- New Purchases: MRVL, VEEV, QTRX, SOFI, SOFI, SHOP, TENB, CTLT, KYMR, XLRN, ADPT, SRAC, BLI, NSTG, NRIX,
- Added Positions: SEDG, RUN, TPIC, ENPH, BYND, SPWR, DDD, TSLA, CREE, XYL, ECL, NTLA, FSLR, DXCM, TTEK, NIO, PACB, SI, RIOT, UPST, BNTX, SDGR, SQ, MCRB, PYPL, INTU, BPMC, BKI, TWST, SGEN, ACAD, BL, FATE, DCT, TDOC, TXG, LU, GWRE, INSP, BABA, EXAS, AMWL, FSLY,
- Reduced Positions: GH, ALNY, NBIX, RARE, MRNA, MAXR, GOCO, AFRM, BAH, FTNT, PODD, MU, TRMB, EBS, MANT, ALRM, AMD, PANW, SWAV, ABMD, ABT, TDY, BIDU, BFLY, IRDM, GPN, AXNX, TMO, EW, CRWD, FISV, NET, PLTR, NVDA, A, BIIB, EVBG, FIS, ZS, OKTA, RPD, VRNS, LSCC, TER, ZBRA, DT, NOW, IIVI,
- Sold Out: TCEHY, VRTX, ILMN, RGNX, PFPT, REGN, IONS, BMRN, CBAY,
For the details of AtonRa Partners's stock buys and sells, go to https://www.gurufocus.com/guru/atonra+partners/current-portfolio/portfolio
These are the top 5 holdings of AtonRa Partners- PayPal Holdings Inc (PYPL) - 30,031 shares, 3.21% of the total portfolio. Shares added by 3.23%
- Square Inc (SQ) - 31,208 shares, 2.79% of the total portfolio. Shares added by 8.02%
- SolarEdge Technologies Inc (SEDG) - 23,694 shares, 2.40% of the total portfolio. Shares added by 107.75%
- ShockWave Medical Inc (SWAV) - 31,363 shares, 2.18% of the total portfolio. Shares reduced by 2.51%
- Sunrun Inc (RUN) - 94,181 shares, 1.93% of the total portfolio. Shares added by 101.75%
AtonRa Partners initiated holding in Marvell Technology Inc. The purchase prices were between $41.51 and $58.76, with an estimated average price of $48.88. The stock is now traded at around $62.380000. The impact to a portfolio due to this purchase was 1.32%. The holding were 61,809 shares as of 2021-06-30.
New Purchase: Veeva Systems Inc (VEEV)AtonRa Partners initiated holding in Veeva Systems Inc. The purchase prices were between $245.66 and $320.13, with an estimated average price of $278.51. The stock is now traded at around $298.980000. The impact to a portfolio due to this purchase was 1.21%. The holding were 10,651 shares as of 2021-06-30.
New Purchase: Quanterix Corp (QTRX)AtonRa Partners initiated holding in Quanterix Corp. The purchase prices were between $43.3 and $67.17, with an estimated average price of $58. The stock is now traded at around $46.210000. The impact to a portfolio due to this purchase was 1.1%. The holding were 51,029 shares as of 2021-06-30.
New Purchase: SoFi Technologies Inc (SOFI)AtonRa Partners initiated holding in SoFi Technologies Inc. The purchase prices were between $18.5 and $23.89, with an estimated average price of $21.57. The stock is now traded at around $15.010000. The impact to a portfolio due to this purchase was 0.97%. The holding were 138,274 shares as of 2021-06-30.
New Purchase: SoFi Technologies Inc (SOFI)AtonRa Partners initiated holding in SoFi Technologies Inc. The purchase prices were between $18.5 and $23.89, with an estimated average price of $21.57. The stock is now traded at around $15.010000. The impact to a portfolio due to this purchase was 0.97%. The holding were 138,274 shares as of 2021-06-30.
New Purchase: Shopify Inc (SHOP)AtonRa Partners initiated holding in Shopify Inc. The purchase prices were between $1047.77 and $1508.44, with an estimated average price of $1229.27. The stock is now traded at around $1476.870000. The impact to a portfolio due to this purchase was 0.84%. The holding were 1,572 shares as of 2021-06-30.
Added: SolarEdge Technologies Inc (SEDG)AtonRa Partners added to a holding in SolarEdge Technologies Inc by 107.75%. The purchase prices were between $204.01 and $290.14, with an estimated average price of $252.98. The stock is now traded at around $273.840000. The impact to a portfolio due to this purchase was 1.24%. The holding were 23,694 shares as of 2021-06-30.
Added: Sunrun Inc (RUN)AtonRa Partners added to a holding in Sunrun Inc by 101.75%. The purchase prices were between $39.45 and $60.48, with an estimated average price of $48.58. The stock is now traded at around $45.950000. The impact to a portfolio due to this purchase was 0.97%. The holding were 94,181 shares as of 2021-06-30.
