- New Purchases: CCL,
- Added Positions: AAPL, ABNB, NFLX, LUV, VZ, ADBE, GOOG,
- Reduced Positions: CRL, NVDA, PYPL, GOOGL, AMGN, TGT, BA, AKAM, AMZN, COST, FB, WMT, DOCU, MSFT, LRCX, V, JNJ, A, SQ, IP, CRM,
- Sold Out: CHWY, KMB, DKNG,
For the details of Sitrin Capital Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sitrin+capital+management+llc/current-portfolio/portfolio
These are the top 5 holdings of Sitrin Capital Management LLC- Apple Inc (AAPL) - 67,888 shares, 4.19% of the total portfolio. Shares added by 42.91%
- Microsoft Corp (MSFT) - 33,453 shares, 4.08% of the total portfolio. Shares reduced by 1.92%
- PayPal Holdings Inc (PYPL) - 28,758 shares, 3.78% of the total portfolio. Shares reduced by 8.35%
- Target Corp (TGT) - 34,544 shares, 3.76% of the total portfolio. Shares reduced by 4.25%
- Visa Inc (V) - 33,526 shares, 3.53% of the total portfolio. Shares reduced by 2.02%
Sitrin Capital Management LLC initiated holding in Carnival Corp. The purchase prices were between $24.78 and $31.31, with an estimated average price of $27.98. The stock is now traded at around $23.190000. The impact to a portfolio due to this purchase was 2.94%. The holding were 247,140 shares as of 2021-06-30.
Added: Apple Inc (AAPL)Sitrin Capital Management LLC added to a holding in Apple Inc by 42.91%. The purchase prices were between $122.15 and $136.96, with an estimated average price of $129.28. The stock is now traded at around $145.400000. The impact to a portfolio due to this purchase was 1.26%. The holding were 67,888 shares as of 2021-06-30.
Added: Airbnb Inc (ABNB)Sitrin Capital Management LLC added to a holding in Airbnb Inc by 46.16%. The purchase prices were between $132.5 and $190.03, with an estimated average price of $157.59. The stock is now traded at around $139.250000. The impact to a portfolio due to this purchase was 0.94%. The holding were 43,003 shares as of 2021-06-30.
Added: Netflix Inc (NFLX)Sitrin Capital Management LLC added to a holding in Netflix Inc by 24.70%. The purchase prices were between $484.98 and $555.31, with an estimated average price of $511.62. The stock is now traded at around $513.630000. The impact to a portfolio due to this purchase was 0.6%. The holding were 12,752 shares as of 2021-06-30.
Added: Southwest Airlines Co (LUV)Sitrin Capital Management LLC added to a holding in Southwest Airlines Co by 25.11%. The purchase prices were between $52.92 and $64.1, with an estimated average price of $60. The stock is now traded at around $53.130000. The impact to a portfolio due to this purchase was 0.58%. The holding were 120,881 shares as of 2021-06-30.
Added: Alphabet Inc (GOOG)Sitrin Capital Management LLC added to a holding in Alphabet Inc by 51.67%. The purchase prices were between $2068.63 and $2545.64, with an estimated average price of $2375.56. The stock is now traded at around $2652.010000. The impact to a portfolio due to this purchase was 0.14%. The holding were 364 shares as of 2021-06-30.
Sold Out: Chewy Inc (CHWY)Sitrin Capital Management LLC sold out a holding in Chewy Inc. The sale prices were between $65.68 and $87.38, with an estimated average price of $77.46.
Sold Out: Kimberly-Clark Corp (KMB)Sitrin Capital Management LLC sold out a holding in Kimberly-Clark Corp. The sale prices were between $128.69 and $142.39, with an estimated average price of $133.51.
Sold Out: DraftKings Inc (DKNG)Sitrin Capital Management LLC sold out a holding in DraftKings Inc. The sale prices were between $40.99 and $63.8, with an estimated average price of $53.
Here is the complete portfolio of Sitrin Capital Management LLC. Also check out:
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