Columbus Circle Investors

Columbus Circle Investors as of Sept. 30, 2011

Portfolio Holdings for Columbus Circle Investors

Columbus Circle Investors holds 231 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Apple (AAPL) 3.9 $435M 1.1M 381.32
Qualcomm (QCOM) 2.5 $281M 5.8M 48.63
MasterCard Incorporated (MA) 2.1 $233M 735k 317.16
Starbucks Corporation (SBUX) 2.0 $226M 6.0M 37.29
Amazon (AMZN) 2.0 $217M 1.0M 216.23
Watson Pharmaceuticals 1.9 $210M 3.1M 68.25
American Express Company (AXP) 1.8 $198M 4.4M 44.90
Whole Foods Market 1.7 $192M 2.9M 65.31
Bed Bath & Beyond 1.7 $191M 3.3M 57.31
Coca-Cola Company (KO) 1.7 $186M 2.8M 67.56
Oracle Corporation (ORCL) 1.6 $180M 6.3M 28.74
Pfizer (PFE) 1.6 $179M 10M 17.68
Caterpillar (CAT) 1.6 $177M 2.4M 73.84
Ford Motor Company (F) 1.6 $172M 18M 9.67
Allergan 1.5 $169M 2.1M 82.38
Deere & Company (DE) 1.5 $169M 2.6M 64.57
priceline.com Incorporated 1.5 $166M 369k 449.46
Las Vegas Sands (LVS) 1.4 $157M 4.1M 38.34
Visa (V) 1.4 $153M 1.8M 85.72
salesforce (CRM) 1.4 $152M 1.3M 114.28
Home Depot (HD) 1.3 $147M 4.5M 32.87
Discover Financial Services (DFS) 1.3 $144M 6.3M 22.94
Accenture (ACN) 1.3 $144M 2.7M 52.68
Cabot Oil & Gas Corporation (CTRA) 1.3 $141M 2.3M 61.91
Thermo Fisher Scientific (TMO) 1.2 $136M 2.7M 50.64
McDonald's Corporation (MCD) 1.2 $128M 1.5M 87.82
Estee Lauder Companies (EL) 1.1 $127M 1.4M 87.84
Cognizant Technology Solutions (CTSH) 1.1 $124M 2.0M 62.70
Teradata Corporation (TDC) 1.1 $118M 2.2M 53.53
Electronic Arts (EA) 1.0 $112M 5.5M 20.45
National-Oilwell Var 1.0 $110M 2.1M 51.22
Apache Corporation 1.0 $109M 1.4M 80.24
Cooper Companies 1.0 $107M 1.4M 79.15
Monsanto Company 1.0 $106M 1.8M 60.04
NetApp (NTAP) 0.9 $101M 3.0M 33.93
FedEx Corporation (FDX) 0.8 $93M 1.4M 67.68
SanDisk Corporation 0.8 $92M 2.3M 40.35
UnitedHealth (UNH) 0.8 $92M 2.0M 46.12
Chicago Bridge & Iron Company 0.8 $91M 3.2M 28.63
Potash Corp. Of Saskatchewan I 0.8 $91M 2.1M 43.22
Agilent Technologies Inc C ommon (A) 0.8 $86M 2.8M 31.25
Hershey Company (HSY) 0.8 $86M 1.4M 59.24
Ens 0.8 $82M 2.0M 40.43
Limited Brands 0.7 $79M 2.0M 38.51
Gilead Sciences (GILD) 0.7 $78M 2.0M 38.80
Cummins (CMI) 0.7 $76M 930k 81.66
E.I. du Pont de Nemours & Company 0.7 $75M 1.9M 39.97
Polaris Industries (PII) 0.7 $74M 1.5M 49.97
Occidental Petroleum Corporation (OXY) 0.7 $74M 1.0M 71.50
Directv 0.7 $73M 1.7M 42.27
Halliburton Company (HAL) 0.6 $70M 2.3M 30.52
Capital One Financial (COF) 0.6 $70M 1.8M 39.63
