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Cipher Capital LP

SEC CIK
0001542420
Latest filing
May 15, 2024

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.

Institution overview
Positions
486
No 13F data for Q4 2020
Portfolio value
$854.4M
No 13F data for Q4 2020
Filed
May 14, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Cipher Capital LP in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
CBChubb LtdStock56,891$8.99M1.1%––History
ATVIActivision Blizzard, Inc.COM93,435$8.69M1.0%––History
CMSCMS Energy CorpCOM135,306$8.28M1.0%––History
MRKMerck & Co., Inc.Stock104,349$8.04M0.9%––History
NKENIKE, Inc.Stock59,946$7.97M0.9%––History
ZBHZimmer Biomet Holdings, Inc.Stock49,439$7.91M0.9%––History
MKCMcCormick & Co IncStock86,635$7.72M0.9%––History
MSMorgan StanleyStock98,714$7.67M0.9%––History
ICEIntercontinental Exchange, Inc.Stock67,735$7.57M0.9%––History
VZVerizon Communications IncStock125,794$7.32M0.9%––History
OHIOmega Healthcare Investors IncCOM196,944$7.21M0.8%––History
FTVFortive CorpStock101,731$7.19M0.8%––History
CAGConagra Brands Inc.Stock186,481$7.01M0.8%––History
XYLXylem Inc.COM65,829$6.92M0.8%––History
DEDeere & CoStock18,302$6.85M0.8%––History
KEYKeycorpCOM341,509$6.82M0.8%––History
GDGeneral Dynamics CorpStock37,491$6.81M0.8%––History
STZConstellation Brands, Inc.Stock29,744$6.78M0.8%––History
TFCTruist Financial CorpCOM112,193$6.54M0.8%––History
PAYXPaychex IncStock66,530$6.52M0.8%––History
KMBKimberly Clark CorpStock46,689$6.49M0.8%––History
HLTHilton Worldwide Holdings Inc.COM51,408$6.22M0.7%––History
KDPKeurig Dr Pepper Inc.COM177,631$6.11M0.7%––History
EMREmerson Electric CoStock67,452$6.09M0.7%––History
MTBM&T Bank CorpCOM39,744$6.03M0.7%––History
AAPLApple Inc.Stock47,596$5.81M0.7%––History
ETNEaton Corp plcStock41,010$5.67M0.7%––History
IFFInternational Flavors & Fragrances IncCOM38,510$5.38M0.6%––History
CTSHCognizant Technology Solutions CorpCL A68,339$5.34M0.6%––History
FCXFreeport-McMoran IncStock158,670$5.22M0.6%––History
IPInternational Paper CoCOM95,374$5.16M0.6%––History
KMXCarMax IncCOM38,492$5.11M0.6%––History
BSXBoston Scientific CorpStock127,816$4.94M0.6%––History
MUMicron Technology IncStock53,062$4.68M0.5%––History
TRUTransUnionCOM51,888$4.67M0.5%––History
NEENextera Energy IncStock60,692$4.59M0.5%––History
TRVTravelers Companies, Inc.Stock30,423$4.58M0.5%––History
STSensata Technologies Holding plcSHS78,344$4.54M0.5%––History
NNNNNN REIT, Inc.REIT101,877$4.49M0.5%––History
GEGeneral Electric CoCOM341,948$4.49M0.5%––History
PCARPaccar IncCOM48,113$4.47M0.5%––History
SPLKSplunk IncCOM32,923$4.46M0.5%––History
LRCXLam Research CorpCOM7,428$4.42M0.5%––History
BACBank of America CorpStock114,110$4.42M0.5%––History
BERYBerry Global Group, Inc.COM69,342$4.26M0.5%––History
ALLAllstate CorpStock36,989$4.25M0.5%––History
