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Intellectus Partners, LLC

SEC CIK
0001677253
Latest filing
Aug 12, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 13, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
267
+25 vs. Q1 2021
Portfolio value
$443.1M
+$79.0M (+21.7%) vs. Q1 2021
Filed
Aug 13, 2021
SEC
Holdings of Intellectus Partners, LLC in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
ABCLAbCellera Biologics Inc.COM1,206,979$26.6M6.0%+1,206,979NewHistory
AMZNAmazon Com IncStock4,461$15.3M3.5%+140+3.2%AddedHistory
VRNSVaronis Systems IncCOM260,949$15.0M3.4%−13,500−4.9%ReducedHistory
TSLATesla, Inc.Stock21,539$14.6M3.3%+530+2.5%AddedHistory
METAMeta Platforms, Inc.Stock33,618$11.7M2.6%−1,813−5.1%ReducedHistory
GOOGAlphabet Inc.Stock4,095$10.3M2.3%−43−1.0%ReducedHistory
PYPLPayPal Holdings, Inc.Stock34,795$10.1M2.3%−2,013−5.5%ReducedHistory
NTLAIntellia Therapeutics, Inc.COM48,650$7.88M1.8%−22,975−32.1%ReducedHistory
ILMNIllumina, Inc.COM16,338$7.73M1.7%−101−0.6%ReducedHistory
GLDSPDR Gold TrustETF46,038$7.63M1.7%+75+0.2%AddedHistory
MSFTMicrosoft CorpStock27,060$7.33M1.7%−90.0%ReducedHistory
LMTLockheed Martin CorpStock16,692$6.32M1.4%+851+5.4%AddedHistory
SLViShares Silver TrustETF258,426$6.26M1.4%+62,170+31.7%AddedHistory
GOOGLAlphabet Inc.Stock2,446$5.97M1.3%−148−5.7%ReducedHistory
BABAAlibaba Group Holding LtdADR24,859$5.64M1.3%+5,230+26.6%AddedHistory
NEMNEWMONT CorpStock75,178$4.76M1.1%+5,524+7.9%AddedHistory
BZUNBaozun Inc.SPONSORED ADR121,000$4.29M1.0%00.0%UnchangedHistory
AAPLApple Inc.Stock30,242$4.14M0.9%+2,815+10.3%AddedHistory
GSGoldman Sachs Group IncStock10,316$3.92M0.9%+385+3.9%AddedHistory
VSATViasat IncCOM78,250$3.90M0.9%+21,100+36.9%AddedHistory
UBERUber Technologies, IncStock75,687$3.79M0.9%+26,625+54.3%AddedHistory
iShares Tr464287556ISHARES BIOTECH22,885$3.75M0.8%−814−3.4%Reduced–
TWSTTwist Bioscience CorpCOM28,058$3.74M0.8%00.0%UnchangedHistory
ADBEAdobe Inc.Stock6,186$3.62M0.8%+85+1.4%AddedHistory
GILDGilead Sciences, Inc.Stock52,444$3.61M0.8%+106+0.2%AddedHistory
BXBlackstone Inc.COM36,592$3.56M0.8%−9,838−21.2%ReducedHistory
BRK.BBerkshire Hathaway IncStock12,450$3.46M0.8%+139+1.1%AddedHistory
INFNInfinera CorpCOM337,500$3.44M0.8%+23,550+7.5%AddedHistory
STZConstellation Brands, Inc.Stock14,422$3.37M0.8%+1,453+11.2%AddedHistory
JPMJPMorgan Chase & CoStock20,744$3.23M0.7%−156−0.7%ReducedHistory
DBLDoubleLine Opportunistic Credit FundCOM159,998$3.21M0.7%+5,199+3.4%AddedHistory
PAGSPagSeguro Digital Ltd.COM CL A57,243$3.20M0.7%+10,510+22.5%AddedHistory
DSLDoubleLine Income Solutions FundCOM171,350$3.10M0.7%−11,283−6.2%ReducedHistory
PRTSCarParts.com, Inc.COM151,056$3.08M0.7%+25,056+19.9%AddedHistory
