Enlightenment Research as of Sept. 30, 2020
Portfolio Holdings for Enlightenment Research
Enlightenment Research holds 67 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Advanced Micro Devices (AMD) | 11.7 | $4.0M | 48k | 81.99 | |
| Zoom Video Communications In Cl A (ZM) | 6.2 | $2.1M | 4.5k | 470.16 | |
| Disney Walt Com Disney (DIS) | 4.1 | $1.4M | 11k | 124.07 | |
| Nike CL B (NKE) | 4.1 | $1.4M | 11k | 125.55 | |
| Gsx Techedu Sponsored Ads (GOTU) | 4.0 | $1.3M | 15k | 90.13 | |
| Visa Com Cl A (V) | 3.3 | $1.1M | 5.5k | 200.00 | |
| Facebook Cl A (META) | 3.2 | $1.1M | 4.2k | 261.98 | |
| FedEx Corporation (FDX) | 2.3 | $780k | 3.1k | 251.61 | |
| Workday Cl A (WDAY) | 2.2 | $731k | 3.4k | 215.00 | |
| Procter & Gamble Company (PG) | 2.1 | $722k | 5.2k | 138.98 | |
| Sea Sponsord Ads (SE) | 2.1 | $709k | 4.6k | 154.13 | |
| Constellation Brands Cl A (STZ) | 1.8 | $625k | 3.3k | 189.39 | |
| Qualcomm (QCOM) | 1.8 | $612k | 5.2k | 117.69 | |
| Lam Research Corporation | 1.8 | $597k | 1.8k | 331.67 | |
| Pinduoduo Sponsored Ads (PDD) | 1.7 | $571k | 7.7k | 74.16 | |
| Hilton Worldwide Holdings (HLT) | 1.7 | $564k | 6.6k | 85.27 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $539k | 5.6k | 96.25 | |
| Viacomcbs CL B (PARA) | 1.6 | $532k | 19k | 28.00 | |
| Union Pacific Corporation (UNP) | 1.6 | $532k | 2.7k | 197.04 | |
| Starbucks Corporation (SBUX) | 1.5 | $507k | 5.9k | 85.92 | |
| Square Cl A (XYZ) | 1.5 | $504k | 3.1k | 162.58 | |
| Wayfair Cl A (W) | 1.4 | $466k | 1.6k | 291.25 | |
| Costco Wholesale Corporation (COST) | 1.4 | $462k | 1.3k | 355.38 | |
| Moderna (MRNA) | 1.4 | $460k | 6.5k | 70.77 | |
| Varian Medical Systems | 1.3 | $447k | 2.6k | 171.92 | |
| Boeing Company (BA) | 1.3 | $446k | 2.7k | 165.19 | |
| Southwest Airlines (LUV) | 1.3 | $424k | 11k | 37.52 | |
| Williams Companies (WMB) | 1.2 | $401k | 20k | 19.66 | |
| Activision Blizzard | 1.2 | $397k | 4.9k | 81.02 | |
| United Parcel Service CL B (UPS) | 1.1 | $383k | 2.3k | 166.52 | |
| Marriott Intl Cl A (MAR) | 1.1 | $370k | 4.0k | 92.50 | |
| Intuitive Surgical Com New (ISRG) | 1.0 | $355k | 500.00 | 710.00 | |
| CSX Corporation (CSX) | 1.0 | $334k | 4.3k | 77.67 | |
| Linde SHS | 1.0 | $333k | 1.4k | 237.86 | |
| NVIDIA Corporation (NVDA) | 1.0 | $325k | 600.00 | 541.67 | |
| salesforce (CRM) | 0.9 | $319k | 1.3k | 251.18 | |
| Fiserv (FI) | 0.9 | $319k | 3.1k | 102.90 | |
| Comcast Corp Cl A (CMCSA) | 0.9 | $315k | 6.8k | 46.32 | |
| Plug Power Com New (PLUG) | 0.9 | $307k | 23k | 13.41 | |
| Sirius Xm Holdings | 0.9 | $299k | 56k | 5.37 | |
| Kroger (KR) | 0.8 | $285k | 8.4k | 33.93 | |
| Fidelity National Information Services (FIS) | 0.8 | $280k | 1.9k | 147.21 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.8 | $269k | 1.2k | 224.17 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $265k | 900.00 | 294.44 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $261k | 1.9k | 137.37 | |
| Applied Materials (AMAT) | 0.8 | $256k | 4.3k | 59.53 | |
| Virgin Galactic Holdings Inc virgin galactic holdings | 0.8 | $256k | 13k | 19.25 | |
| eBay (EBAY) | 0.7 | $245k | 4.7k | 52.13 | |
| Marsh & McLennan Companies (MMC) | 0.7 | $241k | 2.1k | 114.76 | |
| Trip Com Group Ads (TCOM) | 0.7 | $237k | 7.6k | 31.18 | |
| Norfolk Southern (NSC) | 0.7 | $235k | 1.1k | 213.64 | |
| Nikola Corp | 0.7 | $229k | 11k | 20.51 | |
| Match Group (MTCH) | 0.7 | $221k | 2.0k | 110.50 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $220k | 150.00 | 1466.67 | |
| Broadcom (AVGO) | 0.6 | $219k | 600.00 | 365.00 | |
| Qorvo (QRVO) | 0.6 | $219k | 1.7k | 128.82 | |
| Spotify Technology S A SHS (SPOT) | 0.6 | $218k | 900.00 | 242.22 | |
| Waste Management (WM) | 0.6 | $215k | 1.9k | 113.16 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $213k | 1.0k | 213.00 | |
| Nxp Semiconductors N V (NXPI) | 0.6 | $212k | 1.7k | 124.71 | |
| 0.6 | $205k | 4.6k | 44.57 | ||
| FactSet Research Systems (FDS) | 0.6 | $201k | 600.00 | 335.00 | |
| Inovio Pharmaceuticals Com New | 0.5 | $160k | 14k | 11.59 | |
| Pacific Ethanol | 0.4 | $121k | 17k | 7.29 | |
| Nokia Corp Sponsored Adr (NOK) | 0.3 | $103k | 26k | 3.90 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.3 | $94k | 42k | 2.25 | |
| Vaxart Com New (VXRT) | 0.2 | $67k | 10k | 6.66 |