BNYBank of New York Mellon CorpStock88,907$4.20M0.5%––History
SYYSysco CorpStock53,173$4.19M0.5%––History
ELEstee Lauder Companies IncCL A14,347$4.17M0.5%––History
CNICanadian National Railway CoStock35,727$4.14M0.5%––History
RFRegions Financial CorpCOM200,275$4.14M0.5%––History
HRLHormel Foods CorpCOM86,418$4.13M0.5%––History
GSGoldman Sachs Group IncStock12,621$4.13M0.5%––History
OGEOGE Energy Corp.COM126,083$4.08M0.5%––History
DREDuke Realty CorpCOM NEW97,233$4.08M0.5%––History
CPRTCopart IncCOM36,496$3.96M0.5%––History
DRIDarden Restaurants IncCOM27,833$3.95M0.5%––History
WECWec Energy Group, Inc.Stock41,729$3.90M0.5%––History
SSNCSS&C Technologies Holdings IncCOM54,975$3.84M0.4%––History
CHKPCheck Point Software Technologies LtdORD33,899$3.80M0.4%––History
BKIBlack Knight, Inc.COM50,533$3.74M0.4%––History
AREAlexandria Real Estate Equities, Inc.COM22,595$3.71M0.4%––History
GWREGuidewire Software, Inc.COM36,417$3.70M0.4%––History
CHRWC. H. Robinson Worldwide, Inc.COM NEW37,936$3.62M0.4%––History
Paramount Global92556H206CL B79,761$3.60M0.4%–––
JNPRJuniper Networks IncCOM141,634$3.59M0.4%––History
EMNEastman Chemical CoStock32,468$3.58M0.4%––History
MDTMedtronic plcStock30,169$3.56M0.4%––History
WDCWestern Digital CorpCOM52,166$3.48M0.4%––History
DOWDow Inc.Stock52,912$3.38M0.4%––History
DLTRDollar Tree, Inc.COM29,533$3.38M0.4%––History
APHAmphenol CorpCL A51,032$3.37M0.4%––History
ORCLOracle CorpStock47,768$3.35M0.4%––History
CMICummins IncStock12,758$3.31M0.4%––History
FOXAFox CorpCL A COM91,225$3.29M0.4%––History
FDXFedEx CorpStock11,560$3.28M0.4%––History
FASTFastenal CoStock64,783$3.26M0.4%––History
NVDANVIDIA CorpStock6,095$3.25M0.4%––History
BBYBest Buy Co IncStock28,072$3.22M0.4%––History
CNCCentene CorpStock50,226$3.21M0.4%––History
APTVAptiv PLCSHS23,274$3.21M0.4%––History
APOApollo Global Management, Inc.COM CL A67,585$3.18M0.4%––History
COPConocoPhillipsStock59,866$3.17M0.4%––History
BXPBXP, Inc.COM31,176$3.16M0.4%––History
SBUXStarbucks CorpStock28,786$3.15M0.4%––History
IRMIron Mountain IncCOM84,425$3.13M0.4%––History
ARWArrow Electronics, Inc.COM28,088$3.11M0.4%––History
VMCVulcan Materials COCOM18,281$3.08M0.4%––History
LVSLas Vegas Sands CorpCOM50,101$3.04M0.4%––History
SCCOSouthern Copper CorpStock44,781$3.04M0.4%––History
ZZillow Group, Inc.CL C CAP STK23,443$3.04M0.4%––History
VSHVishay Intertechnology IncCOM125,919$3.03M0.4%––History
PYPLPayPal Holdings, Inc.Stock12,320$2.99M0.4%––History
VRNTVerint Systems IncCOM65,312$2.97M0.3%––History
HUNHuntsman CORPCOM102,707$2.96M0.3%––History
HSYHershey CoCOM18,479$2.92M0.3%––History
AAAlcoa CorpStock88,691$2.88M0.3%––History
First Rep BK San Francisco C33616C100COM17,259$2.88M0.3%–––
UNPUnion Pacific CorpStock12,729$2.81M0.3%––History
MAMastercard IncStock7,863$2.80M0.3%––History