Henderson Group Plc Buys Ferguson PLC, Uber Technologies Inc, DexCom Inc, Sells Salesforce.com Inc, PayPal Holdings Inc, QuantumScape Corp

• New Purchases: FERG, OCDX, LUMN, EAF, MODV, SWCH, ALLK, ATC, OSCR, CPNG, OSK, GWB, PRPL, BHVN, NVT, BCYC, RXT, DGNR, SGFY, COUR, MSDAU, OFC, DIOD, DISCA, MAT, SASR, UAA, WFG, HY, NPA, LPRO, KYMR, U, ADV, KCAC.U, KCAC.U, KCAC.U, TUYA, OLK, AAON, SVRA, HTH, CRMT, AMKR, ABG, BBSI, AX, CACI, CWT, COKE, COHR, CRVL, CR, DVN, DISH, ESLT, FLIR, FHI, HMSY, HOV, TILE, JW.A, MKSI, HZO, MTH, MLR, MITK, EGOV, NKTR, NEOG, NXST, JWN, NUS, PLUG, POWI, RUTH, SNBR, SCI, SBGI, STMP, SCS, SF, TDS, TPX, UMBF, UCTT, USLM, ZYXI, IRBT, AAWW, PAYS, PRIM, PLG, AGI, MAXR, CELH, CFX, ERII, LOPE, GNMK, PCRX, TROX, CPRI, POST, BCC, HASI, NWS, FPRX, PINC, STAY, AMC, CARA, SPWH, SFBS, CCS, TPCO, ELDN, VIRT, NSA, CC, LOB, CTMX, SILV, BGNE, BALY, NTLA, NTNX, FRTA, IIPR, HLNE, HESM, MDNA, SPCE, PAGS, PRSP, MGTA, EPRT, VRT, FTCH, YETI, STNE, RVLV, CHNG, SI, ACI, LI, CRSR, ONCR, ARRY, FTOC, HLXA, MP, GFX.U, CGEM, AFRM, TMKRU, TZPSU, HLAHU, SLCRU, ADERU, VOSOU, OEPWU, DNZ.U, CFFVU, FOREU, CAHCU, TLGA.U, NRACU, CLRMU, MIT.U, JWSM.U, THMAU, AAC.U, TMAC.U, PRPC.U, NXU.U, TBCPU, ACII.U, ATMR.U, CPUH.U, HHLA.U, KURIU, FWAA, ENNVU, PICC.U, SPAQ.U, SPAQ.U, APGB.U, SLAC.U, TCACU, CHAA.U, PFDRU, ASPCU, ABGI, FSRXU, SPGS.U, TWNI.U, CFVIU, SLAMU, ANAC.U, VELOU, GSEVU, BOAS.U, COLIU, HIIIU, SRNGU, HUGS.U, WARR.U, GLBLU, EJFAU, FSNB.U, AUS.U, ASZ.U, FACT.U, ARYD, NDACU, DHBCU, DHCAU, OHPAU, ANZUU, KVSA, SNII.U, TSPQ.U, AMPI.U, NSTC.U, HYACU, HYACU, NSTD.U, HERAU, RXRAU, ATAQU, MBAC.U, ITHX, CSTA, EWH, VTI, VTV, VUG, VYMI, XLK, XLY,
• Added Positions: UBER, DXCM, ADSK, FB, EW, MA, WDAY, ADBE, JBHT, STLA, SHOP, LUV, SRPT, CSGP, TDY, UNH, EBS, WIX, HWM, ASML, AZN, BAC, V, VRM, SNOW, CDNS, DHR, JCOM, MRVL, TEL, NXPI, APTV, BSX, MS, NVDA, SHW, CZR, SNAP, CRWD, CARR, AXP, AON, CVS, XRAY, MTCH, SPGI, QCOM, RMD, ROK, UPS, DELL, AMD, APD, ADI, EL, TT, MSI, VRTX, YUM, NEO, MPC, FOXF, TWTR, SE, BBIO, PLD, ABCB, VIAC, CERN, CTXS, CPRT, CCK, DVA, HCSG, HPQ, NHI, DGX, SEE, SYK, NLOK, TFX, TER, THO, TSN, EBAY, MELI, DG, KAR, VER, ENPH, CSTM, CDW, RNG, ARGX, CDAY, MRNA, LYFT, DT, OTIS, VNT, LESL, ABMD, AKAM, ARE, ALL, AIG, AMAT, ADM, AIZ, ATO, BRK.B, BIO, CBRL, CCMP, CNQ, CRI, CNC, FIS, CHE, CVX, KO, CAG, COP, COO, COST, TCOM, DTE, DD, DRE, EIX, EQR, EXPE, FAST, FCX, GRMN, HAIN, HSIC, HON, HBNC, HUM, IBM, NSIT, INSM, IP, ISRG, KLAC, LEG, LYV, LPSN, LMT, MSM, MXIM, MMS, MU, NATI, NWL, QGEN, RSG, SBAC, SPXC, SMG, SRE, SKY, SBUX, SUI, TROW, TSM, UNP, UDR, VFC, VAR, WMT, WBA, DIS, WM, ANTM, INT, WEX, LULU, MASI, TNET, AGNC, TREE, CHTR, CBOE, SBRA, HII, NOW, PANW, SRC, ZTS, NWSA, OMF, HLT, ALLY, HQY, VEC, W, ASND, KALV, DEA, SEDG, EPIX, GDDY, BKI, APLE, MCRB, MSGS, NGVT, TWLO, TTD, AQUA, COLD, FOCS, NIO, FOXA, PINS, PTON, BNTX, AGG, VOO, FLWS, ACAD, NSP, AFL, A, AEM, ALB, ALGN, LNT, DOX, AMED, ACC, AFG, AMWD, AMP, NLY, ARNA, AJG, AGO, AVB, BCE, BIDU, BLL, BMO, BNS, GOLD, BHE, BKH, BLKB, BAM, BRKS, BLDR, CPB, CM, COF, CAH, CSL, CUK, CASY, CAT, CVCO, CNP, CHKP, CHD, CINF, CCEP, CMA, CORT, DEO, DOV, LCII, EOG, EFX, ELS, ESS, EXAS, FCN, AVDL, F, FORM, BEN, FULT, AJRD, GE, GNTX, GSK, PEAK, EHC, HOLX, HBAN, IDXX, INS, IONS, JKHY, JOUT, MDLZ, LHCG, LAD, LOGI, MDC, MHO, MGM, MGA, MRTN, MGRC, MCK, MPW, MCY, MBT, MCRI, VTRS, NGG, NTAP, BLU, NYT, ES, NWE, NVO, NUAN, NUE, ORLY, ASGN, PCG, PPG, PAAS, PTC, PATK, PXD, RL, BPOP, LIN, ROLL, RPM, REG, RF, RGEN, ROST, RY, POOL, SEIC, SLM, SNY, SLB, STX, SSRM, SSD, SLP, STLD, SU, SHO, TEVA, INVA, TRI, TD, TREX, CUBE, UFPT, OLED, UFPI, MTN, VTR, VMC, GRA, WRE, WTS, WLK, WWE, WYNN, XRX, AUY, ZBRA, ZBH, EYPT, CMG, BBL, IESC, QRTEA, TECK, LDOS, LMAT, IPGP, MLCO, DAL, VMW, ULTA, ENSG, LRN, HBM, FNV, BTG, PM, TAK, XPEL, FLNG, KDP, CRDF, ADUS, IOVA, LEA, PBA, SPSC, TVTX, ZGNX, FRC, WD, YNDX, MOS, GRFS, ZG, XYL, UI, SUPN, CG, FIVE, PLAY, NCLH, ICLR, NVEE, NRC, PTCT, DOC, AMH, NXE, XLRN, SAIC, CNHI, ITCI, MBUU, IBP, FIVN, GRUB, CGC, ANET, SNDX, ARDX, NOMD, CDK, KEYS, BOOT, LBRDA, JYNT, MOMO, SUM, CABO, ENR, BLD, TRU, APPF, Z, NVCR, SITE, RETA, GMS, ATKR, FTV, MEDP, VVV, MYOV, LW, INVH, CVNA, IR, DCPH, PQG, CARG, BILI, COGT, EQH, AVRO, RPAY, PDD, GH, TME, TW, PD, ALC, MNRL, BYND, AVTR, CLVT, CHWY, WORK, AMK, AFYA, MDLA, CSTL, NET, PNTG, LRMR, WMG, FOUR, ACCD, DKNG, HRMY, INBX, AMWL, DYN, GDRX, BSY, VSPRU, PRAX, ALGS, EAR, A8C3, OZON, VSPR, FDMT, ASHR, BNDX, FLJP, HYG, IEF, LQD, QQQ, TLT, VEU, VGIT, VGK, VMBS, VPL, VYM, XLB, XLE, XLF,
• Reduced Positions: CRM, AAPL, PYPL, QS, BMY, ACN, CCI, ALXN, TMUS, BX, LRCX, PGR, ELAN, LLY, MSFT, RP, AMT, CGNX, EQIX, MIDD, GWPH, CTLT, RPRX, MMC, PH, XLNX, VRSK, GOOG, DLB, GPN, PKI, SO, TTWO, VRSN, QRVO, VICI, GIS, GOOGL, INFO, MCD, NICE, NEM, PSA, EVRG, WY, AVGO, TMX, KHC, TEAM, IAC, DGNR.U, BMRN, CBRE, CPT, CMD, SCHW, CIEN, CSCO, GLW, DE, DLR, EQC, LHX, WELL, INTU, JNJ, K, MCHP, NEU, ORCL, PG, REGN, SWX, WAT, WLTW, GWRE, SPLK, FATE, VEEV, JD, ETSY, ALRM, BILL, ABC, AMGN, CAE, CHRW, CE, ED, EA, EEFT, GD, FUL, THG, HD, HRL, ICUI, JPM, KSU, LGND, MDT, MRK, NFLX, OMC, PEP, BKNG, SAIA, SIVB, SGEN, SYY, AXON, TXN, TMO, WAB, WAFD, XEL, WU, FOLD, SSNC, FAF, APO, HZNP, AMBA, IQV, TDOC, OKTA, AVLR, SHC, DASH, ABNB, MMM, AOS, AES, T, ATVI, RAMP, ALNY, MO, APA, ADP, BAX, BDX, CMS, COG, CALM, CME, CLX, CMCSA, CBSH, STZ, CREE, CUB, DRI, DPZ, ETN, EME, EMR, ENTG, ETR, RE, EXC, EXPD, EXR, FFIV, NEE, FITB, FISV, GATX, GILD, GPK, HAL, HIG, HSY, HSKA, HST, INDB, INTC, ICE, ITRI, SJM, KMB, KR, LH, LAMR, LVS, LEN, LECO, LOW, MTB, MFC, MAA, NVR, NOC, ODFL, PPL, ARGO, PKG, PFE, PNW, PBH, PB, QDEL, RNR, ROL, ROP, RCL, XPO, SWKS, SNA, SON, SXI, SWK, STE, SNPS, TGT, TECH, TTC, TRMB, TYL, VLO, VZ, GWW, WFC, WST, WDC, WSM, WEC, LBTYK, PODD, G, AWK, JBT, RGA, ST, TSLA, LYB, GM, BAH, VC, KMI, PSX, CHGG, PAYC, FWONK, SYF, LBRDK, KRNT, COLL, AXSM, GDS, RYTM, MDB, ALTR, ZS, FOX, ZM, PHR, IGMS, REYN, LUNG, CERT, ABB, CB, Y, HES, UHAL, AEE, AEP, AME, APH, IVZ, ANSS, ATR, WTRG, ACGL, AZPN, AZO, AXS, TFC, BP, ITUB, BOH, BK, BBY, BIIB, BHC, BLK, BWA, SAM, BKD, BRO, BF.B, BRKR, BG, CF, GIB, CNI, LNG, CHDN, CI, C, TPR, CTSH, CL, COLM, FIX, CMC, CUZ, BAP, CACC, CMI, DHI, DSGX, DB, DLTR, D, DUK, EMN, EBIX, ECL, ENB, WIRE, ENS, EFSC, EPD, ERIE, XOM, FMC, FDS, FDX, FNF, CLGX, FFIN, FE, IT, GS, HDB, HALO, HAS, HEI, ITT, ITW, INCY, IPG, IRM, JBL, J, JCI, JNPR, KEY, KIM, KNX, KFY, LKQ, LTC, AXGN, LII, JEF, LBTYA, LNC, MGPI, MKL, MKTX, MAR, MLM, MAS, MKC, MED, MET, MTD, MHK, MOH, TAP, MPWR, MCO, MORN, NRG, NDAQ, FIZZ, NTES, NI, NDSN, NSC, NVS, OGE, ON, OXY, IOSP, OKE, PCAR, PNC, PAYX, PRGO, NTR, PRU, PEG, PHM, PWR, O, RS, WRK, RCI, ROG, SKM, SAFM, SIGI, DHC, SXT, SJR, WPM, SPG, SIRI, SCCO, TRV, STT, SRI, SLF, SRDX, SNX, TJX, TOL, GL, TSCO, TRP, ACIW, UAL, UBS, USB, UNF, AUB, UBSI, UCBI, UTHR, UHS, VSH, VNO, WPC, WSFS, WCN, WSO, WAL, WHR, WMB, SPB, BRK.A, HEI.A, FTS, TDG, DK, VG, WNS, EVR, EDU, DEI, FSLR, JAZZ, DFS, AQN, CYRX, FSM, DISCK, KL, FTNT, CVE, GNRC, HTHT, CDXS, NOVT, TAL, HHC, FLT, NLSN, HCA, VNET, STAG, THR, FBHS, ZNGA, TRIP, EPAM, VIPS, RXN, PNR, QLYS, BERY, SSTK, FANG, CONE, VOYA, NRZ, PFSI, REXR, SFM, CRTO, BURL, MMI, LGIH, AAL, SC, EGRX, PCTY, OUT, CTRE, OR, GLOB, SAGE, CFG, HUBS, CHRS, SNR, SYNH, AXTA, FGEN, RCKT, WING, GKOS, NTRA, OLLI, RUN, GBT, PEN, CSWI, RACE, SQ, AGR, PI, SMPL, FBK, EVBG, COUP, VST, YUMC, ZTO, ATH, FND, SSTI, SAFE, RDFN, ZLAB, ROKU, ACMR, SAIL, DBX, SPOT, DOCU, ROAD, GSKY, LOVE, STRO, KOD, SILK, CTVA, AMCR, NVST, DDOG, FMTX, RLAY, BLI, MEG, OSH, OM, ATHA, LSF, VIAO, STTK, GLTO, CNXC, OLMA, MASS, IVV, IWF, VCIT, VIS, VWO, XHB, XLI,
• Sold Out: LITE, TIF, ODT, AVT, CASS, CCF, EXEL, PEGA, PEB, QURE, PAHC, PE, WLKP, MRSN, RBAC.U, MRVI, WISH, AMN, AIN, HCKT, ANH, CVGW, ELY, CHH, CNS, EWBC, EQT, EXPO, FLO, ROCK, GGG, HLF, HXL, HUN, INTZ, JBLU, KAI, LSTR, LFUS, MRO, NYCB, ORA, PPBI, PBCT, PII, STL, RBC, SKX, TCBI, TXRH, VNDA, HBI, EXLS, ALGT, IBKR, CLR, CXO, BEAT, PRI, GDOT, COR, PVG, ANGI, PRLB, ALSN, HTA, IRT, BMCH, ESNT, ATHM, INGN, SABR, IRMD, STOR, SHAK, NXRT, UNVR, PLNT, HLI, KURA, TCMD, KNSL, AYX, CADE, HCC, NMRK, ITRG, MREO, SMAR, WH, LTHM, PSN, FSLY, ADPT, FULC, TXG, BRMK, VVNT, ZI, DADA, VERX, VITL, FROG, AVO, SPY, VHT,

