Enlightenment Research, LLC — Q2 2021 13F Holdings

Name: Enlightenment Research, LLC — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001676924

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	META	Meta Platforms Inc-class A	Stock-Comm Services	6.50%	—	—
2	NVDA	Nvidia CORP	Stock-Tech	5.14%	—	—
3	BA	Boeing Co/the	Stock-Industrials	4.23%	—	—
4	NKE	Nike INC -cl B	Stock-Consumer Disc	2.75%	—	—
5	TSLA	Tesla INC	Stock-Consumer Disc	2.59%	—	-42.14%
6	PLUG	Plug Power INC	Stock-Industrials	2.54%	—	—
7	SE	Sea Ltd-adr	Stock-Comm Services	2.34%	—	—
8	PLTR	Palantir Technologies Inc-a	Stock-Tech	2.24%	—	—
9	PDD	Pdd Holdings INC	Stock-Consumer Disc	2.18%	—	—
10	CAT	Caterpillar INC	Stock-Industrials	2.13%	—	—
11	LLY	Eli Lilly & Co	Stock-Healthcare	1.84%	—	—
12	UPST	Upstart Holdings INC	Stock-Financials	1.80%	—	—
13	CRWD	Crowdstrike Holdings INC - A	Stock-Tech	1.66%	—	-2.07%
14	VZ	Verizon Communications INC	Stock-Comm Services	1.62%	—	—
15	INTC	Intel CORP	Stock-Tech	1.40%	—	+52.29%
16	SHOP	Shopify INC - Class A	Stock-Tech	1.39%	—	—
17	SNOW	Snowflake INC	Stock-Tech	1.35%	—	+51.72%
18	UAL	United Airlines Holdings INC	Stock-Industrials	1.35%	—	—
19	DELL	Dell Technologies -c	Stock-Tech	1.32%	—	—
20	C	Citigroup INC	Stock-Financials	1.29%	—	—
21	CSX	Csx CORP	Stock-Industrials	1.22%	—	—
22	BX	Blackstone INC	Stock-Financials	1.20%	—	+245.64%
23	CI	THE Cigna Group	Stock-Healthcare	1.18%	—	—
24	PG	Procter & Gamble Co/the	Stock-Consumer Staples	1.15%	—	—
25	PLD	Prologis INC	Stock-Real Estate	1.13%	—	—
26	PM	Philip Morris International	Stock-Consumer Staples	1.07%	—	+203.57%
27	FCX	Freeport-mcmoran INC	Stock-Materials	1.02%	—	—
28	COF	Capital One Financial CORP	Stock-Financials	1.00%	—	—
29	V	Visa Inc-class A Shares	Stock-Financials	0.98%	—	—
30	CRM	Salesforce INC	Stock-Tech	0.96%	—	+181.82%
31	AA	Alcoa CORP	Stock-Materials	0.90%	—	—
32	AMAT	Applied Materials INC	Stock-Tech	0.87%	—	-50.49%
33	RBLX	Roblox CORP -class A	Stock-Comm Services	0.87%	—	—
34	SPG	Simon Property Group INC	Stock-Real Estate	0.85%	—	—
35	WMT	Walmart INC	Stock-Consumer Staples	0.84%	—	—
36	NEE	Nextera Energy INC	Stock-Utilities	0.84%	—	—
37	ADBE	Adobe INC	Stock-Tech	0.82%	—	-70.27%
38	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.79%	—	-87.30%
39	T	At&t INC	Stock-Comm Services	0.77%	—	-62.03%
40	UPS	United Parcel Service-cl B	Stock-Industrials	0.74%	—	—
41	SNAP	Snap INC - A	Stock-Comm Services	0.71%	—	—
42	RH	Rh	Stock-Consumer Disc	0.71%	—	+2.50%
43	BKNG	Booking Holdings INC	Stock-Consumer Disc	0.69%	—	—
44	O	Realty Income CORP	Stock-Real Estate	0.69%	—	—
45	JD	Jd.com Inc-adr	Stock-Consumer Disc	0.68%	—	—
46	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.68%	—	—
47	CHWY	Chewy INC - Class A	Stock-Consumer Disc	0.60%	—	-51.64%
48	XYZ	Block INC	Stock-Financials	0.59%	—	—
49	ATOSEUR	Atossa Therapeutics INC	Stock-Other	0.59%	—	—
50	WYNN	Wynn Resorts LTD	Stock-Consumer Disc	0.58%	—	—

