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Livermore
Livermore
ZHEN

Enlightenment Research, LLC

SEC CIK
0001676924
Latest filing
Jan 24, 2023

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
129
+4 vs. Q2 2021
Portfolio value
$81.9M
+$3.33M (+4.2%) vs. Q2 2021
Filed
Nov 15, 2021
SEC
Holdings of Enlightenment Research, LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
MDLZMondelez International, Inc.Stock4,600$268.0K0.3%+4,600NewHistory
GLWCorning IncCOM7,100$259.0K0.3%+7,100NewHistory
ODFLOld Dominion Freight Line, Inc.COM900$257.0K0.3%+900NewHistory
UPSUnited Parcel Service IncStock1,400$255.0K0.3%−1,400−50.0%ReducedHistory
BACBank of America CorpStock6,000$255.0K0.3%+6,000NewHistory
SIRISirius XM Holdings Inc.COM41,800$255.0K0.3%+5,000+13.6%AddedHistory
UUnity Software Inc.COM2,000$253.0K0.3%+2,000NewHistory
ILMNIllumina, Inc.COM600$243.0K0.3%+600NewHistory
BILLBILL Holdings, Inc.Stock900$240.0K0.3%+900NewHistory
ORCLOracle CorpStock2,700$235.0K0.3%+2,700NewHistory
YETIYETI Holdings, Inc.COM2,700$231.0K0.3%+2,700NewHistory
STTState Street CorpCOM2,700$229.0K0.3%+2,700NewHistory
SONOSonos IncCOM7,000$227.0K0.3%+7,000NewHistory
JNJJohnson & JohnsonStock1,400$226.0K0.3%+1,400NewHistory
WBAWalgreens Boots Alliance, Inc.COM4,800$226.0K0.3%+4,800NewHistory
DLTRDollar Tree, Inc.COM2,281$218.0K0.3%+2,281NewHistory
EDITEditas Medicine, Inc.COM5,200$214.0K0.3%+5,200NewHistory
MROMarathon Oil CorpCOM15,500$212.0K0.3%+15,500NewHistory
MMM3M CoStock1,203$211.0K0.3%+1,203NewHistory
ECLEcolab Inc.Stock1,000$209.0K0.3%−84−7.7%ReducedHistory
DOCUDocuSign, Inc.Stock800$206.0K0.3%+800NewHistory
PPLPPL CorpCOM7,400$206.0K0.3%+7,400NewHistory
TPRTapestry, Inc.COM5,500$204.0K0.2%+5,500NewHistory
FUTUFutu Holdings LtdSPON ADS CL A2,200$200.0K0.2%+2,200NewHistory
NOKNokia CorpSPONSORED ADR36,500$199.0K0.2%+12,600+52.7%AddedHistory
BBBLACKBERRY LtdCOM19,600$191.0K0.2%+19,600NewHistory
SOFISoFi Technologies, Inc.Stock10,000$159.0K0.2%+10,000NewHistory
BTBTBit Digital, IncSHS17,900$129.0K0.2%+17,900NewHistory
FCELFuelcell Energy IncCOM13,400$90.0K0.1%+13,400NewHistory