Added: TPI Composites Inc (TPIC)AtonRa Partners added to a holding in TPI Composites Inc by 180.68%. The purchase prices were between $41.36 and $59.47, with an estimated average price of $49.37. The stock is now traded at around $36.370000. The impact to a portfolio due to this purchase was 0.9%. The holding were 78,838 shares as of 2021-06-30.
Added: Enphase Energy Inc (ENPH)AtonRa Partners added to a holding in Enphase Energy Inc by 85.30%. The purchase prices were between $114.61 and $188.33, with an estimated average price of $147.1. The stock is now traded at around $160.090000. The impact to a portfolio due to this purchase was 0.79%. The holding were 25,421 shares as of 2021-06-30.
Added: Beyond Meat Inc (BYND)AtonRa Partners added to a holding in Beyond Meat Inc by 130.23%. The purchase prices were between $101.52 and $157.49, with an estimated average price of $133.07. The stock is now traded at around $112.940000. The impact to a portfolio due to this purchase was 0.77%. The holding were 23,640 shares as of 2021-06-30.
Added: SunPower Corp (SPWR)AtonRa Partners added to a holding in SunPower Corp by 78.77%. The purchase prices were between $20.91 and $33.45, with an estimated average price of $26. The stock is now traded at around $22.210000. The impact to a portfolio due to this purchase was 0.73%. The holding were 153,912 shares as of 2021-06-30.
Sold Out: Tencent Holdings Ltd (TCEHY)AtonRa Partners sold out a holding in Tencent Holdings Ltd. The sale prices were between $73.88 and $84.65, with an estimated average price of $78.58.
Sold Out: Vertex Pharmaceuticals Inc (VRTX)AtonRa Partners sold out a holding in Vertex Pharmaceuticals Inc. The sale prices were between $187.49 and $221.1, with an estimated average price of $209.31.
Sold Out: Illumina Inc (ILMN)AtonRa Partners sold out a holding in Illumina Inc. The sale prices were between $372.84 and $481.5, with an estimated average price of $413.01.
Sold Out: Regenxbio Inc (RGNX)AtonRa Partners sold out a holding in Regenxbio Inc. The sale prices were between $32.46 and $40.48, with an estimated average price of $35.71.
Sold Out: Proofpoint Inc (PFPT)AtonRa Partners sold out a holding in Proofpoint Inc. The sale prices were between $125.79 and $174, with an estimated average price of $161.38.
Sold Out: Regeneron Pharmaceuticals Inc (REGN)AtonRa Partners sold out a holding in Regeneron Pharmaceuticals Inc. The sale prices were between $472.8 and $558.54, with an estimated average price of $505.57.
Reduced: Guardant Health Inc (GH)AtonRa Partners reduced to a holding in Guardant Health Inc by 35.27%. The sale prices were between $109.77 and $165.68, with an estimated average price of $134.96. The stock is now traded at around $126.470000. The impact to a portfolio due to this sale was -1.51%. AtonRa Partners still held 40,636 shares as of 2021-06-30.
Reduced: Alnylam Pharmaceuticals Inc (ALNY)AtonRa Partners reduced to a holding in Alnylam Pharmaceuticals Inc by 59.94%. The sale prices were between $128.63 and $176.89, with an estimated average price of $146.24. The stock is now traded at around $185.790000. The impact to a portfolio due to this sale was -0.77%. AtonRa Partners still held 8,097 shares as of 2021-06-30.
Reduced: Neurocrine Biosciences Inc (NBIX)AtonRa Partners reduced to a holding in Neurocrine Biosciences Inc by 61.63%. The sale prices were between $89.43 and $102.27, with an estimated average price of $95.91. The stock is now traded at around $96.700000. The impact to a portfolio due to this sale was -0.76%. AtonRa Partners still held 10,903 shares as of 2021-06-30.
Reduced: Ultragenyx Pharmaceutical Inc (RARE)AtonRa Partners reduced to a holding in Ultragenyx Pharmaceutical Inc by 51.63%. The sale prices were between $92.19 and $115.71, with an estimated average price of $104.43. The stock is now traded at around $100.470000. The impact to a portfolio due to this sale was -0.55%. AtonRa Partners still held 10,165 shares as of 2021-06-30.
Reduced: Moderna Inc (MRNA)AtonRa Partners reduced to a holding in Moderna Inc by 37.08%. The sale prices were between $129.91 and $234.98, with an estimated average price of $177.38. The stock is now traded at around $419.720000. The impact to a portfolio due to this sale was -0.54%. AtonRa Partners still held 15,574 shares as of 2021-06-30.
Reduced: Maxar Technologies Inc (MAXR)AtonRa Partners reduced to a holding in Maxar Technologies Inc by 32.62%. The sale prices were between $27.95 and $41.29, with an estimated average price of $35.61. The stock is now traded at around $31.240000. The impact to a portfolio due to this sale was -0.34%. AtonRa Partners still held 41,610 shares as of 2021-06-30.
Here is the complete portfolio of AtonRa Partners. Also check out:
1. AtonRa Partners's Undervalued Stocks
2. AtonRa Partners's Top Growth Companies, and
3. AtonRa Partners's High Yield stocks
4. Stocks that AtonRa Partners keeps buying