Sturgeon Ventures LLP Buys Mastercard Inc, Microsoft Corp, Medidata Solutions Inc, Sells Teradyne Inc, NICE, NVIDIA Corp

Investment company Sturgeon Ventures LLP buys Mastercard Inc, Microsoft Corp, Medidata Solutions Inc, Boeing Co, The Home Depot Inc, Xilinx Inc, Omnicell Inc, Visa Inc, Splunk Inc, Broadcom Inc, Adobe Inc, Cintas Corp, Facebook Inc, Illumina Inc, Amazon.com Inc, sells Teradyne Inc, NICE, NVIDIA Corp, Cognex Corp, IPG Photonics Corp during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Sturgeon Ventures LLP. As of 2019Q1, Sturgeon Ventures LLP owns 26 stocks with a total value of $95 million. These are the details of the buys and sells.

For the details of Sturgeon Ventures LLP's stock buys and sells, go to https://www.gurufocus.com/guru/sturgeon+ventures+llp/current-portfolio/portfolio

These are the top 5 holdings of Sturgeon Ventures LLP
  1. Mastercard Inc (MA) - 21,502 shares, 12.70% of the total portfolio. New Position
  2. Intuitive Surgical Inc (ISRG) - 13,314 shares, 8.02% of the total portfolio. Shares reduced by 14.91%
  3. NICE Ltd (NICE) - 50,733 shares, 6.56% of the total portfolio. Shares reduced by 21%
  4. Honeywell International Inc (HON) - 35,262 shares, 5.92% of the total portfolio. Shares reduced by 12.56%
  5. Rockwell Automation Inc (ROK) - 29,613 shares, 5.49% of the total portfolio. Shares reduced by 12.45%
New Purchase: Mastercard Inc (MA)

Sturgeon Ventures LLP initiated holding in Mastercard Inc. 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 $244.00. The impact to a portfolio due to this purchase was 12.7%. The holding were 21,502 shares as of .

New Purchase: Microsoft Corp (MSFT)

Sturgeon Ventures LLP initiated holding in Microsoft Corp. The purchase prices were between $97.4 and $120.22, with an estimated average price of $108.95. The stock is now traded at around $125.25. The impact to a portfolio due to this purchase was 4.12%. The holding were 33,064 shares as of .

New Purchase: Medidata Solutions Inc (MDSO)

Sturgeon Ventures LLP initiated holding in Medidata Solutions Inc. The purchase prices were between $62.99 and $80.02, with an estimated average price of $72.1. The stock is now traded at around $92.96. The impact to a portfolio due to this purchase was 4.05%. The holding were 52,431 shares as of .

New Purchase: Boeing Co (BA)

Sturgeon Ventures LLP initiated holding in Boeing Co. The purchase prices were between $310.9 and $440.62, with an estimated average price of $384.16. The stock is now traded at around $350.09. The impact to a portfolio due to this purchase was 3.56%. The holding were 8,833 shares as of .

New Purchase: The Home Depot Inc (HD)

Sturgeon Ventures LLP initiated holding in The Home Depot Inc. The purchase prices were between $168.61 and $192.39, with an estimated average price of $183.33. The stock is now traded at around $191.74. The impact to a portfolio due to this purchase was 3.01%. The holding were 14,865 shares as of .

New Purchase: Xilinx Inc (XLNX)

Sturgeon Ventures LLP initiated holding in Xilinx Inc. The purchase prices were between $83.58 and $130.05, with an estimated average price of $111.73. The stock is now traded at around $117.71. The impact to a portfolio due to this purchase was 2.98%. The holding were 22,273 shares as of .



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