Investec Asset Management LTD Buys Alibaba Group Holding, Mastercard Inc, Mondelez International Inc, Sells Baidu Inc, Fox Corp, DowDuPont Inc

London, X0, based Investment company Investec Asset Management LTD buys Alibaba Group Holding, Mastercard Inc, Mondelez International Inc, AutoZone Inc, Chipotle Mexican Grill Inc, Cognizant Technology Solutions Corp, Intercontinental Exchange Inc, Autohome Inc, 58.com Inc, Cigna Corp, Wheaton Precious Metals Corp, American Express Co, Entergy Corp, Air Products & Chemicals Inc, Exxon Mobil Corp, Ternium SA, AutoNation Inc, BanColombia SA, Franklin Resources Inc, Alamos Gold Inc, Dell Technologies Inc, The Walt Disney Co, Xtrackers Harvest CSI 300 China A-Shares, Broadridge Financial Solutions Inc, Electronic Arts Inc, Yamana Gold Inc, Scorpio Tankers Inc, Pan American Silver Corp, A.O. Smith Corp, Illinois Tool Works Inc, Alphabet Inc, Agilent Technologies Inc, Waste Management Inc, CF Industries Holdings Inc, Mohawk Industries Inc, Equitrans Midstream Corp, Viacom Inc, Thor Industries Inc, First Solar Inc, O'Reilly Automotive Inc, Sprott Physical Silver Trust, Baxter International Inc, The Kraft Heinz Co, GrafTech International, Gilead Sciences Inc, sells Baidu Inc, Fox Corp, DowDuPont Inc, Broadcom Inc, Pfizer Inc, Morgan Stanley, PepsiCo Inc, HP Inc, Vale SA, Snap-on Inc, ON Semiconductor Corp, Tim Participacoes SA, The Estee Lauder Inc, Perspecta Inc, Franco-Nevada Corp, Goldcorp Inc, WRKCo Inc, Ares Capital Corp, Iamgold Corp, Advance Auto Parts Inc, Kirkland Lake Gold, Signet Jewelers, iShares Inc MSCI Brazil, iShares Inc MSCI Thailand, NOW Inc, JPMorgan Chase, Zoetis Inc, KLA-Tencor Corp, Teck Resources, iShares Inc MSCI Taiwan, Wells Fargo, Nutrien, Prologis Inc, Kinross Gold Corp, Marathon Petroleum Corp, Eastman Chemical Co, RPC Inc, International Business Machines Corp, WESCO International Inc, Jack Henry & Associates Inc, McDonald's Corp, KB Financial Group Inc, Taylor Morrison Home Corp, SolarEdge Technologies Inc, Diamondback Energy Inc, Main Street Capital Corp, Keurig Dr Pepper Inc, Devon Energy Corp, Constellation Brands Inc, iShares Inc MSCI South Korea, iShares MSCI Malaysia Index Fund, iShares MSCI Indonesia, Global X MSCI Greece, Bunge, TPI Composites Inc, iShares Trust MSCI Poland, iShares MSCI Turkey ETF, Halliburton Co, POSCO, Encompass Health Corp, Occidental Petroleum Corp, Molson Coors Brewing Co, British American Tobacco PLC, Pilgrims Pride Corp, Concho Resources Inc, Heico Corp, Sabra Health Care REIT Inc, Garrett Motion Inc, Sibanye-Stillwater during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Investec Asset Management LTD. As of 2019Q1, Investec Asset Management LTD owns 270 stocks with a total value of $25.2 billion. These are the details of the buys and sells.

