Columbus Circle Investors

Latest statistics and disclosures from Columbus Circle Investors's latest quarterly 13F-HR filing:

Companies in the Columbus Circle Investors portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Dex (DXCM) 2.72 496369 -13% 149.24
Keysight Technologies 2.38 667711 +9% 97.25
Servicenow 2.04 219039 -29% 253.85
CoStar (CSGP) 1.77 81309 -2% 593.19
Microsoft Corporation (MSFT) 1.74 341176 -45% 139.03
Ringcentral 1.74 378075 -35% 125.66
Tandem Diabetes Care Inc 1.66 766152 -4% 58.98
Lululemon Athletica Inc 1.59 224351 -14% 192.53
Clean Harbors (CLH) 1.56 549467 +4% 77.20
EXACT Sciences Corporation (EXAS) 1.51 454170 +24% 90.37
Wright Express 1.44 194562 +5% 202.07
Twitter 1.43 942389 -37% 41.20
MasterCard Incorporated (MA) 1.41 141246 -40% 271.57
Amazon (AMZN) 1.39 21837 -47% 1735.91
Apple (AAPL) 1.38 167420 -39% 223.97
Insulet Corporation (PODD) 1.37 226264 +36% 164.93
Inspire Med Sys Inc 1.37 611430 -3% 61.02
Zendesk 1.32 492914 -44% 72.88
Rapid7 1.30 780467 -5% 45.39
Visa (V) 1.27 200853 -43% 172.01
Crown Holdings (CCK) 1.24 510251 +207% 66.06
Ambarella Inc shs 1.22 527032 +99% 62.83
Procter & Gamble Company (PG) 1.20 262813 -43% 124.38
Cree (CREE) 1.20 668747 -3% 49.00
Vulcan Materials Company (VMC) 1.17 210344 -29% 151.24
Transunion 1.17 394086 NEW 81.11
AAR (AIR) 1.14 752104 NEW 41.21
Facebook Inc cl a 1.14 174579 -41% 178.08
Abbott Laboratories (ABT) 1.12 365918 -43% 83.67
Masco Corporation (MAS) 1.12 731754 NEW 41.68
Alphabet Inc Class A cs 1.08 24078 -42% 1221.16
NIKE (NKE) 1.06 308566 -30% 93.92
Chipotle Mexican Grill (CMG) 1.06 34376 -42% 840.47
Estee Lauder Companies (EL) 1.01 137755 -43% 198.95
Euronet Worldwide (EEFT) 1.01 188676 -33% 146.30
Q2 Holdings 1.01 350014 -2% 78.87
Viavi Solutions Inc equities 1.01 1.97M +92% 14.00
Thermo Fisher Scientific (TMO) 1.00 93496 -56% 291.27
Analog Devices (ADI) 0.99 241951 -31% 111.73
Tyler Technologies (TYL) 0.98 101216 NEW 262.50
Fidelity National Information Services (FIS) 0.97 199473 NEW 132.76
Edwards Lifesciences (EW) 0.92 113690 +91% 219.91
Walt Disney Company (DIS) 0.90 189044 -41% 130.32
CONMED Corporation (CNMD) 0.90 256018 NEW 96.15
Honeywell International (HON) 0.89 142895 -38% 169.20
Church & Dwight (CHD) 0.89 320963 -9% 75.24
Iqvia Holdings Inc 0.88 160261 -15% 149.38
Merck & Co (MRK) 0.86 276982 -4% 84.18
L3harris Technologies Inc Com stock 0.86 111948 NEW 208.64
Twilio Inc cl a 0.84 206969 -16% 109.96
Five Below 0.81 174448 +8% 126.10
Owens Corning (OC) 0.79 342339 NEW 63.20
Motorola Solutions (MSI) 0.79 126533 -4% 170.37
SVB Financial (SIVB) 0.77 100798 +26% 208.95
Activision Blizzard (ATVI) 0.77 395912 NEW 52.92
Five9 0.74 373436 +12% 53.74
Sea Ltd Adr Isin Us81141r1005 adr 0.73 645141 -14% 30.95
Anaplan Inc 0.71 409211 +98% 47.00
Kansas City Southern (KSU) 0.70 143621 +200% 133.01
Horizon Therapeutics Plc 0.69 690548 +4% 27.23
Diamondback Energy 0.67 202600 -33% 89.91
Starbucks Corporation (SBUX) 0.66 202306 -55% 88.42
Hamilton Lane Inc Common 0.65 309878 NEW 56.96
Live Nation Entertainment (LYV) 0.64 261766 -51% 66.34
Kratos Defense & Security Solutions (KTOS) 0.63 927411 +227% 18.59
Fiserv (FISV) 0.62 164085 -4% 103.59
Stryker Corporation (SYK) 0.61 76377 NEW 216.30
Sunpower 0.60 1.48M NEW 10.97
Performance Food 0.59 350258 NEW 46.01
Micron Technology (MU) 0.58 371480 -17% 42.85
Cisco Systems (CSCO) 0.55 300889 -50% 49.41
Tetra Tech (TTEK) 0.55 172265 -6% 86.76
D.R. Horton (DHI) 0.55 285742 NEW 52.71
Tempur-Pedic International (TPX) 0.55 195548 +23% 77.20
Akamai Technologies (AKAM) 0.54 160714 NEW 91.38
