HoldingsChannel.com
Echo Street Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
FIDELITY NATL INFORMATION SV 883,841 -50,803 $107,510
     FIS883,841-50,803$107,510
MICROSOFT CORP 642,896 +300,537 $101,391
     MSFT642,896+300,537$101,391
PAYPAL HLDGS INC 1,034,015 +476,353 $98,997
     PYPL1,034,015+476,353$98,997
CROWN CASTLE INTL CORP NEW 679,967 -183,748 $98,187
     CCI679,967-183,748$98,187
ZENDESK INC 1,414,787 -6,101 $90,561
     ZEN1,414,787-6,101$90,561
EQUINIX INC 144,765 -34,743 $90,416
     EQIX144,765-34,743$90,416
INTERCONTINENTAL EXCHANGE IN (ICE) 1,054,103 +255,438 $85,119
     ICE1,054,103+255,438$85,119
MASTERCARD INC 342,420 -77,086 $82,715
     MA342,420-77,086$82,715
SPDR S&P 500 ETF TR (SPY) 320,074 -144,614 $82,499
     SPY320,074-144,614$82,499
THERMO FISHER SCIENTIFIC INC 277,218 +83,378 $78,619
     TMO277,218+83,378$78,619
VERISIGN INC 423,826 +386,343 $76,327
     VRSN423,826+386,343$76,327
PERKINELMER INC 998,509 +277,968 $75,168
     PKI998,509+277,968$75,168
S&P GLOBAL INC 296,200 +72,748 $72,584
     SPGI296,200+72,748$72,584
FLEETCOR TECHNOLOGIES INC 366,310 +33,844 $68,331
     FLT366,310+33,844$68,331
AUTOMATIC DATA PROCESSING IN 479,696 +195,851 $65,565
     ADP479,696+195,851$65,565
AVALONBAY CMNTYS INC 433,017 +133,381 $63,727
     AVB433,017+133,381$63,727
BLACKBAUD INC 1,137,541 +328,657 $63,190
     BLKB1,137,541+328,657$63,190
WEX INC 602,284 +91,813 $62,969
     WEX602,284+91,813$62,969
AGILENT TECHNOLOGIES INC 824,431 -310,556 $59,046
     A824,431-310,556$59,046
EQUIFAX INC 474,865 -117,595 $56,723
     EFX474,865-117,595$56,723
PAYCHEX INC 899,564 +250,556 $56,601
     PAYX899,564+250,556$56,601
REALPAGE INC 1,040,798 -401,519 $55,089
     RP1,040,798-401,519$55,089
DANAHER CORPORATION 393,144 +75,844 $54,415
     DHR393,144+75,844$54,415
DESCARTES SYS GROUP INC 1,561,857 +173,171 $53,746
     DSGX1,561,857+173,171$53,746
AMERICAN TOWER CORP NEW 242,424 +75,276 $52,788
     AMT242,424+75,276$52,788
INTUIT 227,440 -190,483 $52,311
     INTU227,440-190,483$52,311
ANSYS INC 224,728 +54,568 $52,243
     ANSS224,728+54,568$52,243
HENRY JACK & ASSOC INC 327,060 +185,911 $50,773
     JKHY327,060+185,911$50,773
SS&C TECHNOLOGIES HLDGS INC 1,158,523 -415,531 $50,766
     SSNC1,158,523-415,531$50,766
IHS MARKIT LTD 825,973 +297,750 $49,558
     INFO825,973+297,750$49,558
LENNAR CORP      $48,710
     LEN1,068,694+585,661$40,824
     LEN.B272,699-61,663$7,886
VISA INC 302,017 -127,486 $48,661
     V302,017-127,486$48,661
VERISK ANALYTICS INC 343,338 +66,886 $47,854
     VRSK343,338+66,886$47,854
ALPHABET INC 39,125 +3,161 $45,461
     GOOGL39,125+3,161$45,461
HEALTHEQUITY INC 876,682 +158,582 $44,351
     HQY876,682+158,582$44,351
CHURCH & DWIGHT INC 690,310 +146,531 $44,304
     CHD690,310+146,531$44,304
MONSTER BEVERAGE CORP NEW 750,325 +216,338 $42,213
     MNST750,325+216,338$42,213
TRANSUNION 633,036 +203,699 $41,894
     TRU633,036+203,699$41,894
WORKDAY INC 319,971 -23,316 $41,667
     WDAY319,971-23,316$41,667
MOODYS CORP 195,974 -28,420 $41,449
     MCO195,974-28,420$41,449
D R HORTON INC 1,206,576 -140,659 $41,024
     DHI1,206,576-140,659$41,024
COPART INC 586,823 +183,043 $40,209
     CPRT586,823+183,043$40,209
TRI POINTE GROUP INC 4,527,884 +1,162,244 $39,710
     TPH4,527,884+1,162,244$39,710
CERIDIAN HCM HLDG INC 786,217 -198,214 $39,366
     CDAY786,217-198,214$39,366
AMERICAN HOMES 4 RENT 1,682,968 -1,217,029 $39,045
     AMH1,682,968-1,217,029$39,045
PAYLOCITY HLDG CORP 437,391 +57,370 $38,630
     PCTY437,391+57,370$38,630
TOLL BROTHERS INC 1,882,928 +717,638 $36,246
     TOL1,882,928+717,638$36,246
BLACK KNIGHT INC 613,389 +133,585 $35,613
     BKI613,389+133,585$35,613
ALIGN TECHNOLOGY INC 202,334 +90,558 $35,196
     ALGN202,334+90,558$35,196
PAGSEGURO DIGITAL LTD 1,808,586 -156,792 $34,960
     PAGS1,808,586-156,792$34,960

See Full List: All Stocks Held By Echo Street Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Echo Street Capital Management LLC

Size ($ in 1000's)
At 03/31/2020: $4,646,081
At 12/31/2019: $6,490,340

Echo Street Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Echo Street Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Echo Street Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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