Sold out since Q2 2021 (93)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Enlightenment Research, LLC sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
METAMeta Platforms, Inc.Stock14,700$5.11M6.5%History
NKENIKE, Inc.Stock14,000$2.16M2.8%History
PLUGPlug Power IncStock58,400$2.00M2.5%History
SESea LtdSPONSORD ADS6,700$1.84M2.3%History
UPSTUpstart Holdings, Inc.COM11,304$1.41M1.8%History
CRWDCrowdStrike Holdings, Inc.Stock5,201$1.31M1.7%History
VZVerizon Communications IncStock22,700$1.27M1.6%History
INTCIntel CorpStock19,645$1.10M1.4%History
SHOPShopify Inc.Stock750$1.10M1.4%History
UALUnited Airlines Holdings, Inc.COM20,300$1.06M1.3%History
DELLDell Technologies Inc.Stock10,400$1.04M1.3%History
CSXCSX CorpStock30,000$962.0K1.2%History
CICigna GroupStock3,900$925.0K1.2%History
PLDPrologis, Inc.REIT7,400$885.0K1.1%History
PMPhilip Morris International Inc.Stock8,500$842.0K1.1%History
RBLXRoblox CorpStock7,600$684.0K0.9%History
AMATApplied Materials IncStock4,802$684.0K0.9%History
SPGSimon Property Group Inc.REIT5,100$665.0K0.8%History
WMTWalmart Inc.Stock4,700$663.0K0.8%History
NEENextera Energy IncStock9,000$660.0K0.8%History
GOOGLAlphabet Inc.Stock254$620.0K0.8%History
SNAPSnap IncStock8,200$559.0K0.7%History
RHRHCOM820$557.0K0.7%History
ORealty Income CorpREIT8,100$541.0K0.7%History
JDJD.com, Inc.SPON ADS CL A6,700$535.0K0.7%History
MCDMcDonalds CorpStock2,300$531.0K0.7%History
CHWYChewy, Inc.CL A5,900$470.0K0.6%History
ATOSAtossa Therapeutics, Inc.COM73,100$462.0K0.6%History
WYNNWynn Resorts LtdCOM3,703$453.0K0.6%History
URIUnited Rentals, Inc.COM1,400$447.0K0.6%History
YUMYum Brands IncStock3,700$426.0K0.5%History
NSCNorfolk Southern CorpStock1,600$425.0K0.5%History
ABBVAbbVie Inc.Stock3,700$417.0K0.5%History
IBMInternational Business Machines CorpStock2,794$410.0K0.5%History
LUVSouthwest Airlines CoCOM7,700$409.0K0.5%History
COPConocoPhillipsStock6,501$396.0K0.5%History
GDGeneral Dynamics CorpStock2,100$395.0K0.5%History
KMXCarMax IncCOM3,019$390.0K0.5%History
ADMArcher-Daniels-Midland CoStock6,400$388.0K0.5%History
AONAon plcCL A1,600$382.0K0.5%History
ULTAUlta Beauty, Inc.Stock1,100$380.0K0.5%History
VALEVale S.A.SPONSORED ADS16,587$378.0K0.5%History
HOLXHologic IncCOM5,556$371.0K0.5%History
WFCWells Fargo & CompanyStock8,100$367.0K0.5%History
VMCVulcan Materials COCOM2,100$366.0K0.5%History
MCHPMicrochip Technology IncStock2,400$359.0K0.5%History
KRKroger CoStock9,300$356.0K0.5%History
MARMarriott International IncStock2,526$345.0K0.4%History
ASMLASML Holding NVADR500$345.0K0.4%History
LOGCContextLogic Inc.COM CL A25,715$339.0K0.4%History
TGTTarget CorpStock1,400$338.0K0.4%History
MOAltria Group, Inc.Stock6,900$329.0K0.4%History
AIC3.ai, Inc.Stock5,200$325.0K0.4%History
VMRKVivmark ResidentialSH BEN INT4,200$323.0K0.4%History
ISRGIntuitive Surgical IncCOM NEW350$322.0K0.4%History
BBBY20230930-DK-Butterfly-1, Inc.COM9,600$320.0K0.4%History
SBUXStarbucks CorpStock2,801$313.0K0.4%History
BIIBBiogen Inc.COM900$312.0K0.4%History
ZBHZimmer Biomet Holdings, Inc.Stock1,900$306.0K0.4%History
BIDUBaidu, Inc.ADR1,500$306.0K0.4%History
CSGPCostar Group, Inc.COM3,700$306.0K0.4%History
TXG10x Genomics, Inc.CL A COM1,500$294.0K0.4%History
ITWIllinois Tool Works IncStock1,300$291.0K0.4%History
PPGPPG Industries IncStock1,700$289.0K0.4%History
HLTHilton Worldwide Holdings Inc.COM2,395$289.0K0.4%History
AVYAvery Dennison CorpCOM1,300$273.0K0.3%History
SHWSherwin Williams CoCOM1,000$272.0K0.3%History
ALLYAlly Financial Inc.Stock5,250$262.0K0.3%History
CLFCleveland-Cliffs Inc.COM12,100$261.0K0.3%History
PXDPioneer Natural Resources CoCOM1,600$260.0K0.3%History
BGBunge Global SACOM3,300$258.0K0.3%History
XOMExxonMobil Holdings CorpCOM3,900$246.0K0.3%History
ALGNAlign Technology IncCOM400$244.0K0.3%History
DHRDanaher CorpStock900$242.0K0.3%History
MARAMARA Holdings, Inc.COM7,617$239.0K0.3%History
GENGen Digital Inc.Stock8,500$231.0K0.3%History
TAPMolson Coors Beverage CoCL B4,300$231.0K0.3%History
MMacy's, Inc.COM12,100$229.0K0.3%History
TTWOTake Two Interactive Software IncCOM1,200$212.0K0.3%History
ENTGEntegris IncCOM1,700$209.0K0.3%History
AVBAvalonbay Communities IncCOM1,000$209.0K0.3%History
AYIAcuity Inc. (DE)Stock1,100$206.0K0.3%History
TEAMAtlassian CorpCL A800$205.0K0.3%History
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR15,200$186.0K0.2%History
ZNGAZynga IncCL A13,100$139.0K0.2%History
CLNEClean Energy Fuels Corp.COM12,500$127.0K0.2%History
UWMCUWM Holdings CorpCOM CL A15,000$127.0K0.2%History
OCGNOcugen, Inc.COM14,900$120.0K0.2%History
HLHecla Mining CoCOM14,400$107.0K0.1%History
BBDBank BradescoSP ADR PFD NEW19,200$98.0K0.1%History
GEVOGevo, Inc.COM PAR10,000$73.0K0.1%History
Yamana Gold Inc98462Y100COM11,400$48.0K0.1%–
IDEXIdeanomics, Inc.COM11,500$33.0K<0.1%History