Columbus Circle Investors as of Dec. 31, 2020
Portfolio Holdings for Columbus Circle Investors
Columbus Circle Investors holds 126 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zendesk | 3.0 | $70M | 486k | 143.12 | |
| SVB Financial (SIVBQ) | 2.9 | $66M | 169k | 387.83 | |
| Nuance Communications | 2.7 | $62M | 1.4M | 44.09 | |
| Horizon Therapeutics Pub L SHS | 2.6 | $58M | 797k | 73.15 | |
| Inspire Med Sys (INSP) | 2.3 | $53M | 282k | 188.09 | |
| Visteon Corp Com New (VC) | 2.3 | $52M | 415k | 125.52 | |
| Insulet Corporation (PODD) | 2.1 | $47M | 184k | 255.63 | |
| Anaplan | 2.0 | $45M | 632k | 71.85 | |
| Ambarella SHS (AMBA) | 1.9 | $44M | 478k | 91.82 | |
| Deckers Outdoor Corporation (DECK) | 1.9 | $43M | 151k | 286.78 | |
| Littelfuse (LFUS) | 1.9 | $43M | 169k | 254.66 | |
| Floor & Decor Hldgs Cl A (FND) | 1.9 | $43M | 459k | 92.85 | |
| Snap Cl A (SNAP) | 1.7 | $39M | 780k | 50.07 | |
| Cree | 1.7 | $39M | 367k | 105.90 | |
| Ringcentral Cl A (RNG) | 1.7 | $38M | 99k | 378.97 | |
| Onemain Holdings (OMF) | 1.6 | $36M | 753k | 48.16 | |
| Biohaven Pharmaceutical Holding | 1.5 | $35M | 408k | 85.71 | |
| 4068594 Enphase Energy (ENPH) | 1.5 | $35M | 199k | 175.47 | |
| Chart Inds Com Par $0.01 (GTLS) | 1.5 | $34M | 287k | 117.79 | |
| Timken Company (TKR) | 1.5 | $33M | 428k | 77.36 | |
| Servicenow (NOW) | 1.4 | $33M | 59k | 550.43 | |
| Tandem Diabetes Care Com New (TNDM) | 1.3 | $30M | 311k | 95.68 | |
| Natera (NTRA) | 1.2 | $28M | 285k | 99.52 | |
| EXACT Sciences Corporation (EXAS) | 1.2 | $28M | 213k | 132.49 | |
| Plug Power Com New (PLUG) | 1.2 | $28M | 811k | 33.91 | |
| MercadoLibre (MELI) | 1.2 | $27M | 16k | 1675.22 | |
| Tapestry (TPR) | 1.1 | $26M | 836k | 31.08 | |
| Hain Celestial (HAIN) | 1.1 | $25M | 616k | 40.15 | |
| Five Below (FIVE) | 1.1 | $25M | 140k | 174.98 | |
| Synopsys (SNPS) | 1.0 | $24M | 92k | 259.24 | |
| First Solar (FSLR) | 1.0 | $24M | 240k | 98.92 | |
| M/a (MTSI) | 1.0 | $24M | 427k | 55.04 | |
| Elf Beauty (ELF) | 1.0 | $23M | 924k | 25.19 | |
| Marvell Technology Group Ord | 1.0 | $22M | 467k | 47.54 | |
| Caesars Entertainment (CZR) | 0.9 | $21M | 285k | 74.27 | |
| Qorvo (QRVO) | 0.9 | $21M | 124k | 166.27 | |
| Crocs (CROX) | 0.9 | $20M | 323k | 62.66 | |
| Chewy Cl A (CHWY) | 0.9 | $20M | 221k | 89.89 | |
| Align Technology (ALGN) | 0.9 | $20M | 37k | 534.39 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.8 | $19M | 731k | 25.43 | |
