AC

Anavon Capital LLP

13F
Anavon Capital LLP
Last update 2020-02-10 15 Stocks (9 new)
Value $104.00 Mil Turnover 57 %
Countries:
Top Holdings: EA(14.29%)CTXS(11.85%)IBKR(11.20%)HGV(7.28%)UNVR(6.21%)
Summary Stock Picks Current Portfolio
Anavon Capital LLP Top Holdings of 2019-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EA
Electronic Arts Inc
138,830
14,926.0
+199.20%
14.290
+9.51%
0.050
+4.16%
+1.91%
37,361.6
Interactive Media
SONY
Sony Group Corp
1,002,250
13,631.0
+4.49%
13.050
+0.56%
0.020
+6.50%
+15.78%
146,643.8
Hardware
CTXS
Citrix Systems Inc
111,600
12,376.0
New Holding
11.850
+11.85%
0.090
+6.93%
+9.84%
13,183.4
Software
IBKR
Interactive Brokers Group Inc
1,003,600
11,697.0
-8.13%
11.200
-1.12%
0.260
+37.01%
+33.04%
25,540.0
Capital Markets
HGV
Hilton Grand Vacations Inc
220,950
7,598.0
New Holding
7.280
+7.28%
0.180
+42.95%
+24.60%
4,448.6
Travel & Leisure
WBD
Warner Bros.Discovery Inc
229,500
7,514.0
-37.94%
7.200
-4.08%
0.010
+47.18%
+10.97%
29,020.9
Media - Diversified
UNVR
Univar Solutions Inc
267,700
6,489.0
New Holding
6.210
+6.21%
0.160
+1.80%
+13.65%
5,700.9
Chemicals
TRMB
Trimble Inc
153,800
6,412.0
New Holding
6.140
+6.14%
0.060
+37.39%
+13.20%
19,084.6
Hardware
CC
The Chemours Co
330,500
5,979.0
New Holding
5.730
+5.73%
0.210
+23.50%
-16.19%
2,068.5
Chemicals
TGI
Triumph Group Inc
180,200
4,554.0
New Holding
4.360
+4.36%
0.280
+4.86%
+38.80%
2,012.8
Aerospace & Defense

Anavon Capital LLP's Historical Top Holdings Breakdowns

Anavon Capital LLP Total Holding History ($B)

To

Anavon Capital LLP's Asset Allocation

To

Anavon Capital LLP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Anavon Capital LLP's Hypothetical Growth since 2019-12-31

Anavon Capital LLP's Yearly Returns

Year Portfolio % % Excess Gain %

Anavon Capital LLP's Holdings Heat Map

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Anavon Capital LLP's Holdings Bubble Chart

Anavon Capital LLP News

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