were between $11.08 and $14.39, with an estimated average price of $13.03.

DSAM Partners LLP sold out a holding in Activision Blizzard Inc. The sale prices were between $75.12 and $92.85, with an estimated average price of $81.2.

DSAM Partners LLP sold out a holding in Snap Inc. The sale prices were between $26.64 and $53.33, with an estimated average price of $41.78.

DSAM Partners LLP sold out a holding in Liberty Global PLC. The sale prices were between $18.79 and $25.56, with an estimated average price of $22.3.