$152 Million is the total value of COLUMBUS POINT LLP's 15 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - . COLUMBUS POINT LLP is a registered-investment adviser.
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FISV | New | FISERV INC | $18,572,000 | – | 163,116 | +100.0% | 12.20% | – |
| MSFT | New | MICROSOFT CORP | $17,657,000 | – | 79,385 | +100.0% | 11.60% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $12,790,000 | – | 27,459 | +100.0% | 8.40% | – |
| VRSN | New | VERISIGN INC | $11,344,000 | – | 52,421 | +100.0% | 7.45% | – |
| ANSS | New | ANSYS INC | $10,391,000 | – | 28,563 | +100.0% | 6.83% | – |
| BDX | New | BECTON DICKINSON & CO | $10,046,000 | – | 40,150 | +100.0% | 6.60% | – |
| LYV | New | LIVE NATION ENTERTAINMENT IN | $9,985,000 | – | 135,893 | +100.0% | 6.56% | – |
| V | New | VISA INC | $9,598,000 | – | 43,880 | +100.0% | 6.31% | – |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $9,189,000 | – | 29,204 | +100.0% | 6.04% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $8,730,000 | – | 17,455 | +100.0% | 5.74% | – |
| ECL | New | ECOLAB INC | $8,213,000 | – | 37,960 | +100.0% | 5.40% | – |
| GDDY | New | GODADDY INCcl a | $8,070,000 | – | 97,292 | +100.0% | 5.30% | – |
| PYPL | New | PAYPAL HLDGS INC | $7,066,000 | – | 30,169 | +100.0% | 4.64% | – |
| ABEV | New | AMBEV SAsponsored adr | $6,237,000 | – | 2,038,102 | +100.0% | 4.10% | – |
| ZTS | New | ZOETIS INCcl a | $4,296,000 | – | 25,958 | +100.0% | 2.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 4 | Q3 2021 | 13.5% |
| FISERV INC | 4 | Q3 2021 | 14.0% |
| THERMO FISHER SCIENTIFIC INC | 4 | Q3 2021 | 9.7% |
| VERISIGN INC | 4 | Q3 2021 | 7.5% |
| ADOBE SYSTEMS INCORPORATED | 4 | Q3 2021 | 8.2% |
| BECTON DICKINSON & CO | 4 | Q3 2021 | 7.7% |
| PAYPAL HLDGS INC | 4 | Q3 2021 | 6.9% |
| VISA INC | 4 | Q3 2021 | 6.3% |
| LIVE NATION ENTERTAINMENT IN | 4 | Q3 2021 | 6.6% |
| ECOLAB INC | 4 | Q3 2021 | 5.9% |
View COLUMBUS POINT LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-10-18 |
| 13F-HR | 2021-08-10 |
| 13F-HR | 2021-05-05 |
| 13F-HR | 2021-02-12 |
| ADV-NR | 2018-10-19 |
View COLUMBUS POINT LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.