Skip to main content
Livermore
Livermore
ZHEN

Enlightenment Research, LLC

SEC CIK
0001676924
Latest filing
Jan 24, 2023

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Jan 24, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
0
−91 vs. Q3 2022
Portfolio value
$0
−$45.2M (−100.0%) vs. Q3 2022
Filed
Jan 24, 2023
SEC

This filing reports no long positions.

Sold out since Q3 2022 (91)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Enlightenment Research, LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
MSFTMicrosoft CorpStock13,900$3.24M7.2%History
QCOMQualcomm IncStock18,100$2.04M4.5%History
DISWalt Disney CoStock17,900$1.69M3.7%History
MUMicron Technology IncStock33,200$1.66M3.7%History
NFLXNetflix IncStock4,900$1.15M2.6%History
PFEPfizer IncStock24,200$1.06M2.3%History
PGProcter & Gamble CoStock7,759$980.0K2.2%History
CCitigroup IncStock22,098$921.0K2.0%History
VZVerizon Communications IncStock22,697$862.0K1.9%History
GOOGAlphabet Inc.Stock8,804$847.0K1.9%History
PYPLPayPal Holdings, Inc.Stock9,603$827.0K1.8%History
MDLZMondelez International, Inc.Stock15,000$822.0K1.8%History
GEGeneral Electric CoStock12,700$786.0K1.7%History
GOOGLAlphabet Inc.Stock8,200$784.0K1.7%History
MRKMerck & Co., Inc.Stock8,800$758.0K1.7%History
CHTRCharter Communications, Inc.CL A2,400$728.0K1.6%History
AEPAmerican Electric Power Co IncStock8,300$718.0K1.6%History
ORCLOracle CorpStock11,600$708.0K1.6%History
PDDPDD Holdings Inc.SPONSORED ADS11,200$701.0K1.6%History
BABAAlibaba Group Holding LtdADR8,500$680.0K1.5%History
XOMExxonMobil Holdings CorpCOM6,900$602.0K1.3%History
METAMeta Platforms, Inc.Stock4,200$570.0K1.3%History
NEENextera Energy IncStock7,200$565.0K1.3%History
JDJD.com, Inc.SPON ADS CL A10,900$548.0K1.2%History
CMCSAComcast CorpStock18,500$543.0K1.2%History
SBUXStarbucks CorpStock6,400$539.0K1.2%History
CVXChevron CorpStock3,674$528.0K1.2%History
CSXCSX CorpStock19,791$527.0K1.2%History
PGRProgressive CorpStock4,200$488.0K1.1%History
BABoeing CoStock4,000$484.0K1.1%History
TTDTrade Desk, Inc.Stock8,100$484.0K1.1%History
SOSouthern CoStock7,100$483.0K1.1%History
HDHome Depot, Inc.Stock1,698$469.0K1.0%History
CAHCardinal Health IncStock6,700$447.0K1.0%History
KKellanovaStock6,402$446.0K1.0%History
AVGOBroadcom Inc.Stock1,000$444.0K1.0%History
INTCIntel CorpStock17,200$443.0K1.0%History
KRKroger CoStock9,506$416.0K0.9%History
ACNAccenture plcStock1,600$412.0K0.9%History
DUKDuke Energy CORPStock4,200$391.0K0.9%History
KMBKimberly Clark CorpStock3,400$383.0K0.8%History
PANWPalo Alto Networks IncStock2,300$377.0K0.8%History
MDBMongoDB, Inc.CL A1,900$377.0K0.8%History
CMGChipotle Mexican Grill IncCOM250$376.0K0.8%History
AMATApplied Materials IncStock4,500$369.0K0.8%History
CNCCentene CorpStock4,500$350.0K0.8%History
SYYSysco CorpStock4,900$346.0K0.8%History
REGNRegeneron Pharmaceuticals, Inc.COM500$344.0K0.8%History
NEMNEWMONT CorpStock8,000$336.0K0.7%History
FISFidelity National Information Services, Inc.Stock4,389$332.0K0.7%History
BXBlackstone Inc.COM3,900$326.0K0.7%History
UNPUnion Pacific CorpStock1,600$312.0K0.7%History
CRWDCrowdStrike Holdings, Inc.Stock1,833$302.0K0.7%History
ANETArista Networks, Inc.COM2,600$294.0K0.7%History
PAYXPaychex IncStock2,600$292.0K0.6%History
BIIBBiogen Inc.COM1,090$291.0K0.6%History
LUVSouthwest Airlines CoCOM9,400$290.0K0.6%History
NIONIO Inc.ADR18,200$287.0K0.6%History
MRNAModerna, Inc.Stock2,400$284.0K0.6%History
SNPSSynopsys IncCOM900$275.0K0.6%History
TEAMAtlassian CorpCL A1,300$274.0K0.6%History
SWKSSkyworks Solutions, Inc.Stock3,200$273.0K0.6%History
NUENucor CorpCOM2,500$267.0K0.6%History
PLDPrologis, Inc.REIT2,600$264.0K0.6%History
CTRACoterra Energy Inc.Stock10,104$264.0K0.6%History
DDominion Energy, IncStock3,700$256.0K0.6%History
HSTHost Hotels & Resorts, Inc.COM15,900$252.0K0.6%History
MPCMarathon Petroleum CorpStock2,500$248.0K0.5%History
VLOValero Energy CorpStock2,300$246.0K0.5%History
PEPPepsiCo IncStock1,502$245.0K0.5%History
DOCUDocuSign, Inc.Stock4,504$241.0K0.5%History
OXYOccidental Petroleum CorpStock3,898$240.0K0.5%History
INTUIntuit Inc.Stock600$232.0K0.5%History
CHRWC. H. Robinson Worldwide, Inc.COM NEW2,412$232.0K0.5%History
RTXRTX CorpStock2,800$229.0K0.5%History
TSNTyson Foods, Inc.Stock3,400$224.0K0.5%History
WECWec Energy Group, Inc.Stock2,500$224.0K0.5%History
ENPHEnphase Energy, Inc.Stock800$222.0K0.5%History
STZConstellation Brands, Inc.Stock955$219.0K0.5%History
GMGeneral Motors CoCOM6,800$218.0K0.5%History
CBRECbre Group, Inc.CL A3,200$216.0K0.5%History
VVisa Inc.Stock1,200$213.0K0.5%History
ORLYO Reilly Automotive IncStock300$211.0K0.5%History
TFCTruist Financial CorpCOM4,800$209.0K0.5%History
FISVFiserv IncStock2,200$206.0K0.5%History
MKCMcCormick & Co IncStock2,845$203.0K0.4%History
HBANHuntington Bancshares IncCOM14,500$191.0K0.4%History
DKNGDraftKings Inc.Stock12,300$186.0K0.4%History
SOFISoFi Technologies, Inc.Stock25,100$122.0K0.3%History
SWNSouthwestern Energy CoCOM18,800$115.0K0.3%History
COTYCoty Inc.COM CL A13,200$83.0K0.2%History