Fund HoldingsCercano Management LLC

Total Portfolio Value
$4.18B
Total Bought
$1.18B
Total Sold
$716.50M
Net Transaction
+$463.53M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
390,9451,583,970+1,193,02564,224283,7846.79%+219,560
META PLATFORMS INC(META)0186,018+186,0180106,4842.55%+106,484
QXO INC(QXO)06,564,550+6,564,5500103,5232.48%+103,523
LENNAR CORP(LEN)266,345716,093+449,74839,917134,2533.21%+94,336
SPDR SER TR
ST STR SP600 SML
01,450,925+1,450,925066,0321.58%+66,032
TRANSDIGM GROUP INC(TDG)3,03530,789+27,7543,87843,9401.05%+40,062
SPDR GOLD TR(GLD)0157,989+157,989038,4010.92%+38,401
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0220,931+220,931038,3690.92%+38,369
ONEMAIN HLDGS INC(OMF)158,187974,344+816,1577,67045,8621.10%+38,192
ASML HOLDING N V
N Y REGISTRY SHS
039,242+39,242032,6980.78%+32,698
DEXCOM INC(DXCM)227,250765,416+538,16625,76651,3131.23%+25,548
BOSTON SCIENTIFIC CORP(BSX)0298,085+298,085024,9800.60%+24,980
BUILDERS FIRSTSOURCE INC(BLDR)106,921200,111+93,19014,79938,7940.93%+23,995
UNION PAC CORP(UNP)01,069,783+1,069,7830263,6806.31%+263,680
STERLING INFRASTRUCTURE INC(STRL)0144,965+144,965021,0230.50%+21,023
ISHARES INC0757,744+757,744020,5420.49%+20,542
ISHARES INC0467,030+467,030019,3910.46%+19,391
CROWDSTRIKE HLDGS INC(CRWD)065,922+65,922018,4890.44%+18,489
VAXCYTE INC(PCVX)273,608327,742+54,13420,66037,4510.90%+16,791
ISHARES SILVER TR(SLV)0547,834+547,834015,5640.37%+15,564
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0159,810+159,810014,0310.34%+14,031
VANGUARD INDEX FDS069,120+69,120012,0660.29%+12,066
UNITEDHEALTH GROUP INC(UNH)137,626139,837+2,21170,08781,7601.96%+11,672
ISHARES INC138,000421,404+283,4045,11316,4430.39%+11,330
MOODYS CORP(MCO)196,076196,746+67082,53493,3742.23%+10,839
S&P GLOBAL INC(SPGI)126,414127,294+88056,38165,7631.57%+9,382
MCKESSON CORP(MCK)72,335101,790+29,45542,24750,3271.20%+8,080
DATADOG INC(DDOG)109,789184,589+74,80014,23921,2390.51%+7,000
ISHARES TR031,284+31,28406,9100.17%+6,910
DANAHER CORPORATION(DHR)219,699219,699054,89261,0811.46%+6,189
BLACKSKY TECHNOLOGY INC01,243,976+1,243,97605,8960.14%+5,896
SPDR SER TR
ST NUVE HIGH ETF
200,000414,300+214,3005,08810,8840.26%+5,796
HAFNIA LTD0660,948+660,94804,7020.11%+4,702
ARCH CAP GROUP LTD
ORD
298,380307,844+9,46430,10434,4420.82%+4,338
XPO INC(XPO)03,142,027+3,142,0270337,7998.08%+337,799
ISHARES INC0122,699+122,69904,1520.10%+4,152
DIREXION SHS ETF TR
DA BI BU 3X ETF
028,765+28,76503,7030.09%+3,703
DENALI THERAPEUTICS INC(DNLI)625,000625,000014,51318,2060.44%+3,694
NAUTILUS BIOTECHNOLOGY INC7,172,9857,172,985016,78520,4430.49%+3,658
VISA INC(V)258,188259,580+1,39267,76771,3721.71%+3,605
PIMCO DYNAMIC INCOME OPRNTS(PDO)262,566487,454+224,8883,4906,8830.16%+3,393
MASTERCARD INCORPORATED(MA)35,16337,737+2,57415,51318,6350.45%+3,122
DIREXION SHS ETF TR
DAI SEM BUL ETF
080,689+80,68902,9600.07%+2,960
