Columbus Circle Investors as of Sept. 30, 2020
Portfolio Holdings for Columbus Circle Investors
Columbus Circle Investors holds 166 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Horizon Therapeutics Pub L SHS | 3.4 | $79M | 1.0M | 77.68 | |
| Tandem Diabetes Care Com New (TNDM) | 2.8 | $65M | 573k | 113.50 | |
| Nuance Communications | 2.6 | $59M | 1.8M | 33.19 | |
| Inspire Med Sys (INSP) | 2.4 | $55M | 427k | 129.05 | |
| Zendesk | 2.4 | $55M | 532k | 102.92 | |
| Insulet Corporation (PODD) | 2.3 | $54M | 227k | 236.59 | |
| SVB Financial (SIVBQ) | 2.3 | $53M | 218k | 240.62 | |
| Floor & Decor Hldgs Cl A (FND) | 2.2 | $50M | 670k | 74.80 | |
| Biohaven Pharmaceutical Holding | 1.7 | $39M | 601k | 65.01 | |
| Natera (NTRA) | 1.6 | $38M | 521k | 72.24 | |
| Deckers Outdoor Corporation (DECK) | 1.6 | $37M | 168k | 220.01 | |
| Fox Factory Hldg (FOXF) | 1.6 | $36M | 485k | 74.33 | |
| Visteon Corp Com New (VC) | 1.5 | $35M | 510k | 69.22 | |
| Topbuild (BLD) | 1.5 | $34M | 200k | 170.69 | |
| Littelfuse (LFUS) | 1.5 | $34M | 191k | 177.34 | |
| Hanesbrands (HBI) | 1.5 | $34M | 2.1M | 15.75 | |
| Servicenow (NOW) | 1.4 | $33M | 67k | 485.00 | |
| 4068594 Enphase Energy (ENPH) | 1.4 | $32M | 381k | 82.59 | |
| Masonite International (DOOR) | 1.2 | $28M | 287k | 98.40 | |
| Crocs (CROX) | 1.2 | $28M | 650k | 42.73 | |
| Snap Cl A (SNAP) | 1.1 | $26M | 998k | 26.11 | |
| Knight Swift Transn Hldgs In Cl A (KNX) | 1.1 | $26M | 637k | 40.70 | |
| Onemain Holdings (OMF) | 1.1 | $26M | 829k | 31.25 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.1 | $26M | 186k | 137.32 | |
| Chewy Cl A (CHWY) | 1.1 | $25M | 460k | 54.83 | |
| Cree | 1.1 | $25M | 394k | 63.74 | |
| Timken Company (TKR) | 1.1 | $25M | 458k | 54.22 | |
| Tradeweb Mkts Cl A (TW) | 1.1 | $25M | 424k | 58.00 | |
| Plug Power Com New (PLUG) | 1.0 | $24M | 1.8M | 13.41 | |
| KB Home (KBH) | 1.0 | $23M | 596k | 38.39 | |
| Performance Food (PFGC) | 1.0 | $22M | 646k | 34.62 | |
| Ally Financial (ALLY) | 1.0 | $22M | 891k | 25.07 | |
| Kansas City Southern Com New | 0.9 | $22M | 120k | 180.83 | |
| Bio Rad Labs Cl A (BIO) | 0.9 | $21M | 41k | 515.46 | |
| Dex (DXCM) | 0.9 | $21M | 51k | 412.23 | |
| Trex Company (TREX) | 0.9 | $21M | 289k | 71.60 | |
| Synopsys (SNPS) | 0.9 | $20M | 95k | 213.98 | |
| LHC | 0.9 | $20M | 96k | 212.56 | |
| M/a (MTSI) | 0.9 | $20M | 594k | 34.01 | |
| Q2 Holdings (QTWO) | 0.9 | $20M | 221k | 91.26 | |
| Caesars Entertainment (CZR) | 0.9 | $20M | 353k | 56.06 | |
| Myokardia | 0.8 | $20M | 143k | 136.33 | |
| Marvell Technology Group Ord | 0.8 | $19M | 483k | 39.70 | |
| Solaredge Technologies (SEDG) | 0.8 | $19M | 80k | 238.34 | |
| MKS Instruments (MKSI) | 0.8 | $19M | 171k | 109.23 | |
| Activision Blizzard | 0.8 | $19M | 229k | 80.95 | |
| Five Below (FIVE) | 0.8 | $18M | 145k | 127.00 | |
| Elf Beauty (ELF) | 0.8 | $18M | 992k | 18.37 | |
| MercadoLibre (MELI) | 0.8 | $18M | 16k | 1082.51 | |
| Rockwell Automation (ROK) | 0.8 | $17M | 79k | 220.67 | |
| Ringcentral Cl A (RNG) | 0.8 | $17M | 63k | 274.61 | |
| Apple (AAPL) | 0.7 | $17M | 145k | 115.81 | |
| National Vision Hldgs (EYE) | 0.7 | $16M | 427k | 38.24 | |
| Five9 (FIVN) | 0.7 | $16M | 122k | 129.68 | |
| First Solar (FSLR) | 0.7 | $15M | 230k | 66.20 | |
| Nordson Corporation (NDSN) | 0.7 | $15M | 78k | 191.82 | |