| Fate Therapeutics (FATE) | 0.8 | $18M | 202k | 90.93 | |
| Mattel (MAT) | 0.8 | $18M | 1.0M | 17.45 | |
| Trex Company (TREX) | 0.8 | $18M | 212k | 83.72 | |
| CoStar (CSGP) | 0.8 | $18M | 19k | 924.30 | |
| Mongodb Cl A (MDB) | 0.8 | $18M | 49k | 359.04 | |
| Bio Rad Labs Cl A (BIO) | 0.8 | $17M | 30k | 582.93 | |
| Trimble Navigation (TRMB) | 0.8 | $17M | 261k | 66.77 | |
| Shake Shack Cl A (SHAK) | 0.8 | $17M | 203k | 84.78 | |
| Lululemon Athletica (LULU) | 0.7 | $17M | 49k | 348.03 | |
| Ally Financial (ALLY) | 0.7 | $17M | 474k | 35.66 | |
| Altra Holdings | 0.7 | $17M | 302k | 55.43 | |
| Allegiant Travel Company (ALGT) | 0.7 | $17M | 88k | 189.23 | |
| Cummins (CMI) | 0.7 | $17M | 73k | 227.10 | |
| Seagen | 0.7 | $17M | 94k | 175.14 | |
| On Assignment (ASGN) | 0.7 | $16M | 194k | 83.53 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.7 | $16M | 56k | 287.17 | |
| Q2 Holdings (QTWO) | 0.7 | $16M | 125k | 126.53 | |
| National Vision Hldgs (EYE) | 0.7 | $16M | 343k | 45.29 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $16M | 73k | 211.82 | |
| Square Cl A (SQ) | 0.7 | $15M | 71k | 217.64 | |
| Parker-Hannifin Corporation (PH) | 0.7 | $15M | 56k | 272.41 | |
| Axonics Modulation Technolog (AXNX) | 0.7 | $15M | 304k | 49.92 | |
| Spotify Technology S A SHS (SPOT) | 0.7 | $15M | 48k | 314.65 | |
| Roku Com Cl A (ROKU) | 0.7 | $15M | 45k | 332.03 | |
| Owens Corning (OC) | 0.6 | $14M | 189k | 75.76 | |
| Okta Cl A (OKTA) | 0.6 | $14M | 56k | 254.27 | |
| PerkinElmer (RVTY) | 0.6 | $14M | 98k | 143.50 | |
| MKS Instruments (MKSI) | 0.6 | $14M | 93k | 150.45 | |
| FedEx Corporation (FDX) | 0.6 | $14M | 54k | 259.62 | |
| Twilio Cl A (TWLO) | 0.6 | $14M | 41k | 338.51 | |
| Cintas Corporation (CTAS) | 0.6 | $14M | 38k | 353.46 | |
| Pinnacle Financial Partners (PNFP) | 0.6 | $13M | 207k | 64.40 | |
| Southwest Airlines (LUV) | 0.6 | $13M | 285k | 46.61 | |
| Teradyne (TER) | 0.6 | $13M | 109k | 119.89 | |
| Performance Food (PFGC) | 0.6 | $13M | 270k | 47.61 | |
| Nxp Semiconductors N V (NXPI) | 0.5 | $12M | 78k | 159.01 | |
| Alphatec Hldgs Com New (ATEC) | 0.5 | $12M | 852k | 14.52 | |
| MaxLinear (MXL) | 0.5 | $12M | 317k | 38.19 | |
| Draftkings Com Cl A | 0.5 | $12M | 260k | 46.56 | |
| Manhattan Associates (MANH) | 0.5 | $12M | 111k | 105.18 | |
| Penn National Gaming (PENN) | 0.5 | $12M | 133k | 86.37 | |
| Zillow Group Cl A (ZG) | 0.5 | $12M | 85k | 135.94 | |
| Repligen Corporation (RGEN) | 0.5 | $11M | 59k | 191.62 | |