Crocs (CROX) 0.6 $66M 2.8M 23.68
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.6 $66M 1.1M 62.23
CommVault Systems (CVLT) 0.6 $63M 1.7M 37.06
BE Aerospace 0.5 $60M 1.8M 33.11
Under Armour (UAA) 0.5 $60M 898k 66.41
Avago Technologies 0.5 $60M 1.8M 32.77
Tempur-Pedic International (TPX) 0.5 $59M 1.1M 52.61
HealthSpring 0.5 $57M 1.6M 36.46
Cadence Design Systems (CDNS) 0.5 $55M 5.9M 9.24
VMware 0.5 $55M 685k 80.38
Acme Packet 0.5 $54M 1.3M 42.59
Signature Bank (SBNY) 0.5 $53M 1.1M 47.72
Nike (NKE) 0.5 $53M 624k 85.51
Cubist Pharmaceuticals 0.5 $52M 1.5M 35.32
SuccessFactors 0.5 $51M 2.2M 22.99
Cavium 0.5 $50M 1.8M 27.01
Steven Madden (SHOO) 0.4 $48M 1.6M 30.10
eBay (EBAY) 0.4 $48M 1.6M 29.49
Sxc Health Solutions Corp 0.4 $46M 834k 55.70
Brigham Exploration Company 0.4 $46M 1.8M 25.27
Chart Industries (GTLS) 0.4 $46M 1.1M 42.18
Universal Display Corporation (OLED) 0.4 $43M 887k 47.94
IAC/InterActive 0.4 $39M 997k 39.55
Valeant Pharmaceuticals Int 0.4 $40M 1.1M 37.12
DSW 0.3 $39M 835k 46.18
VeriFone Systems 0.3 $39M 1.1M 35.02
Shutterfly 0.3 $38M 925k 41.18
MAKO Surgical 0.3 $38M 1.1M 34.22
Edwards Lifesciences (EW) 0.3 $37M 522k 71.28
Shire 0.3 $38M 401k 93.93
Genesee & Wyoming 0.3 $37M 804k 46.52
Fossil 0.3 $34M 418k 81.06
Alexion Pharmaceuticals 0.3 $34M 528k 64.06
Riverbed Technology 0.3 $34M 1.7M 19.96
Red Hat 0.3 $33M 777k 42.26
Mead Johnson Nutrition 0.3 $34M 488k 68.83
TransDigm Group Incorporated (TDG) 0.3 $33M 400k 81.67
Perrigo Company 0.3 $32M 327k 97.11
Gartner (IT) 0.3 $31M 895k 34.87
Gen-Probe Incorporated 0.3 $30M 515k 57.25
Roper Industries (ROP) 0.3 $30M 436k 68.91
Cognex Corporation (CGNX) 0.3 $30M 1.1M 27.10
Kronos Worldwide (KRO) 0.3 $30M 1.8M 16.08
Robbins & Myers 0.3 $29M 843k 34.71
A. O. Smith Corporation (AOS) 0.3 $29M 916k 32.03
Clean Harbors (CLH) 0.3 $28M 552k 51.30
Tibco Software 0.3 $29M 1.3M 22.39
Panera Bread Company 0.3 $29M 274k 103.94
ValueClick 0.2 $27M 1.7M 15.56
Genes (GCO) 0.2 $27M 529k 51.53
Polypore International 0.2 $27M 485k 56.52
Synchronoss Technologies 0.2 $28M 1.1M 24.91
Albemarle Corporation (ALB) 0.2 $28M 693k 40.40
Allied Nevada Gold 0.2 $28M 768k 35.81
Vera Bradley (VRA) 0.2 $27M 753k 36.05
Apollo 0.2 $27M 677k 39.61
EMC Corporation 0.2 $27M 1.3M 20.99
Elizabeth Arden 0.2 $26M 919k 28.44
NetLogic Microsystems 0.2 $27M 551k 48.12
Kansas City Southern 0.2 $27M 533k 49.96
RightNow Technologies 0.2 $27M 807k 33.05
