SEC 13F Intelligence

Managers / Q2 2021 · view latest →

Beck Bode, LLC

CIK 0001790548 · 858 WASHINGTON ST STE 100, DEDHAM, MA, 02026 · 6172092224

Reported Value
$362M
Q2 2021
Positions
327
Filings on Record
31
2019–present window
Filed
Jul 29, 2021
original filing

Summary

Beck Bode, Llc reported $362M in U.S.-listed holdings across 327 positions for Q2 2021.

Its largest position, NVDA, represents 5.4% of the portfolio.

Compared with Q1 2021, the fund opened 259 new positions and exited 1.

Reported Value by Quarter

13F Reported Value
Q3 ’19: $225MQ3 ’19Q4 ’19: $244MQ1 ’20: $218MQ2 ’20: $244MQ3 ’20: $276MQ3 ’20Q1 ’21: $325MQ2 ’21: $362MQ3 ’21: $359MQ4 ’21: $400MQ4 ’21Q1 ’22: $444MQ2 ’22: $470MQ3 ’22: $462MQ4 ’22: $444.7BQ4 ’22Q1 ’23: $407MQ2 ’23: $411MQ3 ’23: $392MQ4 ’23: $446MQ4 ’23Q1 ’24: $490MQ2 ’24: $498MQ3 ’24: $531MQ4 ’24: $547MQ4 ’24Q1 ’25: $536MQ2 ’25: $591MQ3 ’25: $619MQ4 ’25: $601MQ4 ’25Q1 ’26: $591Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2021

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$591M100May 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$601M94Feb 9, 202613F-HRchanges · EDGAR ↗
Q3 2025$619M95Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$591M99Aug 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$536M101May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$547M108Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$531M103Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$498M104Aug 15, 2024RESTATEMENTchanges · EDGAR ↗
Q1 2024$490M108May 22, 202413F-HRchanges · EDGAR ↗
Q4 2023$446M119Feb 5, 202413F-HRchanges · EDGAR ↗
Q3 2023$392M121Nov 2, 202313F-HRchanges · EDGAR ↗
Q2 2023$411M130Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$407M139May 3, 202313F-HRchanges · EDGAR ↗
Q4 2022$444.7B202Feb 8, 202313F-HRchanges · EDGAR ↗
Q3 2022$462M224Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$470M229Jul 29, 202213F-HRchanges · EDGAR ↗
Q1 2022$444M149May 2, 202213F-HRchanges · EDGAR ↗
Q4 2021$400M86Feb 7, 202213F-HRchanges · EDGAR ↗
Q3 2021$359M86Oct 22, 202113F-HRchanges · EDGAR ↗
Q2 2021$362M327Jul 29, 202113F-HRchanges · EDGAR ↗
Q1 2021$325M69May 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$276M326Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$244M50Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$218M52May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$244M69Jan 27, 202013F-HRchanges · EDGAR ↗
Q3 2019$225M61Nov 27, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.