Enlightenment Research, LLC
- SEC CIK
- 0001676924
- Latest filing
- Jan 24, 2023
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 12, 2021. Long positions only.
- Positions
- 139
- No 13F data for Q4 2020
- Portfolio value
- $83.4M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 2,000 | $4.13M | 4.9% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 48,826 | $3.83M | 4.6% | – | – | History |
| Paramount Global92556H206 | CL B | 80,100 | $3.61M | 4.3% | – | – | – |
| TSLATesla, Inc. | Stock | 5,185 | $3.46M | 4.2% | – | – | History |
| MSFTMicrosoft Corp | Stock | 13,121 | $3.09M | 3.7% | – | – | History |
| TWTRTwitter, Inc. | COM | 40,042 | $2.55M | 3.1% | – | – | History |
| ADBEAdobe Inc. | Stock | 3,700 | $1.76M | 2.1% | – | – | History |
| DISWalt Disney Co | Stock | 9,200 | $1.70M | 2.0% | – | – | History |
| TAT&T Inc. | Stock | 55,300 | $1.67M | 2.0% | – | – | History |
| AAPLApple Inc. | Stock | 13,607 | $1.66M | 2.0% | – | – | History |
| GOOGAlphabet Inc. | Stock | 800 | $1.66M | 2.0% | – | – | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 25,200 | $1.38M | 1.7% | – | – | History |
| AMATApplied Materials Inc | Stock | 9,700 | $1.30M | 1.6% | – | – | History |
| GMGeneral Motors Co | COM | 21,100 | $1.21M | 1.5% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 5,100 | $1.16M | 1.4% | – | – | History |
| MOAltria Group, Inc. | Stock | 22,351 | $1.14M | 1.4% | – | – | History |
| FISVFiserv Inc | Stock | 9,300 | $1.11M | 1.3% | – | – | History |
| DKNGDraftKings Inc. | COM CL A | 17,100 | $1.05M | 1.3% | – | – | History |
| CHWYChewy, Inc. | CL A | 12,200 | $1.03M | 1.2% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 18,200 | $1.02M | 1.2% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 18,938 | $979.0K | 1.2% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,311 | $969.0K | 1.2% | – | – | History |
| CMCSAComcast Corp | Stock | 17,704 | $958.0K | 1.1% | – | – | History |
| RIOTRiot Platforms, Inc. | COM | 17,300 | $922.0K | 1.1% | – | – | History |
| NIONIO Inc. | ADR | 22,200 | $865.0K | 1.0% | – | – | History |
| INTCIntel Corp | Stock | 12,900 | $826.0K | 1.0% | – | – | History |
| KRKroger Co | Stock | 22,700 | $817.0K | 1.0% | – | – | History |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 18,500 | $804.0K | 1.0% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 5,400 | $759.0K | 0.9% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 11,600 | $750.0K | 0.9% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 11,400 | $720.0K | 0.9% | – | – | History |
| MMM3M Co | Stock | 3,700 | $713.0K | 0.9% | – | – | History |
| PENNPENN Entertainment, Inc. | COM | 6,400 | $671.0K | 0.8% | – | – | History |
| DRIDarden Restaurants Inc | COM | 4,700 | $667.0K | 0.8% | – | – | History |
| SNOWSnowflake Inc. | Stock | 2,900 | $665.0K | 0.8% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 3,500 | $660.0K | 0.8% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 2,162 | $629.0K | 0.8% | – | – | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 12,000 | $597.0K | 0.7% | – | – | History |
| AALAmerican Airlines Group Inc. | Stock | 22,500 | $538.0K | 0.6% | – | – | History |
| LYFTLyft, Inc. | CL A COM | 8,400 | $531.0K | 0.6% | – | – | History |
| ADIAnalog Devices Inc | Stock | 3,300 | $512.0K | 0.6% | – | – | History |
| UBERUber Technologies, Inc | Stock | 9,340 | $509.0K | 0.6% | – | – | History |
| RKTRocket Companies, Inc. | Stock | 22,000 | $508.0K | 0.6% | – | – | History |
| KSUKansas City Southern | COM NEW | 1,900 | $501.0K | 0.6% | – | – | History |
| ILMNIllumina, Inc. | COM | 1,300 | $499.0K | 0.6% | – | – | History |
| ROKURoku, Inc | COM CL A | 1,500 | $489.0K | 0.6% | – | – | History |
| BNTXBioNTech SE | SPONSORED ADS | 4,400 | $480.0K | 0.6% | – | – | History |
| RHRH | COM | 800 | $477.0K | 0.6% | – | – | History |
