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Redpoint Investment Management Pty Ltd Buys Equinix Inc, Realty Income Corp, The Carlyle Group Inc, Sells , , Linde PLC

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Jan 19, 2022
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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.

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.



Here is the complete portfolio of Redpoint Investment Management Pty Ltd. Also check out:

1. Redpoint Investment Management Pty Ltd's Undervalued Stocks
2. Redpoint Investment Management Pty Ltd's Top Growth Companies, and
3. Redpoint Investment Management Pty Ltd's High Yield stocks
4. Stocks that Redpoint Investment Management Pty Ltd keeps buying
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