ana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: New SNPS CNC WP MA CRM positions
Highlights from 2018 Q4 filing as compared to 2018 Q3 filing:
- New positions in: SNPS (~0.46 mln shares), CNC (~0.4 mln), WP (~0.2 mln), WSC (~0.13 mln), CRM (~0.12 mln), MA (~0.08 mln), IVV (~0.07 mln)
- Increased positions in: EDU (to ~0.88 mln shares from ~0.08 mln shares), EDU (to ~0.88 mln from ~0.08 mln),TIF (to ~1.89 mln from ~1.13 mln; also has calls), CVNA (to ~0.55 mln from ~0.15 mln), MSFT (to ~0.69 mln from ~0.33 mln) ZAYO (to ~1.89 mln from ~1.67 mln), ADBE (to ~0.26 mln from ~0.21 mln) SPY (to ~0.29 mln from ~0.27 mln), ANTM (to ~0.29 mln from ~0.28 mln),
- Maintained positions in: ADSK (~0.36 mln shares
- Closed positions in: KDP (from ~3.25 mln shares), HAIN (from ~1.33 mln), A (from ~0.81 mln), EA (from ~0.66 mln), FTCH (from ~0.39 mln), DLTR (from ~0.38 mln), BABA (from ~0.35 mln), SVMK (from ~0.32 mln)
- Decreased positions in: FLMN (to ~1.35 mln shares from ~4.59 mln shares), FDC (to ~2.12 mln from ~2.84 mln), HDS (to ~5.4 mln from ~6.02 mln), TEVA (to ~2.45 mln from ~2.91 mln), BSX (to ~1.79 mln from ~1.97 mln), AAPL (to ~0.1 mln from ~0.28 mln), ZBH (to ~2.29 mln from ~2.44 mln