- New Purchases: SNOW, MKTW, MKTW,
- Added Positions: PAR, APPS, SE, NET, RVLP, V, SPLK, XMTR,
- Reduced Positions: BABA, AAPL, GOOGL, DADA, LIN, FTCH, AKTS, LMT, DZSI, RMBL, QMCO, EMAN, HSDT,
- Sold Out: BILI, VMEO, ATUS, MKTW, MKTW, YELL, BBIG,
For the details of Rovida Advisors Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/rovida+advisors+inc./current-portfolio/portfolio
These are the top 5 holdings of Rovida Advisors Inc.- Amazon.com Inc (AMZN) - 58,213 shares, 8.71% of the total portfolio.
- Alphabet Inc (GOOGL) - 52,350 shares, 6.81% of the total portfolio. Shares reduced by 8.08%
- Sea Ltd (SE) - 677,300 shares, 6.80% of the total portfolio. Shares added by 5.56%
- Microsoft Corp (MSFT) - 425,458 shares, 6.42% of the total portfolio.
- Apple Inc (AAPL) - 772,420 shares, 6.16% of the total portfolio. Shares reduced by 13.91%
Rovida Advisors Inc. initiated holding in Snowflake Inc. The purchase prices were between $294.68 and $401.89, with an estimated average price of $349.27. The stock is now traded at around $300.800000. The impact to a portfolio due to this purchase was 1.34%. The holding were 88,300 shares as of 2021-12-31.
New Purchase: Marketwise Inc (MKTW)Rovida Advisors Inc. initiated holding in Marketwise Inc. The purchase prices were between $5.87 and $8.01, with an estimated average price of $7.1. The stock is now traded at around $5.500000. The impact to a portfolio due to this purchase was 0.17%. The holding were 500,000 shares as of 2021-12-31.
New Purchase: Marketwise Inc (MKTW)Rovida Advisors Inc. initiated holding in Marketwise Inc. The purchase prices were between $5.87 and $8.01, with an estimated average price of $7.1. The stock is now traded at around $5.500000. The impact to a portfolio due to this purchase was 0.17%. The holding were 500,000 shares as of 2021-12-31.
Added: PAR Technology Corp (PAR)Rovida Advisors Inc. added to a holding in PAR Technology Corp by 31.58%. The purchase prices were between $49.38 and $68.81, with an estimated average price of $60.12. The stock is now traded at around $43.690000. The impact to a portfolio due to this purchase was 0.57%. The holding were 1,000,000 shares as of 2021-12-31.
Added: Digital Turbine Inc (APPS)Rovida Advisors Inc. added to a holding in Digital Turbine Inc by 101.86%. The purchase prices were between $48.85 and $91.4, with an estimated average price of $67.71. The stock is now traded at around $49.390000. The impact to a portfolio due to this purchase was 0.42%. The holding were 302,788 shares as of 2021-12-31.
Added: RVL Pharmaceuticals PLC (RVLP)Rovida Advisors Inc. added to a holding in RVL Pharmaceuticals PLC by 432.34%. The purchase prices were between $0.98 and $3.06, with an estimated average price of $1.59. The stock is now traded at around $1.428100. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,000,000 shares as of 2021-12-31.
Sold Out: Bilibili Inc (BILI)Rovida Advisors Inc. sold out a holding in Bilibili Inc. The sale prices were between $42.57 and $89.02, with an estimated average price of $66.62.
Sold Out: Vimeo Inc (VMEO)Rovida Advisors Inc. sold out a holding in Vimeo Inc. The sale prices were between $17.53 and $35.02, with an estimated average price of $24.11.
Sold Out: Altice USA Inc (ATUS)Rovida Advisors Inc. sold out a holding in Altice USA Inc. The sale prices were between $14.65 and $19.51, with an estimated average price of $16.88.
Sold Out: Marketwise Inc (MKTW)Rovida Advisors Inc. sold out a holding in Marketwise Inc. The sale prices were between $6.96 and $8.01, with an estimated average price of $7.4.
Sold Out: Marketwise Inc (MKTW)Rovida Advisors Inc. sold out a holding in Marketwise Inc. The sale prices were between $6.96 and $8.01, with an estimated average price of $7.4.
Sold Out: Yellow Corp (YELL)Rovida Advisors Inc. sold out a holding in Yellow Corp. The sale prices were between $5.95 and $14.64, with an estimated average price of $11.05.
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