Crake Asset Management LLP Buys The Walt Disney Co, Marriott International Inc, Meta Platforms Inc, Sells Amazon.com Inc, Micron Technology Inc, Vipshop Holdings

• New Purchases: WMT, AMD,
• Added Positions: DIS, MAR, FB, ON, DAL, LUV, CI, MS, GS, WFC, ANTM, VTRS,
• Reduced Positions: AMZN, VIPS, AAPL, MSFT, FCX, BABA, C, GOOG,
• Sold Out: MU, VALE,

For the details of Crake Asset Management LLP's stock buys and sells, go to https://www.gurufocus.com/guru/crake+asset+management+llp/current-portfolio/portfolio

1. The Walt Disney Co (DIS) - 1,525,172 shares, 14.07% of the total portfolio. Shares added by 1733.14%
2. Meta Platforms Inc (FB) - 699,352 shares, 12.94% of the total portfolio. Shares added by 44.18%
3. Marriott International Inc (MAR) - 1,386,328 shares, 11.20% of the total portfolio. Shares added by 65.23%
4. Cigna Corp (CI) - 875,025 shares, 9.55% of the total portfolio. Shares added by 24.53%
5. ON Semiconductor Corp (ON) - 2,412,253 shares, 6.02% of the total portfolio. Shares added by 72.56%

Crake Asset Management LLP initiated holding in Walmart Inc. The purchase prices were between $139.32 and $151.45, with an estimated average price of $144.54. The stock is now traded at around $138.720000. The impact to a portfolio due to this purchase was 2.11%. The holding were 278,000 shares as of 2021-09-30.

Crake Asset Management LLP initiated holding in Advanced Micro Devices Inc. The purchase prices were between $85.89 and $118.77, with an estimated average price of $102.22. The stock is now traded at around $145.090000. The impact to a portfolio due to this purchase was 0.67%. The holding were 120,000 shares as of 2021-09-30.

Crake Asset Management LLP added to a holding in The Walt Disney Co by 1733.14%. The purchase prices were between $169.17 and $185.91, with an estimated average price of $178.27. The stock is now traded at around $150.550000. The impact to a portfolio due to this purchase was 13.3%. The holding were 1,525,172 shares as of 2021-09-30.

Crake Asset Management LLP added to a holding in Marriott International Inc by 65.23%. The purchase prices were between $130 and $154.32, with an estimated average price of $139.53. The stock is now traded at around $158.840000. The impact to a portfolio due to this purchase was 4.42%. The holding were 1,386,328 shares as of 2021-09-30.

Crake Asset Management LLP added to a holding in Meta Platforms Inc by 44.18%. The purchase prices were between $336.95 and $382.18, with an estimated average price of $360.33. The stock is now traded at around $323.685000. The impact to a portfolio due to this purchase was 3.97%. The holding were 699,352 shares as of 2021-09-30.

Crake Asset Management LLP added to a holding in ON Semiconductor Corp by 72.56%. The purchase prices were between $34.79 and $49.48, with an estimated average price of $42.72. The stock is now traded at around $66.420000. The impact to a portfolio due to this purchase was 2.53%. The holding were 2,412,253 shares as of 2021-09-30.

Crake Asset Management LLP added to a holding in Delta Air Lines Inc by 180.51%. The purchase prices were between $37.93 and $44.23, with an estimated average price of $40.87. The stock is now traded at around $38.420000. The impact to a portfolio due to this purchase was 2.34%. The holding were 1,568,167 shares as of 2021-09-30.

Crake Asset Management LLP added to a holding in Southwest Airlines Co by 284.62%. The purchase prices were between $47.36 and $53.86, with an estimated average price of $50.53. The stock is now traded at around $45.570000. The impact to a portfolio due to this purchase was 2.25%. The holding were 1,084,046 shares as of 2021-09-30.

Crake Asset Management LLP sold out a holding in Micron Technology Inc. The sale prices were between $70.23 and $82, with an estimated average price of $75.15.

Crake Asset Management LLP sold out a holding in Vale SA. The sale prices were between $13.8 and $22.94, with an estimated average price of $19.65.

Crake Asset Management LLP reduced to a holding in Amazon.com Inc by 93.21%. The sale prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22. The stock is now traded at around $3535.600000. The impact to a portfolio due to this sale was -11.41%. Crake Asset Management LLP still held 4,650 shares as of 2021-09-30.

Crake Asset Management LLP reduced to a holding in Vipshop Holdings Ltd by 82.83%. The sale prices were between $10.99 and $19.67, with an estimated average price of $15.77. The stock is now traded at around $9.980000. The impact to a portfolio due to this sale was -4.52%. Crake Asset Management LLP still held 898,026 shares as of 2021-09-30.

Crake Asset Management LLP reduced to a holding in Apple Inc by 59.8%. The sale prices were between $137.27 and $156.69, with an estimated average price of $147.22. The stock is now traded at around $171.105000. The impact to a portfolio due to this sale was -3.41%. Crake Asset Management LLP still held 322,060 shares as of 2021-09-30.

Crake Asset Management LLP reduced to a holding in Microsoft Corp by 49.67%. The sale prices were between $271.6 and $305.22, with an estimated average price of $290.9. The stock is now traded at around $335.490000. The impact to a portfolio due to this sale was -2.83%. Crake Asset Management LLP still held 203,700 shares as of 2021-09-30.

Crake Asset Management LLP reduced to a holding in Freeport-McMoRan Inc by 50.93%. The sale prices were between $30.48 and $38.73, with an estimated average price of $35.25. The stock is now traded at around $39.115000. The impact to a portfolio due to this sale was -2.2%. Crake Asset Management LLP still held 1,100,076 shares as of 2021-09-30.

Crake Asset Management LLP reduced to a holding in Alibaba Group Holding Ltd by 40.04%. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3. The stock is now traded at around $125.890000. The impact to a portfolio due to this sale was -1.05%. Crake Asset Management LLP still held 133,491 shares as of 2021-09-30.