$70.9 Million is the total value of Enlightenment Research, LLC's 89 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QS | New | QUANTUMSCAPE CORP | $3,716,000 | – | 44,007 | +100.0% | 5.24% | – |
| BIDU | New | BAIDU INCspon adr rep a | $3,395,000 | – | 15,700 | +100.0% | 4.79% | – |
| JD | New | JD.COM INCspon adr cl a | $3,296,000 | – | 37,500 | +100.0% | 4.65% | – |
| SNOW | New | SNOWFLAKE INCcl a | $2,364,000 | – | 8,401 | +100.0% | 3.34% | – |
| FUBO | New | FUBOTV INC | $2,240,000 | – | 80,000 | +100.0% | 3.16% | – |
| UBER | New | UBER TECHNOLOGIES INC | $1,923,000 | – | 37,700 | +100.0% | 2.71% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $1,632,000 | – | 69,300 | +100.0% | 2.30% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $1,522,000 | – | 2,300 | +100.0% | 2.15% | – |
| HD | New | HOME DEPOT INC | $1,381,000 | – | 5,200 | +100.0% | 1.95% | – |
| ORCL | New | ORACLE CORP | $1,371,000 | – | 21,200 | +100.0% | 1.94% | – |
| BILI | New | BILIBILI INCspons ads rep z | $1,346,000 | – | 15,700 | +100.0% | 1.90% | – |
| MS | New | MORGAN STANLEY | $1,035,000 | – | 15,100 | +100.0% | 1.46% | – |
| XOM | New | EXXON MOBIL CORP | $1,018,000 | – | 24,700 | +100.0% | 1.44% | – |
| T | New | AT&T INC | $1,004,000 | – | 34,900 | +100.0% | 1.42% | – |
| BAC | New | BK OF AMERICA CORP | $967,000 | – | 31,901 | +100.0% | 1.36% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $723,000 | – | 12,300 | +100.0% | 1.02% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $701,000 | – | 400 | +100.0% | 0.99% | – |
| NOW | New | SERVICENOW INC | $692,000 | – | 1,257 | +100.0% | 0.98% | – |
| MCD | New | MCDONALDS CORP | $665,000 | – | 3,100 | +100.0% | 0.94% | – |
| Z | New | ZILLOW GROUP INCcl c cap stk | $662,000 | – | 5,100 | +100.0% | 0.93% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $648,000 | – | 41,100 | +100.0% | 0.92% | – |
| PYPL | New | PAYPAL HLDGS INC | $586,000 | – | 2,500 | +100.0% | 0.83% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $565,000 | – | 21,700 | +100.0% | 0.80% | – |
| DKNG | New | DRAFTKINGS INC | $559,000 | – | 12,000 | +100.0% | 0.79% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $552,000 | – | 4,000 | +100.0% | 0.78% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $550,000 | – | 1,100 | +100.0% | 0.78% | – |
| LEN | New | LENNAR CORPcl a | $526,000 | – | 6,900 | +100.0% | 0.74% | – |
| PANW | New | PALO ALTO NETWORKS INC | $498,000 | – | 1,400 | +100.0% | 0.70% | – |
| CSCO | New | CISCO SYS INC | $474,000 | – | 10,600 | +100.0% | 0.67% | – |
| ACN | New | ACCENTURE PLC IRELAND | $444,000 | – | 1,700 | +100.0% | 0.63% | – |
| CHWY | New | CHEWY INCcl a | $440,000 | – | 4,899 | +100.0% | 0.62% | – |
| TJX | New | TJX COS INC NEW | $430,000 | – | 6,300 | +100.0% | 0.61% | – |
| LMT | New | LOCKHEED MARTIN CORP | $426,000 | – | 1,200 | +100.0% | 0.60% | – |
| MELI | New | MERCADOLIBRE INC | $419,000 | – | 250 | +100.0% | 0.59% | – |
| CVX | New | CHEVRON CORP NEW | $397,000 | – | 4,700 | +100.0% | 0.56% | – |
| NVTA | New | INVITAE CORP | $381,000 | – | 9,102 | +100.0% | 0.54% | – |
| WFC | New | WELLS FARGO CO NEW | $380,000 | – | 12,600 | +100.0% | 0.54% | – |
| CVS | New | CVS HEALTH CORP | $362,000 | – | 5,300 | +100.0% | 0.51% | – |
| KMI | New | KINDER MORGAN INC DEL | $354,000 | – | 25,900 | +100.0% | 0.50% | – |