Alliance Data Systems Corporation (BFH) 0.2 $26M 277k 92.70
HEICO Corporation (HEI) 0.2 $26M 525k 49.24
Stericycle (SRCL) 0.2 $24M 295k 80.72
Patterson-UTI Energy (PTEN) 0.2 $25M 1.4M 17.34
Humana (HUM) 0.2 $24M 330k 72.73
Expedia 0.2 $23M 903k 25.75
Rovi Corporation 0.2 $23M 538k 42.98
Diamond Foods 0.2 $23M 285k 79.80
McDermott International 0.2 $23M 2.1M 10.76
Merit Medical Systems (MMSI) 0.2 $23M 1.8M 13.14
Zumiez (ZUMZ) 0.2 $24M 1.3M 17.51
FEI Company 0.2 $23M 767k 29.96
Deckers Outdoor Corporation (DECK) 0.2 $22M 240k 93.16
Heartland Payment Systems 0.2 $22M 1.1M 19.72
Foot Locker (FL) 0.2 $21M 1.0M 20.09
ZOLL Medical Corporation 0.2 $21M 548k 37.74
Hub (HUBG) 0.2 $21M 732k 28.27
Endologix 0.2 $21M 2.0M 10.04
Arbitron 0.2 $19M 588k 33.08
Ultratech 0.2 $20M 1.2M 17.15
Sotheby's 0.2 $20M 710k 27.57
Carpenter Technology Corporation (CRS) 0.2 $20M 437k 44.89
Education Management (EDMCQ) 0.2 $20M 1.3M 14.84
Take-Two Interactive Software (TTWO) 0.2 $19M 1.5M 12.72
Altera Corporation 0.2 $19M 597k 31.53
Catalyst Health Solutions 0.2 $19M 334k 57.69
OSI Systems (OSIS) 0.2 $18M 548k 33.52
American Public Education (APEI) 0.2 $19M 561k 34.00
St. Jude Medical 0.2 $19M 523k 36.19
Vitamin Shoppe 0.2 $19M 496k 37.44
Energizer Holdings 0.2 $17M 261k 66.44
Berry Petroleum Company 0.2 $17M 491k 35.38
Keynote Systems 0.2 $18M 849k 21.13
National Instruments 0.2 $18M 783k 22.86
NetSuite 0.2 $18M 668k 27.01
American Tower Corporation 0.1 $16M 302k 53.80
Cardinal Health (CAH) 0.1 $16M 375k 41.88
Prosperity Bancshares (PB) 0.1 $15M 467k 32.68
Bill Barrett Corporation 0.1 $15M 411k 36.24
Liquidity Services (LQDT) 0.1 $16M 496k 32.07
Eldorado Gold Corp 0.1 $15M 879k 17.14
Mettler-Toledo International (MTD) 0.1 $14M 101k 139.96
Basic Energy Services 0.1 $14M 1.0M 14.16
Volcano Corporation 0.1 $14M 484k 29.63
Arcos Dorados Holdings (ARCO) 0.1 $15M 630k 23.19
WABCO Holdings 0.1 $13M 349k 37.86
Kennametal (KMT) 0.1 $14M 414k 32.74
Atlas Air Worldwide Holdings 0.1 $13M 400k 33.29
Hibbett Sports (HIBB) 0.1 $14M 398k 33.90
Hill-Rom Holdings 0.1 $13M 434k 30.02
RTI International Metals 0.1 $14M 586k 23.32
Sensata Technologies Hldg Bv 0.1 $13M 495k 26.46
Optimer Pharmaceuticals 0.1 $13M 939k 13.84
T. Rowe Price (TROW) 0.1 $12M 245k 47.77
Dillard's (DDS) 0.1 $12M 274k 43.48
Complete Production Services 0.1 $13M 671k 18.85
Pioneer Drilling Company 0.1 $13M 1.7M 7.18
True Religion Apparel 0.1 $12M 444k 26.96
Haynes International (HAYN) 0.1 $13M 288k 43.45
