Seeyond
- SEC CIK
- 0001767840
- Latest filing
- Feb 13, 2023
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 596
- No 13F data for Q4 2020
- Portfolio value
- $997.1M
- 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 |
|---|---|---|---|---|---|---|---|
| BXPBXP, Inc. | COM | 4,073 | $412.0K | <0.1% | – | – | History |
| LUVSouthwest Airlines Co | COM | 6,785 | $414.0K | <0.1% | – | – | History |
| ZSZscaler, Inc. | Stock | 2,420 | $415.0K | <0.1% | – | – | History |
| TWLOTwilio Inc | CL A | 1,235 | $420.0K | <0.1% | – | – | History |
| CVNACarvana Co. | CL A | 1,608 | $421.0K | <0.1% | – | – | History |
| ZGZillow Group, Inc. | CL A | 3,225 | $423.0K | <0.1% | – | – | History |
| KLACKLA Corp | COM NEW | 1,284 | $424.0K | <0.1% | – | – | History |
| COUPCoupa Software Inc | COM | 1,670 | $424.0K | <0.1% | – | – | History |
| CDWCDW Corp | COM | 2,581 | $427.0K | <0.1% | – | – | History |
| JJacobs Solutions Inc. | COM | 3,317 | $428.0K | <0.1% | – | – | History |
| MPCMarathon Petroleum Corp | Stock | 8,052 | $430.0K | <0.1% | – | – | History |
| FICOFair Isaac Corp | COM | 888 | $431.0K | <0.1% | – | – | History |
| XYLXylem Inc. | COM | 4,115 | $432.0K | <0.1% | – | – | History |
| ARWArrow Electronics, Inc. | COM | 3,910 | $433.0K | <0.1% | – | – | History |
| NUENucor Corp | COM | 5,435 | $436.0K | <0.1% | – | – | History |
| BROBrown & Brown, Inc. | Stock | 9,595 | $438.0K | <0.1% | – | – | History |
| SYYSysco Corp | Stock | 5,666 | $446.0K | <0.1% | – | – | History |
| DKNGDraftKings Inc. | COM CL A | 7,276 | $446.0K | <0.1% | – | – | History |
| ENPHEnphase Energy, Inc. | Stock | 2,791 | $452.0K | <0.1% | – | – | History |
| ETSYEtsy Inc | COM | 2,248 | $453.0K | <0.1% | – | – | History |
| XYZBlock, Inc. | CL A | 2,041 | $463.0K | <0.1% | – | – | History |
| ALGNAlign Technology Inc | COM | 861 | $466.0K | <0.1% | – | – | History |
| DFSDiscover Financial Services | COM | 4,946 | $469.0K | <0.1% | – | – | History |
| WWayfair Inc. | CL A | 1,497 | $471.0K | <0.1% | – | – | History |
| TDGTransDigm Group INC | COM | 805 | $473.0K | <0.1% | – | – | History |
| LVSLas Vegas Sands Corp | COM | 7,819 | $475.0K | <0.1% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 2,636 | $478.0K | <0.1% | – | – | History |
| TRUTransUnion | COM | 5,351 | $481.0K | <0.1% | – | – | History |
| RUNSunrun Inc. | COM | 8,044 | $486.0K | <0.1% | – | – | History |
| TERTeradyne, Inc | Stock | 4,022 | $489.0K | <0.1% | – | – | History |
| AFLAflac Inc | Stock | 9,594 | $491.0K | <0.1% | – | – | History |
| CPAYCorpay, Inc. | COM | 1,850 | $496.0K | <0.1% | – | – | History |
| RNGRingCentral, Inc. | CL A | 1,673 | $498.0K | <0.1% | – | – | History |
| CFCF Industries Holdings, Inc. | COM | 11,074 | $502.0K | 0.1% | – | – | History |
| SLBSLB Limited | Stock | 18,584 | $505.0K | 0.1% | – | – | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 19,054 | $505.0K | 0.1% | – | – | History |
| STLDSteel Dynamics Inc | COM | 10,048 | $510.0K | 0.1% | – | – | History |
| LLoews Corp | COM | 9,980 | $511.0K | 0.1% | – | – | History |
| CCKCrown Holdings, Inc. | COM | 5,282 | $512.0K | 0.1% | – | – | History |
| HBANHuntington Bancshares Inc | COM | 32,648 | $513.0K | 0.1% | – | – | History |
| IAC Interactivecorp New44891N109 | COM | 2,379 | $514.0K | 0.1% | – | – | – |
| PSXPhillips 66 | Stock | 6,362 | $518.0K | 0.1% | – | – | History |
| MOSMosaic Co | COM | 16,490 | $521.0K | 0.1% | – | – | History |
| QRVOQorvo, Inc. | Stock | 2,863 | $523.0K | 0.1% | – | – | History |
| PXDPioneer Natural Resources Co | COM | 3,311 | $525.0K | 0.1% | – | – | History |
| PFGPrincipal Financial Group Inc | COM | 8,862 | $531.0K | 0.1% | – | – | History |
| ROSTRoss Stores, Inc. | COM | 4,446 | $533.0K | 0.1% | – | – | History |
| BXBlackstone Inc. | COM | 7,182 | $535.0K | 0.1% | – | – | History |
| SPGSimon Property Group Inc. | REIT | 4,726 | $537.0K | 0.1% | – | – | History |
