Redpoint Investment Management Pty Ltd Buys Essential Utilities Inc, Raytheon Technologies Corp, Edwards Lifesciences Corp, Sells Aon PLC, Essential Utilities Inc, Wells Fargo

• New Purchases: WTRG, OTIS, LNG, CARR, COUP, PNM, MOH, LBTYA, ZM, SR, TWLO, RE, NOAH, WIX, TER, SIVB, AVTR, UBER, MKL, EFX, MDB, HOLX, FMC, TYL, JBGS, FTV, TDOC, BKI, GLOB, ARMK, AVLR, QTS, SRC, FBHS, NWL, AAP, ALNY, AVY, CUZ, GRMN, HR, IFF, JBHT, MAC, STAG, PFG, TRMB, SRPT, WST, PODD, MASI, TRNO, HPP,
• Added Positions: RTX, EW, SBAC, ALE, BKH, D, DUK, NBIX, AIG, AVA, EE, MTCH, MELI, ABBV, ATO, CNP, CI, ED, DLTR, NEE, MKTX, NWE, UPS, WEC, PLD, AEP, AWR, DLR, HE, MMC, NI, ES, NWN, OHI, PPL, PNW, SGEN, SRE, XEL, POR, AFL, ARE, LNT, AMT, ADI, AIV, BK, BMRN, BLK, CWT, GLW, CCI, DXCM, EIX, ETR, EQR, ESS, FE, EQC, LHX, HPQ, IDA, TT, KSU, MGEE, MTD, MCHP, SJW, SWK, NLOK, UDR, WPC, LULU, AWK, IRDM, MPC, CONE, OGS, DOCU, AKAM, AMP, BF.B, CPT, CTL, FIS, CHKP, NNN, CAG, EGP, ELS, EXC, FAST, KRC, NEM, OGE, OXY, ODFL, PSB, RSG, LSI, TRV, TFX, ULTA, SATS, KMI, APTV, VIPS, REXR, AMH, PGRE, GDDY, APLE, TRU, KHC, AGR, PK, INVH, OKTA, VICI, COLD,
• Reduced Positions: MSFT, AAPL, AMZN, BAC, WFC, LLY, JNJ, FB, GOOG, COG, JPM, V, GOOGL, INTC, ABT, PG, UNH, T, ACN, EL, MRK, NRG, QCOM, VZ, AMGN, CVX, EQIX, HD, SO, WMT, MA, BRK.B, BMY, CSCO, DHR, XOM, PEAK, IBM, PFE, WU, BABA, BBY, BIIB, CBRE, C, CMCSA, CMA, FDX, GPN, MCD, NUE, ORCL, PEP, TROW, EVRG, FTNT, ADBE, AVB, KO, COP, COST, GILD, HIG, HON, MDLZ, LRCX, SPGI, MDT, NFLX, NKE, PGR, TXN, TMO, DIS, EBAY, CMG, CHTR, PANW, PYPL, MMM, AXP, ABC, ADP, BDX, BSX, CVS, COF, CAT, CNC, SCHW, ETN, GE, HUM, ITW, INTU, ISRG, KMB, MU, NVDA, OMC, BKNG, CRM, SBUX, STLD, TGT, USB, URI, VRSN, VRTX, WBA, YUM, LDOS, MSCI, PM, AVGO, SPLK, NOW, RNG, VST, ATVI, A, APD, ALXN, ALL, MO, AMTD, AMAT, AZO, ADSK, BIDU, BLL, BAX, BA, BXP, CMS, CSX, CAH, CME, CHD, CTXS, CLX, CSGP, CCEP, CTSH, CL, TCOM, CMI, DE, DPZ, DD, ECL, EA, EMR, EXPD, FNF, FISV, GD, GIS, GS, MNST, HSY, HFC, HRL, HST, IDXX, ILMN, INCY, ICE, SJM, JCI, JLL, K, KEY, KR, LEN, LOW, MTB, MAS, MCK, MCO, MS, MSI, NTES, NTAP, ORLY, PCAR, PNC, PPG, RL, REGN, RMD, WRK, ROK, ROP, ROST, SLG, STX, XPO, SHW, SWKS, STT, SYK, SUI, SNPS, SYY, TJX, TXT, TSN, UNP, VLO, WCN, WM, WAT, ANTM, WMB, ZBH, BX, DFS, VMW, DISCK, VRSK, DG, LYB, NXPI, TRGP, FRC, HCA, VER, PSX, ZTS, IQV, CDW, VEEV, TWTR, PAYC, JD, SYF, CFG, YUMC, SNAP, DELL, CB, AES, ABMD, ALGN, HES, APH, ANSS, ARW, TFC, VIAC, CHRW, CDNS, CCL, CE, CERN, BAP, DHI, DTE, DRI, DRE, EOG, EMN, EXPE, EXR, FITB, BEN, GPC, HAL, HEI, HBAN, INFO, IP, IPG, IRM, KLAC, KIM, LXP, LMT, MAR, MXIM, MKC, MYL, NVR, NTRS, OKE, PKG, PH, PAYX, PXD, PRU, PEG, PHM, DGX, O, RF, RHI, RCL, SLB, SPG, SNA, TTWO, UGI, VFC, VNO, GWW, WY, WLTW, XLNX, TDG, EDU, DEI, LBTYK, TMUS, JAZZ, TEL, SSNC, GM, HDS, GLPI, HLT, QRVO, HPE, SQ, FOXA, FOX, DOW, CTVA,
• Sold Out: AON, A2A, RTN, 2IS, RGA, TAP, ETFC, VOYA, DAL, S, KSS, CINF, UHS, WRE, MAN, DISCA, DVN, KKR, AIZ, NBL, MRO,

