Cloverfields Capital Group, LP
- SEC CIK
- 0001819581
- Latest filing
- Aug 13, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 13, 2021. Long positions only.
- Positions
- 59
- No 13F data for Q4 2020
- Portfolio value
- $308.9M
- 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 |
|---|---|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 620,735 | $231.0M | 74.8% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 11,964 | $2.25M | 0.7% | – | – | History |
| GOOGAlphabet Inc. | Stock | 1,083 | $2.24M | 0.7% | – | – | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 34,767 | $2.19M | 0.7% | – | – | History |
| NLSNNielsen Holdings plc | SHS EUR | 85,585 | $2.15M | 0.7% | – | – | History |
| LENLennar Corp | CL A | 19,635 | $1.99M | 0.6% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 8,641 | $1.96M | 0.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 8,295 | $1.96M | 0.6% | – | – | History |
| ALSumisho Air Lease Corp | CL A | 39,594 | $1.94M | 0.6% | – | – | History |
| CHTRCharter Communications, Inc. | CL A | 3,105 | $1.92M | 0.6% | – | – | History |
| SBUXStarbucks Corp | Stock | 17,523 | $1.92M | 0.6% | – | – | History |
| TDGTransDigm Group INC | COM | 3,249 | $1.91M | 0.6% | – | – | History |
| LKQLKQ Corp | COM | 43,432 | $1.84M | 0.6% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 6,201 | $1.83M | 0.6% | – | – | History |
| KKRKKR & Co. Inc. | COM | 37,146 | $1.81M | 0.6% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 11,885 | $1.81M | 0.6% | – | – | History |
| EXPEExpedia Group, Inc. | Stock | 10,392 | $1.79M | 0.6% | – | – | History |
| HLTHilton Worldwide Holdings Inc. | COM | 14,741 | $1.78M | 0.6% | – | – | History |
| STXSeagate Technology Holdings plc | SHS | 23,059 | $1.77M | 0.6% | – | – | History |
| CNCCentene Corp | Stock | 26,981 | $1.72M | 0.6% | – | – | History |
| JDJD.com, Inc. | SPON ADS CL A | 20,444 | $1.72M | 0.6% | – | – | History |
| GPNGlobal Payments Inc | Stock | 8,503 | $1.71M | 0.6% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 12,026 | $1.69M | 0.5% | – | – | History |
| BKIBlack Knight, Inc. | COM | 22,549 | $1.67M | 0.5% | – | – | History |
| MCOMoodys Corp | Stock | 5,552 | $1.66M | 0.5% | – | – | History |
| DISWalt Disney Co | Stock | 8,970 | $1.66M | 0.5% | – | – | History |
| PGProcter & Gamble Co | Stock | 12,086 | $1.64M | 0.5% | – | – | History |
| USBUS Bancorp DE | COM NEW | 29,544 | $1.63M | 0.5% | – | – | History |
| AMZNAmazon Com Inc | Stock | 521 | $1.61M | 0.5% | – | – | History |
| TEAMAtlassian Corp | CL A | 7,608 | $1.60M | 0.5% | – | – | History |
| VVisa Inc. | Stock | 7,542 | $1.60M | 0.5% | – | – | History |
| DOCUDocuSign, Inc. | Stock | 7,861 | $1.59M | 0.5% | – | – | History |
| EQTEQT Corp | Stock | 83,707 | $1.55M | 0.5% | – | – | History |
| ADBEAdobe Inc. | Stock | 3,118 | $1.48M | 0.5% | – | – | History |
| GWREGuidewire Software, Inc. | COM | 14,226 | $1.45M | 0.5% | – | – | History |
| MSMorgan Stanley | Stock | 18,288 | $1.42M | 0.5% | – | – | History |
| COUPCoupa Software Inc | COM | 5,531 | $1.41M | 0.5% | – | – | History |
| STTKShattuck Labs, Inc. | COM | 45,000 | $1.32M | 0.4% | – | – | History |
| GEGeneral Electric Co | COM | 95,062 | $1.25M | 0.4% | – | – | History |
| DTDynatrace, Inc. | Stock | 23,921 | $1.15M | 0.4% | – | – | History |
| CVXChevron Corp | Stock | 10,542 | $1.10M | 0.4% | – | – | History |
| ASMLASML Holding NV | ADR | 1,589 | $981.0K | 0.3% | – | – | History |
| OTISOtis Worldwide Corp | Stock | 11,440 | $783.0K | 0.3% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 1,512 | $740.0K | 0.2% | – | – | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 18,917 | $733.0K | 0.2% | – | – | History |
| PUKPrudential PLC | ADR | 16,638 | $710.0K | 0.2% | – | – | History |
| NVONovo Nordisk A S | ADR | 10,298 | $694.0K | 0.2% | – | – | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 13,035 | $648.0K | 0.2% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,386 | $637.0K | 0.2% | – | – | History |
| SLBSLB Limited | Stock | 19,984 | $543.0K | 0.2% | – | – | History |
| NTESNetEase, Inc. | SPONSORED ADS | 5,210 | $538.0K | 0.2% | – | – | History |
| MELIMercadolibre Inc | COM | 300 | $442.0K | 0.1% | – | – | History |
| VALEVale S.A. | SPONSORED ADS | 23,440 | $407.0K | 0.1% | – | – | History |
| GGenpact LTD | SHS | 9,095 | $389.0K | 0.1% | – | – | History |
| Great Panther MNG Ltd39115V101 | COM | 452,245 | $348.0K | 0.1% | – | – | – |
| BVNBuenaventura Mining Co Inc | SPONSORED ADR | 31,240 | $313.0K | 0.1% | – | – | History |
| TALTAL Education Group | SPONSORED ADS | 3,883 | $209.0K | 0.1% | – | – | History |
| UUnity Software Inc. | COM | 1,007 | $101.0K | <0.1% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 500 | $74.0K | <0.1% | – | – | – |