- New Purchases: NOW, GOOGL, AYX,
- Added Positions: FB, MSFT, AME, PGR, CTAS, V, AMZN, MA, ADBE, SPLK, IRBT,
- Reduced Positions: ISRG, ANSS, NVDA, MDSO, HON, NICE, ROK, ALGN, BRKS, CGNX, PTC, XLNX, TER,
- Sold Out: ILMN, IPGP,
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- Amazon.com Inc (AMZN) - 5,925 shares, 10.86% of the total portfolio. Shares added by 2.12%
- Microsoft Corp (MSFT) - 51,426 shares, 7.55% of the total portfolio. Shares added by 16.87%
- Intuitive Surgical Inc (ISRG) - 10,665 shares, 6.08% of the total portfolio. Shares reduced by 22.4%
- Mastercard Inc (MA) - 19,510 shares, 5.59% of the total portfolio. Shares added by 2.43%
- Honeywell International Inc (HON) - 23,826 shares, 4.25% of the total portfolio. Shares reduced by 15.01%
Sturgeon Ventures LLP initiated holding in ServiceNow Inc. The purchase prices were between $250.26 and $302.31, with an estimated average price of $272.05. The stock is now traded at around $248.55. The impact to a portfolio due to this purchase was 2.54%. The holding were 9,461 shares as of .
New Purchase: Alphabet Inc (GOOGL)Sturgeon Ventures LLP initiated holding in Alphabet Inc. The purchase prices were between $1100 and $1245.94, with an estimated average price of $1183.58. The stock is now traded at around $1298.28. The impact to a portfolio due to this purchase was 2.22%. The holding were 1,719 shares as of .
New Purchase: Alteryx Inc (AYX)Sturgeon Ventures LLP initiated holding in Alteryx Inc. The purchase prices were between $106.18 and $147.19, with an estimated average price of $124.23. The stock is now traded at around $94.05. The impact to a portfolio due to this purchase was 1.51%. The holding were 13,300 shares as of .
Added: Facebook Inc (FB)Sturgeon Ventures LLP added to a holding in Facebook Inc by 69.65%. The purchase prices were between $177.1 and $204.87, with an estimated average price of $190.12. The stock is now traded at around $189.61. The impact to a portfolio due to this purchase was 1.51%. The holding were 19,516 shares as of .
Added: AMETEK Inc (AME)Sturgeon Ventures LLP added to a holding in AMETEK Inc by 33.65%. The purchase prices were between $82.96 and $92.11, with an estimated average price of $88.27. The stock is now traded at around $96.36. The impact to a portfolio due to this purchase was 0.87%. The holding were 35,586 shares as of .
Added: Progressive Corp (PGR)Sturgeon Ventures LLP added to a holding in Progressive Corp by 48.60%. The purchase prices were between $72.68 and $84.39, with an estimated average price of $78.69. The stock is now traded at around $73.73. The impact to a portfolio due to this purchase was 0.78%. The holding were 29,470 shares as of .
Sold Out: Illumina Inc (ILMN)Sturgeon Ventures LLP sold out a holding in Illumina Inc. The sale prices were between $266.84 and $378.23, with an estimated average price of $303.82.
Sold Out: IPG Photonics Corp (IPGP)Sturgeon Ventures LLP sold out a holding in IPG Photonics Corp. The sale prices were between $116.45 and $156.66, with an estimated average price of $132.62.
Here is the complete portfolio of Sturgeon Ventures LLP. Also check out:
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