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Cerebellum GP, LLC 13F Holdings · last filed Q3 2020

Cerebellum GP, LLC reported 378 securities worth $21.51M in its SEC 13F filing for Q3 2020 (period ended 2020-09-30). Top holdings: ANSS (0.32%), CABO (0.32%), DXCM (0.32%). Among its top 25 positions this quarter: 13 new, 3 added, 9 trimmed.

RankTickerCompanyValue% PortfolioSharesAction
1ANSSANSYS, Inc.$68,0000.32%207Trimmed
2CABOCable One, Inc.$68,0000.32%36New
3DXCMDexCom, Inc.$68,0000.32%164New
4MOHMolina Healthcare, Inc.$68,0000.32%373New
5TTDTrade Desk, Inc. Class A$68,0000.32%132New
6ABTAbbott Laboratories$67,0000.31%614Trimmed
7ACMAECOM$67,0000.31%1,593Trimmed
8AGCOAGCO Corporation$67,0000.31%905Added
9AGOAssured Guaranty Ltd.$66,0000.31%3,052New
10ALLYAlly Financial Inc$66,0000.31%2,615New
11AMZNAmazon.com, Inc.$66,0000.31%21Trimmed
12AZOAutoZone, Inc.$67,0000.31%57New
13BBYBest Buy Co., Inc.$66,0000.31%592New
14BDXBecton, Dickinson and Company$67,0000.31%290New
15BRBroadridge Financial Solutions, Inc.$66,0000.31%498New
16BWABorgWarner Inc.$66,0000.31%1,712Trimmed
17CDKCDK Global Inc$66,0000.31%1,511Added
18CDNSCadence Design Systems, Inc.$67,0000.31%625Trimmed
19CERNCerner Corporation$66,0000.31%910Trimmed
20CFCF Industries Holdings, Inc.$66,0000.31%2,148New
21DKSDick's Sporting Goods, Inc.$66,0000.31%1,142Trimmed
22DLTRDollar Tree, Inc.$66,0000.31%724Trimmed
23ENOVColfax Corporation$66,0000.31%2,100Added
24ENPHEnphase Energy, Inc.$66,0000.31%794New
25FNDFloor & Decor Holdings, Inc. Class A$66,0000.31%887New

Source: SEC Form 13F filings · as of 2020-09-30

Every position in this 13F-HR, with its change from the prior quarter.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR