Redpoint Investment Management Pty Ltd Buys Southern Co, Netflix Inc, Essential Utilities Inc, Sells Envista Holdings Corp, Voya Financial Inc, Oracle Corp

• New Purchases: A2A, 2IS, DXCM, SATS, IRDM, CTVA, TRGP, BKH, MGEE, DOCU, WRE, ZTO,
• Added Positions: SO, NFLX, NEE, NVDA, UNP, CME, SRE, D, NSC, CSX, DUK, GS, CB, OKE, PEG, KMI, PLD, ATO, WMB, AEP, AEE, KO, DLR, EIX, ETR, FDX, NI, QCOM, EDU, SQ, CCI, NEM, WEC, TDG, BX, AWK, TAL, RNG, OGS, KEYS, VICI, AFL, BF.B, SCHW, BAP, ESS, EXC, FE, GE, ISRG, NBIX, PPL, VIPS, PAYC, QRVO, AES, AKAM, BLK, CF, CWT, CNP, ED, EMR, GPN, HEI, KSU, MCHP, NRG, ES, TRV, TSLA, MPC, JD, HWM, SNAP, ARE, LNT, AWR, AVB, BLL, CMS, CNC, FIS, CSGP, EE, HST, INFO, IDA, ORLY, PNW, SJW, SGEN, NLOK, WPC, DIS, XLNX, CMG, LULU, MELI, VEEV, VST, HES, ANSS, AIV, AVA, BA, CAG, DRE, EGP, KRC, MKC, STT, UPS, VRSK, PDM, SSNC, SBRA, SPLK, REXR, AMH, STOR, OKTA,
• Reduced Positions: VOYA, AAPL, MSFT, ORCL, PGR, DVN, WFC, AMZN, BIIB, CBRE, HIG, INTC, DFS, CMA, CAT, CVX, LHX, JPM, MCK, EVRG, FB, TFC, FNF, FISV, LMT, MRK, WU, FTNT, GOOG, DISCA, GILD, SBAC, CRM, SLB, AMP, BRK.B, BBY, COG, GLW, IBM, MAR, MU, URI, VFC, RGA, AVGO, ADBE, AIG, AMTD, BAC, BEN, GOOGL, HFC, HD, LRCX, PFE, BKNG, UDR, EBAY, MA, MSCI, NXPI, HII, PANW, ABT, ALL, BMY, CCL, ETFC, ETN, XOM, F, HON, KSS, LYV, MAN, NTAP, OGE, PPG, XPO, UNH, S, TMUS, HCA, BABA, ALE, AMD, AMT, AMGN, DHI, HUM, TT, ICE, JNJ, MDT, MCO, NVR, NOC, PEP, SPG, SWKS, STLD, WLTW, V, AGR, T, CAH, CHD, CSCO, C, CTXS, CL, COP, DHR, EQR, EL, HAL, KIM, LXP, LOW, MMC, MCD, MET, NKE, OHI, PSB, PSA, O, RCL, SHO, TMO, TIF, USB, VTR, WMT, WBA, WM, XEL, YUM, GLPI, BRX, PYPL, INVH, DELL, ACGL, BAX, BDX, BXP, CE, CI, CCEP, COST, DTE, SITC, DRH, DLTR, EW, ELS, EXR, FRT, FR, EQC, HE, WELL, HSY, IRM, LEN, MPW, MAA, NWN, PRU, REG, RSG, ROST, SLG, STX, SNA, LSI, SBUX, SUI, SNPS, SYY, TJX, WAT, ANTM, POR, DAL, JAZZ, CLNY, CHTR, RLJ, VER, RPAI, HTA, WDAY, CONE, ZTS, TWTR, SYF, APLE, KHC, PK, COLD, FOX, DOW,
• Sold Out: NVST, WTRG, MIC, NCLH, FTV, DXC, UAL, PVH, LEA, QRTEA, JWN, SPR, LPT, TPR, CIB, LTC, WYNN, SRC, ARMK, WCG, EPR, QD, LNG, UBA, WHR, CBOE, L, WRI, WAB, CXO, LUV, INN, FBHS, ALLE, XHR, FCPT, LW, BKR, AAP, JBHT, KMX, XRAY, DISH, RE, FMC, GRMN, RHP, HAS, HSIC, HOLX, SVC, IFF, WRB, LKQ, LNC, MAC, NHI, ON, PFG, RJF, SIVB, SKT, GL, TRMB,

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. Microsoft Corp (MSFT) - 473,781 shares, 4.67% of the total portfolio. Shares reduced by 4.42%
2. Apple Inc (AAPL) - 281,614 shares, 4.48% of the total portfolio. Shares reduced by 4.8%
3. Amazon.com Inc (AMZN) - 26,993 shares, 3.29% of the total portfolio. Shares reduced by 4.15%
4. Facebook Inc (FB) - 152,454 shares, 1.59% of the total portfolio. Shares reduced by 5.15%
5. Alphabet Inc (GOOG) - 19,888 shares, 1.45% of the total portfolio. Shares reduced by 5.27%

Redpoint Investment Management Pty Ltd initiated holding in Essential Utilities Inc. The purchase prices were between $28.4 and $49.4, with an estimated average price of $42.29. The stock is now traded at around $38.20. The impact to a portfolio due to this purchase was 0.14%. The holding were 55,151 shares as of .

