Cloverfields Capital Group, LP
- SEC CIK
- 0001819581
- 最新申報
- 2026/8/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/13 申報。只含多頭部位。
- 持股檔數
- 59
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.09 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 620,735 | $2.31 億 | 74.8% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 11,964 | $225.5 萬 | 0.7% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,083 | $224.0 萬 | 0.7% | – | – | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 34,767 | $218.5 萬 | 0.7% | – | – | 歷史 |
| NLSNNielsen Holdings plc | SHS EUR | 85,585 | $215.2 萬 | 0.7% | – | – | 歷史 |
| LENLennar Corp | CL A | 19,635 | $198.8 萬 | 0.6% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 8,641 | $195.9 萬 | 0.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,295 | $195.6 萬 | 0.6% | – | – | 歷史 |
| ALSumisho Air Lease Corp | CL A | 39,594 | $194.0 萬 | 0.6% | – | – | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 3,105 | $191.6 萬 | 0.6% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 17,523 | $191.5 萬 | 0.6% | – | – | 歷史 |
| TDGTransDigm Group INC | COM | 3,249 | $191.0 萬 | 0.6% | – | – | 歷史 |
| LKQLKQ Corp | COM | 43,432 | $183.8 萬 | 0.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,201 | $182.6 萬 | 0.6% | – | – | 歷史 |
| KKRKKR & Co. Inc. | COM | 37,146 | $181.5 萬 | 0.6% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 11,885 | $180.9 萬 | 0.6% | – | – | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 10,392 | $178.9 萬 | 0.6% | – | – | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 14,741 | $178.2 萬 | 0.6% | – | – | 歷史 |
| STXSeagate Technology Holdings plc | SHS | 23,059 | $177.0 萬 | 0.6% | – | – | 歷史 |
| CNCCentene Corp | Stock | 26,981 | $172.4 萬 | 0.6% | – | – | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 20,444 | $172.4 萬 | 0.6% | – | – | 歷史 |
| GPNGlobal Payments Inc | Stock | 8,503 | $171.4 萬 | 0.6% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 12,026 | $169.1 萬 | 0.5% | – | – | 歷史 |
| BKIBlack Knight, Inc. | COM | 22,549 | $166.8 萬 | 0.5% | – | – | 歷史 |
| MCOMoodys Corp | Stock | 5,552 | $165.8 萬 | 0.5% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 8,970 | $165.5 萬 | 0.5% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 12,086 | $163.7 萬 | 0.5% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 29,544 | $163.4 萬 | 0.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 521 | $161.2 萬 | 0.5% | – | – | 歷史 |
| TEAMAtlassian Corp | CL A | 7,608 | $160.3 萬 | 0.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 7,542 | $159.7 萬 | 0.5% | – | – | 歷史 |
| DOCUDocuSign, Inc. | Stock | 7,861 | $159.1 萬 | 0.5% | – | – | 歷史 |
| EQTEQT Corp | Stock | 83,707 | $155.5 萬 | 0.5% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 3,118 | $148.2 萬 | 0.5% | – | – | 歷史 |
| GWREGuidewire Software, Inc. | COM | 14,226 | $144.6 萬 | 0.5% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 18,288 | $142.0 萬 | 0.5% | – | – | 歷史 |
| COUPCoupa Software Inc | COM | 5,531 | $140.8 萬 | 0.5% | – | – | 歷史 |
| STTKShattuck Labs, Inc. | COM | 45,000 | $131.6 萬 | 0.4% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 95,062 | $124.8 萬 | 0.4% | – | – | 歷史 |
| DTDynatrace, Inc. | Stock | 23,921 | $115.4 萬 | 0.4% | – | – | 歷史 |
| CVXChevron Corp | Stock | 10,542 | $110.5 萬 | 0.4% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 1,589 | $98.1 萬 | 0.3% | – | – | 歷史 |
| OTISOtis Worldwide Corp | Stock | 11,440 | $78.3 萬 | 0.3% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,512 | $74.0 萬 | 0.2% | – | – | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 18,917 | $73.3 萬 | 0.2% | – | – | 歷史 |
| PUKPrudential PLC | ADR | 16,638 | $71.0 萬 | 0.2% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 10,298 | $69.4 萬 | 0.2% | – | – | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 13,035 | $64.8 萬 | 0.2% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,386 | $63.7 萬 | 0.2% | – | – | 歷史 |
| SLBSLB Limited | Stock | 19,984 | $54.3 萬 | 0.2% | – | – | 歷史 |
| NTESNetEase, Inc. | SPONSORED ADS | 5,210 | $53.8 萬 | 0.2% | – | – | 歷史 |
| MELIMercadolibre Inc | COM | 300 | $44.2 萬 | 0.1% | – | – | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 23,440 | $40.7 萬 | 0.1% | – | – | 歷史 |
| GGenpact LTD | SHS | 9,095 | $38.9 萬 | 0.1% | – | – | 歷史 |
| Great Panther MNG Ltd39115V101 | COM | 452,245 | $34.8 萬 | 0.1% | – | – | – |
| BVNBuenaventura Mining Co Inc | SPONSORED ADR | 31,240 | $31.3 萬 | 0.1% | – | – | 歷史 |
| TALTAL Education Group | SPONSORED ADS | 3,883 | $20.9 萬 | 0.1% | – | – | 歷史 |
| UUnity Software Inc. | COM | 1,007 | $10.1 萬 | <0.1% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 500 | $7.40 萬 | <0.1% | – | – | – |