COLUMBUS CIRCLE INVESTORS

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Columbus Circle Investors is based out of Stamford. Columbus Circle Investors is a hedge fund with 36 clients and discretionary assets under management (AUM) of $2,325,525,196 (Form ADV from 2020-03-20). Their last reported 13F filing for Q2 2020 included $2,488,070,000 in managed 13F securities and a top 10 holdings concentration of 21.12%. Columbus Circle Investors's largest holding is Ringcentral Inc with shares held of 253,648. Columbus Circle Investors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 70 13F filings, and 2 13G filings

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06/30/2020

13F Activity

  • Market Value $2.488 Billion
  • Prior Market Value $1.817 Billion
  • New Purchases41 stocks
  • Additional Purchases46 stocks
  • Sold out of38 stocks
  • Reduced holdings in63 stocks
  • Top 10 Holdings % 21.12 %
  • Turnover % [1]:52.67%
  • Turnover Alt % [2]: 28.63 %
  • Time Held Top20:2.35 quarters
  • Time Held Top10:1.10 quarters
  • Time Held All:5.37 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 38.05%
Performance Last 4 Quarters: 5.86%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

COLUMBUS CIRCLE INVESTORS
METRO CENTER ONE STATION PL, 8TH FLOOR SOUTH
STAMFORD CT    06902
Country: United States

Business Phone: 203-353-6000
Fax: 203-251-8707
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Partnership
Organized in: DE
Number of employees: 33
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 0
Total Number of Clients: 36
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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COLUMBUS CIRCLE INVESTORS

