- New Purchases: MA, MSFT, MDSO, BA, HD, XLNX, OMCL, V, SPLK, AVGO, ADBE, CTAS, FB, ILMN, AMZN,
- Added Positions: ANSS,
- Reduced Positions: TER, NICE, NVDA, CGNX, IPGP, ISRG, HON, ROK, PTC, IRBT,
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- Mastercard Inc (MA) - 21,502 shares, 12.70% of the total portfolio. New Position
- Intuitive Surgical Inc (ISRG) - 13,314 shares, 8.02% of the total portfolio. Shares reduced by 14.91%
- NICE Ltd (NICE) - 50,733 shares, 6.56% of the total portfolio. Shares reduced by 21%
- Honeywell International Inc (HON) - 35,262 shares, 5.92% of the total portfolio. Shares reduced by 12.56%
- Rockwell Automation Inc (ROK) - 29,613 shares, 5.49% of the total portfolio. Shares reduced by 12.45%
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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