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

1. Apple Inc (AAPL) - 260,302 shares, 5.26% of the total portfolio. Shares reduced by 7.57%
2. Microsoft Corp (MSFT) - 437,256 shares, 4.93% of the total portfolio. Shares reduced by 7.71%
3. Amazon.com Inc (AMZN) - 25,028 shares, 3.82% of the total portfolio. Shares reduced by 7.28%
4. Facebook Inc (FB) - 142,176 shares, 1.79% of the total portfolio. Shares reduced by 6.74%
5. Alphabet Inc (GOOGL) - 18,554 shares, 1.46% of the total portfolio. Shares reduced by 6.43%

Redpoint Investment Management Pty Ltd initiated holding in Essential Utilities Inc. The purchase prices were between $38.5 and $46.61, with an estimated average price of $42.23. The stock is now traded at around $44.53. The impact to a portfolio due to this purchase was 0.15%. The holding were 62,959 shares as of .

Redpoint Investment Management Pty Ltd initiated holding in Otis Worldwide Corp. The purchase prices were between $44 and $61.26, with an estimated average price of $51.55. The stock is now traded at around $58.54. The impact to a portfolio due to this purchase was 0.07%. The holding were 23,150 shares as of .

Redpoint Investment Management Pty Ltd initiated holding in Cheniere Energy Inc. The purchase prices were between $32 and $51.25, with an estimated average price of $43.48. The stock is now traded at around $50.05. The impact to a portfolio due to this purchase was 0.06%. The holding were 22,852 shares as of .

Redpoint Investment Management Pty Ltd initiated holding in Carrier Global Corp. The purchase prices were between $12.89 and $24.37, with an estimated average price of $18.38. The stock is now traded at around $26.47. The impact to a portfolio due to this purchase was 0.05%. The holding were 41,232 shares as of .

Redpoint Investment Management Pty Ltd initiated holding in Coupa Software Inc. The purchase prices were between $126.22 and $277.04, with an estimated average price of $199.86. The stock is now traded at around $299.78. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,451 shares as of .

Redpoint Investment Management Pty Ltd initiated holding in Zoom Video Communications Inc. The purchase prices were between $113.75 and $259.51, with an estimated average price of $178.45. The stock is now traded at around $246.44. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,725 shares as of .

Redpoint Investment Management Pty Ltd added to a holding in Raytheon Technologies Corp by 75.63%. The purchase prices were between $49.93 and $74.16, with an estimated average price of $62.35. The stock is now traded at around $61.91. The impact to a portfolio due to this purchase was 0.11%. The holding were 72,416 shares as of .

Redpoint Investment Management Pty Ltd added to a holding in Edwards Lifesciences Corp by 180.82%. The purchase prices were between $57.54 and $76.95, with an estimated average price of $70.98. The stock is now traded at around $73.55. The impact to a portfolio due to this purchase was 0.1%. The holding were 40,989 shares as of .

Redpoint Investment Management Pty Ltd added to a holding in SBA Communications Corp by 27.24%. The purchase prices were between $260.47 and $318.26, with an estimated average price of $294.87. The stock is now traded at around $296.99. The impact to a portfolio due to this purchase was 0.09%. The holding were 25,311 shares as of .

Redpoint Investment Management Pty Ltd added to a holding in ALLETE Inc by 223.69%. The purchase prices were between $49.6 and $63.66, with an estimated average price of $56.79. The stock is now traded at around $59.90. The impact to a portfolio due to this purchase was 0.06%. The holding were 25,711 shares as of .

Redpoint Investment Management Pty Ltd added to a holding in Black Hills Corp by 494.04%. The purchase prices were between $53.03 and $70.66, with an estimated average price of $60.67. The stock is now traded at around $60.61. The impact to a portfolio due to this purchase was 0.06%. The holding were 22,841 shares as of .

Redpoint Investment Management Pty Ltd added to a holding in Neurocrine Biosciences Inc by 105.01%. The purchase prices were between $85.09 and $130.36, with an estimated average price of $110.15. The stock is now traded at around $132.38. The impact to a portfolio due to this purchase was 0.05%. The holding were 14,660 shares as of .

Redpoint Investment Management Pty Ltd sold out a holding in Aon PLC. The sale prices were between $153.68 and $200.2, with an estimated average price of $186.19.

Redpoint Investment Management Pty Ltd sold out a holding in Essential Utilities Inc. The sale prices were between $34.55 and $40.8, with an estimated average price of $38.13.

Redpoint Investment Management Pty Ltd sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.

Redpoint Investment Management Pty Ltd sold out a holding in Trane Technologies PLC. The sale prices were between $69.5 and $91, with an estimated average price of $78.35.

Redpoint Investment Management Pty Ltd sold out a holding in Reinsurance Group of America Inc. The sale prices were between $74.98 and $112, with an estimated average price of $92.43.

Redpoint Investment Management Pty Ltd sold out a holding in Molson Coors Beverage Co. The sale prices were between $34.36 and $47.4, with an estimated average price of $39.96.