ownership team - last updated 2020-06-02
Name Title Start Date Direct/Indirect % Ownership
CCIP, LLC GENERAL PARTNER 06/01/1999 Direct 75% or more
Fund Name Position direct/indirect start date end date
COLUMBUS CIRCLE INVESTORS GENERAL PARTNER direct 1999-06-01
FOX, CLIFFORD, G SENIOR MANAGING DIRECTOR 01/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
COLUMBUS CIRCLE INVESTORS SENIOR MANAGING DIRECTOR direct 2000-01-01
COLUMBUS CIRCLE INVESTORS SHAREHOLDER indirect 2004-01-01 2004-11-11
COLUMBUS CIRCLE INVESTORS MEMBER indirect 2004-01-01 2004-11-11
PRINCIPAL GLOBAL COLUMBUS CIRCLE LLC GENERAL PARTNER 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
COLUMBUS CIRCLE INVESTORS GENERAL PARTNER direct 2005-01-01
PENROD, J MARKHAM CHIEF COMPLIANCE OFFICER 09/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
COLUMBUS CIRCLE INVESTORS CHIEF COMPLIANCE OFFICER direct 2015-09-01
EMPIRE CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2005-06-01
EMPIRE CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2005-06-01
PRINCIPAL GLOBAL INVESTORS MEMBER CCIP, LLC 01/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PRINCIPAL CAPITAL INCOME INVESTORS LLC SOLE MEMBER, 100% OWNERSHIP direct 2000-02-01
INVISTA CAPITAL MANAGEMENT LLC SOLE MEMBER, 100% OWNERSHIP direct 2001-04-01
COLUMBUS CIRCLE INVESTORS SOLE MEMBER, 100% OWNER indirect 2005-01-01
COLUMBUS CIRCLE INVESTORS MEMBER indirect 2005-01-01
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2011-07-01 2013-12-20
FINISTERRE MALTA LIMITED SHAREHOLDER indirect 2011-07-01 2015-03-27
ORIGIN ASSET MANAGEMENT LLP INVESTOR MEMBER direct 2011-10-01 2015-03-31
ORIGIN ASSET MANAGEMENT LLP INVESTOR MEMBER indirect 2011-10-01 2015-03-31
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2011-07-01 2015-04-15
FINISTERRE CAPITAL LLP PARTNER direct 2011-07-01 2015-04-15
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2011-07-01 2015-04-15
PRINCIPAL REAL ESTATE INVESTORS LLC SOLE MEMBER, 100% OWNERSHIP direct 1998-09-01 2017-03-30
PRINCIPAL ENTERPRISE CAPITAL, LLC SOLE MEMBER, 100% OWNERSHIP direct 1999-01-01 2017-03-30
POST ADVISORY GROUP, LLC MEMBER direct 2003-10-01 2017-03-31
PRINCIPAL GLOBAL INVESTORS, LLC SOLE MEMBER, 100% OWNER PRINCIPAL GLOBAL COLUMBUS CIRCLE, LLC 01/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PRINCIPAL CAPITAL INCOME INVESTORS LLC SOLE MEMBER, 100% OWNERSHIP direct 2000-02-01
INVISTA CAPITAL MANAGEMENT LLC SOLE MEMBER, 100% OWNERSHIP direct 2001-04-01
COLUMBUS CIRCLE INVESTORS SOLE MEMBER, 100% OWNER indirect 2005-01-01
COLUMBUS CIRCLE INVESTORS MEMBER indirect 2005-01-01
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2011-07-01 2013-12-20
FINISTERRE MALTA LIMITED SHAREHOLDER indirect 2011-07-01 2015-03-27
ORIGIN ASSET MANAGEMENT LLP INVESTOR MEMBER direct 2011-10-01 2015-03-31
ORIGIN ASSET MANAGEMENT LLP INVESTOR MEMBER indirect 2011-10-01 2015-03-31
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2011-07-01 2015-04-15
FINISTERRE CAPITAL LLP PARTNER direct 2011-07-01 2015-04-15
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2011-07-01 2015-04-15
PRINCIPAL REAL ESTATE INVESTORS LLC SOLE MEMBER, 100% OWNERSHIP direct 1998-09-01 2017-03-30
PRINCIPAL ENTERPRISE CAPITAL, LLC SOLE MEMBER, 100% OWNERSHIP direct 1999-01-01 2017-03-30
POST ADVISORY GROUP, LLC MEMBER direct 2003-10-01 2017-03-31
PRINCIPAL LIFE INSURANCE COMPANY SOLE MEMBER, 100% OWNER PRINCIPAL GLOBAL INVESTORS 09/01/1998 Indirect 75% or more
Fund Name Position direct/indirect start date end date
COLUMBUS CIRCLE INVESTORS SOLE MEMBER, 100% OWNER indirect 1998-09-01
INVISTA CAPITAL MANAGEMENT LLC 100% OWNER indirect 1998-09-01
PRINCIPAL CAPITAL INCOME INVESTORS LLC 100% OWNER indirect 2000-02-01
PRINCIPAL CAPITAL REAL ESTATE INVESTORS LLC 100% OWNER indirect 1998-05-01 2001-03-30
INVISTA CAPITAL MANAGEMENT LLC 100% OWNER indirect 1998-12-01 2001-12-14
