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

• New Purchases: LSPD, BL, TOST, CRL, DOCS, AFRM, DXCM, DH, ASML, EPAY, VICI, Y, ASZ, CENTA, CMLT, LDHA, HERA, BRO, CCEP, HRL, HIII, APD, AKAM, AEP, COLD, APGB, ARMK, BA, BXP, BFAM, CABO, CCL, CRI, CDW, CHGG, CHWY, CVII, NET, CPUH, CUZ, DE, DISCA, DIS, DOCU, DPZ, DEI, DKNG, DXC, ETN, ENPH, EVBG, FDX, FL, FACT, GS, GGG, HCA, HSY, INFY, KKR, KAHC, LYFT, MMC, MAS, MAT, MDT, NSTD, NTRS, NUAN, OLLI, PH, PICC, PPG, TROW, PMGM, PVH, QDEL, RJF, RTPY, RHI, ROL, RCL, XLK, XLF, SBNY, TPR, TGT, TCVA, TER, TBCP, TRMB, TRIP, UDR, UAA, UNM, VFC, VGII, WMT, WAT, WFC, WELL, WEX, WYNN, ENFA, ABT, ADBE, AMD, ACM, AES, AFL, ALNY, AWK, AMGN, AM, ATR, ARYE, AIZ, T, BK, BAX, BBY, BAC, BX, BSX, BMY, BRX, CPRI, KMX, CBOE, CHTR, CC, CINF, CTAS, CLF, CLR, CTVA, COTY, CACC, DDOG, DVA, FANG, DKS, DFS, DISH, DRE, EIX, EMR, ELS, ETSY, EXAS, FE, FND, FTNT, GE, GSEV, GWW, HAL, HOG, HAS, HST, HWM, HUM, JBHT, HBAN, NTLA, IFF, IOVA, JNJ, KEYS, KMI, KSS, LHX, LEG, MASI, MCK, MGM, MU, MSTR, MDB, MPWR, NTAP, NWL, OTIS, PACB, PEB, PTON, PLNT, PFG, PG, PRU, PSA, QRVO, RSG, RMD, ROST, SEE, SITC, SIX, SKLZ, SWKS, SON, SPAQ, SPAQ, SPLK, SNII, TFX, TPX, TXT, TT, TDG, UBER, UGI, USFD, VRNS, VELO, WAB, WWD, XLNX, ZBRA, ZM, ZNGA,
• Added Positions: RGEN, COUP, CDNS, ADSK, CP, STNE, AVLR, PODD, PCOR, LIN, MA, ANSS, CDAY, TSM, MNST, AJG, MEDP, IAC, BIGC, MORN, MQ, TYL, BLKB, DHI, PAYC, ALGN, GOOGL, FOX, APPF, UNP, REXR, TRNO, WLTW, PSB, ACGL, IEX, MSFT, V, XEL, WDAY, MTD, AMH, EFX, ICE, MELI, SQ, VEEV, DSGX, DGNU, PAGS, POOL, SHW, STE, AMT, AIRC, BDN, CERN, CME, KO, CCK, FTV, LII, ODFL, PAX, SNOW, WCN, ZTS, ATUS, ANET, AZPN, BSY, BF.B, BF.A, CHH, COP, DECK, DOV, DD, EMN, ESNT, EEFT, FICO, FRC, HBI, PEAK, HLT, IVZ, KR, L, MHK, MDLZ, MS, NLSN, NOV, OHI, OC, PAYO, PEP, PFE, PHM, DGX, RNG, RLJ, SKX, SLM, AOS, UA, OLED, VRSN, VRTX, VOYA, XRX, TXG, ABMD, ACN, ALB, ALSN, ALLY, AME, CAR, AXON, BBBY, BRK.B, BIO, BLK, BPMC, BHF, BC, COF, CAT, CIEN, CSCO, C, CGNX, CMCSA, GLW, CSX, DAR, DOW, EPAM, EQT, FB, BEN, FCX, GD, GL, GT, HIG, HON, HII, ITW, ILMN, INTC, IPGP, IQV, LW, LBRDK, LYV, LKQ, LYB, MAR, MOH, NSC, NVCR, NUE, NVR, OSK, PEN, PSX, QCOM, QRTEA, RTX, O, RGA, SRPT, SPOT, SBUX, STLD, TDY, THO, TWLO, UTHR, UNH, UHS, VTRS, VST, WEC, WEN, WDC, XPO, YUM, ZS,