| Lululemon Athletica (LULU) | 0.6 | $15M | 45k | 329.36 | |
| Inphi Corporation | 0.6 | $15M | 132k | 112.25 | |
| Boston Beer Cl A (SAM) | 0.6 | $15M | 17k | 883.37 | |
| CoStar (CSGP) | 0.6 | $14M | 17k | 848.52 | |
| Microsoft Corporation (MSFT) | 0.6 | $14M | 68k | 210.32 | |
| Elastic N V Ord Shs (ESTC) | 0.6 | $14M | 131k | 107.89 | |
| Square Cl A (SQ) | 0.6 | $14M | 87k | 162.55 | |
| Cummins (CMI) | 0.6 | $14M | 66k | 211.16 | |
| Chipotle Mexican Grill (CMG) | 0.6 | $14M | 11k | 1243.72 | |
| Seattle Genetics | 0.6 | $13M | 68k | 195.69 | |
| Cintas Corporation (CTAS) | 0.6 | $13M | 40k | 332.83 | |
| Addus Homecare Corp (ADUS) | 0.6 | $13M | 135k | 94.51 | |
| Altra Holdings | 0.6 | $13M | 343k | 36.97 | |
| Amazon (AMZN) | 0.5 | $13M | 4.0k | 3148.76 | |
| Advanced Micro Devices (AMD) | 0.5 | $13M | 153k | 81.99 | |
| Allegiant Travel Company (ALGT) | 0.5 | $12M | 102k | 119.80 | |
| Zillow Group Cl A (ZG) | 0.5 | $12M | 119k | 101.54 | |
| Palo Alto Networks (PANW) | 0.5 | $12M | 49k | 244.76 | |
| Owens Corning (OC) | 0.5 | $12M | 171k | 68.81 | |
| Parker-Hannifin Corporation (PH) | 0.5 | $12M | 58k | 202.34 | |
| Shake Shack Cl A (SHAK) | 0.5 | $12M | 181k | 64.48 | |
| Trimble Navigation (TRMB) | 0.5 | $12M | 235k | 48.70 | |
| FedEx Corporation (FDX) | 0.5 | $11M | 46k | 251.52 | |
| Mirati Therapeutics | 0.5 | $11M | 67k | 166.05 | |
| Qorvo (QRVO) | 0.5 | $11M | 84k | 129.01 | |
| PerkinElmer (RVTY) | 0.5 | $11M | 86k | 125.51 | |
| Align Technology (ALGN) | 0.5 | $11M | 33k | 327.36 | |
| Nanostring Technologies (NSTGQ) | 0.4 | $10M | 231k | 44.70 | |
| Masco Corporation (MAS) | 0.4 | $10M | 186k | 55.13 | |
| Hamilton Lane Cl A (HLNE) | 0.4 | $10M | 157k | 64.59 | |
| Fate Therapeutics (FATE) | 0.4 | $9.7M | 244k | 39.97 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.4 | $9.7M | 116k | 83.64 | |
| Anaplan | 0.4 | $9.4M | 150k | 62.58 | |
| Sea Sponsord Ads (SE) | 0.4 | $9.3M | 60k | 154.05 | |
| BorgWarner (BWA) | 0.4 | $9.1M | 235k | 38.74 | |
| Twilio Cl A (TWLO) | 0.4 | $8.9M | 36k | 247.09 | |
| Teradyne (TER) | 0.4 | $8.8M | 111k | 79.46 | |
| Molina Healthcare (MOH) | 0.4 | $8.8M | 48k | 183.04 | |
| Repligen Corporation (RGEN) | 0.4 | $8.7M | 59k | 147.55 | |
| Roku Com Cl A (ROKU) | 0.4 | $8.6M | 46k | 188.81 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.4 | $8.5M | 34k | 252.45 | |
| Yeti Hldgs (YETI) | 0.4 | $8.5M | 187k | 45.32 | |
| Synaptics, Incorporated (SYNA) | 0.4 | $8.4M | 105k | 80.42 | |
| Amedisys (AMED) | 0.3 | $7.7M | 32k | 236.44 | |
| Semtech Corporation (SMTC) | 0.3 | $7.6M | 143k | 52.96 | |
| Axonics Modulation Technolog (AXNX) | 0.3 | $7.0M | 136k | 51.04 | |
| Immunomedics | 0.3 | $6.8M | 80k | 85.03 | |
| Penn National Gaming (PENN) | 0.3 | $6.5M | 89k | 72.70 | |
| MaxLinear (MXL) | 0.3 | $6.4M | 275k | 23.24 | |
| Facebook Cl A (META) | 0.3 | $6.3M | 24k | 261.92 | |
| Hain Celestial (HAIN) | 0.3 | $6.2M | 181k | 34.30 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.3 | $6.0M | 140k | 43.06 | |
| Siteone Landscape Supply (SITE) | 0.3 | $6.0M | 49k | 121.94 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $5.6M | 25k | 223.97 | |
| Dynatrace Com New (DT) | 0.2 | $5.3M | 129k | 41.02 | |
| NVIDIA Corporation (NVDA) | 0.2 | $5.1M | 9.4k | 541.25 | |