SPECTRUM ASSET MANAGEMENT, INC. 100% OWNER indirect 1998-09-01 2002-12-05
SPECTRUM ASSET MANAGEMENT, INC. 100% OWNER indirect 1998-09-01 2003-03-26
PRINCIPAL FINANCIAL ADVISORS, INC. 100% OWNER indirect 1998-12-01 2006-01-31
PRINCIPAL REAL ESTATE INVESTORS LLC 100% OWNER indirect 1998-09-01 2007-05-18
SPECTRUM ASSET MANAGEMENT, INC. 100% OWNER indirect 2001-10-01 2007-06-28
FINISTERRE CAPITAL LLP MEMBER indirect 1998-09-01 2013-12-20
FINISTERRE MALTA LIMITED SHAREHOLDER indirect 1998-09-01 2015-03-27
ORIGIN ASSET MANAGEMENT LLP MEMBER indirect 1998-09-01 2015-03-31
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 1998-09-01 2015-04-15
PRINCIPAL REAL ESTATE INVESTORS LLC 100% OWNER indirect 1998-09-01 2017-03-30
PRINCIPAL GLOBAL INVESTORS, LLC SOLE MEMBER, 100% OWNERSHIP direct 1998-09-01 2017-03-30
PRINCIPAL ENTERPRISE CAPITAL, LLC 100% OWNER indirect 1999-01-01 2017-03-30
POST ADVISORY GROUP, LLC SOLE MEMBER, 100% OWNERSHIP indirect 1998-09-01 2017-03-31
SPECTRUM ASSET MANAGEMENT, INC. 100% OWNER indirect 2001-10-01 2017-05-10
PRINCIPAL FINANCIAL SERVICES, INC. 100% OWNER PRINCIPAL LIFE INSURANCE COMPANY 10/01/2001 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MORLEY CAPITAL MANAGEMENT, INC. 100% OWNER indirect 2017-02-01
PRINCIPAL ENTERPRISE CAPITAL, LLC 100% OWNER indirect 2017-05-01
PRINCIPAL GLOBAL INVESTORS, LLC 100% OWNER indirect 2017-05-01
POST ADVISORY GROUP, LLC MEMBER direct 2017-05-01
PRINCIPAL REAL ESTATE INVESTORS LLC 100% OWNER indirect 2017-05-01
PRINCIPAL CAPITAL INCOME INVESTORS LLC 100% OWNER indirect 2001-10-01
COLUMBUS CIRCLE INVESTORS 100% OWNER indirect 2001-10-01
PRINCIPAL CAPITAL GLOBAL INVESTORS LIMITED 100% HOLDING COMPANY indirect 2001-10-01
SPECTRUM ASSET MANAGEMENT, INC. 100% OWNER indirect 2001-10-01
INVISTA CAPITAL MANAGEMENT LLC 100% OWNER indirect 2001-10-01
LIONGATE CAPITAL MANAGEMENT LLP MEMBER indirect 2012-07-01
ORIGIN ASSET MANAGEMENT LLP SHAREHOLDER indirect 2015-07-01
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2015-08-01
FINISTERRE MALTA LIMITED SHAREHOLDER indirect 2015-08-01
FINISTERRE MALTA LIMITED SHAREHOLDER indirect 2001-10-01 2015-03-27
ORIGIN ASSET MANAGEMENT LLP SHAREHOLDER indirect 2001-10-01 2015-03-31
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2001-10-01 2015-04-15
MORLEY CAPITAL MANAGEMENT, INC. 100% OWNER indirect 2007-08-01 2016-03-30
MORLEY CAPITAL MANAGEMENT, INC. 100% OWNER indirect 2007-08-01 2017-03-22
PRINCIPAL REAL ESTATE INVESTORS LLC 100% OWNER indirect 2001-10-01 2017-03-30
PRINCIPAL GLOBAL INVESTORS, LLC 100% OWNER indirect 2001-10-01 2017-03-30
PRINCIPAL ENTERPRISE CAPITAL, LLC 100% OWNER indirect 2001-10-01 2017-03-30
POST ADVISORY GROUP, LLC 100% OWNER indirect 2001-10-01 2017-03-31
SPECTRUM ASSET MANAGEMENT, INC. 100% OWNER indirect 2001-10-01 2017-05-10
PRINCIPAL FINANCIAL GROUP, INC. 100% OWNER PRINCIPAL FINANCIAL SERVICES, INC. 10/01/2001 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PRINCIPAL MANAGEMENT CORP 100% STOCKHOLDER indirect 2001-04-01
LIONGATE CAPITAL MANAGEMENT LLP SHAREHOLDER indirect 2001-04-01
PRINCIPAL CAPITAL INCOME INVESTORS LLC 100% OWNER indirect 2001-10-01
PRINCIPAL REAL ESTATE INVESTORS LLC 100% OWNER indirect 2001-10-01
COLUMBUS CIRCLE INVESTORS 100% OWNER indirect 2001-10-01
SPECTRUM ASSET MANAGEMENT, INC. 100% OWNER indirect 2001-10-01
PRINCIPAL GLOBAL INVESTORS, LLC 100% OWNER indirect 2001-10-01
POST ADVISORY GROUP, LLC 100% OWNER indirect 2001-10-01
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2001-10-01
PRINCIPAL ENTERPRISE CAPITAL, LLC 100% OWNER indirect 2001-10-01
FINISTERRE MALTA LIMITED SHAREHOLDER indirect 2001-10-01
MORLEY CAPITAL MANAGEMENT, INC. 100% OWNER indirect 2001-10-01
PRINCIPAL CAPITAL GLOBAL INVESTORS LIMITED 100% HOLDING COMPANY indirect 2001-10-01
ORIGIN ASSET MANAGEMENT LLP SHAREHOLDER indirect 2001-10-01
INVISTA CAPITAL MANAGEMENT LLC 100% OWNER indirect 2001-10-01

