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Jabodon PT Co

SEC CIK
0001594167
Latest filing
Jul 21, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 11, 2021. Long positions only.

Institution overview
Positions
21
No 13F data for Q4 2020
Portfolio value
$166.5M
No 13F data for Q4 2020
Filed
May 11, 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 Jabodon PT Co in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Lightspeed Pos Inc53227R106SUB VTG SHS320,829$20.2M12.1%–––
CCitigroup IncStock253,360$18.4M11.1%––History
MSFTMicrosoft CorpStock75,164$17.7M10.6%––History
CNCCentene CorpStock251,835$16.1M9.7%––History
AMZNAmazon Com IncStock5,032$15.6M9.4%––History
VTRSViatris IncStock946,900$13.2M7.9%––History
WWEWorld Wrestling Entertainment, LLCCL A130,573$7.08M4.3%––History
POSTPost Holdings, Inc.COM66,266$7.01M4.2%––History
TOLToll Brothers, Inc.COM116,166$6.59M4.0%––History
CNNECannae Holdings, Inc.COM163,706$6.49M3.9%––History
ASHAshland Inc.COM72,325$6.42M3.9%––History
RHPRyman Hospitality Properties, Inc.COM79,585$6.17M3.7%––History
GWREGuidewire Software, Inc.COM52,633$5.35M3.2%––History
TMUST-Mobile US, Inc.Stock36,300$4.55M2.7%––History
GOOGAlphabet Inc.Stock2,072$4.29M2.6%––History
VVisa Inc.Stock14,161$3.00M1.8%––History
BSXBoston Scientific CorpStock75,251$2.91M1.7%––History
METAMeta Platforms, Inc.Stock5,110$1.50M0.9%––History
PCGPG&E CorpStock116,592$1.36M0.8%––History
MUMicron Technology IncStock15,420$1.36M0.8%––History
BABAAlibaba Group Holding LtdADR5,237$1.19M0.7%––History