HILLMAN SOLUTIONS CORP(HLMN)1,620,8931,620,893014,34517,1170.41%+2,772
LOWES COS INC(LOW)49,18650,096+91010,84413,5690.32%+2,725
NVIDIA CORPORATION(NVDA)668,900701,230+32,33082,63685,1572.04%+2,521
BROADCOM INC(AVGO)013,440+13,44002,3180.06%+2,318
DBX ETF TR1,537,1721,537,172054,50856,7521.36%+2,244
UBER TECHNOLOGIES INC(UBER)857,708857,708062,33864,4651.54%+2,127
SHERWIN WILLIAMS CO(SHW)049,577+49,577018,9220.45%+18,922
GRAB HOLDINGS LIMITED
CLASS A ORD
5,286,8335,286,833018,76820,0900.48%+1,322
ALPHABET INC(GOOG)(Call)02,886+2,88601,248+1,248
WALMART INC(WMT)013,635+13,63501,1010.03%+1,101
HOME DEPOT INC(HD)02,430+2,43009850.02%+985
ELI LILLY & CO(LLY)01,105+1,10509790.02%+979
REMITLY GLOBAL INC(RELY)760,175760,17509,21310,1790.24%+965
NETFLIX INC(NFLX)01,332+1,33209450.02%+945
TESLA INC(TSLA)03,456+3,45609040.02%+904
MERCK & CO INC(MRK)07,730+7,73008780.02%+878
BANK AMERICA CORP021,750+21,75008630.02%+863
CATERPILLAR INC(CAT)02,180+2,18008530.02%+853
AT&T INC(T)203,430213,462+10,0323,8884,6960.11%+809
PROCTER AND GAMBLE CO(PG)04,272+4,27207400.02%+740
TEXAS INSTRS INC(TXN)03,563+3,56307360.02%+736
ADOBE INC(ADBE)01,412+1,41207310.02%+731
NV5 GLOBAL INC1,271,1941,271,1940118,183118,8312.84%+648
COSTCO WHSL CORP NEW(COST)0712+71206310.02%+631
BERKSHIRE HATHAWAY INC DEL01,369+1,36906300.02%+630
DIAMONDBACK ENERGY INC(FANG)03,566+3,56606150.01%+615
CLOUDFLARE INC(NET)07,464+7,46406040.01%+604
TRANE TECHNOLOGIES PLC(TT)01,517+1,51705900.01%+590
APPLIED MATLS INC02,896+2,89605850.01%+585
KINROSS GOLD CORP(KGC)529,101529,10104,4024,9520.12%+550
OUTFRONT MEDIA INC(OUT)134,499134,49901,9232,4720.06%+549
MR COOPER GROUP INC532,314474,952-57,36243,24043,7811.05%+541
JPMORGAN CHASE & CO.(JPM)02,433+2,43305130.01%+513
KKR & CO INC(KKR)03,560+3,56004650.01%+465
ILLINOIS TOOL WKS INC(ITW)01,670+1,67004380.01%+438
ALECTOR INC093,633+93,63304360.01%+436
IRONWOOD PHARMACEUTICALS INC0101,378+101,37804180.01%+418
NEXTERA ENERGY INC(NEE)04,824+4,82404080.01%+408
HONEYWELL INTL INC(HON)01,924+1,92403980.01%+398
HCA HEALTHCARE INC(HCA)0970+97003940.01%+394
SPOTIFY TECHNOLOGY S A(SPOT)01,047+1,04703860.01%+386
INTUIT(INTU)0619+61903840.01%+384
DISCOVER FINL SVCS02,666+2,66603740.01%+374
ABBVIE INC(ABBV)01,789+1,78903530.01%+353
THERMO FISHER SCIENTIFIC INC(TMO)0531+53103280.01%+328
TOLL BROTHERS INC(TOL)02,107+2,10703260.01%+326
ACCENTURE PLC IRELAND
SHS CLASS A
0871+87103080.01%+308
INTUITIVE SURGICAL INC0621+62103050.01%+305
NU HLDGS LTD(NU)022,307+22,30703040.01%+304
WESTLAKE CORPORATION(WLK)01,978+1,97802970.01%+297
ABBOTT LABS02,607+2,60702970.01%+297
VENTAS INC(VTR)04,610+4,61002960.01%+296
MORGAN STANLEY(MS)02,812+2,81202930.01%+293
STARBUCKS CORP(SBUX)02,980+2,98002910.01%+291
RANGE RES CORP(RRC)09,410+9,41002890.01%+289
LOCKHEED MARTIN CORP(LMT)0486+48602840.01%+284
MCDONALDS CORP(MCD)0927+92702820.01%+282
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