COLUMBUS CIRCLE INVESTORS

ownership team - last updated 2020-03-20
Name Title Start Date Direct/Indirect % Ownership

COLUMBUS CIRCLE INVESTORS

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
CCIP, LLC GENERAL PARTNER 06/01/1999 Direct 75% or more
Fund Name Position direct/indirect start date end date
COLUMBUS CIRCLE INVESTORS GENERAL PARTNER direct 1999-06-01
RIZZA, ANTHONY SENIOR MANAGING DIRECTOR 01/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
COLUMBUS CIRCLE INVESTORS SENIOR MANAGING DIRECTOR direct 2000-01-01
COLUMBUS CIRCLE INVESTORS COO, CFO, SR. MANAGING DIRECTOR, TREASURER direct 2000-01-01 2002-05-15
COLUMBUS CIRCLE INVESTORS CEO, SENIOR MANAGING DIRECTOR direct 2000-01-01 2004-11-11
COLUMBUS CIRCLE INVESTORS SHAREHOLDER indirect 2004-01-01 2004-11-11
COLUMBUS CIRCLE INVESTORS MEMBER indirect 2004-01-01 2004-11-11
FOX, CLIFFORD, G SENIOR MANAGING DIRECTOR 01/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
COLUMBUS CIRCLE INVESTORS SENIOR MANAGING DIRECTOR direct 2000-01-01
COLUMBUS CIRCLE INVESTORS SHAREHOLDER indirect 2004-01-01 2004-11-11
COLUMBUS CIRCLE INVESTORS MEMBER indirect 2004-01-01 2004-11-11
CUTTITA, FRANK SENIOR MANAGING DIRECTOR, CHIEF ADMINISTRATIVE OFFICER 04/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
COLUMBUS CIRCLE INVESTORS SENIOR MANAGING DIRECTOR, CHIEF ADMINISTRATIVE OFFICER direct 2001-04-01
COLUMBUS CIRCLE INVESTORS CHIEF ADMINISTRATIVE OFFICER direct 2001-04-01 2002-05-15
COLUMBUS CIRCLE INVESTORS CHIEF ADMINISTRATIVE OFFICER, MANAGING DIRECTOR direct 2001-04-01 2004-04-01
COLUMBUS CIRCLE INVESTORS CHIEF ADMINISTRATIVE OFFICER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2001-04-01 2007-11-02
COLUMBUS CIRCLE INVESTORS CHIEF ADMINISTRATIVE OFFICER, SENIOR MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2001-04-01 2013-12-16
COLUMBUS CIRCLE INVESTORS CHIEF ADMINISTRATIVE OFFICER, SENIOR MANAGING DIRECTOR direct 2001-04-01 2014-07-28
COLUMBUS CIRCLE INVESTORS SENIOR MANAGING DIRECTOR, CHIEF ADMINISTRATIVE OFFICER, CHIEF COMPLIANCE OFFICER direct 2001-04-01 2015-05-27
PRINCIPAL GLOBAL COLUMBUS CIRCLE LLC GENERAL PARTNER 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
COLUMBUS CIRCLE INVESTORS GENERAL PARTNER direct 2005-01-01
PENROD, J MARKHAM CHIEF COMPLIANCE OFFICER 09/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
COLUMBUS CIRCLE INVESTORS CHIEF COMPLIANCE OFFICER direct 2015-09-01
EMPIRE CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2005-06-01
EMPIRE CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2005-06-01
PRINCIPAL GLOBAL INVESTORS MEMBER CCIP, LLC 01/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PRINCIPAL CAPITAL INCOME INVESTORS LLC SOLE MEMBER, 100% OWNERSHIP direct 2000-02-01
INVISTA CAPITAL MANAGEMENT LLC SOLE MEMBER, 100% OWNERSHIP direct 2001-04-01
COLUMBUS CIRCLE INVESTORS SOLE MEMBER, 100% OWNER indirect 2005-01-01
COLUMBUS CIRCLE INVESTORS MEMBER indirect 2005-01-01
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2011-07-01 2013-12-20
FINISTERRE MALTA LIMITED SHAREHOLDER indirect 2011-07-01 2015-03-27
ORIGIN ASSET MANAGEMENT LLP INVESTOR MEMBER direct 2011-10-01 2015-03-31
ORIGIN ASSET MANAGEMENT LLP INVESTOR MEMBER indirect 2011-10-01 2015-03-31
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2011-07-01 2015-04-15
FINISTERRE CAPITAL LLP PARTNER direct 2011-07-01 2015-04-15
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2011-07-01 2015-04-15
PRINCIPAL REAL ESTATE INVESTORS LLC SOLE MEMBER, 100% OWNERSHIP direct 1998-09-01 2017-03-30
PRINCIPAL ENTERPRISE CAPITAL, LLC SOLE MEMBER, 100% OWNERSHIP direct 1999-01-01 2017-03-30
POST ADVISORY GROUP, LLC MEMBER direct 2003-10-01 2017-03-31
PRINCIPAL GLOBAL INVESTORS, LLC SOLE MEMBER, 100% OWNER PRINCIPAL GLOBAL COLUMBUS CIRCLE, LLC 01/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PRINCIPAL CAPITAL INCOME INVESTORS LLC SOLE MEMBER, 100% OWNERSHIP direct 2000-02-01
INVISTA CAPITAL MANAGEMENT LLC SOLE MEMBER, 100% OWNERSHIP direct 2001-04-01
COLUMBUS CIRCLE INVESTORS SOLE MEMBER, 100% OWNER indirect 2005-01-01
COLUMBUS CIRCLE INVESTORS MEMBER indirect 2005-01-01
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2011-07-01 2013-12-20
FINISTERRE MALTA LIMITED SHAREHOLDER indirect 2011-07-01 2015-03-27
ORIGIN ASSET MANAGEMENT LLP INVESTOR MEMBER direct 2011-10-01 2015-03-31
ORIGIN ASSET MANAGEMENT LLP INVESTOR MEMBER indirect 2011-10-01 2015-03-31
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2011-07-01 2015-04-15
FINISTERRE CAPITAL LLP PARTNER direct 2011-07-01 2015-04-15
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2011-07-01 2015-04-15
