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 (LRCX) | 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 (SQ) | 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 (SIRI) | 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 (SPCE) | 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 (NKLA) | 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 |