Columbus Point LLP — Q2 2021 13F Holdings

Name: Columbus Point LLP — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001767392

Total reported value

$210.0M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	12.85%	—	+11.93%
2	FISV	Fiserv INC	Stock-Other	10.41%	—	+11.93%
3	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	8.47%	—	+14.71%
4	ADBE	Adobe INC	Stock-Tech	8.11%	—	+32.01%
5	VRSN	Verisign INC	Stock-Tech	7.15%	—	+11.93%
6	PYPL	Paypal Holdings INC	Stock-Financials	6.94%	—	+48.31%
7	BDX	Becton Dickinson And Co	Stock-Healthcare	6.35%	—	+11.93%
8	NDAQ	Nasdaq INC	Stock-Financials	5.57%	—	—
9	SWK	Stanley Black & Decker INC	Stock-Industrials	5.22%	—	—
10	DHR	Danaher CORP	Stock-Healthcare	5.05%	—	—
11	SPOT	Spotify Technology S.A.	Stock-Comm Services	4.45%	—	+11.93%
12	V	Visa Inc-class A Shares	Stock-Financials	4.31%	—	+21.82%
13	ABEV	Ambev Sa-adr	Stock-Consumer Staples	4.18%	—	+11.93%
14	GDDY	Godaddy INC - Class A	Stock-Tech	3.31%	—	-38.84%
15	ECL	Ecolab INC	Stock-Materials	2.83%	—	-32.37%
16	LYV	Live Nation Entertainment In	Stock-Comm Services	2.78%	—	-26.38%
17	AKX	Ansys INC	Stock-Other	2.02%	—	-48.87%

Position changes disclosed by Columbus Point LLP for the quarter ending Q2 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	FISV	Fiserv INC	—	EXIT	Sold out
2	MSFT	Microsoft CORP	—	EXIT	Sold out
3	TMO	Thermo Fisher Scientific INC	—	EXIT	Sold out
4	BDX	Becton Dickinson And Co	—	EXIT	Sold out
5	VRSN	Verisign INC	—	EXIT	Sold out
6	ADBE	Adobe INC	—	EXIT	Sold out
7	GDDY	Godaddy INC - Class A	—	EXIT	Sold out
8	ECL	Ecolab INC	—	EXIT	Sold out
9	PYPL	Paypal Holdings INC	—	EXIT	Sold out
10	SPOT	Spotify Technology S.A.	—	EXIT	Sold out
11	AKX	Ansys INC	—	EXIT	Sold out
12	LYV	Live Nation Entertainment In	—	EXIT	Sold out
13	V	Visa Inc-class A Shares	—	EXIT	Sold out
14	ABEV	Ambev Sa-adr	—	EXIT	Sold out