PRINCIPAL REAL ESTATE INVESTORS LLC SOLE MEMBER, 100% OWNERSHIP direct 1998-09-01 2017-03-30
PRINCIPAL ENTERPRISE CAPITAL, LLC SOLE MEMBER, 100% OWNERSHIP direct 1999-01-01 2017-03-30
POST ADVISORY GROUP, LLC MEMBER direct 2003-10-01 2017-03-31
PRINCIPAL LIFE INSURANCE COMPANY SOLE MEMBER, 100% OWNER PRINCIPAL GLOBAL INVESTORS 09/01/1998 Indirect 75% or more
Fund Name Position direct/indirect start date end date
COLUMBUS CIRCLE INVESTORS SOLE MEMBER, 100% OWNER indirect 1998-09-01
INVISTA CAPITAL MANAGEMENT LLC 100% OWNER indirect 1998-09-01
PRINCIPAL CAPITAL INCOME INVESTORS LLC 100% OWNER indirect 2000-02-01
PRINCIPAL CAPITAL REAL ESTATE INVESTORS LLC 100% OWNER indirect 1998-05-01 2001-03-30
INVISTA CAPITAL MANAGEMENT LLC 100% OWNER indirect 1998-12-01 2001-12-14
SPECTRUM ASSET MANAGEMENT, INC. 100% OWNER indirect 1998-09-01 2002-12-05
SPECTRUM ASSET MANAGEMENT, INC. 100% OWNER indirect 1998-09-01 2003-03-26
PRINCIPAL FINANCIAL ADVISORS, INC. 100% OWNER indirect 1998-12-01 2006-01-31
PRINCIPAL REAL ESTATE INVESTORS LLC 100% OWNER indirect 1998-09-01 2007-05-18
SPECTRUM ASSET MANAGEMENT, INC. 100% OWNER indirect 2001-10-01 2007-06-28
FINISTERRE CAPITAL LLP MEMBER indirect 1998-09-01 2013-12-20
FINISTERRE MALTA LIMITED SHAREHOLDER indirect 1998-09-01 2015-03-27
ORIGIN ASSET MANAGEMENT LLP MEMBER indirect 1998-09-01 2015-03-31
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 1998-09-01 2015-04-15
PRINCIPAL REAL ESTATE INVESTORS LLC 100% OWNER indirect 1998-09-01 2017-03-30
PRINCIPAL GLOBAL INVESTORS, LLC SOLE MEMBER, 100% OWNERSHIP direct 1998-09-01 2017-03-30
PRINCIPAL ENTERPRISE CAPITAL, LLC 100% OWNER indirect 1999-01-01 2017-03-30
POST ADVISORY GROUP, LLC SOLE MEMBER, 100% OWNERSHIP indirect 1998-09-01 2017-03-31
SPECTRUM ASSET MANAGEMENT, INC. 100% OWNER indirect 2001-10-01 2017-05-10
PRINCIPAL FINANCIAL SERVICES, INC. 100% OWNER PRINCIPAL LIFE INSURANCE COMPANY 10/01/2001 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MORLEY CAPITAL MANAGEMENT, INC. 100% OWNER indirect 2017-02-01
PRINCIPAL ENTERPRISE CAPITAL, LLC 100% OWNER indirect 2017-05-01
PRINCIPAL GLOBAL INVESTORS, LLC 100% OWNER indirect 2017-05-01
POST ADVISORY GROUP, LLC MEMBER direct 2017-05-01
PRINCIPAL REAL ESTATE INVESTORS LLC 100% OWNER indirect 2017-05-01
PRINCIPAL CAPITAL INCOME INVESTORS LLC 100% OWNER indirect 2001-10-01
COLUMBUS CIRCLE INVESTORS 100% OWNER indirect 2001-10-01
PRINCIPAL CAPITAL GLOBAL INVESTORS LIMITED 100% HOLDING COMPANY indirect 2001-10-01
SPECTRUM ASSET MANAGEMENT, INC. 100% OWNER indirect 2001-10-01
INVISTA CAPITAL MANAGEMENT LLC 100% OWNER indirect 2001-10-01
LIONGATE CAPITAL MANAGEMENT LLP MEMBER indirect 2012-07-01
ORIGIN ASSET MANAGEMENT LLP SHAREHOLDER indirect 2015-07-01
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2015-08-01
FINISTERRE MALTA LIMITED SHAREHOLDER indirect 2015-08-01
FINISTERRE MALTA LIMITED SHAREHOLDER indirect 2001-10-01 2015-03-27
ORIGIN ASSET MANAGEMENT LLP SHAREHOLDER indirect 2001-10-01 2015-03-31
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2001-10-01 2015-04-15
MORLEY CAPITAL MANAGEMENT, INC. 100% OWNER indirect 2007-08-01 2016-03-30
MORLEY CAPITAL MANAGEMENT, INC. 100% OWNER indirect 2007-08-01 2017-03-22
PRINCIPAL REAL ESTATE INVESTORS LLC 100% OWNER indirect 2001-10-01 2017-03-30
PRINCIPAL GLOBAL INVESTORS, LLC 100% OWNER indirect 2001-10-01 2017-03-30
PRINCIPAL ENTERPRISE CAPITAL, LLC 100% OWNER indirect 2001-10-01 2017-03-30
POST ADVISORY GROUP, LLC 100% OWNER indirect 2001-10-01 2017-03-31
SPECTRUM ASSET MANAGEMENT, INC. 100% OWNER indirect 2001-10-01 2017-05-10
PRINCIPAL FINANCIAL GROUP, INC. 100% OWNER PRINCIPAL FINANCIAL SERVICES, INC. 10/01/2001 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PRINCIPAL MANAGEMENT CORP 100% STOCKHOLDER indirect 2001-04-01
LIONGATE CAPITAL MANAGEMENT LLP SHAREHOLDER indirect 2001-04-01
PRINCIPAL CAPITAL INCOME INVESTORS LLC 100% OWNER indirect 2001-10-01
PRINCIPAL REAL ESTATE INVESTORS LLC 100% OWNER indirect 2001-10-01
COLUMBUS CIRCLE INVESTORS 100% OWNER indirect 2001-10-01
SPECTRUM ASSET MANAGEMENT, INC. 100% OWNER indirect 2001-10-01
PRINCIPAL GLOBAL INVESTORS, LLC 100% OWNER indirect 2001-10-01
POST ADVISORY GROUP, LLC 100% OWNER indirect 2001-10-01
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2001-10-01
PRINCIPAL ENTERPRISE CAPITAL, LLC 100% OWNER indirect 2001-10-01
FINISTERRE MALTA LIMITED SHAREHOLDER indirect 2001-10-01
MORLEY CAPITAL MANAGEMENT, INC. 100% OWNER indirect 2001-10-01
PRINCIPAL CAPITAL GLOBAL INVESTORS LIMITED 100% HOLDING COMPANY indirect 2001-10-01
ORIGIN ASSET MANAGEMENT LLP SHAREHOLDER indirect 2001-10-01
INVISTA CAPITAL MANAGEMENT LLC 100% OWNER indirect 2001-10-01