| Veeva Sys Cl A Com (VEEV) | 0.5 | $11M | 42k | 272.25 | |
| Xilinx | 0.5 | $11M | 79k | 141.77 | |
| Cardlytics (CDLX) | 0.5 | $11M | 78k | 142.77 | |
| Five9 (FIVN) | 0.5 | $11M | 61k | 174.40 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.5 | $11M | 137k | 76.73 | |
| Tradeweb Mkts Cl A (TW) | 0.5 | $10M | 167k | 62.45 | |
| Inphi Corporation | 0.4 | $9.4M | 59k | 160.47 | |
| Sonos (SONO) | 0.4 | $9.4M | 400k | 23.39 | |
| Yeti Hldgs (YETI) | 0.4 | $9.2M | 135k | 68.47 | |
| Lemonade (LMND) | 0.4 | $9.2M | 75k | 122.50 | |
| Cheesecake Factory Incorporated (CAKE) | 0.4 | $8.6M | 232k | 37.06 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.4 | $8.6M | 56k | 153.11 | |
| Zscaler Incorporated (ZS) | 0.4 | $8.6M | 43k | 199.71 | |
| Ultragenyx Pharmaceutical (RARE) | 0.4 | $8.3M | 60k | 138.43 | |
| Si-bone (SIBN) | 0.4 | $8.1M | 272k | 29.90 | |
| Mirati Therapeutics | 0.4 | $8.0M | 36k | 219.63 | |
| Masonite International (DOOR) | 0.3 | $7.9M | 80k | 98.34 | |
| Denali Therapeutics (DNLI) | 0.3 | $7.0M | 84k | 83.77 | |
| Amedisys (AMED) | 0.3 | $6.8M | 23k | 293.31 | |
| Avalara | 0.3 | $6.5M | 39k | 164.88 | |
| Trillium Therapeutics Com New | 0.3 | $6.4M | 434k | 14.71 | |
| Sunnova Energy International (NOVA) | 0.3 | $6.2M | 137k | 45.13 | |
| Nanostring Technologies (NSTGQ) | 0.3 | $6.1M | 91k | 66.88 | |
| Blueprint Medicines (BPMC) | 0.3 | $6.1M | 54k | 112.16 | |
| Siteone Landscape Supply (SITE) | 0.2 | $5.6M | 35k | 158.63 | |
| LHC | 0.2 | $5.6M | 26k | 213.32 | |
| Boston Beer Cl A (SAM) | 0.2 | $5.3M | 5.4k | 994.21 | |
| Seres Therapeutics (MCRB) | 0.2 | $3.8M | 155k | 24.50 | |
| Revolve Group Cl A (RVLV) | 0.1 | $1.8M | 57k | 31.17 | |
| Celsius Hldgs Com New (CELH) | 0.1 | $1.5M | 31k | 50.31 | |
| Nlight (LASR) | 0.1 | $1.4M | 43k | 32.65 | |
| Tenable Hldgs (TENB) | 0.1 | $1.4M | 26k | 52.28 | |
| Blackline (BL) | 0.1 | $1.3M | 9.8k | 133.41 | |
| Calix (CALX) | 0.1 | $1.3M | 43k | 29.76 | |
| Chuys Hldgs (CHUY) | 0.0 | $1.1M | 42k | 26.48 | |
| Criteo S A Spons Ads (CRTO) | 0.0 | $913k | 45k | 20.52 | |
| M.D.C. Holdings (MDC) | 0.0 | $882k | 18k | 48.60 | |
| Tetra Tech (TTEK) | 0.0 | $857k | 7.4k | 115.80 | |
| Neogames S A SHS (NGMS) | 0.0 | $677k | 18k | 38.02 | |
| Lindblad Expeditions Hldgs I (LIND) | 0.0 | $548k | 32k | 17.12 | |
| Vericel (VCEL) | 0.0 | $509k | 17k | 30.85 | |
| Ii-vi | 0.0 | $494k | 6.5k | 76.02 | |
| Advanced Drain Sys Inc Del (WMS) | 0.0 | $466k | 5.6k | 83.66 |