Vanguard Morningstar Value ETF922908744ETF21,266$2.92M0.7%+2,078+10.8%Added–
Vanguard S&P 500 ETF922908363ETF7,053$2.79M0.6%+595+9.2%Added–
BBNBlackRock Taxable Municipal Bond TrustSHS107,592$2.77M0.6%+13,587+14.5%AddedHistory
MUMicron Technology IncStock32,548$2.77M0.6%+8,902+37.6%AddedHistory
FCXFreeport-McMoran IncStock73,350$2.72M0.6%+7,088+10.7%AddedHistory
DALDelta Air Lines, Inc.COM NEW62,655$2.71M0.6%+2,589+4.3%AddedHistory
KLACKLA CorpCOM NEW8,242$2.67M0.6%+183+2.3%AddedHistory
PFEPfizer IncStock67,503$2.64M0.6%+849+1.3%AddedHistory
ZMZoom Communications, Inc.Stock6,660$2.58M0.6%+586+9.6%AddedHistory
STNEStoneCo Ltd.COM38,200$2.56M0.6%+18,075+89.8%AddedHistory
CRMSalesforce, Inc.Stock10,143$2.48M0.6%+206+2.1%AddedHistory
XYZBlock, Inc.CL A9,795$2.39M0.5%−50−0.5%ReducedHistory
QCOMQualcomm IncStock16,364$2.34M0.5%+4,794+41.4%AddedHistory
SBUXStarbucks CorpStock20,874$2.33M0.5%+182+0.9%AddedHistory
BMYBristol Myers Squibb CoStock33,413$2.23M0.5%+1,773+5.6%AddedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX41,080$2.15M0.5%+3,000+7.9%Added–
ANETArista Networks, Inc.COM5,859$2.12M0.5%−455−7.2%ReducedHistory
FDXFedEx CorpStock7,070$2.11M0.5%+772+12.3%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF35,851$1.98M0.4%−545−1.5%Reduced–
FIRYFiry Inc.COM90,052$1.96M0.4%−7,150−7.4%ReducedHistory
iShares Tr464288281JPMORGAN USD EMG16,384$1.84M0.4%+322+2.0%Added–
MCDMcDonalds CorpStock7,946$1.84M0.4%+1,093+15.9%AddedHistory
TDOCTeladoc Health, Inc.COM10,950$1.82M0.4%+1,645+17.7%AddedHistory
CRSPCRISPR Therapeutics AGNAMEN AKT11,045$1.79M0.4%+875+8.6%AddedHistory
CCJCameco CorpStock93,150$1.79M0.4%+24,700+36.1%AddedHistory
VVisa Inc.Stock7,639$1.79M0.4%−481−5.9%ReducedHistory
SRTAStrata Critical Medical, Inc.CL A COM169,575$1.78M0.4%+169,575NewHistory
QNCXQuince Therapeutics, Inc.COM33,450$1.77M0.4%+11,400+51.7%AddedHistory
HDHome Depot, Inc.Stock5,466$1.74M0.4%+3+0.1%AddedHistory
ORCLOracle CorpStock22,164$1.73M0.4%−249−1.1%ReducedHistory
DKNGDraftKings Inc.COM CL A32,950$1.72M0.4%−1,850−5.3%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT11,350$1.71M0.4%−350−3.0%Reduced–
TTETotalEnergies SESPONSORED ADS34,593$1.67M0.4%+21,300+160.2%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF15,511$1.63M0.4%00.0%Unchanged–
NVDANVIDIA CorpStock2,023$1.62M0.4%−20−1.0%ReducedHistory
LRCXLam Research CorpCOM6,085$1.61M0.4%+6,085NewHistory
HONHoneywell International IncCOM7,076$1.55M0.4%−3,449−32.8%ReducedHistory
LNCLincoln National CorpCOM24,552$1.54M0.3%+6,810+38.4%AddedHistory
ABTAbbott LaboratoriesStock13,147$1.52M0.3%+468+3.7%AddedHistory
iShares Tr46429B671MSCI CHINA ETF18,472$1.52M0.3%+635+3.6%Added–
