32 is the total number of securities Anavon Capital LLP has owned. The longest Anavon Capital LLP has owned a single stock is 3 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| IBKR | Interactive Brokers Gr... | 1 | 1 | 5.36% | 10.10% | 13.74% | Q4 2016 | Q4 2019 | 3 |
| DISCA | DISCOVERY INC - A | 1 | 1 | 7.20% | 9.41% | 10.76% | Q4 2016 | Q4 2019 | 3 |
| EA | Electronic Arts Inc. E... | 1 | 1 | 5.08% | 8.31% | 14.29% | Q4 2016 | Q4 2019 | 3 |
| AGN | ALLERGAN PLC | 1 | 1 | 17.55% | 17.93% | 18.31% | Q4 2016 | Q3 2018 | 2 |
| SONY | SONY CORP-SPONSORED AD... | 1 | 1 | 10.58% | 11.82% | 13.05% | Q3 2018 | Q4 2019 | 2 |
| SPR | SPIRIT AEROSYSTEMS HL... | 1 | 1 | 3.59% | 7.57% | 11.54% | Q3 2018 | Q4 2019 | 2 |
| SFLY | SHUTTERFLY INC C... | 1 | 1 | 6.42% | 6.74% | 7.07% | Q4 2016 | Q3 2018 | 2 |
| CARS | CARS.COM INC CARS US | 1 | 1 | 3.91% | 5.73% | 7.56% | Q3 2018 | Q4 2019 | 2 |
| CTXS | CITRIX SYSTEMS INC CTX... | 1 | 1 | 11.85% | 11.85% | 11.85% | Q4 2019 | Q4 2019 | 1 |
| L100PS | ARCONIC INC | 1 | 1 | 7.68% | 7.68% | 7.68% | Q3 2018 | Q3 2018 | 1 |
| STZ | CONSTELLATION BRANDS I... | 1 | 1 | 7.67% | 7.67% | 7.67% | Q3 2018 | Q3 2018 | 1 |
| CAR | AVIS BUDGET GROUP | 1 | 1 | 7.38% | 7.38% | 7.38% | Q4 2016 | Q4 2016 | 1 |
| HGV | HILTON GRAND VACATIONS... | 1 | 1 | 7.28% | 7.28% | 7.28% | Q4 2019 | Q4 2019 | 1 |
| QRVO | QORVO INC | 1 | 1 | 6.99% | 6.99% | 6.99% | Q4 2016 | Q4 2016 | 1 |
| FOSL | FOSSIL GROUP INC | 1 | 1 | 6.87% | 6.87% | 6.87% | Q4 2016 | Q4 2016 | 1 |
| UNVR | UNIVAR INC UNVR US | 1 | 1 | 6.21% | 6.21% | 6.21% | Q4 2019 | Q4 2019 | 1 |
| TRMB | TRIMBLE INC TRMB US | 1 | 1 | 6.14% | 6.14% | 6.14% | Q4 2019 | Q4 2019 | 1 |
| CABO | CABLE ONE INC | 1 | 1 | 5.80% | 5.80% | 5.80% | Q4 2016 | Q4 2016 | 1 |
| CC | CHEMOURS CO/THE CC US | 1 | 1 | 5.73% | 5.73% | 5.73% | Q4 2019 | Q4 2019 | 1 |
| TRIP | TRIPADVISOR INC | 1 | 1 | 5.58% | 5.58% | 5.58% | Q4 2016 | Q4 2016 | 1 |
| BA | BOEING CO | 1 | 1 | 4.97% | 4.97% | 4.97% | Q4 2016 | Q4 2016 | 1 |
| SATS | ECHOSTAR CORP | 1 | 1 | 4.71% | 4.71% | 4.71% | Q4 2016 | Q4 2016 | 1 |
| FOXA | TWENTY FIRST CENTY FOX... | 1 | 1 | 4.56% | 4.56% | 4.56% | Q4 2016 | Q4 2016 | 1 |
| TGI | TRIUMPH GROUP INC TGI US | 1 | 1 | 4.36% | 4.36% | 4.36% | Q4 2019 | Q4 2019 | 1 |
| ENV | ENVESTNET INC | 1 | 1 | 3.81% | 3.81% | 3.81% | Q4 2016 | Q4 2016 | 1 |
| SCOR | COMSCORE INC | 1 | 1 | 2.94% | 2.94% | 2.94% | Q4 2016 | Q4 2016 | 1 |
| GDDY | GODADDY INC - CLASS A ... | 1 | 1 | 2.41% | 2.41% | 2.41% | Q4 2019 | Q4 2019 | 1 |
| ADS | ALLIANCE DATA SYSTEMS ... | 1 | 1 | 2.21% | 2.21% | 2.21% | Q4 2019 | Q4 2019 | 1 |
| PTC | PTC INC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2016 | Q4 2016 | 1 |
| SCHH | SCHWAB US REIT ETF SCH... | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2019 | Q4 2019 | 1 |
| COGNY | KROTON EDUCACIONAL SA ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
| PTC | PTC INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
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The securities at the top of the list , including Interactive Brokers Group, Inc. Class A IBKR US, DISCOVERY INC - A, and Electronic Arts Inc. EA US, are the highest-conviction holdings of Anavon Capital LLP.
The conviction is calculated by counting the number of quarters a security has been reported by Anavon Capital LLP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Anavon Capital LLP owns currently or has owned in the past.