Columbus Point LLP
- SEC CIK
- 0001767392
- Latest filing
- Oct 18, 2021
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 5, 2021. Long positions only.
- Positions
- 14
- No 13F data for Q4 2020
- Portfolio value
- $165.8M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FISVFiserv Inc | Stock | 195,318 | $23.3M | 14.0% | – | – | History |
| MSFTMicrosoft Corp | Stock | 95,060 | $22.4M | 13.5% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 32,843 | $15.0M | 9.0% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 52,320 | $12.7M | 7.7% | – | – | History |
| VRSNVerisign Inc | COM | 62,958 | $12.5M | 7.5% | – | – | History |
| ADBEAdobe Inc. | Stock | 23,551 | $11.2M | 6.8% | – | – | History |
| GDDYGoDaddy Inc. | CL A | 139,551 | $10.8M | 6.5% | – | – | History |
| ECLEcolab Inc. | Stock | 45,526 | $9.75M | 5.9% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 36,044 | $8.75M | 5.3% | – | – | History |
| SPOTSpotify Technology S.A. | Stock | 32,381 | $8.68M | 5.2% | – | – | History |
| ANSSAnsys Inc | COM | 25,535 | $8.67M | 5.2% | – | – | History |
| LYVLive Nation Entertainment, Inc. | COM | 96,868 | $8.20M | 4.9% | – | – | History |
| VVisa Inc. | Stock | 33,991 | $7.20M | 4.3% | – | – | History |
| ABEVAmbev S.A. | SPONSORED ADR | 2,435,702 | $6.67M | 4.0% | – | – | History |