Leverage Partners Absolute Return Fund SPC

SEC CIK
0001662944

Holdings, Q1 2021

Positions as of Mar 31, 2021, filed Apr 27, 2021.SEC

Positions
78
No filing for Q4 2020
Total value
$136.25M
No filing for Q4 2020

Positions

Long positions only. Changes compare share counts with Q4 2020.

Leverage Partners Absolute Return Fund SPC holdings in Q1 2021
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
CROXCROCS INCCOM884$11M8.07%+884NewView
AMZNAMAZON COM INC COMStock2,260$6.99M5.13%+2,260NewView
METAMETA PLATFORMS INC CL AStock22,618$6.66M4.89%+22,618NewView
DGDOLLAR GEN CORP NEWCOM20,000$4.03M2.95%+20,000NewView
DISDISNEY WALT CO COMStock21,441$3.96M2.90%+21,441NewView
FDSFACTSET RESH SYS INC COMStock12,750$3.93M2.89%+12,750NewView
OTISOTIS WORLDWIDE CORP COMStock52,000$3.56M2.61%+52,000NewView
CRMSALESFORCE INC COMStock16,200$3.43M2.52%+16,200NewView
SBUXSTARBUCKS CORP COMStock30,500$3.33M2.45%+30,500NewView
GOOGALPHABET INC CAP STK CL CStock1,560$3.23M2.37%+1,560NewView
LRCXLAM RESEARCH CORPCOM5,100$3.04M2.23%+5,100NewView
NVDANVIDIA CORPORATION COMStock5,670$3.03M2.22%+5,670NewView
GLWCORNING INCCOM67,280$2.93M2.15%+67,280NewView
PYPLPAYPAL HLDGS INC COMStock11,900$2.89M2.12%+11,900NewView
APDAIR PRODUCTS AND CHEMICALS INC COMStock10,000$2.81M2.06%+10,000NewView
MSCIMSCI INC COMStock6,000$2.52M1.85%+6,000NewView
STTSTATE STR CORPCOM27,500$2.31M1.70%+27,500NewView
AZEK CO INC05478C105CL A52,000$2.19M1.60%+52,000New–
APTVAPTIV PLCCOM15,200$2.1M1.54%+15,200NewView
NXP SEMICONDUCTOR NV00C6PD6Y9COM10,400$2.09M1.54%+10,400New–
MCOMOODYS CORP COMStock7,000$2.09M1.53%+7,000NewView
CSCOCISCO SYS INC COMStock40,400$2.09M1.53%+40,400NewView
WMTWALMART INC COMStock15,000$2.04M1.50%+15,000NewView
QCOMQUALCOMM INC COMStock15,000$1.99M1.46%+15,000NewView
DLBDOLBY LABORATORIES INCCOM CL A20,000$1.97M1.45%+20,000NewView
ILMNILLUMINA INCCOM5,100$1.96M1.44%+5,100NewView
IDXXIDEXX LABS INCCOM4,000$1.96M1.44%+4,000NewView
WSMWILLIAMS SONOMA INCCOM10,000$1.79M1.32%+10,000NewView
FISVFISERV INC COMStock15,000$1.79M1.31%+15,000NewView
COSTCOSTCO WHOLESALE CORPORATION COMStock5,000$1.76M1.29%+5,000NewView
POOLPOOL CORPCOM5,000$1.73M1.27%+5,000NewView
GSGOLDMAN SACHS GROUP INC COMStock5,200$1.7M1.25%+5,200NewView
BIDUBAIDU INC SPON ADR REP AADR7,507$1.63M1.20%+7,507NewView
SPGIS&P GLOBAL INC COMStock4,300$1.52M1.11%+4,300NewView
OXYOCCIDENTAL PETE CORP COMStock55,584$1.48M1.09%+55,584NewView
CMGCHIPOTLE MEXICAN GRILL INCCOM1,000$1.42M1.04%+1,000NewView
CARRCARRIER GLOBAL CORPORATION COMStock33,500$1.41M1.04%+33,500NewView
CDNSCADENCE DESIGN SYSTEM INC COMStock10,000$1.37M1.00%+10,000NewView
AMATAPPLIED MATLS INC COMStock10,223$1.37M1.00%+10,223NewView
TSLATESLA INC COMStock2,022$1.35M0.99%+2,022NewView
ZILLOW GROUP INC CL C988771101COM10,000$1.3M0.95%+10,000New–
SDGRSCHRODINGER INCCOM16,300$1.24M0.91%+16,300NewView
SNPSSYNOPSYS INCCOM5,000$1.24M0.91%+5,000NewView
ABTABBOTT LABORATORIES COMStock10,000$1.2M0.88%+10,000NewView
BACBANK OF AMER CORP COMStock30,000$1.16M0.85%+30,000NewView
MKTXMARKETAXESS HLDGS INCCOM2,150$1.07M0.79%+2,150NewView
SKILLZ INC83067L109COM21,000$981K0.72%+21,000New–
BNYBANK OF NY MELLON CORP COMStock20,000$945K0.69%+20,000NewView
ZTSZOETIS INC CL AStock6,000$944K0.69%+6,000NewView
CBS CORP NEW CL B124857202COM20,000$902K0.66%+20,000New–
PWRQUANTA SVCS INCCOM10,000$879K0.65%+10,000NewView
WSTWEST PHARMACEUTICAL SVSC INCCOM3,000$845K0.62%+3,000NewView
FOOT LOCKER INC344849104COM15,000$843K0.62%+15,000New–
TTTRANE TECHNOLOGIES PLCCOM5,020$831K0.61%+5,020NewView
AAPLAPPLE INC COMStock6,800$830K0.61%+6,800NewView
WELBILT INC563568104COM50,000$812K0.60%+50,000New–
CPNGCOUPANG INCCL A15,900$784K0.58%+15,900NewView
SVB FINANCIAL GROUP78486Q101COM1,560$770K0.57%+1,560New–
BRBROADRIDGE FINL SOLUTIONS INC COMStock5,000$765K0.56%+5,000NewView
FITBFIFTH THIRD BANCORPCOM20,093$752K0.55%+20,093NewView
JOHNSON CONTROLS INTERNATIONAL PLCSBY7QL612COM10,000$596K0.44%+10,000New–
MSFTMICROSOFT CORP COMStock2,400$565K0.41%+2,400NewView
BLBLACKLINE INCCOM5,000$542K0.40%+5,000NewView
ACTIVISION BLIZZARD INC00507V109COM5,700$530K0.39%+5,700New–
PLTRPALANTIR TECHNOLOGIES INC CL AStock22,600$526K0.39%+22,600NewView
AGMFEDERAL AGRIC MTG CORPCL C5,200$523K0.38%+5,200NewView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock2,000$510K0.37%+2,000NewView
GOOGLALPHABET INC CAP STK CL AStock205$422K0.31%+205NewView
LNNLINDSAY CORPCOM2,100$349K0.26%+2,100NewView
MUMICRON TECHNOLOGY INC COMStock3,700$326K0.24%+3,700NewView
DMY TECHNOLOGY GROUP INC III CL A233253103COM25,000$269K0.20%+25,000New–
SESEA LTDSPONSORD ADS1,200$267K0.20%+1,200NewView
XYZBLOCK INCCL A1,052$238K0.17%+1,052NewView
PENNPENN ENTERTAINMENT INCCOM2,200$230K0.17%+2,200NewView
NFLXNETFLIX INC. COMStock420$219K0.16%+420NewView
ASMLFASM HoldingCOM356$219K0.16%+356NewView
MAMASTERCARD INCORPORATED CL AStock610$217K0.16%+610NewView
BABOEING CO COMStock800$203K0.15%+800NewView

