Enlightenment Research as of Dec. 31, 2020
Portfolio Holdings for Enlightenment Research
Enlightenment Research holds 89 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 |
|---|---|---|---|---|---|
| Square Cl A (SQ) | 8.6 | $6.1M | 28k | 217.63 | |
| Quantumscape Corp Com Cl A (QS) | 5.2 | $3.7M | 44k | 84.44 | |
| Baidu Spon Adr Rep A (BIDU) | 4.8 | $3.4M | 16k | 216.24 | |
| Jd.com Spon Adr Cl A (JD) | 4.7 | $3.3M | 38k | 87.89 | |
| Visa Com Cl A (V) | 4.0 | $2.8M | 13k | 218.76 | |
| NVIDIA Corporation (NVDA) | 3.9 | $2.8M | 5.3k | 522.20 | |
| Moderna (MRNA) | 3.4 | $2.4M | 23k | 104.48 | |
| Snowflake Cl A (SNOW) | 3.3 | $2.4M | 8.4k | 281.40 | |
| Fubotv (FUBO) | 3.2 | $2.2M | 80k | 28.00 | |
| Uber Technologies (UBER) | 2.7 | $1.9M | 38k | 51.01 | |
| Palantir Technologies Cl A (PLTR) | 2.3 | $1.6M | 69k | 23.55 | |
| Charter Communications Inc N Cl A (CHTR) | 2.1 | $1.5M | 2.3k | 661.74 | |
| Home Depot (HD) | 1.9 | $1.4M | 5.2k | 265.58 | |
| Oracle Corporation (ORCL) | 1.9 | $1.4M | 21k | 64.67 | |
| Bilibili Spons Ads Rep Z (BILI) | 1.9 | $1.3M | 16k | 85.73 | |
| Facebook Cl A (META) | 1.9 | $1.3M | 4.8k | 273.12 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $1.3M | 9.9k | 127.07 | |
| Nike CL B (NKE) | 1.8 | $1.3M | 8.9k | 141.49 | |
| Morgan Stanley Com New (MS) | 1.5 | $1.0M | 15k | 68.54 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $1.0M | 25k | 41.21 | |
| At&t (T) | 1.4 | $1.0M | 35k | 28.77 | |
| Bank of America Corporation (BAC) | 1.4 | $967k | 32k | 30.31 | |
| Walt Disney Company (DIS) | 1.3 | $888k | 4.9k | 181.22 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.1 | $805k | 3.8k | 211.84 | |
| Verizon Communications (VZ) | 1.0 | $723k | 12k | 58.78 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $701k | 400.00 | 1752.50 | |
| Servicenow (NOW) | 1.0 | $692k | 1.3k | 550.52 | |
| McDonald's Corporation (MCD) | 0.9 | $665k | 3.1k | 214.52 | |
| Zillow Group Cl C Cap Stk (Z) | 0.9 | $662k | 5.1k | 129.80 | |
| American Airls (AAL) | 0.9 | $648k | 41k | 15.77 | |
| Lam Research Corporation (LRCX) | 0.9 | $614k | 1.3k | 472.31 | |
| Paypal Holdings (PYPL) | 0.8 | $586k | 2.5k | 234.40 | |
| Applied Materials (AMAT) | 0.8 | $578k | 6.7k | 86.27 | |
| Freeport-mcmoran CL B (FCX) | 0.8 | $565k | 22k | 26.04 | |
| Draftkings Com Cl A | 0.8 | $559k | 12k | 46.58 | |
| Microchip Technology (MCHP) | 0.8 | $552k | 4.0k | 138.00 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $550k | 1.1k | 500.00 | |
| Lennar Corp Cl A (LEN) | 0.7 | $526k | 6.9k | 76.23 | |
| Palo Alto Networks (PANW) | 0.7 | $498k | 1.4k | 355.71 | |
| Cisco Systems (CSCO) | 0.7 | $474k | 11k | 44.72 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $444k | 1.7k | 261.18 | |
| Chewy Cl A (CHWY) | 0.6 | $440k | 4.9k | 89.81 | |
