Engine No. 1 LLC
- SEC CIK
- 0001835549
- Latest filing
- Nov 14, 2025
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 13
- No 13F data for Q4 2020
- Portfolio value
- $272.3M
- 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 |
|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 917,400 | $51.2M | 18.8% | – | – | History |
| XYZBlock, Inc. | CL A | 150,109 | $34.1M | 12.5% | – | – | History |
| NXPINXP Semiconductors N.V. | COM | 144,881 | $29.2M | 10.7% | – | – | History |
| DEDeere & Co | Stock | 76,336 | $28.6M | 10.5% | – | – | History |
| GMGeneral Motors Co | COM | 367,500 | $21.1M | 7.8% | – | – | History |
| APTVAptiv PLC | SHS | 150,794 | $20.8M | 7.6% | – | – | History |
| BGBunge Global SA | COM | 230,494 | $18.3M | 6.7% | – | – | History |
| MSFTMicrosoft Corp | Stock | 71,177 | $16.8M | 6.2% | – | – | History |
| NEENextera Energy Inc | Stock | 188,604 | $14.3M | 5.2% | – | – | History |
| DXCMDexcom Inc | COM | 32,200 | $11.6M | 4.2% | – | – | History |
| SHOPShopify Inc. | Stock | 9,454 | $10.5M | 3.8% | – | – | History |
| ZENZendesk, Inc. | COM | 67,034 | $8.89M | 3.3% | – | – | History |
| PENPenumbra Inc | COM | 26,400 | $7.14M | 2.6% | – | – | History |