| TXNTexas Instruments Inc | Stock | 2,500 | $472.0K | 0.6% | – | – | History |
| ABNBAirbnb, Inc. | Stock | 2,500 | $470.0K | 0.6% | – | – | History |
| EXPEExpedia Group, Inc. | Stock | 2,700 | $465.0K | 0.6% | – | – | History |
| ZSZscaler, Inc. | Stock | 2,700 | $464.0K | 0.6% | – | – | History |
| MAMastercard Inc | Stock | 1,300 | $463.0K | 0.6% | – | – | History |
| SOSSOS Ltd | SPNSORD ADS NEW | 90,242 | $449.0K | 0.5% | – | – | History |
| ALGNAlign Technology Inc | COM | 800 | $433.0K | 0.5% | – | – | History |
| FDXFedEx Corp | Stock | 1,500 | $426.0K | 0.5% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 3,101 | $413.0K | 0.5% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | 2,400 | $412.0K | 0.5% | – | – | History |
| Aphria Inc03765K104 | COM | 22,100 | $406.0K | 0.5% | – | – | – |
| Coherent Inc192479103 | COM | 1,600 | $405.0K | 0.5% | – | – | – |
| LINLinde PLC | SHS | 1,400 | $392.0K | 0.5% | – | – | History |
| ALXNAlexion Pharmaceuticals, Inc. | COM | 2,500 | $382.0K | 0.5% | – | – | History |
| MDBMongoDB, Inc. | CL A | 1,400 | $374.0K | 0.4% | – | – | History |
| KDPKeurig Dr Pepper Inc. | COM | 10,700 | $368.0K | 0.4% | – | – | History |
| SLBSLB Limited | Stock | 13,200 | $359.0K | 0.4% | – | – | History |
| RIORio Tinto PLC | ADR | 4,600 | $357.0K | 0.4% | – | – | History |
| AIC3.ai, Inc. | Stock | 5,300 | $349.0K | 0.4% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 4,500 | $347.0K | 0.4% | – | – | History |
| NVSNovartis AG | ADR | 4,000 | $342.0K | 0.4% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 1,400 | $340.0K | 0.4% | – | – | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 6,400 | $339.0K | 0.4% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 900 | $335.0K | 0.4% | – | – | History |
| AMGNAmgen Inc | Stock | 1,300 | $323.0K | 0.4% | – | – | History |
| PEPPepsiCo Inc | Stock | 2,200 | $311.0K | 0.4% | – | – | History |
| OMCOmnicom Group Inc. | COM | 4,021 | $298.0K | 0.4% | – | – | History |
| ASMLASML Holding NV | ADR | 481 | $297.0K | 0.4% | – | – | History |
| BBWIBath & Body Works, Inc. | COM | 4,800 | $297.0K | 0.4% | – | – | History |
| GNRCGenerac Holdings Inc. | Stock | 900 | $295.0K | 0.4% | – | – | History |
| HPQHP Inc | Stock | 9,303 | $295.0K | 0.4% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,368 | $294.0K | 0.4% | – | – | History |
| PLAYDave & Buster's Entertainment, Inc. | COM | 6,100 | $292.0K | 0.4% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 875 | $286.0K | 0.3% | – | – | History |
| SIRISirius XM Holdings Inc. | COM | 46,100 | $281.0K | 0.3% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 614 | $280.0K | 0.3% | – | – | History |
| SWKStanley Black & Decker, Inc. | COM | 1,400 | $280.0K | 0.3% | – | – | History |
| CTASCintas Corp | Stock | 800 | $273.0K | 0.3% | – | – | History |
| TWLOTwilio Inc | CL A | 800 | $273.0K | 0.3% | – | – | History |
| MSTRStrategy Inc | Stock | 400 | $272.0K | 0.3% | – | – | History |
| TALTAL Education Group | SPONSORED ADS | 5,000 | $269.0K | 0.3% | – | – | History |
| HIGHartford Insurance Group, Inc. | Stock | 4,000 | $267.0K | 0.3% | – | – | History |
| Discovery Inc25470F302 | COM SER C | 7,200 | $266.0K | 0.3% | – | – | – |
| IFFInternational Flavors & Fragrances Inc | COM | 1,900 | $265.0K | 0.3% | – | – | History |
| GOTUGaotu Techedu Inc. | SPONSORED ADS | 7,800 | $264.0K | 0.3% | – | – | History |
| DASHDoorDash, Inc. | Stock | 2,000 | $262.0K | 0.3% | – | – | History |
| NNDMNano Dimension Ltd. | SPONSORD ADS NEW | 30,500 | $262.0K | 0.3% | – | – | History |
| WWayfair Inc. | CL A | 800 | $252.0K | 0.3% | – | – | History |
| MKCMcCormick & Co Inc | Stock | 2,800 | $250.0K | 0.3% | – | – | History |
| FUBOFuboTV Inc. | COM | 11,248 | $249.0K | 0.3% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 2,800 | $248.0K | 0.3% | – | – | History |
| SPGIS&P Global Inc. | Stock | 700 | $247.0K | 0.3% | – | – | History |