| MELIMercadolibre Inc | COM | 365 | $537.0K | 0.1% | – | – | History |
| ZZillow Group, Inc. | CL C CAP STK | 4,162 | $539.0K | 0.1% | – | – | History |
| MTBM&T Bank Corp | COM | 3,585 | $543.0K | 0.1% | – | – | History |
| APOApollo Global Management, Inc. | COM CL A | 11,578 | $544.0K | 0.1% | – | – | History |
| DAYDayforce, Inc. | COM | 6,484 | $546.0K | 0.1% | – | – | History |
| IPInternational Paper Co | COM | 10,119 | $547.0K | 0.1% | – | – | History |
| URIUnited Rentals, Inc. | COM | 1,668 | $549.0K | 0.1% | – | – | History |
| PINSPinterest, Inc. | CL A | 7,502 | $555.0K | 0.1% | – | – | History |
| EXPEExpedia Group, Inc. | Stock | 3,232 | $556.0K | 0.1% | – | – | History |
| AJGArthur J. Gallagher & Co. | COM | 4,464 | $556.0K | 0.1% | – | – | History |
| CTSHCognizant Technology Solutions Corp | CL A | 7,123 | $556.0K | 0.1% | – | – | History |
| HPEHewlett Packard Enterprise Co | COM | 35,512 | $558.0K | 0.1% | – | – | History |
| MRNAModerna, Inc. | Stock | 4,274 | $559.0K | 0.1% | – | – | History |
| BENFranklin Templeton Inc | COM | 18,906 | $559.0K | 0.1% | – | – | History |
| DVNDevon Energy Corp | Stock | 25,678 | $561.0K | 0.1% | – | – | History |
| ADIAnalog Devices Inc | Stock | 3,634 | $563.0K | 0.1% | – | – | History |
| EOGEOG Resources Inc | Stock | 7,774 | $563.0K | 0.1% | – | – | History |
| LNCLincoln National Corp | COM | 9,045 | $563.0K | 0.1% | – | – | History |
| SIVBSVB Financial Group | COM | 1,143 | $564.0K | 0.1% | – | – | History |
| SHWSherwin Williams Co | COM | 2,299 | $565.0K | 0.1% | – | – | History |
| ONOn Semiconductor Corp | Stock | 13,612 | $566.0K | 0.1% | – | – | History |
| SWKStanley Black & Decker, Inc. | COM | 2,838 | $566.0K | 0.1% | – | – | History |
| PLUGPlug Power Inc | Stock | 16,005 | $573.0K | 0.1% | – | – | History |
| IEXIdex Corp | COM | 2,765 | $578.0K | 0.1% | – | – | History |
| SWKSSkyworks Solutions, Inc. | Stock | 3,157 | $579.0K | 0.1% | – | – | History |
| MPTMedical Properties Trust Inc | COM | 27,237 | $579.0K | 0.1% | – | – | History |
| MDBMongoDB, Inc. | CL A | 2,175 | $581.0K | 0.1% | – | – | History |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 13,326 | $587.0K | 0.1% | – | – | – |
| METMetlife Inc | Stock | 9,769 | $593.0K | 0.1% | – | – | History |
| BKRBaker Hughes Co | CL A | 27,451 | $593.0K | 0.1% | – | – | History |
| ROKRockwell Automation, Inc | Stock | 2,247 | $596.0K | 0.1% | – | – | History |
| FMCFMC Corp | COM NEW | 5,394 | $596.0K | 0.1% | – | – | History |
| IVZInvesco Ltd. | Stock | 23,947 | $603.0K | 0.1% | – | – | History |
| CFGCitizens Financial Group Inc | COM | 13,689 | $604.0K | 0.1% | – | – | History |
| RFRegions Financial Corp | COM | 29,303 | $605.0K | 0.1% | – | – | History |
| HCAHCA Healthcare, Inc. | COM | 3,272 | $616.0K | 0.1% | – | – | History |
| FFord Motor Co | Stock | 50,430 | $617.0K | 0.1% | – | – | History |
| TFCTruist Financial Corp | COM | 10,587 | $617.0K | 0.1% | – | – | History |
| LEALear Corp | COM NEW | 3,432 | $622.0K | 0.1% | – | – | History |
| AIGAmerican International Group, Inc. | Stock | 13,527 | $625.0K | 0.1% | – | – | History |
| PPGPPG Industries Inc | Stock | 4,211 | $632.0K | 0.1% | – | – | History |
| AVLRAvalara, Inc. | COM | 4,804 | $640.0K | 0.1% | – | – | History |
| ACGLArch Capital Group Ltd. | Stock | 16,720 | $641.0K | 0.1% | – | – | History |
| YAlleghany Corp | COM | 1,027 | $643.0K | 0.1% | – | – | History |
| ALBAlbemarle Corp | Stock | 4,484 | $655.0K | 0.1% | – | – | History |
| Athene Holding Ltd.G0684D107 | CL A | 13,016 | $656.0K | 0.1% | – | – | – |
| CBRECbre Group, Inc. | CL A | 8,307 | $657.0K | 0.1% | – | – | History |
| SSNCSS&C Technologies Holdings Inc | COM | 9,447 | $660.0K | 0.1% | – | – | History |
| CGCarlyle Group Inc. | COM | 18,488 | $679.0K | 0.1% | – | – | History |
| KSUKansas City Southern | COM NEW | 2,574 | $679.0K | 0.1% | – | – | History |
| BABoeing Co | Stock | 2,677 | $681.0K | 0.1% | – | – | History |