| DE | New | DEERE & CO | $350,000 | – | 1,300 | +100.0% | 0.49% | – |
| BKNG | New | BOOKING HOLDINGS INC | $334,000 | – | 150 | +100.0% | 0.47% | – |
| DHR | New | DANAHER CORPORATION | $333,000 | – | 1,500 | +100.0% | 0.47% | – |
| DBX | New | DROPBOX INCcl a | $322,000 | – | 14,500 | +100.0% | 0.45% | – |
| FSLY | New | FASTLY INCcl a | $314,000 | – | 3,599 | +100.0% | 0.44% | – |
| F | New | FORD MTR CO DEL | $312,000 | – | 35,500 | +100.0% | 0.44% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $298,000 | – | 4,800 | +100.0% | 0.42% | – |
| MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $290,000 | – | 6,100 | +100.0% | 0.41% | – |
| LLY | New | LILLY ELI & CO | $287,000 | – | 1,699 | +100.0% | 0.40% | – |
| UL | New | UNILEVER PLCspon adr new | $272,000 | – | 4,500 | +100.0% | 0.38% | – |
| PH | New | PARKER-HANNIFIN CORP | $272,000 | – | 1,000 | +100.0% | 0.38% | – |
| RP | New | REALPAGE INC | $270,000 | – | 3,100 | +100.0% | 0.38% | – |
| MSCI | New | MSCI INC | $268,000 | – | 600 | +100.0% | 0.38% | – |
| UAL | New | UNITED AIRLS HLDGS INC | $264,000 | – | 6,100 | +100.0% | 0.37% | – |
| TYL | New | TYLER TECHNOLOGIES INC | $262,000 | – | 600 | +100.0% | 0.37% | – |
| TEAM | New | ATLASSIAN CORP PLCcl a | $257,000 | – | 1,100 | +100.0% | 0.36% | – |
| FCEL | New | FUELCELL ENERGY INC | $255,000 | – | 22,800 | +100.0% | 0.36% | – |
| BNTX | New | BIONTECH SEsponsored ads | $253,000 | – | 3,100 | +100.0% | 0.36% | – |
| MU | New | MICRON TECHNOLOGY INC | $248,000 | – | 3,300 | +100.0% | 0.35% | – |
| AYX | New | ALTERYX INC | $244,000 | – | 2,000 | +100.0% | 0.34% | – |
| BEKE | New | KE HLDGS INCsponsored ads | $234,000 | – | 3,800 | +100.0% | 0.33% | – |
| ADSK | New | AUTODESK INC | $214,000 | – | 700 | +100.0% | 0.30% | – |
| EQIX | New | EQUINIX INC | $214,000 | – | 300 | +100.0% | 0.30% | – |
| A | New | AGILENT TECHNOLOGIES INC | $213,000 | – | 1,800 | +100.0% | 0.30% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $213,000 | – | 2,500 | +100.0% | 0.30% | – |
| ALXN | New | ALEXION PHARMACEUTICALS INC | $203,000 | – | 1,300 | +100.0% | 0.29% | – |
| IBN | New | ICICI BANK LIMITEDadr | $152,000 | – | 10,200 | +100.0% | 0.22% | – |
| M | New | MACYS INC | $119,000 | – | 10,600 | +100.0% | 0.17% | – |
| KGC | New | KINROSS GOLD CORP | $95,000 | – | 13,000 | +100.0% | 0.13% | – |
| SOLO | New | ELECTRAMECCANICA VEHS CORP | $89,000 | – | 14,400 | +100.0% | 0.13% | – |
| MVIS | New | MICROVISION INC DEL | $72,000 | – | 13,400 | +100.0% | 0.10% | – |
| AMC | New | AMC ENTMT HLDGS INC | $27,000 | – | 12,600 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SIRIUS XM HOLDINGS INC | 13 | Q4 2021 | 0.9% |
| PROCTER & GAMBLE CO | 12 | Q3 2022 | 2.2% |
| SQUARE INC | 11 | Q1 2022 | 8.6% |
| EXXON MOBIL CORP | 11 | Q3 2022 | 4.7% |
| NVIDIA CORPORATION | 10 | Q2 2022 | 5.1% |
| DISNEY WALT CO | 10 | Q3 2022 | 4.1% |
| VISA INC | 10 | Q3 2022 | 4.0% |
| ALPHABET INC | 9 | Q3 2022 | 4.9% |
| ALIBABA GROUP HLDG LTD | 9 | Q3 2022 | 5.3% |
| ACCENTURE PLC IRELAND | 9 | Q3 2022 | 2.5% |
View Enlightenment Research, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-16 |
| 13F-HR | 2021-05-12 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-11-12 |
View Enlightenment Research, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.