Engine No. 1 as of Dec. 31, 2020
Portfolio Holdings for Engine No. 1
Engine No. 1 holds 12 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Exxon Mobil Corporation (XOM) | 16.3 | $38M | 917k | 41.22 | |
| Square Cl A (SQ) | 14.1 | $33M | 150k | 217.64 | |
| Nxp Semiconductors N V (NXPI) | 9.9 | $23M | 145k | 159.01 | |
| Microsoft Corporation (MSFT) | 9.1 | $21M | 95k | 222.42 | |
| Deere & Company (DE) | 8.9 | $21M | 76k | 269.05 | |
| Bunge | 8.7 | $20M | 308k | 65.58 | |
| Aptiv SHS (APTV) | 8.5 | $20M | 151k | 130.29 | |
| Amazon (AMZN) | 7.5 | $17M | 5.3k | 3257.02 | |
| Nextera Energy (NEE) | 6.3 | $15M | 189k | 77.15 | |
| Shopify Cl A (SHOP) | 4.6 | $11M | 9.5k | 1131.90 | |
| Zendesk | 4.1 | $9.6M | 67k | 143.12 | |
| Penumbra (PEN) | 2.0 | $4.6M | 26k | 175.00 |
