OP

OMNI PARTNERS LLP

13F
OMNI PARTNERS LLP
Last update 2021-05-17 169 Stocks (110 new)
Value $1.86 Bil Turnover 53 %
Countries:
Top Holdings: RP(8.87%)ALXN(8.27%)WORK(7.18%)XLNX(6.56%)GWPH(4.71%)
Portfolio Report
Summary Stock Picks Current Portfolio
OMNI PARTNERS LLP Top Holdings of 2021-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
RP 		RealPage Inc
1,887,703
164608.000
+187.80%
8.870
+5.79%
1.850
+1.98%
+1.70%
9057.560
Software
ALXN 		Alexion Pharmaceuticals Inc
1,003,383
153427.000
+500.29%
8.270
+6.89%
0.450
+8.35%
+16.81%
40336.009
Biotechnology
WORK 		Slack Technologies Inc
3,280,078
133270.000
+51.22%
7.180
+2.43%
0.560
+6.75%
+7.01%
26519.519
Software
XLNX 		Xilinx Inc
981,992
121669.000
-9.76%
6.560
-0.96%
0.400
-9.66%
-7.90%
48414.621
Semiconductors
WTW 		Willis Towers Watson PLC
383,868
87860.000
-15.80%
4.740
-0.96%
0.330
+16.00%
+32.81%
31959.185
Insurance
GWPH 		GW Pharmaceuticals PLC
403,061
87424.000
New Holding
4.710
+4.71%
1.280
+2.36%
+89.72%
6813.647
Drug Manufacturers
VAR 		Varian Medical Systems Inc
465,792
82226.000
-19.08%
4.430
-1.22%
0.510
+1.03%
+1.18%
16261.899
Medical Devices & Instruments
KSU 		Kansas City Southern
306,846
80983.000
+2,376.56%
4.360
+4.18%
0.340
+4.85%
+44.62%
26710.947
Transportation
IPHI 		Inphi Corp
414,071
73874.000
+156.29%
3.980
+2.43%
0.770
-3.76%
+7.35%
9246.199
Semiconductors
NAV 		Navistar International Corp
1,622,988
71460.000
-23.20%
3.850
-1.37%
1.630
+1.07%
+1.23%
4438.643
Farm & Heavy Construction Machinery

OMNI PARTNERS LLP's Historical Top Holdings Breakdowns

OMNI PARTNERS LLP Total Holding History ($B)

To

OMNI PARTNERS LLP's Asset Allocation

To

OMNI PARTNERS LLP Past Portfolios

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

Top Ranked Articles

  • 1

OMNI PARTNERS LLP's Hypothetical Growth since 2021-03-31

OMNI PARTNERS LLP's Yearly Returns

Year Portfolio % % Excess Gain %

OMNI PARTNERS LLP's Holdings Heat Map

Size field:

OMNI PARTNERS LLP's Holdings Bubble Chart

OMNI PARTNERS LLP News

  • 1

Discussions on OMNI PARTNERS LLP

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.