Portland Hill Asset Management Ltd Buys Baidu Inc, Microsoft Corp, Sells Becton, Dickinson and Co, Danaher Corp

May 06, 2021

Investment company Portland Hill Asset Management Ltd (Current Portfolio) buys Baidu Inc, Microsoft Corp, sells Becton, Dickinson and Co, Danaher Corp during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Portland Hill Asset Management Ltd. As of 2021Q1, Portland Hill Asset Management Ltd owns 27 stocks with a total value of $145 million. These are the details of the buys and sells.

Added Positions: BIDU, MSFT,
Reduced Positions: BABA, BDX, AAPL, MELI, AMZN, BKNG, EXPE, RDY, YNDX, JNJ,
Sold Out: DHR,

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

These are the top 5 holdings of Portland Hill Asset Management Ltd

Alibaba Group Holding Ltd (BABA) - 136,661 shares, 21.57% of the total portfolio. Shares reduced by 5.5%
Facebook Inc (FB) - 73,954 shares, 15.00% of the total portfolio. Shares reduced by 0.06%
PayPal Holdings Inc (PYPL) - 80,029 shares, 13.42% of the total portfolio. Shares added by 0.48%
Alphabet Inc (GOOGL) - 7,332 shares, 10.45% of the total portfolio. Shares reduced by 0.41%
Apple Inc (AAPL) - 79,742 shares, 6.75% of the total portfolio. Shares reduced by 1.74%

Added: Baidu Inc (BIDU)

Portland Hill Asset Management Ltd added to a holding in Baidu Inc by 254.98%. The purchase prices were between $203.97 and $339.91, with an estimated average price of $261.9. The stock is now traded at around $191.980000. The impact to a portfolio due to this purchase was 0.48%. The holding were 4,526 shares as of 2021-03-31.

Added: Microsoft Corp (MSFT)

Portland Hill Asset Management Ltd added to a holding in Microsoft Corp by 110.66%. The purchase prices were between $212.25 and $244.99, with an estimated average price of $232.23. The stock is now traded at around $246.891500. The impact to a portfolio due to this purchase was 0.06%. The holding were 731 shares as of 2021-03-31.

Sold Out: Danaher Corp (DHR)

Portland Hill Asset Management Ltd sold out a holding in Danaher Corp. The sale prices were between $212.38 and $245.9, with an estimated average price of $229.37.

Here is the complete portfolio of Portland Hill Asset Management Ltd. Also check out:

1. Portland Hill Asset Management Ltd's Undervalued Stocks
2. Portland Hill Asset Management Ltd's Top Growth Companies, and
3. Portland Hill Asset Management Ltd's High Yield stocks
4. Stocks that Portland Hill Asset Management Ltd keeps buying

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