• Reduced Positions: PYPL, PAYX, ZEN, FIS, GPN, FDS, CCI, SUI, TRI, PCTY, BKI, INVH, MCO, DHR, INTU, BILL, BR, CHD, A, ROP, TRU, LEN.B, SPGI, SCHW, SPY, VRSK, AMZN, PLAN, HQY, INFO, EL, NWS, ARE, LGF.B, PKI, BLL, IDXX, MSCI, PLD, NOW, CPRT, CSGP, EHC, ISRG, SSNC, TMO, AN, BLDR, CASY, CI, CROX, CMI, XRAY, DLR, EQH, EXEL, FLT, IAA, LAD, NOC, NVAX, NRG, OGE, PK, RS, RGLD, CRM, SMG, LUV, RARE, AYI, AMG, AGCO, ALK, AA, AAL, AMP, ABC, NLY, TEAM, AZO, AVB, AVY, BIIB, BYD, CE, LNG, CB, CWEN.A, DAL, ECL, EA, ETR, FNF, IT, GIS, HPE, HZNP, INCY, IPG, JBL, JBLU, JPM, KBH, LVS, MRO, MPC, MTZ, MKC, MET, MKSI, MRNA, NEWR, NYCB, NEM, NLOK, ORCL, REGN, RNR, SIRI, SMAR, SEDG, STT, STOR, SHO, TTD, TOL, UI, ULTA, VLO, VMC, WBA, WM, WST, WU,
• Sold Out: AON, CNI, SQSP, BKNG, MGP, PHR, SRNG, CMLTU, HIIIU, ASZ.U, HERAU, ACC, EQC, HTA, KAHC.U, LDHAU, VGII.U, ARWR, ATVI, CBRL, CZR, FITB, HSIC, IRBT, KLAC, LRCX, MRTX, NBIX, NTRA, PENN, SAGE, SGEN, TTWO, WING, ABBV, ADM, AEO, APLE, CF, CTLT, DTE, ED, EOG, EQR, F, FBHS, FMC, HES, HFC, HPP, KEY, LPX, MCD, MRK, PGRE, RH, RPAI, TMX, SO, SYY, TMHC, VNO, VTR, W, WHR, WSM, GH, ESTC, YETI, TWST, TBCPU, CPUH.U, PMGMU, PICC.U, APGB.U, CVII.U, FACT.U, NSTD.U, RTPYU, RTPYU, AAPL, AGNC, APPS, BMRN, CHRW, CTSH, CTXS, DLTR, DOX, ENTG, EXPE, FATE, FFIV, FISV, IIVI, KHC, LOPE, LPLA, LULU, MCHP, NVDA, NWSA, ON, ORLY, PCAR, PTC, RUN, SAFM, SAVE, SIVB, SNPS, SRCL, TECH, TMUS, TNDM, TSCO, TXN, XLRN, ZION, ADS, AEE, AIG, ALL, ANTM, APA, TFC, BDX, BERY, BG, BWA, CAG, CAH, CMA, CMS, CPB, CVX, EXR, GDDY, HPQ, HRB, JCI, J, KIM, KNX, LDOS, LEA, LMT, LOW, LSI, MAA, MOS, MSGS, NI, NKE, NYT, OMC, PNR, POST, PSTG, PWR, RE, REG, RF, RL, SAM, SJM, SLB, SNA, SNV, STZ, TJX, TREX, TRV, TSN, UAL, UPS, VZ, WRB, WWE, X, YUMC, EXPI, OKTA, RDFN, SFIX, WH, BJ, DELL, PINS, CRWD, DT, NVST, SDGR, SPAQ.U, SPAQ.U, VELOU, GSEVU, SNII.U, DTM,

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

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%

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.