Cerebellum GP, LLC 13F Holdings

CIK 0001578472 · SAN FRANCISCO, CA

As of Sep 30, 2020, Cerebellum GP, LLC reported 378 positions worth 3.0K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
TRADE DESK INCTTDTechnology132$68.00.52%
CABLE ONE INCCABOCommunication Services36$68.00.52%
DEXCOM INCDXCMHealthcare164$68.00.52%
ANSYS INCANSSTechnology207$68.00.52%
MOLINA HEALTHCARE INCMOHHealthcare373$68.00.52%
AECOMACMIndustrials1,593$67.00.52%
AGCO CORPAGCOIndustrials905$67.00.52%
ABBOTT LABORATORIESABTHealthcare614$67.00.52%
CADENCE DESIGN SYSTEMS INCCDNSTechnology625$67.00.52%
NVIDIA CORPNVDATechnology124$67.00.52%
VULCAN MATERIALS COVMCBasic Materials492$67.00.52%
BECTON DICKINSON & COBDXHealthcare290$67.00.52%
AUTOZONE INCAZOConsumer Cyclical57$67.00.52%
META PLATFORMS INCMETACommunication Services252$66.00.51%
PDC ENERGY INC——5,302$66.00.51%
FLOOR & DECOR HOLDINGS INCFNDConsumer Cyclical887$66.00.51%
PULTEGROUP INCPHMConsumer Cyclical1,417$66.00.51%
ENPHASE ENERGY INCENPHTechnology794$66.00.51%
TJX COMPANIES INCTJXConsumer Cyclical1,183$66.00.51%
HERSHEY COHSYConsumer Defensive459$66.00.51%
GREEN DOT CORPGDOTFinancial Services1,306$66.00.51%
PAYCOM SOFTWARE INCPAYCTechnology211$66.00.51%
SOLAREDGE TECHNOLOGIES INCSEDGTechnology277$66.00.51%
OGE ENERGY CORPOGEUtilities2,207$66.00.51%
VIASAT INCVSATTechnology1,906$66.00.51%