13F filings by quarter

Leverage Partners Absolute Return Fund SPC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q4 2024Feb 7, 20250$0vs. Q3 2024SEC
Q3 2024Nov 13, 20240$0vs. Q2 2024SEC
Q2 2024Aug 13, 20240$0vs. Q1 2024SEC
Q1 2024May 8, 20240$0vs. Q4 2023SEC
Q4 2023Feb 9, 20240$0vs. Q3 2023SEC
Q3 2023Nov 7, 20230$0vs. Q2 2023SEC
Q2 2023Aug 15, 20230$0vs. Q1 2023SEC
Q1 2023May 9, 20230$0vs. Q4 2022SEC
Q4 2022Feb 7, 20230$0vs. Q3 2022SEC
Q3 2022Nov 8, 202237$78.05Mvs. Q2 2022SEC
Q2 2022Aug 5, 202229$92.44Mvs. Q1 2022SEC
Q1 2022May 6, 202273$140.34Mvs. Q4 2021SEC
Q4 2021Feb 11, 202287$174.8Mvs. Q3 2021SEC
Q3 2021Oct 28, 202173$104.15Mvs. Q2 2021SEC
Q2 2021Aug 4, 2021Amended82$285.85Mvs. Q1 2021SECSEC
Q1 2021Apr 27, 202178$136.25M–SEC