| TJX Companies (TJX) | 0.6 | $430k | 6.3k | 68.25 | |
| Lockheed Martin Corporation (LMT) | 0.6 | $426k | 1.2k | 355.00 | |
| United Parcel Service CL B (UPS) | 0.6 | $421k | 2.5k | 168.40 | |
| Plug Power Com New (PLUG) | 0.6 | $420k | 12k | 33.87 | |
| MercadoLibre (MELI) | 0.6 | $419k | 250.00 | 1676.00 | |
| Chevron Corporation (CVX) | 0.6 | $397k | 4.7k | 84.47 | |
| Invitae (NVTAQ) | 0.5 | $381k | 9.1k | 41.86 | |
| Wells Fargo & Company (WFC) | 0.5 | $380k | 13k | 30.16 | |
| CVS Caremark Corporation (CVS) | 0.5 | $362k | 5.3k | 68.30 | |
| Wayfair Cl A (W) | 0.5 | $361k | 1.6k | 225.91 | |
| Kinder Morgan (KMI) | 0.5 | $354k | 26k | 13.67 | |
| Deere & Company (DE) | 0.5 | $350k | 1.3k | 269.23 | |
| Booking Holdings (BKNG) | 0.5 | $334k | 150.00 | 2226.67 | |
| Danaher Corporation (DHR) | 0.5 | $333k | 1.5k | 222.00 | |
| Dropbox Cl A (DBX) | 0.5 | $322k | 15k | 22.21 | |
| Fastly Cl A (FSLY) | 0.4 | $314k | 3.6k | 87.25 | |
| Ford Motor Company (F) | 0.4 | $312k | 36k | 8.79 | |
| Bristol Myers Squibb (BMY) | 0.4 | $298k | 4.8k | 62.08 | |
| Marvell Technology Group Ord | 0.4 | $290k | 6.1k | 47.54 | |
| Eli Lilly & Co. (LLY) | 0.4 | $287k | 1.7k | 168.92 | |
| Workday Cl A (WDAY) | 0.4 | $287k | 1.2k | 239.57 | |
| Sirius Xm Holdings (SIRI) | 0.4 | $274k | 43k | 6.37 | |
| Parker-Hannifin Corporation (PH) | 0.4 | $272k | 1.0k | 272.00 | |
| Unilever Spon Adr New (UL) | 0.4 | $272k | 4.5k | 60.44 | |
| RealPage | 0.4 | $270k | 3.1k | 87.10 | |
| Msci (MSCI) | 0.4 | $268k | 600.00 | 446.67 | |
| Hldgs (UAL) | 0.4 | $264k | 6.1k | 43.28 | |
| Tyler Technologies (TYL) | 0.4 | $262k | 600.00 | 436.67 | |
| Atlassian Corp Cl A | 0.4 | $257k | 1.1k | 233.64 | |
| Fuelcell Energy (FCEL) | 0.4 | $255k | 23k | 11.18 | |
| Biontech Se Sponsored Ads (BNTX) | 0.4 | $253k | 3.1k | 81.61 | |
| Micron Technology (MU) | 0.4 | $248k | 3.3k | 75.15 | |
| Alteryx Com Cl A | 0.3 | $244k | 2.0k | 122.00 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.3 | $234k | 3.8k | 61.58 | |
| Autodesk (ADSK) | 0.3 | $214k | 700.00 | 305.71 | |
| Equinix (EQIX) | 0.3 | $214k | 300.00 | 713.33 | |
| Simon Property (SPG) | 0.3 | $213k | 2.5k | 85.20 | |
| Agilent Technologies Inc C ommon (A) | 0.3 | $213k | 1.8k | 118.33 | |
| Alexion Pharmaceuticals | 0.3 | $203k | 1.3k | 156.15 | |
| Icici Bank Adr (IBN) | 0.2 | $152k | 10k | 14.90 | |
| Macy's (M) | 0.2 | $119k | 11k | 11.23 | |
| Kinross Gold Corp (KGC) | 0.1 | $95k | 13k | 7.31 | |
| Electrameccanica Vehs Corp Com New | 0.1 | $89k | 14k | 6.18 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.1 | $82k | 27k | 3.06 | |
| Microvision Inc Del Com New (MVIS) | 0.1 | $72k | 13k | 5.37 | |
| Nokia Corp Sponsored Adr (NOK) | 0.1 | $54k | 14k | 3.91 | |
| Amc Entmt Hldgs Cl A Com | 0.0 | $27k | 13k | 2.14 |
