Redpoint Investment Management Pty Ltd Buys Equinix Inc, Realty Income Corp, The Carlyle Group ...

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Investment company Redpoint Investment Management Pty Ltd (Current Portfolio) buys Equinix Inc, Realty Income Corp, The Carlyle Group Inc, Twilio Inc, Match Group Inc, sells , , Linde PLC, Okta Inc, Peloton Interactive Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Redpoint Investment Management Pty Ltd. As of 2021Q4, Redpoint Investment Management Pty Ltd owns 644 stocks with a total value of $1.3 billion. These are the details of the buys and sells.

  • New Purchases: CG, AJG, BNL, FNF, RHP, HAS, KRG, NVR, CVNA, KW, ABNB, ELAN, COLD, FCPT, BKI, FWONK, WIX, ST, ROIC, SEE, JNPR, BAP, KMX, CTRA, IQ,

  • Added Positions: EQIX, O, TWLO, MTCH, AMD, VMW, CSGP, NFLX, KKR, LH, WY, BRX, DOW, SCHW, DBX, DIS, CRM, VNO, ALB, TSN, XLNX, DFS, LULU, TECH, SNA, DBRG, ENPH, NOW, PANW, CONE, STOR, SQ, SNAP, ILPT, CDAY, DOCU, ZM, UBER, REGN, EXAS, OFC, CERN, KNX, CE, VIAC, BIO, OHI, BIDU, ARW, NLY, CPT, PK, DE, KHC, SITC, EPR, SNOW, DOC, LBTYK, PTC, STT, SUI, PSB, ODFL, WPC, NOC, MAC, EFX, KRC, ICE, HST, GD, FCX, F, ESS,

  • Reduced Positions: MSFT, LIN, BRK.B, HD, JNJ, MRVL, PFE, BA, DHR, LOW, ORCL, GOOG, GOOGL, HPQ, IFF, JPM, TMO, UNH, VICI, PLD, APH, AZO, CSCO, CMCSA, IP, PNW, PG, PGR, PSA, TXN, URI, VTR, VZ, DG, STAG, ZTS, ATH, NET, T, ACN, ARE, ALL, AON, AMAT, ADP, TFC, BAC, BDN, CSX, CVS, CME, CINF, CL, TCOM, DHI, DVA, DVN, EGP, LLY, FDX, FITB, FR, GPC, GILD, HIW, HON, IDXX, IPG, KLAC, KIM, LMT, MTB, MMC, MCK, MTD, MS, NVDA, ORLY, OXY, OKE, PNC, PEP, PKI, PHM, DGX, RHI, SHW, SPG, SWKS, SBUX, TROW, USB, UDR, WMB, BX, TRNO, SSNC, REXR, QRVO, PYPL, BGNE, MRNA, DELL, DDOG, MMM, APD, UHAL, AMP, AME, AMGN, IVZ, BK, BAX, BDX, BIIB, BLK, BMY, CBRE, CNC, C, CLX, KO, CGNX, STZ, CUZ, DXCM, DPZ, EW, EA, EMR, ELS, EL, EXC, EXR, GE, MNST, HIG, HUM, INFO, ILMN, INTC, ISRG, SJM, KMB, KR, LEN, BBWI, MET, MOH, NBIX, NEM, OMC, PPG, BKNG, QCOM, RMD, SLG, SLB, TRV, SYK, SNPS, TGT, TER, TSCO, UPS, RTX, VRSN, WBA, WCN, WM, WAT, WFC, YUM, ZBH, TMUS, MASI, MSCI, FTNT, LEA, CBOE, HCA, MPC, HTA, WDAY, CDW, VEEV, GLPI, HLT, CTRE, ETSY, NSA, BKR, AVTR, DT,

  • Sold Out: KSU, VER, OKTA, PTON, Z, MDB, SGEN, COUP, VMC, COR, RNG, SPLK, EQC, DASH, PLTR, PLUG, RPAI, CXP, CZR, RUN, NVCR, TDY, SHO, WRK, HR, BSY, ESRT, RLJ, BVN, KD,


For the details of Redpoint Investment Management Pty Ltd's stock buys and sells,
go to https://www.gurufocus.com/guru/redpoint+investment+management+pty+ltd/current-portfolio/portfolio

These are the top 5 holdings of Redpoint Investment Management Pty Ltd

  1. Microsoft Corp (MSFT) - 174,655 shares, 4.66% of the total portfolio. Shares reduced by 2.37%

  2. Amazon.com Inc (AMZN) - 11,053 shares, 2.92% of the total portfolio. Shares added by 0.79%

  3. Alphabet Inc (GOOGL) - 7,393 shares, 1.70% of the total portfolio. Shares reduced by 1.69%

  4. Alphabet Inc (GOOG) - 7,189 shares, 1.65% of the total portfolio. Shares reduced by 2.47%

  5. Meta Platforms Inc (FB) - 60,464 shares, 1.61% of the total portfolio. Shares reduced by 0.14%

New Purchase: The Carlyle Group Inc (CG)

Redpoint Investment Management Pty Ltd initiated holding in The Carlyle Group Inc. The purchase prices were between $46.55 and $60.14, with an estimated average price of $54.62. The stock is now traded at around $51.130000. The impact to a portfolio due to this purchase was 0.05%. The holding were 11,031 shares as of 2021-12-31.