COLUMBUS CIRCLE INVESTORS

ownership team - last updated 2017-03-31
Name Title Start Date Direct/Indirect % Ownership
CCIP, LLC GENERAL PARTNER 06/01/1999 Direct 75% or more
Fund Name Position direct/indirect start date end date
COLUMBUS CIRCLE INVESTORS GENERAL PARTNER direct 1999-06-01
RIZZA, ANTHONY SENIOR MANAGING DIRECTOR 01/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
COLUMBUS CIRCLE INVESTORS SENIOR MANAGING DIRECTOR direct 2000-01-01
COLUMBUS CIRCLE INVESTORS COO, CFO, SR. MANAGING DIRECTOR, TREASURER direct 2000-01-01 2002-05-15
COLUMBUS CIRCLE INVESTORS CEO, SENIOR MANAGING DIRECTOR direct 2000-01-01 2004-11-11
COLUMBUS CIRCLE INVESTORS SHAREHOLDER indirect 2004-01-01 2004-11-11
COLUMBUS CIRCLE INVESTORS MEMBER indirect 2004-01-01 2004-11-11
FOX, CLIFFORD, G SENIOR MANAGING DIRECTOR 01/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
COLUMBUS CIRCLE INVESTORS SENIOR MANAGING DIRECTOR direct 2000-01-01
COLUMBUS CIRCLE INVESTORS SHAREHOLDER indirect 2004-01-01 2004-11-11
COLUMBUS CIRCLE INVESTORS MEMBER indirect 2004-01-01 2004-11-11
CUTTITA, FRANK SENIOR MANAGING DIRECTOR, CHIEF ADMINISTRATIVE OFFICER 04/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
COLUMBUS CIRCLE INVESTORS SENIOR MANAGING DIRECTOR, CHIEF ADMINISTRATIVE OFFICER direct 2001-04-01
COLUMBUS CIRCLE INVESTORS CHIEF ADMINISTRATIVE OFFICER direct 2001-04-01 2002-05-15
COLUMBUS CIRCLE INVESTORS CHIEF ADMINISTRATIVE OFFICER, MANAGING DIRECTOR direct 2001-04-01 2004-04-01
COLUMBUS CIRCLE INVESTORS CHIEF ADMINISTRATIVE OFFICER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2001-04-01 2007-11-02
COLUMBUS CIRCLE INVESTORS CHIEF ADMINISTRATIVE OFFICER, SENIOR MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2001-04-01 2013-12-16
COLUMBUS CIRCLE INVESTORS CHIEF ADMINISTRATIVE OFFICER, SENIOR MANAGING DIRECTOR direct 2001-04-01 2014-07-28
COLUMBUS CIRCLE INVESTORS SENIOR MANAGING DIRECTOR, CHIEF ADMINISTRATIVE OFFICER, CHIEF COMPLIANCE OFFICER direct 2001-04-01 2015-05-27
PRINCIPAL GLOBAL COLUMBUS CIRCLE LLC GENERAL PARTNER 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
COLUMBUS CIRCLE INVESTORS GENERAL PARTNER direct 2005-01-01
ANDERSON, KARL, WEBSTER SENIOR MANAGING DIRECTOR 03/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
COLUMBUS CIRCLE INVESTORS SENIOR MANAGING DIRECTOR direct 2007-03-01
PENROD, J MARKHAM CHIEF COMPLIANCE OFFICER 09/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
COLUMBUS CIRCLE INVESTORS CHIEF COMPLIANCE OFFICER direct 2015-09-01
EMPIRE CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2005-06-01
EMPIRE CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2005-06-01
PRINCIPAL GLOBAL INVESTORS MEMBER CCIP, LLC 01/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PRINCIPAL CAPITAL INCOME INVESTORS LLC SOLE MEMBER, 100% OWNERSHIP direct 2000-02-01
INVISTA CAPITAL MANAGEMENT LLC SOLE MEMBER, 100% OWNERSHIP direct 2001-04-01
COLUMBUS CIRCLE INVESTORS SOLE MEMBER, 100% OWNER indirect 2005-01-01
COLUMBUS CIRCLE INVESTORS MEMBER indirect 2005-01-01
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2011-07-01 2013-12-20
FINISTERRE MALTA LIMITED SHAREHOLDER indirect 2011-07-01 2015-03-27
ORIGIN ASSET MANAGEMENT LLP INVESTOR MEMBER direct 2011-10-01 2015-03-31
ORIGIN ASSET MANAGEMENT LLP INVESTOR MEMBER indirect 2011-10-01 2015-03-31
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2011-07-01 2015-04-15
FINISTERRE CAPITAL LLP PARTNER direct 2011-07-01 2015-04-15
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2011-07-01 2015-04-15