Redpoint Investment Management Pty Ltd initiated holding in Trane Technologies PLC. The purchase prices were between $65 and $103.98, with an estimated average price of $91.12. The stock is now traded at around $74.50. The impact to a portfolio due to this purchase was 0.1%. The holding were 19,504 shares as of .

Redpoint Investment Management Pty Ltd initiated holding in DexCom Inc. The purchase prices were between $191.16 and $302.51, with an estimated average price of $248.7. The stock is now traded at around $319.76. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,951 shares as of .

Redpoint Investment Management Pty Ltd initiated holding in Iridium Communications Inc. The purchase prices were between $17.91 and $31.88, with an estimated average price of $25.97. The stock is now traded at around $22.77. The impact to a portfolio due to this purchase was 0.05%. The holding were 33,019 shares as of .

Redpoint Investment Management Pty Ltd initiated holding in EchoStar Corp. The purchase prices were between $26.72 and $43.39, with an estimated average price of $37.64. The stock is now traded at around $29.53. The impact to a portfolio due to this purchase was 0.05%. The holding were 25,499 shares as of .

Redpoint Investment Management Pty Ltd initiated holding in Corteva Inc. The purchase prices were between $20.74 and $31.71, with an estimated average price of $27.59. The stock is now traded at around $24.45. The impact to a portfolio due to this purchase was 0.04%. The holding were 29,896 shares as of .

Redpoint Investment Management Pty Ltd added to a holding in Southern Co by 43.26%. The purchase prices were between $43.23 and $70.85, with an estimated average price of $63.5. The stock is now traded at around $57.20. The impact to a portfolio due to this purchase was 0.19%. The holding were 185,925 shares as of .

Redpoint Investment Management Pty Ltd added to a holding in Netflix Inc by 27.73%. The purchase prices were between $298.84 and $387.78, with an estimated average price of $353.51. The stock is now traded at around $420.99. The impact to a portfolio due to this purchase was 0.14%. The holding were 27,009 shares as of .

Redpoint Investment Management Pty Ltd added to a holding in NVIDIA Corp by 31.56%. The purchase prices were between $196.4 and $314.7, with an estimated average price of $252.63. The stock is now traded at around $282.70. The impact to a portfolio due to this purchase was 0.13%. The holding were 32,926 shares as of .

Redpoint Investment Management Pty Ltd added to a holding in NextEra Energy Inc by 30.57%. The purchase prices were between $181.66 and $282.22, with an estimated average price of $251.74. The stock is now traded at around $246.49. The impact to a portfolio due to this purchase was 0.13%. The holding were 36,864 shares as of .

Redpoint Investment Management Pty Ltd added to a holding in Sempra Energy by 40.73%. The purchase prices were between $88.62 and $161.13, with an estimated average price of $142.55. The stock is now traded at around $121.58. The impact to a portfolio due to this purchase was 0.12%. The holding were 56,692 shares as of .

Redpoint Investment Management Pty Ltd added to a holding in CME Group Inc by 153.38%. The purchase prices were between $139.54 and $223.63, with an estimated average price of $199.4. The stock is now traded at around $180.49. The impact to a portfolio due to this purchase was 0.12%. The holding were 18,091 shares as of .

Redpoint Investment Management Pty Ltd sold out a holding in Envista Holdings Corp. The sale prices were between $11.91 and $33.2, with an estimated average price of $25.83.

Redpoint Investment Management Pty Ltd sold out a holding in Essential Utilities Inc. The sale prices were between $32.65 and $54.07, with an estimated average price of $47.33.

Redpoint Investment Management Pty Ltd sold out a holding in Macquarie Infrastructure Corp. The sale prices were between $14.1 and $45.65, with an estimated average price of $38.56.

Redpoint Investment Management Pty Ltd sold out a holding in Norwegian Cruise Line Holdings Ltd. The sale prices were between $7.77 and $59.65, with an estimated average price of $40.98.

Redpoint Investment Management Pty Ltd sold out a holding in Fortive Corp. The sale prices were between $42.01 and $79.4, with an estimated average price of $69.69.

Redpoint Investment Management Pty Ltd sold out a holding in DXC Technology Co. The sale prices were between $9.31 and $37.59, with an estimated average price of $26.83.