New Purchase: Fidelity National Financial Inc (FNF)

Redpoint Investment Management Pty Ltd initiated holding in Fidelity National Financial Inc. The purchase prices were between $45.79 and $52.62, with an estimated average price of $49.86. The stock is now traded at around $54.210000. The impact to a portfolio due to this purchase was 0.03%. The holding were 7,246 shares as of 2021-12-31.

New Purchase: Hasbro Inc (HAS)

Redpoint Investment Management Pty Ltd initiated holding in Hasbro Inc. The purchase prices were between $86.65 and $101.78, with an estimated average price of $96.19. The stock is now traded at around $100.130000. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,361 shares as of 2021-12-31.

New Purchase: Broadstone Net Lease Inc (BNL)

Redpoint Investment Management Pty Ltd initiated holding in Broadstone Net Lease Inc. The purchase prices were between $23.52 and $26.95, with an estimated average price of $25.57. The stock is now traded at around $23.720000. The impact to a portfolio due to this purchase was 0.03%. The holding were 13,183 shares as of 2021-12-31.

New Purchase: NVR Inc (NVR)

Redpoint Investment Management Pty Ltd initiated holding in NVR Inc. The purchase prices were between $4781.82 and $5959.33, with an estimated average price of $5294.63. The stock is now traded at around $5496.830000. The impact to a portfolio due to this purchase was 0.03%. The holding were 60 shares as of 2021-12-31.

New Purchase: Kennedy-Wilson Holdings Inc (KW)

Redpoint Investment Management Pty Ltd initiated holding in Kennedy-Wilson Holdings Inc. The purchase prices were between $21.5 and $23.92, with an estimated average price of $22.81. The stock is now traded at around $23.460000. The impact to a portfolio due to this purchase was 0.03%. The holding were 14,193 shares as of 2021-12-31.

Added: Equinix Inc (EQIX)

Redpoint Investment Management Pty Ltd added to a holding in Equinix Inc by 58.02%. The purchase prices were between $750.01 and $847.3, with an estimated average price of $802.05. The stock is now traded at around $742.940000. The impact to a portfolio due to this purchase was 0.22%. The holding were 8,977 shares as of 2021-12-31.

Added: Realty Income Corp (O)

Redpoint Investment Management Pty Ltd added to a holding in Realty Income Corp by 59.20%. The purchase prices were between $64.16 and $71.97, with an estimated average price of $68.86. The stock is now traded at around $69.730000. The impact to a portfolio due to this purchase was 0.1%. The holding were 48,394 shares as of 2021-12-31.

Added: Match Group Inc (MTCH)

Redpoint Investment Management Pty Ltd added to a holding in Match Group Inc by 104.06%. The purchase prices were between $122.81 and $175.53, with an estimated average price of $144.36. The stock is now traded at around $115.870000. The impact to a portfolio due to this purchase was 0.04%. The holding were 6,834 shares as of 2021-12-31.

Added: Twilio Inc (TWLO)

Redpoint Investment Management Pty Ltd added to a holding in Twilio Inc by 78.75%. The purchase prices were between $248.17 and $369.23, with an estimated average price of $297.96. The stock is now traded at around $207.240000. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,306 shares as of 2021-12-31.

Added: CoStar Group Inc (CSGP)

Redpoint Investment Management Pty Ltd added to a holding in CoStar Group Inc by 198.22%. The purchase prices were between $75.23 and $99.74, with an estimated average price of $83.73. The stock is now traded at around $73.150000. The impact to a portfolio due to this purchase was 0.03%. The holding were 7,873 shares as of 2021-12-31.

Added: VMware Inc (VMW)

Redpoint Investment Management Pty Ltd added to a holding in VMware Inc by 115.58%. The purchase prices were between $110.44 and $167.06, with an estimated average price of $130.75. The stock is now traded at around $124.710000. The impact to a portfolio due to this purchase was 0.03%. The holding were 5,631 shares as of 2021-12-31.

Sold Out: (KSU)

Redpoint Investment Management Pty Ltd sold out a holding in . The sale prices were between $276.49 and $311.4, with an estimated average price of $299.1.

Sold Out: (VER)

Redpoint Investment Management Pty Ltd sold out a holding in . The sale prices were between $46.36 and $52.16, with an estimated average price of $49.13.

Sold Out: Okta Inc (OKTA)

Redpoint Investment Management Pty Ltd sold out a holding in Okta Inc. The sale prices were between $198.08 and $268.28, with an estimated average price of $237.78.

Sold Out: Peloton Interactive Inc (PTON)

Redpoint Investment Management Pty Ltd sold out a holding in Peloton Interactive Inc. The sale prices were between $34.56 and $96.6, with an estimated average price of $60.04.

Sold Out: Zillow Group Inc (Z)

Redpoint Investment Management Pty Ltd sold out a holding in Zillow Group Inc. The sale prices were between $53 and $103.63, with an estimated average price of $71.41.

Sold Out: MongoDB Inc (MDB)

Redpoint Investment Management Pty Ltd sold out a holding in MongoDB Inc. The sale prices were between $429.34 and $585.03, with an estimated average price of $513.15.



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4. Stocks that Redpoint Investment Management Pty Ltd keeps buyingThis article first appeared on GuruFocus.