Lam Research Corporation (LRCX) 0.54 63315 NEW 231.11
Synchrony Financial 0.54 430548 -4% 34.09
Dollar General (DG) 0.51 87556 +31% 158.94
Sage Therapeutics 0.50 96129 -4% 140.29
Progressive Corporation (PGR) 0.48 169863 -27% 77.25
Ciena Corporation (CIEN) 0.48 336018 +13% 39.23
Paypal Holdings 0.48 127281 -66% 103.59
MercadoLibre (MELI) 0.47 23000 -4% 551.22
Natera 0.46 382155 NEW 32.80
Global Payments (GPN) 0.44 75578 +6% 159.00
Haemonetics Corporation (HAE) 0.43 93224 +23% 126.14
Synopsys (SNPS) 0.43 85023 +38% 137.25
Marvell Technology Group Ltd 0.43 472303 -4% 24.97
Martin Marietta Materials (MLM) 0.42 41376 +16% 274.10
IAC/InterActive (IACI) 0.41 51435 -71% 217.96
Wendy's/arby's Group 0.40 544168 -16% 19.98
Lattice Semiconductor (LSCC) 0.39 573727 +595% 18.29
Hasbro (HAS) 0.38 87167 NEW 118.69
TransDigm Group Incorporated (TDG) 0.38 20078 -4% 520.67
Okta Inc cl a 0.36 99549 -5% 98.46
Papa John's Int'l (PZZA) 0.35 182767 NEW 52.35
NIC (EGOV) 0.35 464757 NEW 20.65
Bio-Rad Laboratories (BIO) 0.34 27530 NEW 332.73
Restaurant Brands Intl Inc Com equity / large cap 0.34 131056 -4% 71.14
Advanced Micro Devices (AMD) 0.33 306660 -61% 28.99
Alibaba Group Holding Ltd Spon 0.33 54255 NEW 167.23
Ihs Markit Ltd Shs stock 0.33 132817 NEW 66.88
Teleflex Incorporated (TFX) 0.32 25662 NEW 339.76
Teradyne (TER) 0.32 152172 +31% 57.91
Zynga 0.32 1.51M -39% 5.82
CarMax (KMX) 0.31 95994 +43% 88.00
Microchip Technology (MCHP) 0.31 90456 -4% 92.91
Mercury Computer Systems (MRCY) 0.31 105118 +416% 81.17
Inphi Corporation (IPHI) 0.30 133405 NEW 61.05
Freshpet 0.30 166015 -5% 49.77
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.29 31389 -86% 250.66
Napco Security Systems (NSSC) 0.29 309839 NEW 25.52
Boot Barn Hldgs 0.29 230023 34.90
Expedia 0.28 57107 NEW 134.41
Burlington Stores 0.28 38458 NEW 199.83
Everbridge, Inc. Cmn 0.28 122717 +44% 61.71
Roku Inc 0.28 73815 +29% 101.75
Dollar Tree (DLTR) 0.27 65141 NEW 114.15
Amedisys (AMED) 0.27 56133 -30% 131.01
LHC (LHCG) 0.27 63705 +352% 113.55
Altice Usa Inc cl a 0.27 261004 NEW 28.68
FTI Consulting (FCN) 0.26 67836 NEW 105.99
Manhattan Associates (MANH) 0.26 86336 +5% 80.67
Penumbra 0.26 51762 NEW 134.48
Boston Beer Company (SAM) 0.25 18910 +280% 364.09
Signature Bank (SBNY) 0.23 53173 -2% 119.21
Floor & Decor Hldgs Inc cl a 0.23 121686 NEW 51.15
PROS Holdings (PRO) 0.22 101325 59.60
Netflix (NFLX) 0.21 21003 -81% 267.63
Chegg 0.21 191357 -70% 29.95
Cryoport Inc Com Par $0 001 0.21 353190 NEW 16.35
Black Knight Inc 0.21 95008 -47% 61.06
Mirati Therapeutics 0.16 56383 +730% 77.91
Huron Consulting (HURN) 0.06 27101 NEW 61.33
Wingstop 0.06 17875 -21% 87.27
Fate Therapeutics 0.05 84105 -27% 15.53
Solaredge Technologies 0.05 17151 -27% 83.73
Trade Desk 0.05 7629 -26% 187.57
Addus Homecare Corp 0.04 12206 NEW 79.31
Funko Inc 0.04 58199 NEW 20.57
Avalara Inc 0.04 16076 -26% 67.31
1-800-FLOWERS (FLWS) 0.03 54590 -19% 14.80
Planet Fitness Inc-cl A 0.03 15275 -56% 57.87
Biohaven Pharmaceutical Holding 0.03 20358 NEW 41.70
Cardlytics Inc 0.03 24500 NEW 33.51
Crocs (CROX) 0.02 17325 NEW 27.76
eHealth (EHTH) 0.02 8795 NEW 66.74
Rosetta Stone (RST) 0.02 27765 -68% 17.40
Nanostring Technologies 0.02 22426 -64% 21.58
Novocure Ltd ord shs 0.02 6258 NEW 74.78
Reata Pharmaceuticals Inc Cl A stock 0.02 6766 -26% 80.25
Tactile Systems Technology, In 0.02 10409 -51% 42.37
Tabula Rasa Healthcare 0.02 8548 NEW 54.98
Sonos Inc 0.02 34601 NEW 13.41
Yeti Hldgs Inc 0.02 21687 -61% 27.99
Grocery Outlet Hldg Corp 0.02 16755 +32% 34.68

Past 13F-HR SEC Filings by Columbus Circle Investors

View All Filings