HoldingsChannel.com
Columbus Circle Investors Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
DEXCOM INC 353,609 -142,760 $77,348
     DXCM353,609-142,760$77,348
RINGCENTRAL INC 390,092 +12,017 $65,797
     RNG390,092+12,017$65,797
KEYSIGHT TECHNOLOGIES INC 616,953 -50,758 $63,318
     KEYS616,953-50,758$63,318
INSPIRE MED SYS INC 702,893 +91,463 $52,162
     INSP702,893+91,463$52,162
CLEAN HARBORS INC 577,245 +27,778 $49,499
     CLH577,245+27,778$49,499
CROWN HOLDINGS INC 576,320 +66,069 $41,806
     CCK576,320+66,069$41,806
RAPID7 INC 740,099 -40,368 $41,460
     RPD740,099-40,368$41,460
EXACT SCIENCES CORP 443,739 -10,431 $41,037
     EXAS443,739-10,431$41,037
SVB FINL GROUP 159,593 +58,795 $40,064
     SIVB159,593+58,795$40,064
BURLINGTON STORES INC 175,587 +137,129 $40,039
     BURL175,587+137,129$40,039
TANDEM DIABETES CARE INC 664,176 -101,976 $39,592
     TNDM664,176-101,976$39,592
INSULET CORP 224,500 -1,764 $38,434
     PODD224,500-1,764$38,434
MASCO CORP 798,886 +67,132 $38,339
     MAS798,886+67,132$38,339
VIAVI SOLUTIONS INC 2,362,565 +390,959 $35,438
     VIAV2,362,565+390,959$35,438
TRANSUNION 408,394 +14,308 $34,963
     TRU408,394+14,308$34,963
PINNACLE FINL PARTNERS INC 535,942 +535,942 $34,300
     PNFP535,942+535,942$34,300
KANSAS CITY SOUTHERN 218,837 +75,216 $33,517
     KSU218,837+75,216$33,517
HORIZON THERAPEUTICS PUB LTD 924,645 +234,097 $33,472
     HZNP924,645+234,097$33,472
AAR CORP 740,299 -11,805 $33,387
     AIR740,299-11,805$33,387
SERVICENOW INC 114,817 -104,222 $32,415
     NOW114,817-104,222$32,415
TYLER TECHNOLOGIES INC 107,460 +6,244 $32,240
     TYL107,460+6,244$32,240
ANAPLAN INC 598,182 +188,971 $31,345
     PLAN598,182+188,971$31,345
OWENS CORNING NEW 469,143 +126,804 $30,551
     OC469,143+126,804$30,551
LULULEMON ATHLETICA INC 127,219 -97,132 $29,473
     LULU127,219-97,132$29,473
CONMED CORP 254,994 -1,024 $28,516
     CNMD254,994-1,024$28,516
Q2 HLDGS INC 348,614 -1,400 $28,266
     QTWO348,614-1,400$28,266
CROCS INC 607,003 +589,678 $25,427
     CROX607,003+589,678$25,427
SEA LTD 630,362 -14,779 $25,353
     SE630,362-14,779$25,353
FIVE9 INC 377,025 +3,589 $24,725
     FIVN377,025+3,589$24,725
FISERV INC 209,826 +45,741 $24,262
     FISV209,826+45,741$24,262
ZEBRA TECHNOLOGIES CORP 89,735 +89,735 $22,922
     ZBRA89,735+89,735$22,922
CARMAX INC 257,037 +161,043 $22,534
     KMX257,037+161,043$22,534
EVERBRIDGE INC 278,908 +156,191 $21,777
     EVBG278,908+156,191$21,777
ACTIVISION BLIZZARD INC 350,727 -45,185 $20,840
     ATVI350,727-45,185$20,840
PERFORMANCE FOOD GROUP CO 400,118 +49,860 $20,598
     PFGC400,118+49,860$20,598
MICROSOFT CORP 127,937 -213,239 $20,176
     MSFT127,937-213,239$20,176
MARVELL TECHNOLOGY GROUP LTD 730,241 +257,938 $19,395
     MRVL730,241+257,938$19,395
COSTAR GROUP INC 30,936 -50,373 $18,509
     CSGP30,936-50,373$18,509
NATERA INC 545,306 +163,151 $18,371
     NTRA545,306+163,151$18,371
APPLE INC 61,570 -105,850 $18,080
     AAPL61,570-105,850$18,080
ON SEMICONDUCTOR CORP 731,196 +731,196 $17,827
     ON731,196+731,196$17,827
CHIPOTLE MEXICAN GRILL INC 20,604 -13,772 $17,248
     CMG20,604-13,772$17,248
LAM RESEARCH CORP 58,880 -4,435 $17,217
     LRCX58,880-4,435$17,217
AMEDISYS INC 101,904 +45,771 $17,010
     AMED101,904+45,771$17,010
LATTICE SEMICONDUCTOR CORP 887,213 +313,486 $16,981
     LSCC887,213+313,486$16,981
PAPA JOHNS INTL INC 261,930 +79,163 $16,541
     PZZA261,930+79,163$16,541
MKS INSTRUMENT INC 149,841 +149,841 $16,484
     MKSI149,841+149,841$16,484
INPHI CORP 217,650 +84,245 $16,110
     IPHI217,650+84,245$16,110
ALPHABET INC 11,896 -12,182 $15,933
     GOOGL11,896-12,182$15,933
VULCAN MATLS CO 109,817 -100,527 $15,813
     VMC109,817-100,527$15,813

See Full List: All Stocks Held By Columbus Circle Investors
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Columbus Circle Investors

Size ($ in 1000's)
At 12/31/2019: $2,326,030
At 09/30/2019: $2,724,399

Columbus Circle Investors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Columbus Circle Investors 13F filings. Link to 13F filings: SEC filings

Columbus Circle Investors Top Holdings 13F Filings | www.HoldingsChannel.com

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