For the details of Investec Asset Management LTD's stock buys and sells, go to https://www.gurufocus.com/guru/investec+asset+management+ltd/current-portfolio/portfolio

These are the top 5 holdings of Investec Asset Management LTD
  1. Microsoft Corp (MSFT) - 11,387,215 shares, 5.34% of the total portfolio. Shares added by 6.19%
  2. Alibaba Group Holding Ltd (BABA) - 5,335,580 shares, 3.87% of the total portfolio. Shares added by 87.41%
  3. Booking Holdings Inc (BKNG) - 446,638 shares, 3.10% of the total portfolio. Shares added by 5.66%
  4. Alphabet Inc (GOOGL) - 633,417 shares, 2.96% of the total portfolio. Shares reduced by 2.05%
  5. Visa Inc (V) - 4,594,939 shares, 2.85% of the total portfolio. Shares added by 5.74%
New Purchase: Chipotle Mexican Grill Inc (CMG)

Investec Asset Management LTD initiated holding in Chipotle Mexican Grill Inc. The purchase prices were between $431.79 and $710.31, with an estimated average price of $577.1. The stock is now traded at around $702.46. The impact to a portfolio due to this purchase was 0.38%. The holding were 134,774 shares as of .

New Purchase: Cognizant Technology Solutions Corp (CTSH)

Investec Asset Management LTD initiated holding in Cognizant Technology Solutions Corp. The purchase prices were between $61.1 and $74.5, with an estimated average price of $69.91. The stock is now traded at around $72.85. The impact to a portfolio due to this purchase was 0.36%. The holding were 1,263,373 shares as of .

New Purchase: Intercontinental Exchange Inc (ICE)

Investec Asset Management LTD initiated holding in Intercontinental Exchange Inc. The purchase prices were between $72.15 and $77.52, with an estimated average price of $74.94. The stock is now traded at around $80.53. The impact to a portfolio due to this purchase was 0.32%. The holding were 1,050,699 shares as of .

New Purchase: Autohome Inc (ATHM)

Investec Asset Management LTD initiated holding in Autohome Inc. The purchase prices were between $67.49 and $105.12, with an estimated average price of $82.12. The stock is now traded at around $113.75. The impact to a portfolio due to this purchase was 0.31%. The holding were 747,430 shares as of .

New Purchase: Wheaton Precious Metals Corp (WPM)

Investec Asset Management LTD initiated holding in Wheaton Precious Metals Corp. The purchase prices were between $18.85 and $25.11, with an estimated average price of $21.21. The stock is now traded at around $21.62. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,611,717 shares as of .

New Purchase: Air Products & Chemicals Inc (APD)

Investec Asset Management LTD initiated holding in Air Products & Chemicals Inc. The purchase prices were between $154.62 and $190.96, with an estimated average price of $171.74. The stock is now traded at around $196.67. The impact to a portfolio due to this purchase was 0.12%. The holding were 158,943 shares as of .

Added: Alibaba Group Holding Ltd (BABA)

Investec Asset Management LTD added to a holding in Alibaba Group Holding Ltd by 87.41%. The purchase prices were between $130.6 and $187.25, with an estimated average price of $167.49. The stock is now traded at around $187.29. The impact to a portfolio due to this purchase was 1.8%. The holding were 5,335,580 shares as of .

Added: Mastercard Inc (MA)

Investec Asset Management LTD added to a holding in Mastercard Inc by 144.27%. The purchase prices were between $181.18 and $235.87, with an estimated average price of $214.63. The stock is now traded at around $243.49. The impact to a portfolio due to this purchase was 0.61%. The holding were 1,097,888 shares as of .

Added: Mondelez International Inc (MDLZ)

Investec Asset Management LTD added to a holding in Mondelez International Inc by 1483.21%. The purchase prices were between $39.74 and $49.92, with an estimated average price of $45.79. The stock is now traded at around $50.36. The impact to a portfolio due to this purchase was 0.57%. The holding were 3,057,952 shares as of .

Added: AutoZone Inc (AZO)

Investec Asset Management LTD added to a holding in AutoZone Inc by 110.62%. The purchase prices were between $811.37 and $1024.12, with an estimated average price of $896.18. The stock is now traded at around $1047.76. The impact to a portfolio due to this purchase was 0.54%. The holding were 252,291 shares as of .

Added: 58.com Inc (WUBA)

Investec Asset Management LTD added to a holding in 58.com Inc by 57.07%. The purchase prices were between $51.78 and $73.99, with an estimated average price of $62.9. The stock is now traded at around $72.70. The impact to a portfolio due to this purchase was 0.25%. The holding were 2,696,505 shares as of .

