Columbus Point LLP
- SEC CIK
- 0001767392
- Latest filing
- Oct 18, 2021
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 10, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 17
- +3 vs. Q1 2021
- Portfolio value
- $224.4M
- +$58.6M (+35.3%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 106,402 | $28.8M | 12.8% | +11,342+11.9% | Added | History |
| FISVFiserv Inc | Stock | 218,621 | $23.4M | 10.4% | +23,303+11.9% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 37,675 | $19.0M | 8.5% | +4,832+14.7% | Added | History |
| ADBEAdobe Inc. | Stock | 31,089 | $18.2M | 8.1% | +7,538+32.0% | Added | History |
| VRSNVerisign Inc | COM | 70,470 | $16.0M | 7.2% | +7,512+11.9% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 53,458 | $15.6M | 6.9% | +17,414+48.3% | Added | History |
| BDXBecton Dickinson & Co | Stock | 58,562 | $14.2M | 6.3% | +6,242+11.9% | Added | History |
| NDAQNasdaq, Inc. | COM | 71,094 | $12.5M | 5.6% | +71,094 | New | History |
| SWKStanley Black & Decker, Inc. | COM | 57,121 | $11.7M | 5.2% | +57,121 | New | History |
| DHRDanaher Corp | Stock | 42,201 | $11.3M | 5.0% | +42,201 | New | History |
| SPOTSpotify Technology S.A. | Stock | 36,244 | $9.99M | 4.5% | +3,863+11.9% | Added | History |
| VVisa Inc. | Stock | 41,408 | $9.68M | 4.3% | +7,417+21.8% | Added | History |
| ABEVAmbev S.A. | SPONSORED ADR | 2,726,296 | $9.38M | 4.2% | +290,594+11.9% | Added | History |
| GDDYGoDaddy Inc. | CL A | 85,344 | $7.42M | 3.3% | −54,207−38.8% | Reduced | History |
| ECLEcolab Inc. | Stock | 30,791 | $6.34M | 2.8% | −14,735−32.4% | Reduced | History |
| LYVLive Nation Entertainment, Inc. | COM | 71,317 | $6.25M | 2.8% | −25,551−26.4% | Reduced | History |
| ANSSAnsys Inc | COM | 13,056 | $4.53M | 2.0% | −12,479−48.9% | Reduced | History |