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Holding changes this quarter

Position changes disclosed by Enlightenment Research, LLC for the quarter ending Q2 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GOOGL	Alphabet Inc-cl A	—	EXIT	Sold out
2	AMD	Advanced Micro Devices	—	EXIT	Sold out
3	0VVB	Paramount Global-class B	—	EXIT	Sold out
4	TSLA	Tesla INC	—	EXIT	Sold out
5	MSFT	Microsoft CORP	—	EXIT	Sold out
6	TWTRUSD	Twitter INC	—	EXIT	Sold out
7	ADBE	Adobe INC	—	EXIT	Sold out
8	DIS	Walt Disney Co/the	—	EXIT	Sold out
9	T	At&t INC	—	EXIT	Sold out
10	AAPL	Apple INC	—	EXIT	Sold out
11	GOOG	Alphabet Inc-cl C	—	EXIT	Sold out
12	WBA	Walgreens Boots Alliance INC	—	EXIT	Sold out
13	AMAT	Applied Materials INC	—	EXIT	Sold out
14	GM	General Motors Co	—	EXIT	Sold out
15	BABA	Alibaba Group Holding-sp Adr	—	EXIT	Sold out
16	MO	Altria Group INC	—	EXIT	Sold out
17	FISV	Fiserv INC	—	EXIT	Sold out
18	DKNG1USD	Draftkings Holdings INC	—	EXIT	Sold out
19	CHWY	Chewy INC - Class A	—	EXIT	Sold out
20	XOM	Exxon Mobil CORP	—	EXIT	Sold out
21	CSCO	Cisco Systems INC	—	EXIT	Sold out
22	CRWD	Crowdstrike Holdings INC - A	—	EXIT	Sold out
23	CMCSA	Comcast Corp-class A	—	EXIT	Sold out
24	RIOT	Riot Platforms INC	—	EXIT	Sold out
25	NIO	Nio INC - Adr	—	EXIT	Sold out
26	INTC	Intel CORP	—	EXIT	Sold out
27	KR	Kroger Co	—	EXIT	Sold out
28	DISCAUSD	Discovery INC - A	—	EXIT	Sold out
29	FIS	Fidelity National Info Serv	—	EXIT	Sold out
30	GILD	Gilead Sciences INC	—	EXIT	Sold out
31	BMY	Bristol-myers Squibb Co	—	EXIT	Sold out
32	MMM	3m Co	—	EXIT	Sold out
33	PENN	Penn Entertainment INC	—	EXIT	Sold out
34	DRI	Darden Restaurants INC	—	EXIT	Sold out
35	SNOW	Snowflake INC	—	EXIT	Sold out
36	ADP	Automatic Data Processing	—	EXIT	Sold out
37	EL	Estee Lauder Companies-cl A	—	EXIT	Sold out
38	AZNN	Astrazeneca Plc-spons Adr	—	EXIT	Sold out
39	AAL	American Airlines Group INC	—	EXIT	Sold out
40	LYFT	Lyft Inc-a	—	EXIT	Sold out
41	ADI	Analog Devices INC	—	EXIT	Sold out
42	UBER	Uber Technologies INC	—	EXIT	Sold out
43	RKT	Rocket Cos Inc-class A	—	EXIT	Sold out
44	KSUEUR	Kansas City Southern	—	EXIT	Sold out
45	ILMN	Illumina INC	—	EXIT	Sold out
46	ROKU	Roku INC	—	EXIT	Sold out
47	BNTX	Biontech Se-adr	—	EXIT	Sold out
48	RH	Rh	—	EXIT	Sold out
49	TXN	Texas Instruments INC	—	EXIT	Sold out
50	ABNB	Airbnb Inc-class A	—	EXIT	Sold out