For the details of HENDERSON GROUP PLC's stock buys and sells, go to https://www.gurufocus.com/guru/henderson+group+plc/current-portfolio/portfolio

1. Microsoft Corp (MSFT) - 44,914,293 shares, 4.85% of the total portfolio. Shares reduced by 1.99%
2. Apple Inc (AAPL) - 62,476,360 shares, 3.50% of the total portfolio. Shares reduced by 10.72%
3. Amazon.com Inc (AMZN) - 2,246,345 shares, 3.18% of the total portfolio. Shares reduced by 0.36%
4. Alphabet Inc (GOOG) - 2,217,150 shares, 2.10% of the total portfolio. Shares reduced by 3.25%
5. Mastercard Inc (MA) - 12,010,838 shares, 1.96% of the total portfolio. Shares added by 7.08%

Henderson Group Plc initiated holding in Ferguson PLC. The purchase prices were between $117.65 and $126.66, with an estimated average price of $121.04. The stock is now traded at around $129.704700. The impact to a portfolio due to this purchase was 0.34%. The holding were 6,188,608 shares as of 2021-03-31.

Henderson Group Plc initiated holding in Ortho Clinical Diagnostics Holdings PLC. The purchase prices were between $15.88 and $20.07, with an estimated average price of $17.62. The stock is now traded at around $20.490000. The impact to a portfolio due to this purchase was 0.06%. The holding were 7,086,087 shares as of 2021-03-31.

Henderson Group Plc initiated holding in Lumen Technologies Inc. The purchase prices were between $9.72 and $15.36, with an estimated average price of $12.41. The stock is now traded at around $14.620000. The impact to a portfolio due to this purchase was 0.05%. The holding were 8,746,709 shares as of 2021-03-31.

Henderson Group Plc initiated holding in GrafTech International Ltd. The purchase prices were between $9.55 and $12.99, with an estimated average price of $11.56. The stock is now traded at around $14.089300. The impact to a portfolio due to this purchase was 0.05%. The holding were 8,622,911 shares as of 2021-03-31.

Henderson Group Plc initiated holding in Atotech Ltd. The purchase prices were between $18.72 and $22.04, with an estimated average price of $20.43. The stock is now traded at around $21.930000. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,734,086 shares as of 2021-03-31.

Henderson Group Plc initiated holding in Allakos Inc. The purchase prices were between $109.73 and $153.66, with an estimated average price of $126.51. The stock is now traded at around $100.175000. The impact to a portfolio due to this purchase was 0.03%. The holding were 547,434 shares as of 2021-03-31.

Henderson Group Plc added to a holding in Uber Technologies Inc by 89.64%. The purchase prices were between $48.11 and $63.18, with an estimated average price of $55.88. The stock is now traded at around $47.042000. The impact to a portfolio due to this purchase was 0.23%. The holding were 19,324,065 shares as of 2021-03-31.

Henderson Group Plc added to a holding in DexCom Inc by 201.38%. The purchase prices were between $339.15 and $418.94, with an estimated average price of $376.07. The stock is now traded at around $326.600000. The impact to a portfolio due to this purchase was 0.21%. The holding were 1,868,977 shares as of 2021-03-31.

Henderson Group Plc added to a holding in Autodesk Inc by 48.81%. The purchase prices were between $253.1 and $320.13, with an estimated average price of $288.65. The stock is now traded at around $272.370000. The impact to a portfolio due to this purchase was 0.14%. The holding were 3,351,545 shares as of 2021-03-31.

Henderson Group Plc added to a holding in Workday Inc by 52.22%. The purchase prices were between $220 and $281.36, with an estimated average price of $247.59. The stock is now traded at around $227.830000. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,314,094 shares as of 2021-03-31.

Henderson Group Plc added to a holding in Edwards Lifesciences Corp by 33.35%. The purchase prices were between $78.68 and $90.67, with an estimated average price of $84.59. The stock is now traded at around $89.760000. The impact to a portfolio due to this purchase was 0.13%. The holding were 12,990,116 shares as of 2021-03-31.

Henderson Group Plc added to a holding in JB Hunt Transport Services Inc by 70.38%. The purchase prices were between $134.66 and $169.34, with an estimated average price of $150.43. The stock is now traded at around $175.980000. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,535,158 shares as of 2021-03-31.

Henderson Group Plc sold out a holding in Lumentum Holdings Inc. The sale prices were between $79 and $108.93, with an estimated average price of $92.59.

Henderson Group Plc sold out a holding in Tiffany & Co. The sale prices were between $131.43 and $131.46, with an estimated average price of $131.45.

Henderson Group Plc sold out a holding in Odonate Therapeutics Inc. The sale prices were between $3.09 and $27.39, with an estimated average price of $19.

Henderson Group Plc sold out a holding in Pebblebrook Hotel Trust. The sale prices were between $18.3 and $26.11, with an estimated average price of $21.96.

Henderson Group Plc sold out a holding in Chase Corp. The sale prices were between $99.9 and $123.08, with an estimated average price of $111.66.

Henderson Group Plc sold out a holding in Phibro Animal Health Corp. The sale prices were between $19.71 and $25.23, with an estimated average price of $22.6.