PRINCIPAL REAL ESTATE INVESTORS LLC SOLE MEMBER, 100% OWNERSHIP direct 1998-09-01 2017-03-30
PRINCIPAL ENTERPRISE CAPITAL, LLC SOLE MEMBER, 100% OWNERSHIP direct 1999-01-01 2017-03-30
POST ADVISORY GROUP, LLC MEMBER direct 2003-10-01 2017-03-31
PRINCIPAL GLOBAL INVESTORS, LLC SOLE MEMBER, 100% OWNER PRINCIPAL GLOBAL COLUMBUS CIRCLE, LLC 01/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PRINCIPAL CAPITAL INCOME INVESTORS LLC SOLE MEMBER, 100% OWNERSHIP direct 2000-02-01
INVISTA CAPITAL MANAGEMENT LLC SOLE MEMBER, 100% OWNERSHIP direct 2001-04-01
COLUMBUS CIRCLE INVESTORS SOLE MEMBER, 100% OWNER indirect 2005-01-01
COLUMBUS CIRCLE INVESTORS MEMBER indirect 2005-01-01
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2011-07-01 2013-12-20
FINISTERRE MALTA LIMITED SHAREHOLDER indirect 2011-07-01 2015-03-27
ORIGIN ASSET MANAGEMENT LLP INVESTOR MEMBER direct 2011-10-01 2015-03-31
ORIGIN ASSET MANAGEMENT LLP INVESTOR MEMBER indirect 2011-10-01 2015-03-31
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2011-07-01 2015-04-15
FINISTERRE CAPITAL LLP PARTNER direct 2011-07-01 2015-04-15
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2011-07-01 2015-04-15
PRINCIPAL REAL ESTATE INVESTORS LLC SOLE MEMBER, 100% OWNERSHIP direct 1998-09-01 2017-03-30
PRINCIPAL ENTERPRISE CAPITAL, LLC SOLE MEMBER, 100% OWNERSHIP direct 1999-01-01 2017-03-30
POST ADVISORY GROUP, LLC MEMBER direct 2003-10-01 2017-03-31
PRINCIPAL LIFE INSURANCE COMPANY SOLE MEMBER, 100% OWNER PRINCIPAL GLOBAL INVESTORS 09/01/1998 Indirect 75% or more
Fund Name Position direct/indirect start date end date
COLUMBUS CIRCLE INVESTORS SOLE MEMBER, 100% OWNER indirect 1998-09-01
INVISTA CAPITAL MANAGEMENT LLC 100% OWNER indirect 1998-09-01
PRINCIPAL CAPITAL INCOME INVESTORS LLC 100% OWNER indirect 2000-02-01
PRINCIPAL CAPITAL REAL ESTATE INVESTORS LLC 100% OWNER indirect 1998-05-01 2001-03-30
INVISTA CAPITAL MANAGEMENT LLC 100% OWNER indirect 1998-12-01 2001-12-14
SPECTRUM ASSET MANAGEMENT, INC. 100% OWNER indirect 1998-09-01 2002-12-05
SPECTRUM ASSET MANAGEMENT, INC. 100% OWNER indirect 1998-09-01 2003-03-26
PRINCIPAL FINANCIAL ADVISORS, INC. 100% OWNER indirect 1998-12-01 2006-01-31
PRINCIPAL REAL ESTATE INVESTORS LLC 100% OWNER indirect 1998-09-01 2007-05-18
SPECTRUM ASSET MANAGEMENT, INC. 100% OWNER indirect 2001-10-01 2007-06-28
FINISTERRE CAPITAL LLP MEMBER indirect 1998-09-01 2013-12-20
FINISTERRE MALTA LIMITED SHAREHOLDER indirect 1998-09-01 2015-03-27
ORIGIN ASSET MANAGEMENT LLP MEMBER indirect 1998-09-01 2015-03-31
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 1998-09-01 2015-04-15
PRINCIPAL REAL ESTATE INVESTORS LLC 100% OWNER indirect 1998-09-01 2017-03-30
PRINCIPAL GLOBAL INVESTORS, LLC SOLE MEMBER, 100% OWNERSHIP direct 1998-09-01 2017-03-30
PRINCIPAL ENTERPRISE CAPITAL, LLC 100% OWNER indirect 1999-01-01 2017-03-30
POST ADVISORY GROUP, LLC SOLE MEMBER, 100% OWNERSHIP indirect 1998-09-01 2017-03-31
SPECTRUM ASSET MANAGEMENT, INC. 100% OWNER indirect 2001-10-01 2017-05-10
PRINCIPAL FINANCIAL SERVICES, INC. 100% OWNER PRINCIPAL LIFE INSURANCE COMPANY 10/01/2001 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MORLEY CAPITAL MANAGEMENT, INC. 100% OWNER indirect 2017-02-01
PRINCIPAL ENTERPRISE CAPITAL, LLC 100% OWNER indirect 2017-05-01
PRINCIPAL GLOBAL INVESTORS, LLC 100% OWNER indirect 2017-05-01
POST ADVISORY GROUP, LLC MEMBER direct 2017-05-01
PRINCIPAL REAL ESTATE INVESTORS LLC 100% OWNER indirect 2017-05-01
PRINCIPAL CAPITAL INCOME INVESTORS LLC 100% OWNER indirect 2001-10-01
