AtonRa Partners Buys Marvell Technology Inc, SolarEdge Technologies Inc, Veeva Systems Inc, Sells Tencent Holdings, Guardant Health Inc, Vertex Pharmaceuticals Inc

Investment company AtonRa Partners (Current Portfolio) buys Marvell Technology Inc, SolarEdge Technologies Inc, Veeva Systems Inc, Quanterix Corp, SoFi Technologies Inc, sells Tencent Holdings, Guardant Health Inc, Vertex Pharmaceuticals Inc, Illumina Inc, Regenxbio Inc during the 3-months ended 2021Q2, according to the most recent filings of the investment company, AtonRa Partners. As of 2021Q2, AtonRa Partners owns 112 stocks with a total value of $273 million. These are the details of the buys and sells.

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
  1. PayPal Holdings Inc (PYPL) - 30,031 shares, 3.21% of the total portfolio. Shares added by 3.23%
  2. Square Inc (SQ) - 31,208 shares, 2.79% of the total portfolio. Shares added by 8.02%
  3. SolarEdge Technologies Inc (SEDG) - 23,694 shares, 2.40% of the total portfolio. Shares added by 107.75%
  4. ShockWave Medical Inc (SWAV) - 31,363 shares, 2.18% of the total portfolio. Shares reduced by 2.51%
  5. Sunrun Inc (RUN) - 94,181 shares, 1.93% of the total portfolio. Shares added by 101.75%
New Purchase: Marvell Technology Inc (MRVL)

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.



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