- New Purchases: SQ, BRK.B, RBLX, FRSH, FRSH,
- Added Positions: MSFT, TWLO, FB, MELI,
- Sold Out: RNG, ZM, COUP,
For the details of Alpha Family Trust's stock buys and sells, go to https://www.gurufocus.com/guru/alpha+family+trust/current-portfolio/portfolio
These are the top 5 holdings of Alpha Family Trust- Block Inc (SQ) - 32,200 shares, 14.58% of the total portfolio. New Position
- Amazon.com Inc (AMZN) - 12,585 shares, 11.77% of the total portfolio.
- Meta Platforms Inc (FB) - 118,700 shares, 11.20% of the total portfolio. Shares added by 11.67%
- Microsoft Corp (MSFT) - 94,041 shares, 8.87% of the total portfolio. Shares added by 73.52%
- Similarweb Ltd (SMWB) - 1,681,777 shares, 8.45% of the total portfolio.
Alpha Family Trust initiated holding in Block Inc. The purchase prices were between $158.3 and $265.08, with an estimated average price of $215.58. The stock is now traded at around $97.720000. The impact to a portfolio due to this purchase was 14.58%. The holding were 32,200 shares as of 2021-12-31.
New Purchase: Berkshire Hathaway Inc (BRK.B)Alpha Family Trust initiated holding in Berkshire Hathaway Inc. The purchase prices were between $273.64 and $300.17, with an estimated average price of $286.71. The stock is now traded at around $314.800000. The impact to a portfolio due to this purchase was 1.16%. The holding were 13,800 shares as of 2021-12-31.
New Purchase: Roblox Corp (RBLX)Alpha Family Trust initiated holding in Roblox Corp. The purchase prices were between $70.22 and $134.72, with an estimated average price of $97.97. The stock is now traded at around $49.720000. The impact to a portfolio due to this purchase was 0.57%. The holding were 19,800 shares as of 2021-12-31.
New Purchase: Freshworks Inc (FRSH)Alpha Family Trust initiated holding in Freshworks Inc. The purchase prices were between $24.16 and $50.25, with an estimated average price of $36.05. The stock is now traded at around $18.970000. The impact to a portfolio due to this purchase was 0.52%. The holding were 70,000 shares as of 2021-12-31.
New Purchase: Freshworks Inc (FRSH)Alpha Family Trust initiated holding in Freshworks Inc. The purchase prices were between $24.16 and $50.25, with an estimated average price of $36.05. The stock is now traded at around $18.970000. The impact to a portfolio due to this purchase was 0.52%. The holding were 70,000 shares as of 2021-12-31.
Added: Microsoft Corp (MSFT)Alpha Family Trust added to a holding in Microsoft Corp by 73.52%. The purchase prices were between $283.11 and $343.11, with an estimated average price of $325.12. The stock is now traded at around $287.930000. The impact to a portfolio due to this purchase was 3.76%. The holding were 94,041 shares as of 2021-12-31.
Added: Twilio Inc (TWLO)Alpha Family Trust added to a holding in Twilio Inc by 82.09%. The purchase prices were between $248.17 and $369.23, with an estimated average price of $297.96. The stock is now traded at around $158.330000. The impact to a portfolio due to this purchase was 3.42%. The holding were 102,825 shares as of 2021-12-31.
Added: MercadoLibre Inc (MELI)Alpha Family Trust added to a holding in MercadoLibre Inc by 35.06%. The purchase prices were between $1052.95 and $1709.98, with an estimated average price of $1396.48. The stock is now traded at around $937.260000. The impact to a portfolio due to this purchase was 0.91%. The holding were 9,246 shares as of 2021-12-31.
Sold Out: RingCentral Inc (RNG)Alpha Family Trust sold out a holding in RingCentral Inc. The sale prices were between $177.8 and $281.64, with an estimated average price of $221.46.
Sold Out: Zoom Video Communications Inc (ZM)Alpha Family Trust sold out a holding in Zoom Video Communications Inc. The sale prices were between $181.81 and $285.66, with an estimated average price of $233.56.
Sold Out: Coupa Software Inc (COUP)Alpha Family Trust sold out a holding in Coupa Software Inc. The sale prices were between $151.8 and $256.5, with an estimated average price of $204.91.
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