COLUMBUS CIRCLE INVESTORS 100% OWNER indirect 2001-10-01
PRINCIPAL CAPITAL GLOBAL INVESTORS LIMITED 100% HOLDING COMPANY indirect 2001-10-01
SPECTRUM ASSET MANAGEMENT, INC. 100% OWNER indirect 2001-10-01
INVISTA CAPITAL MANAGEMENT LLC 100% OWNER indirect 2001-10-01
LIONGATE CAPITAL MANAGEMENT LLP MEMBER indirect 2012-07-01
ORIGIN ASSET MANAGEMENT LLP SHAREHOLDER indirect 2015-07-01
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2015-08-01
FINISTERRE MALTA LIMITED SHAREHOLDER indirect 2015-08-01
FINISTERRE MALTA LIMITED SHAREHOLDER indirect 2001-10-01 2015-03-27
ORIGIN ASSET MANAGEMENT LLP SHAREHOLDER indirect 2001-10-01 2015-03-31
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2001-10-01 2015-04-15
MORLEY CAPITAL MANAGEMENT, INC. 100% OWNER indirect 2007-08-01 2016-03-30
MORLEY CAPITAL MANAGEMENT, INC. 100% OWNER indirect 2007-08-01 2017-03-22
PRINCIPAL REAL ESTATE INVESTORS LLC 100% OWNER indirect 2001-10-01 2017-03-30
PRINCIPAL GLOBAL INVESTORS, LLC 100% OWNER indirect 2001-10-01 2017-03-30
PRINCIPAL ENTERPRISE CAPITAL, LLC 100% OWNER indirect 2001-10-01 2017-03-30
POST ADVISORY GROUP, LLC 100% OWNER indirect 2001-10-01 2017-03-31
SPECTRUM ASSET MANAGEMENT, INC. 100% OWNER indirect 2001-10-01 2017-05-10
PRINCIPAL FINANCIAL GROUP, INC. 100% OWNER PRINCIPAL FINANCIAL SERVICES, INC. 10/01/2001 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PRINCIPAL MANAGEMENT CORP 100% STOCKHOLDER indirect 2001-04-01
LIONGATE CAPITAL MANAGEMENT LLP SHAREHOLDER indirect 2001-04-01
PRINCIPAL CAPITAL INCOME INVESTORS LLC 100% OWNER indirect 2001-10-01
PRINCIPAL REAL ESTATE INVESTORS LLC 100% OWNER indirect 2001-10-01
COLUMBUS CIRCLE INVESTORS 100% OWNER indirect 2001-10-01
SPECTRUM ASSET MANAGEMENT, INC. 100% OWNER indirect 2001-10-01
PRINCIPAL GLOBAL INVESTORS, LLC 100% OWNER indirect 2001-10-01
POST ADVISORY GROUP, LLC 100% OWNER indirect 2001-10-01
FINISTERRE CAPITAL LLP SHAREHOLDER indirect 2001-10-01
PRINCIPAL ENTERPRISE CAPITAL, LLC 100% OWNER indirect 2001-10-01
FINISTERRE MALTA LIMITED SHAREHOLDER indirect 2001-10-01
MORLEY CAPITAL MANAGEMENT, INC. 100% OWNER indirect 2001-10-01
PRINCIPAL CAPITAL GLOBAL INVESTORS LIMITED 100% HOLDING COMPANY indirect 2001-10-01
ORIGIN ASSET MANAGEMENT LLP SHAREHOLDER indirect 2001-10-01
INVISTA CAPITAL MANAGEMENT LLC 100% OWNER indirect 2001-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
CCI TECHNOLOGY PARTNERS II, LP United States 805-3746915439 Hedge Fund 32,487,186 5,000,000
CCI TECHNOLOGY PARTNERS II, LTD. Cayman Islands 805-7656612773 Hedge Fund 5,306,656 5,000,000
CCI HEALTHCARE PARTNERS GENESIS, LP United States 805-8443297386 Hedge Fund 53,049,961 1,000,000
CCI TECHNOLOGY PARTNERS, L.P. United States 805-7986463158 Hedge Fund 41,548,263 5,000,000
CCI HEALTHCARE PARTNERS DIVERSIFIED MASTER FUND, LTD. Cayman Islands 805-5769086304 Hedge Fund 202,640,628 500,000 Master Fund
CCI HEALTHCARE PARTNERS DIVERSIFIED II, LP United States 805-4573405959 Hedge Fund 8,872,779 500,000

WhaleScore history for COLUMBUS CIRCLE INVESTORS

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**EXPERIMENTAL** Current International Short Positions

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Holder Issuer Net Short Position Position Date Origin
Columbus Circle Investors SMA Solar Technology AG 0.52% 2014-08-21 GERMANY

Short Position History (last 100)

Holder Net Short Position Position Date Origin
Columbus Circle Investors AIXTRON SE 0.58% 2014-05-02 GERMANY

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