IOVAIovance Biotherapeutics, Inc.COM58,050$1.51M0.3%+15,500+36.4%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF27,510$1.48M0.3%+6,800+32.8%Added–
ProShares Tr74347B201PSHS ULTSH 20YRS78,550$1.48M0.3%+25,550+48.2%Added–
Vanguard Short-Term Bond ETF921937827ETF17,985$1.48M0.3%−7,377−29.1%Reduced–
State Street SPDR S&P Biotech ETF78464A870ETF10,616$1.44M0.3%+1,650+18.4%Added–
ACNAccenture plcStock4,729$1.39M0.3%+151+3.3%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM2,495$1.39M0.3%+30+1.2%AddedHistory
WDAYWorkday, Inc.CL A5,775$1.38M0.3%+300+5.5%AddedHistory
FSLRFirst Solar, Inc.Stock14,846$1.34M0.3%−2,640−15.1%ReducedHistory
ZTSZoetis Inc.Stock7,150$1.33M0.3%+258+3.7%AddedHistory
Reinvent Technology PartnersG7483N111UNIT 99/99/9999127,400$1.33M0.3%+127,400New–
Affimed N VN01045108COM156,100$1.33M0.3%+156,100New–
SPDR Series Trust78468R739ST NUVE TERM ETF26,542$1.31M0.3%+11,062+71.5%Added–
CSCOCisco Systems, Inc.Stock24,541$1.30M0.3%−550−2.2%ReducedHistory
MAMastercard IncStock3,497$1.28M0.3%+129+3.8%AddedHistory
PEPPepsiCo IncStock8,580$1.27M0.3%+207+2.5%AddedHistory
CCitigroup IncStock17,955$1.27M0.3%−239−1.3%ReducedHistory
HCDIHarbor Custom Development, Inc.COM391,356$1.27M0.3%+57,510+17.2%AddedHistory
RLAYRelay Therapeutics, Inc.COM34,044$1.25M0.3%+9,189+37.0%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF16,648$1.23M0.3%−935−5.3%Reduced–
iShares Tr464287515EXPANDED TECH3,115$1.22M0.3%−310−9.1%Reduced–
NOCNorthrop Grumman CorpStock3,340$1.21M0.3%−76−2.2%ReducedHistory
Alps ETF Tr00162Q452ALERIAN MLP33,308$1.21M0.3%+343+1.0%Added–
UPSUnited Parcel Service IncStock5,791$1.20M0.3%−257−4.2%ReducedHistory
SPOTSpotify Technology S.A.Stock4,370$1.20M0.3%+1,730+65.5%AddedHistory
TSNTyson Foods, Inc.Stock16,258$1.20M0.3%−97−0.6%ReducedHistory

Options (5)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Intellectus Partners, LLC in Q2 2021
SecurityClassPutsCalls
Abcellera Biologics Inc00288U956PUT$189.0K–
Abcellera Biologics Inc00288U906CALL–$158.0K
Clover Health Investments Co18914F903CALL–$28.0K
VSATViasat IncCOM–$21.0K
SLViShares Silver TrustETF–$19.0K

Sold out since Q1 2021 (8)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Intellectus Partners, LLC sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
SPCEVirgin Galactic Holdings, IncCOM35,812$1.10M0.3%History
Invesco QQQ Trust Series I46090E103ETF2,967$947.0K0.3%–
Ion Acquisition Corp 1 LtdG49392106SHS CL A81,000$819.0K0.2%–
EFREaton Vance Senior Floating-Rate TrustCOM37,242$514.0K0.1%History
BLKBlackRock, Inc.COM474$357.0K0.1%History
iShares Tr4642874571 3 YR TREAS BD3,113$268.0K0.1%–
Call SDS @ $11.0 Exp Jun 18, 202174347B903Derivative195,000$79.0K<0.1%–
NCVVirtus Convertible & Income FundCOM13,016$74.0K<0.1%History