Oasis Petroleum 0.1 $13M 567k 22.33
Tim Participacoes Sa- 0.1 $12M 518k 23.56
Questcor Pharmaceuticals 0.1 $11M 414k 27.26
Concho Resources 0.1 $11M 158k 71.14
Kenexa Corporation 0.1 $11M 683k 15.64
Lattice Semiconductor (LSCC) 0.1 $11M 2.1M 5.25
Silicon Motion Technology (SIMO) 0.1 $11M 990k 11.56
Caribou Coffee Company 0.1 $11M 904k 11.82
Body Central Acquisition Corporation 0.1 $12M 633k 18.16
Career Education 0.1 $9.6M 735k 13.05
Zagg 0.1 $10M 1.0M 9.92
Covidien 0.1 $10M 230k 44.10
Aercap Holdings Nv Ord Cmn (AER) 0.1 $8.5M 855k 9.92
DaVita (DVA) 0.1 $8.6M 137k 62.67
BroadSoft 0.1 $9.0M 296k 30.35
Rosetta Resources 0.1 $8.2M 239k 34.22
3SBio (SSRX) 0.1 $6.6M 553k 11.93
Amarin Corporation (AMRN) 0.1 $6.1M 667k 9.20
Baxter International (BAX) 0.1 $5.3M 94k 56.14
InterMune 0.1 $5.0M 246k 20.20
Express Scripts 0.1 $5.1M 139k 37.07
Skyworks Solutions (SWKS) 0.1 $5.7M 318k 17.96
NPS Pharmaceuticals 0.1 $5.8M 884k 6.51
Jazz Pharmaceuticals 0.1 $5.4M 131k 41.50
Cerner Corporation 0.0 $4.2M 61k 68.52
Biogen Idec (BIIB) 0.0 $4.4M 48k 93.15
Stamps 0.0 $4.4M 215k 20.44
Tesla Motors (TSLA) 0.0 $4.4M 179k 24.39
United Parcel Service (UPS) 0.0 $3.1M 50k 63.16
Trimble Navigation (TRMB) 0.0 $3.7M 110k 33.55
International Business Machines (IBM) 0.0 $2.9M 17k 174.88
Sirona Dental Systems 0.0 $3.4M 79k 42.41
Warner Chilcott Plc - 0.0 $3.6M 254k 14.30
Tornier Nv 0.0 $2.9M 143k 20.49
BioMarin Pharmaceutical (BMRN) 0.0 $2.1M 66k 31.87
Medco Health Solutions 0.0 $2.5M 54k 46.89
WellCare Health Plans 0.0 $2.5M 66k 37.98
Intuit (INTU) 0.0 $1.8M 39k 47.45
Nektar Therapeutics (NKTR) 0.0 $2.3M 471k 4.85
Wright Medical 0.0 $2.1M 119k 17.88
Rackspace Hosting 0.0 $2.4M 70k 34.13
Automatic Data Processing (ADP) 0.0 $1.4M 29k 47.14
Compuware Corporation 0.0 $1.1M 139k 7.66
Grand Canyon Education (LOPE) 0.0 $593k 37k 16.16
Actuant Corporation 0.0 $557k 28k 19.76
FARO Technologies (FARO) 0.0 $1.1M 36k 31.54
Monotype Imaging Holdings 0.0 $1.1M 87k 12.12
Informatica Corporation 0.0 $836k 20k 40.95
Bridgepoint Education 0.0 $640k 37k 17.43
Imagination Tech Group 0.0 $1.3M 196k 6.55
CenturyLink 0.0 $537k 16k 33.15
Sina Corporation 0.0 $258k 3.6k 71.67
Illumina (ILMN) 0.0 $425k 10k 40.87
Baidu (BIDU) 0.0 $362k 3.4k 107.01
Cypress Semiconductor Corporation 0.0 $262k 18k 14.97
Cree 0.0 $226k 8.7k 25.98
PROS Holdings (PRO) 0.0 $392k 30k 12.91
Francescas Hldgs Corp 0.0 $521k 25k 21.22
Teavana Hldgs 0.0 $488k 24k 20.33