| Avis Budget (CAR) | 0.2 | $5.0M | 191k | 26.32 | |
| Visa Com Cl A (V) | 0.2 | $4.8M | 24k | 199.95 | |
| Cryoport Com Par $0.001 (CYRX) | 0.2 | $4.6M | 98k | 47.40 | |
| Irhythm Technologies (IRTC) | 0.2 | $4.6M | 19k | 238.13 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $4.5M | 13k | 338.15 | |
| Zscaler Incorporated (ZS) | 0.2 | $4.4M | 31k | 140.70 | |
| Ultragenyx Pharmaceutical (RARE) | 0.2 | $4.3M | 52k | 82.20 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $3.6M | 2.5k | 1465.69 | |
| Paypal Holdings (PYPL) | 0.1 | $3.4M | 17k | 197.05 | |
| Abbott Laboratories (ABT) | 0.1 | $3.4M | 31k | 108.83 | |
| Nike CL B (NKE) | 0.1 | $3.2M | 26k | 125.53 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $3.2M | 6.5k | 490.46 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $3.0M | 6.7k | 441.48 | |
| salesforce (CRM) | 0.1 | $2.8M | 11k | 251.33 | |
| Procter & Gamble Company (PG) | 0.1 | $2.8M | 20k | 138.97 | |
| Tesla Motors (TSLA) | 0.1 | $2.8M | 6.5k | 429.08 | |
| Zimmer Holdings (ZBH) | 0.1 | $2.4M | 18k | 136.15 | |
| Edwards Lifesciences (EW) | 0.1 | $2.2M | 27k | 79.82 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $2.2M | 9.9k | 218.28 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $2.1M | 17k | 124.83 | |
| Lam Research Corporation (LRCX) | 0.1 | $2.1M | 6.3k | 331.75 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $2.1M | 7.1k | 293.94 | |
| D.R. Horton (DHI) | 0.1 | $2.1M | 27k | 75.65 | |
| Sherwin-Williams Company (SHW) | 0.1 | $2.0M | 2.8k | 696.79 | |
| Uber Technologies (UBER) | 0.1 | $1.9M | 53k | 36.47 | |
| M.D.C. Holdings (MDC) | 0.1 | $1.9M | 40k | 47.10 | |
| Akamai Technologies (AKAM) | 0.1 | $1.8M | 16k | 110.51 | |
| Citizens Financial (CFG) | 0.1 | $1.7M | 67k | 25.28 | |
| Novavax Com New (NVAX) | 0.1 | $1.6M | 15k | 108.38 | |
| Draftkings Com Cl A | 0.1 | $1.6M | 27k | 58.84 | |
| Si-bone (SIBN) | 0.1 | $1.5M | 65k | 23.72 | |
| Freeport-mcmoran CL B (FCX) | 0.1 | $1.5M | 97k | 15.64 | |
| Redfin Corp (RDFN) | 0.1 | $1.5M | 29k | 49.92 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.5M | 2.6k | 559.62 | |
| Fidelity National Information Services (FIS) | 0.1 | $1.4M | 9.5k | 147.20 | |
| Jeld-wen Hldg (JELD) | 0.1 | $1.2M | 51k | 22.59 | |
| Target Corporation (TGT) | 0.0 | $1.1M | 7.1k | 157.46 | |
| Tenable Hldgs (TENB) | 0.0 | $1.1M | 29k | 37.74 | |
| Southwest Airlines (LUV) | 0.0 | $1.1M | 29k | 37.49 | |
| Nlight (LASR) | 0.0 | $1.0M | 45k | 23.48 | |
| Wynn Resorts (WYNN) | 0.0 | $833k | 12k | 71.81 | |
| Century Communities (CCS) | 0.0 | $714k | 17k | 42.31 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $695k | 9.1k | 76.65 | |
| Azek Cl A (AZEK) | 0.0 | $466k | 13k | 34.81 | |
| Chefs Whse (CHEF) | 0.0 | $444k | 31k | 14.54 | |
| Helen Of Troy (HELE) | 0.0 | $442k | 2.3k | 193.44 | |
| Kala Pharmaceuticals | 0.0 | $419k | 56k | 7.50 | |
| Vicor Corporation (VICR) | 0.0 | $401k | 5.2k | 77.70 | |
| Advanced Drain Sys Inc Del (WMS) | 0.0 | $400k | 6.4k | 62.48 | |
| Bandwidth Com Cl A (BAND) | 0.0 | $394k | 2.3k | 174.49 | |
| Celsius Hldgs Com New (CELH) | 0.0 | $387k | 17k | 22.72 | |
| Ping Identity Hldg Corp | 0.0 | $374k | 12k | 31.18 | |
| Calix (CALX) | 0.0 | $318k | 18k | 17.75 | |
| Papa John's Int'l (PZZA) | 0.0 | $280k | 3.4k | 82.33 |
