Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cerebellum GP, LLC (CIK 1578472) reported $21.5M across 378 reported positions in its SEC 13F filing for 2020-09-30. Largest positions: TTD ($68,000, 0.32%), MOH ($68,000, 0.32%), DXCM ($68,000, 0.32%), CABO ($68,000, 0.32%), ANSS ($68,000, 0.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TTD | Trade Desk, Inc. Class A | $68,000 | 0.32% | 132 | New |
| 2 | MOH | Molina Healthcare, Inc. | $68,000 | 0.32% | 373 | New |
| 3 | DXCM | DexCom, Inc. | $68,000 | 0.32% | 164 | New |
| 4 | CABO | Cable One, Inc. | $68,000 | 0.32% | 36 | New |
| 5 | ANSS | ANSYS, Inc. | $68,000 | 0.32% | 207 | Trimmed |
| 6 | AGO | Assured Guaranty Ltd. | $66,000 | 0.31% | 3,052 | New |
| 7 | ZG | Zillow Group, Inc. Class A | $66,000 | 0.31% | 650 | New |
| 8 | XLNX | Xilinx, Inc. | $66,000 | 0.31% | 637 | Trimmed |
| 9 | VMC | Vulcan Materials Company | $67,000 | 0.31% | 492 | Trimmed |
| 10 | VSAT | ViaSat, Inc. | $66,000 | 0.31% | 1,906 | New |
| 11 | TJX | TJX Companies Inc | $66,000 | 0.31% | 1,183 | New |
| 12 | SYF | Synchrony Financial | $66,000 | 0.31% | 2,511 | Added |
| 13 | SEDG | SolarEdge Technologies, Inc. | $66,000 | 0.31% | 277 | New |
| 14 | SITE | SiteOne Landscape Supply, Inc. | $66,000 | 0.31% | 538 | New |
| 15 | SPGI | S&P Global, Inc. | $66,000 | 0.31% | 182 | Trimmed |
| 16 | PHM | PulteGroup, Inc. | $66,000 | 0.31% | 1,417 | New |
| 17 | PYPL | PayPal Holdings Inc | $66,000 | 0.31% | 334 | Trimmed |
| 18 | PAYC | Paycom Software, Inc. | $66,000 | 0.31% | 211 | New |
| 19 | PDCE | PDC Energy, Inc. | $66,000 | 0.31% | 5,302 | New |
| 20 | OGE | OGE Energy Corp. | $66,000 | 0.31% | 2,207 | Trimmed |
| 21 | NVDA | NVIDIA Corporation | $67,000 | 0.31% | 124 | New |
| 22 | NEM | Newmont Corporation | $66,000 | 0.31% | 1,043 | New |
| 23 | MNST | Monster Beverage Corporation | $66,000 | 0.31% | 817 | New |
| 24 | MSFT | Microsoft Corporation | $66,000 | 0.31% | 315 | Trimmed |
| 25 | LAD | Lithia Motors, Inc. Class A | $66,000 | 0.31% | 288 | New |
Source: SEC Form 13F filings · as of 2020-09-30