Cercano Management LLC: 13F holdings
CIK 19364162026Q2
| Positions | 131 |
|---|
| Reported value | $749.9m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 131 (-10 vs prior quarter) |
|---|
| Reported value | $749.9m (-67.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| UNP UNION PAC CORP | 1,028,382 | $279.7m | 37.3% |
| RSP INVESCO EXCHANGE TRADED FD T | 221,055 | $47.0m | 6.3% |
| META META PLATFORMS INC | 79,237 | $44.6m | 6.0% |
| BKSY BLACKSKY TECHNOLOGY INC | 932,982 | $26.0m | 3.5% |
| NVDA NVIDIA CORPORATION | 87,813 | $17.6m | 2.3% |
| XLK SELECT SECTOR SPDR TR | 86,935 | $16.6m | 2.2% |
| DNLI DENALI THERAPEUTICS INC | 625,000 | $16.1m | 2.1% |
| VTV VANGUARD INDEX FDS | 69,120 | $15.1m | 2.0% |
| NAUT NAUTILUS BIOTECHNOLOGY INC | 7,172,985 | $13.4m | 1.8% |
| AMZN AMAZON COM INC | 55,622 | $13.3m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1936416")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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