Picton Mahoney Asset Management Buys FLIR Systems Inc, RealPage Inc, GW Pharmaceuticals PLC, Sells Apple Inc, Zoetis Inc, Thermo Fisher Scientific Inc

• New Purchases: FLIR, GWPH, BPY, DHR, PRAH, LLY, PRSP, WFC, TLND, RHI, IPHI, AZEK, ODFL, LRCX, ETN, GM, ELAN, FL, CHNG, IT, CIEN, SQ, KSU, MDT, IGT, FPAC, FPAC, XOM, BPYU, WD5A, MOTV, SABR, MSI, XPOA, TENB, BKNG, LB, BILL, CBB, FTAI, EVR, HIGA, OHPAU, MNST, GH, TJX, IMPX, IMAX, HCAR, CLGX, VXX, DBE,
• Added Positions: RP, INFO, ALXN, NGA, GOOGL, MXIM, WORK, MU, XLNX, FRC, BG, WLTW, TREB, LQD, EL, GNRC, IEF, MAAC, SEAH, RSX, INDA, TLT, EZA, EWZ, EWW, SOAC, SYY, DBA, WPF, TW, SMPL, EWH,
• Reduced Positions: AAPL, MSFT, KO, AMZN, VAR, PYPL, FB, QCOM, MA, ATVI, JPM, LULU, NVDA, ABT, SUI, NEE, TMUS, NXPI, RNG, MTCH, WSC, AMD, DE, CPRT, MS, WMT, UNH, NOW, LHCG, CRWD, COF, DHI, XPOA.U, URI, MRVL, ATH, SRC, ADBE, DIS, CSGP, TWLO, PINS, GSAH, EQH, HON, HGV, DKNG, WRB, Z, SIVB, MTZ, SNPS, PG, NSC, BX, FCX, TKR, BURL, RS, CCK, DEH, ULTA, NFLX, JAZZ, RPAY, CPRI, ACND, STZ, CRHC, NKE, AMT, SBAC, FAII, YAC, TTWO, DD, TRTN, CRL, CTLT, APSG, GDX, EWU, IWM, CDNS, IEUR, EWQ, EWP, EWN, EWL, EWI, EWG, EWD, EWA,
• Sold Out: ZTS, TMO, AVLR, BMY, EW, CCIV, MDLZ, IPOF, PSTH, LKQ, FDX, VRTX, UWMC, AJRD, GRSV, FPAC.U, FPAC.U, VRTU, DOV, ROP, VC, TFC, IWN, PLMR, IPOE, ICE, HEC, AXTA, FGNA.U, SPRQ.U, SFTW, CVS, EXAS, ORLY, LPLA, SWCH, SPNV, GLEO, AACQ, CONXU, MOTV.U, SCOAU, GFX.U, SVOKU, ALUS, LCY, IPOD, ISRG, BABA, AJAX.U, RMGBU, NEM, ZYME, FTOC, HZON.U, HIGA.U, SVAC, GHVIU, ASPL, PHICU, CND.U, CBAH.U, CFIVU, DGNR, QELL, CAG, NIO, FUTU, HZAC, CAKE, HOLUU, SNPR, HCARU, MTACU, FIVE, NVRO, OAC, DFPH, NCNO, IGACU, AONE, RCHG, LOKB.U, HTPA.U, RAACU, MRACU, COOLU, NOMD, TDOC, FUSE, ETAC, NSH, NSH, TMTS, ACTC, IIAC.U, OCA.U, CAP.U, CTAQU, DECK, HEI, RBC, TECH, PODD, PFGC, IAA, TWCT, SPY, IVE, SOAC.U, TWCTU, XLE,

For the details of PICTON MAHONEY ASSET MANAGEMENT's stock buys and sells, go to https://www.gurufocus.com/guru/picton+mahoney+asset+management/current-portfolio/portfolio

1. Microsoft Corp (MSFT) - 188,804 shares, 2.76% of the total portfolio. Shares reduced by 30.93%
2. Alexion Pharmaceuticals Inc (ALXN) - 270,000 shares, 2.56% of the total portfolio. Shares added by 125.00%
3. RealPage Inc (RP) - 445,000 shares, 2.41% of the total portfolio. Shares added by 394.44%
4. Maxim Integrated Products Inc (MXIM) - 407,525 shares, 2.31% of the total portfolio. Shares added by 46.84%
5. IHS Markit Ltd (INFO) - 362,845 shares, 2.18% of the total portfolio. Shares added by 262.85%

Picton Mahoney Asset Management initiated holding in FLIR Systems Inc. The purchase prices were between $51.87 and $56.47, with an estimated average price of $54.34. The stock is now traded at around $59.000000. The impact to a portfolio due to this purchase was 2.02%. The holding were 577,454 shares as of 2021-03-31.

