Numen Capital LLP Buys Celgene Corp, Intel Corp, International Game Technology PLC, Sells Orbotech, Microsoft Corp, Pivotal Software Inc

Investment company Numen Capital LLP buys Celgene Corp, Intel Corp, International Game Technology PLC, Activision Blizzard Inc, Take-Two Interactive Software Inc, KLA-Tencor Corp, Square Inc, Avaya Holdings Corp, Rite Aid Corp, ORBCOMM Inc, sells Orbotech, Microsoft Corp, Pivotal Software Inc, Proofpoint Inc, Nuance Communications Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Numen Capital LLP. As of 2019Q1, Numen Capital LLP owns 16 stocks with a total value of $66 million. These are the details of the buys and sells.

For the details of Numen Capital LLP's stock buys and sells, go to https://www.gurufocus.com/guru/numen+capital+llp/current-portfolio/portfolio

These are the top 5 holdings of Numen Capital LLP
  1. Celgene Corp (CELG) - 145,900 shares, 20.96% of the total portfolio. New Position
  2. Alphabet Inc (GOOGL) - 6,416 shares, 14.18% of the total portfolio.
  3. Intel Corp (INTC) - 169,172 shares, 13.83% of the total portfolio. Shares added by 256.15%
  4. International Game Technology PLC (IGT) - 467,000 shares, 9.24% of the total portfolio. New Position
  5. Activision Blizzard Inc (ATVI) - 105,607 shares, 7.32% of the total portfolio. New Position
New Purchase: Celgene Corp (CELG)

Numen Capital LLP initiated holding in Celgene Corp. The purchase prices were between $64.09 and $94.34, with an estimated average price of $87.12. The stock is now traded at around $95.54. The impact to a portfolio due to this purchase was 20.96%. The holding were 145,900 shares as of .

New Purchase: International Game Technology PLC (IGT)

Numen Capital LLP initiated holding in International Game Technology PLC. The purchase prices were between $12.78 and $17.74, with an estimated average price of $15.4. The stock is now traded at around $13.92. The impact to a portfolio due to this purchase was 9.24%. The holding were 467,000 shares as of .

New Purchase: Activision Blizzard Inc (ATVI)

Numen Capital LLP initiated holding in Activision Blizzard Inc. The purchase prices were between $40.11 and $51.35, with an estimated average price of $45.26. The stock is now traded at around $46.81. The impact to a portfolio due to this purchase was 7.32%. The holding were 105,607 shares as of .

New Purchase: Take-Two Interactive Software Inc (TTWO)

Numen Capital LLP initiated holding in Take-Two Interactive Software Inc. The purchase prices were between $84.63 and $110, with an estimated average price of $97.16. The stock is now traded at around $99.75. The impact to a portfolio due to this purchase was 6.75%. The holding were 46,980 shares as of .

New Purchase: KLA-Tencor Corp (KLAC)

Numen Capital LLP initiated holding in KLA-Tencor Corp. The purchase prices were between $85.81 and $123.8, with an estimated average price of $107.1. The stock is now traded at around $115.95. The impact to a portfolio due to this purchase was 3.5%. The holding were 19,250 shares as of .

New Purchase: Avaya Holdings Corp (AVYA)

Numen Capital LLP initiated holding in Avaya Holdings Corp. The purchase prices were between $13.21 and $17.75, with an estimated average price of $15.65. The stock is now traded at around $18.38. The impact to a portfolio due to this purchase was 1.7%. The holding were 66,213 shares as of .

Added: Intel Corp (INTC)

Numen Capital LLP added to a holding in Intel Corp by 256.15%. The purchase prices were between $44.49 and $54.64, with an estimated average price of $50.66. The stock is now traded at around $50.35. The impact to a portfolio due to this purchase was 9.95%. The holding were 169,172 shares as of .

Added: Square Inc (SQ)

Numen Capital LLP added to a holding in Square Inc by 100.93%. The purchase prices were between $52.42 and $81.24, with an estimated average price of $72.26. The stock is now traded at around $67.97. The impact to a portfolio due to this purchase was 2.49%. The holding were 43,400 shares as of .

Added: Rite Aid Corp (RAD)

Numen Capital LLP added to a holding in Rite Aid Corp by 150.00%. The purchase prices were between $12.7 and $19.38, with an estimated average price of $15.48. The stock is now traded at around $8.10. The impact to a portfolio due to this purchase was 0.58%. The holding were 50,000 shares as of .

Added: ORBCOMM Inc (ORBC)

Numen Capital LLP added to a holding in ORBCOMM Inc by 110.00%. The purchase prices were between $6.59 and $9.32, with an estimated average price of $8.02. The stock is now traded at around $7.55. The impact to a portfolio due to this purchase was 0.54%. The holding were 100,800 shares as of .

Sold Out: Orbotech Ltd (ORBK)

Numen Capital LLP sold out a holding in Orbotech Ltd. The sale prices were between $54.86 and $65.77, with an estimated average price of $59.73.

Sold Out: Microsoft Corp (MSFT)

Numen Capital LLP sold out a holding in Microsoft Corp. The sale prices were between $97.4 and $120.22, with an estimated average price of $108.95.

Sold Out: Pivotal Software Inc (PVTL)

Numen Capital LLP sold out a holding in Pivotal Software Inc. The sale prices were between $16.32 and $23.65, with an estimated average price of $19.48.

Sold Out: Proofpoint Inc (PFPT)

Numen Capital LLP sold out a holding in Proofpoint Inc. The sale prices were between $81.81 and $124.98, with an estimated average price of $109.22.

Sold Out: Nuance Communications Inc (NUAN)

Numen Capital LLP sold out a holding in Nuance Communications Inc. The sale prices were between $13.23 and $17, with an estimated average price of $15.97.



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