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Echo Street Capital Management LLC Buys Repligen Corp, Lightspeed Commerce Inc, Coupa Software Inc, Sells PayPal Holdings Inc, Paychex Inc, Zendesk Inc

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Nov 15, 2021
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New York, NY, based Investment company Echo Street Capital Management LLC (Current Portfolio) buys Repligen Corp, Lightspeed Commerce Inc, Coupa Software Inc, Cadence Design Systems Inc, Autodesk Inc, sells PayPal Holdings Inc, Paychex Inc, Zendesk Inc, Fidelity National Information Services Inc, Global Payments Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Echo Street Capital Management LLC. As of 2021Q3, Echo Street Capital Management LLC owns 615 stocks with a total value of $14.2 billion. These are the details of the buys and sells.

For the details of Echo Street Capital Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/echo+street+capital+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Echo Street Capital Management LLC
  1. Microsoft Corp (MSFT) - 2,050,403 shares, 4.06% of the total portfolio. Shares added by 2.13%
  2. PayPal Holdings Inc (PYPL) - 1,055,157 shares, 1.93% of the total portfolio. Shares reduced by 35.24%
  3. Thermo Fisher Scientific Inc (TMO) - 451,434 shares, 1.81% of the total portfolio. Shares reduced by 1.25%
  4. Autodesk Inc (ADSK) - 836,924 shares, 1.68% of the total portfolio. Shares added by 63.97%
  5. Paycom Software Inc (PAYC) - 468,111 shares, 1.63% of the total portfolio. Shares added by 10.51%
New Purchase: Lightspeed Commerce Inc (LSPD)

Echo Street Capital Management LLC initiated holding in Lightspeed Commerce Inc. The purchase prices were between $77.62 and $124.41, with an estimated average price of $99.42. The stock is now traded at around $69.390000. The impact to a portfolio due to this purchase was 0.9%. The holding were 1,322,690 shares as of 2021-09-30.

New Purchase: BlackLine Inc (BL)

Echo Street Capital Management LLC initiated holding in BlackLine Inc. The purchase prices were between $105.62 and $126.23, with an estimated average price of $114.91. The stock is now traded at around $127.350000. The impact to a portfolio due to this purchase was 0.6%. The holding were 718,996 shares as of 2021-09-30.

New Purchase: Toast Inc (TOST)

Echo Street Capital Management LLC initiated holding in Toast Inc. The purchase prices were between $49.78 and $62.51, with an estimated average price of $54.68. The stock is now traded at around $47.970000. The impact to a portfolio due to this purchase was 0.58%. The holding were 1,648,586 shares as of 2021-09-30.

New Purchase: Charles River Laboratories International Inc (CRL)

Echo Street Capital Management LLC initiated holding in Charles River Laboratories International Inc. The purchase prices were between $372.64 and $458.3, with an estimated average price of $415.21. The stock is now traded at around $384.540000. The impact to a portfolio due to this purchase was 0.53%. The holding were 181,222 shares as of 2021-09-30.

New Purchase: Doximity Inc (DOCS)

Echo Street Capital Management LLC initiated holding in Doximity Inc. The purchase prices were between $46.82 and $102.02, with an estimated average price of $73.18. The stock is now traded at around $70.770000. The impact to a portfolio due to this purchase was 0.5%. The holding were 879,953 shares as of 2021-09-30.

New Purchase: Affirm Holdings Inc (AFRM)

Echo Street Capital Management LLC initiated holding in Affirm Holdings Inc. The purchase prices were between $55.86 and $128.37, with an estimated average price of $79.94. The stock is now traded at around $147.990000. The impact to a portfolio due to this purchase was 0.46%. The holding were 548,464 shares as of 2021-09-30.

Added: Repligen Corp (RGEN)

Echo Street Capital Management LLC added to a holding in Repligen Corp by 36234.50%. The purchase prices were between $194.77 and $324.21, with an estimated average price of $256.26. The stock is now traded at around $261.450000. The impact to a portfolio due to this purchase was 0.99%. The holding were 488,699 shares as of 2021-09-30.

Added: Coupa Software Inc (COUP)

Echo Street Capital Management LLC added to a holding in Coupa Software Inc by 168.31%. The purchase prices were between $207.9 and $277.8, with an estimated average price of $235.75. The stock is now traded at around $229.140000. The impact to a portfolio due to this purchase was 0.87%. The holding were 903,251 shares as of 2021-09-30.

Added: Cadence Design Systems Inc (CDNS)

Echo Street Capital Management LLC added to a holding in Cadence Design Systems Inc by 19753.41%. The purchase prices were between $136.93 and $167.61, with an estimated average price of $152.37. The stock is now traded at around $182.340000. The impact to a portfolio due to this purchase was 0.75%. The holding were 704,002 shares as of 2021-09-30.

Added: Autodesk Inc (ADSK)

Echo Street Capital Management LLC added to a holding in Autodesk Inc by 63.97%. The purchase prices were between $279.35 and $342.27, with an estimated average price of $305.7. The stock is now traded at around $326.390000. The impact to a portfolio due to this purchase was 0.66%. The holding were 836,924 shares as of 2021-09-30.

Added: StoneCo Ltd (STNE)

Echo Street Capital Management LLC added to a holding in StoneCo Ltd by 132.14%. The purchase prices were between $34.68 and $69.91, with an estimated average price of $52.07. The stock is now traded at around $31.310000. The impact to a portfolio due to this purchase was 0.54%. The holding were 3,862,654 shares as of 2021-09-30.

Added: Canadian Pacific Railway Ltd (CP)

Echo Street Capital Management LLC added to a holding in Canadian Pacific Railway Ltd by 79.41%. The purchase prices were between $64.64 and $77.57, with an estimated average price of $71.38. The stock is now traded at around $76.960000. The impact to a portfolio due to this purchase was 0.54%. The holding were 2,656,574 shares as of 2021-09-30.

Sold Out: Aon PLC (AON)

Echo Street Capital Management LLC sold out a holding in Aon PLC. The sale prices were between $226.79 and $299.17, with an estimated average price of $268.54.

Sold Out: Canadian National Railway Co (CNI)

Echo Street Capital Management LLC sold out a holding in Canadian National Railway Co. The sale prices were between $101.48 and $127.22, with an estimated average price of $110.76.

Sold Out: Squarespace Inc (SQSP)

Echo Street Capital Management LLC sold out a holding in Squarespace Inc. The sale prices were between $38.64 and $58.52, with an estimated average price of $48.44.

Sold Out: Booking Holdings Inc (BKNG)

Echo Street Capital Management LLC sold out a holding in Booking Holdings Inc. The sale prices were between $2067.55 and $2491.35, with an estimated average price of $2243.82.

Sold Out: MGM Growth Properties LLC (MGP)

Echo Street Capital Management LLC sold out a holding in MGM Growth Properties LLC. The sale prices were between $35.88 and $43.1, with an estimated average price of $39.21.

Sold Out: Phreesia Inc (PHR)

Echo Street Capital Management LLC sold out a holding in Phreesia Inc. The sale prices were between $60.65 and $72.12, with an estimated average price of $66.66.



Here is the complete portfolio of Echo Street Capital Management LLC. Also check out:

1. Echo Street Capital Management LLC's Undervalued Stocks
2. Echo Street Capital Management LLC's Top Growth Companies, and
3. Echo Street Capital Management LLC's High Yield stocks
4. Stocks that Echo Street Capital Management LLC keeps buying
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