Picton Mahoney Asset Management initiated holding in GW Pharmaceuticals PLC. The purchase prices were between $115.21 and $218.25, with an estimated average price of $188.36. The stock is now traded at around $218.960000. The impact to a portfolio due to this purchase was 1.88%. The holding were 139,360 shares as of 2021-03-31.

Picton Mahoney Asset Management initiated holding in Brookfield Property Partners LP. The purchase prices were between $16.75 and $18.11, with an estimated average price of $17.45. The stock is now traded at around $17.880000. The impact to a portfolio due to this purchase was 1.16%. The holding were 1,051,500 shares as of 2021-03-31.

Picton Mahoney Asset Management initiated holding in Danaher Corp. The purchase prices were between $212.38 and $245.9, with an estimated average price of $229.37. The stock is now traded at around $256.030000. The impact to a portfolio due to this purchase was 1.03%. The holding were 73,595 shares as of 2021-03-31.

Picton Mahoney Asset Management initiated holding in PRA Health Sciences Inc. The purchase prices were between $120.83 and $153.76, with an estimated average price of $135.7. The stock is now traded at around $168.040000. The impact to a portfolio due to this purchase was 0.86%. The holding were 90,000 shares as of 2021-03-31.

Picton Mahoney Asset Management initiated holding in Wells Fargo & Co. The purchase prices were between $29.7 and $40.81, with an estimated average price of $35.37. The stock is now traded at around $45.740000. The impact to a portfolio due to this purchase was 0.77%. The holding were 319,255 shares as of 2021-03-31.

Picton Mahoney Asset Management added to a holding in RealPage Inc by 394.44%. The purchase prices were between $85.4 and $87.45, with an estimated average price of $86.92. The stock is now traded at around $88.720000. The impact to a portfolio due to this purchase was 1.92%. The holding were 445,000 shares as of 2021-03-31.

Picton Mahoney Asset Management added to a holding in IHS Markit Ltd by 262.85%. The purchase prices were between $83.9 and $99.28, with an estimated average price of $91.46. The stock is now traded at around $109.340000. The impact to a portfolio due to this purchase was 1.58%. The holding were 362,845 shares as of 2021-03-31.

Picton Mahoney Asset Management added to a holding in Alexion Pharmaceuticals Inc by 125.00%. The purchase prices were between $148.19 and $161.75, with an estimated average price of $154.75. The stock is now traded at around $168.490000. The impact to a portfolio due to this purchase was 1.42%. The holding were 270,000 shares as of 2021-03-31.

Picton Mahoney Asset Management added to a holding in Northern Genesis Acquisition Corp by 497.17%. The purchase prices were between $15.03 and $33.48, with an estimated average price of $22.35. The stock is now traded at around $16.950000. The impact to a portfolio due to this purchase was 1.25%. The holding were 2,418,548 shares as of 2021-03-31.

Picton Mahoney Asset Management added to a holding in Alphabet Inc by 84.66%. The purchase prices were between $1722.88 and $2118.62, with an estimated average price of $1975.79. The stock is now traded at around $2306.830000. The impact to a portfolio due to this purchase was 0.83%. The holding were 14,182 shares as of 2021-03-31.

Picton Mahoney Asset Management added to a holding in Maxim Integrated Products Inc by 46.84%. The purchase prices were between $85.03 and $98.15, with an estimated average price of $91.78. The stock is now traded at around $93.100000. The impact to a portfolio due to this purchase was 0.74%. The holding were 407,525 shares as of 2021-03-31.

Picton Mahoney Asset Management sold out a holding in Zoetis Inc. The sale prices were between $144 and $169.39, with an estimated average price of $158.57.

Picton Mahoney Asset Management sold out a holding in Thermo Fisher Scientific Inc. The sale prices were between $439.85 and $518.83, with an estimated average price of $477.79.

Picton Mahoney Asset Management sold out a holding in Avalara Inc. The sale prices were between $123.33 and $179.78, with an estimated average price of $154.53.

Picton Mahoney Asset Management sold out a holding in Bristol-Myers Squibb Company. The sale prices were between $59.34 and $66.74, with an estimated average price of $62.18.

Picton Mahoney Asset Management sold out a holding in Edwards Lifesciences Corp. The sale prices were between $78.68 and $90.67, with an estimated average price of $84.59.

Picton Mahoney Asset Management sold out a holding in Churchill Capital Corp IV. The sale prices were between $10.01 and $58.05, with an estimated average price of $26.95.