Added: Cigna Corp (CI)

Investec Asset Management LTD added to a holding in Cigna Corp by 58.05%. The purchase prices were between $159.69 and $199.81, with an estimated average price of $183.17. The stock is now traded at around $153.82. The impact to a portfolio due to this purchase was 0.18%. The holding were 783,863 shares as of .

Sold Out: Baidu Inc (BIDU)

Investec Asset Management LTD sold out a holding in Baidu Inc. The sale prices were between $154.71 and $176.23, with an estimated average price of $167.33.

Sold Out: Fox Corp (FOXA)

Investec Asset Management LTD sold out a holding in Fox Corp. The sale prices were between $34.63 and $49.69, with an estimated average price of $36.46.

Sold Out: Vale SA (VALE)

Investec Asset Management LTD sold out a holding in Vale SA. The sale prices were between $11.17 and $14.86, with an estimated average price of $12.96.

Sold Out: ON Semiconductor Corp (ON)

Investec Asset Management LTD sold out a holding in ON Semiconductor Corp. The sale prices were between $15.65 and $22.97, with an estimated average price of $20.57.

Sold Out: Franco-Nevada Corp (FNV)

Investec Asset Management LTD sold out a holding in Franco-Nevada Corp. The sale prices were between $68.51 and $78.07, with an estimated average price of $74.11.

Sold Out: Goldcorp Inc (GG)

Investec Asset Management LTD sold out a holding in Goldcorp Inc. The sale prices were between $9.52 and $11.52, with an estimated average price of $10.72.

Reduced: DowDuPont Inc (DWDP)

Investec Asset Management LTD reduced to a holding in DowDuPont Inc by 96.06%. The sale prices were between $34.76 and $39.85, with an estimated average price of $36.86. The stock is now traded at around $38.28. The impact to a portfolio due to this sale was -1.04%. Investec Asset Management LTD still held 184,080 shares as of .

Reduced: Broadcom Inc (AVGO)

Investec Asset Management LTD reduced to a holding in Broadcom Inc by 65.03%. The sale prices were between $230.96 and $300.71, with an estimated average price of $270.85. The stock is now traded at around $315.64. The impact to a portfolio due to this sale was -1.02%. Investec Asset Management LTD still held 499,222 shares as of .

Reduced: Pfizer Inc (PFE)

Investec Asset Management LTD reduced to a holding in Pfizer Inc by 92.76%. The sale prices were between $39.53 and $43.65, with an estimated average price of $42.24. The stock is now traded at around $39.42. The impact to a portfolio due to this sale was -0.86%. Investec Asset Management LTD still held 357,429 shares as of .

Reduced: Morgan Stanley (MS)

Investec Asset Management LTD reduced to a holding in Morgan Stanley by 75.42%. The sale prices were between $39.65 and $44.49, with an estimated average price of $42.07. The stock is now traded at around $47.35. The impact to a portfolio due to this sale was -0.59%. Investec Asset Management LTD still held 1,127,515 shares as of .

Reduced: PepsiCo Inc (PEP)

Investec Asset Management LTD reduced to a holding in PepsiCo Inc by 64.4%. The sale prices were between $107.32 and $122.55, with an estimated average price of $113.87. The stock is now traded at around $127.09. The impact to a portfolio due to this sale was -0.53%. Investec Asset Management LTD still held 614,881 shares as of .

Reduced: HP Inc (HPQ)

Investec Asset Management LTD reduced to a holding in HP Inc by 56.79%. The sale prices were between $18.74 and $23.91, with an estimated average price of $21.22. The stock is now traded at around $20.09. The impact to a portfolio due to this sale was -0.43%. Investec Asset Management LTD still held 3,701,417 shares as of .



Here is the complete portfolio of Investec Asset Management LTD. Also check out:

1. Investec Asset Management LTD's Undervalued Stocks
2. Investec Asset Management LTD's Top Growth Companies, and
3. Investec Asset Management LTD's High Yield stocks
4. Stocks that Investec Asset Management LTD keeps buying