Cercano Management LLC Diversified Active

Location: Bellevue, WA

CIK: 0001936416 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 13, 2024

Total Value: $3.756B (100.0% shares, 0.0% debt)

Holdings (99)

MSFT MICROSOFT CORP 15.8%
Value $592M Shares 1,325,031 Est. Cost $234.05 Unrealized +78.3%
XPO XPO INC 8.9%
Value $334M Shares 3,142,027 Est. Cost $38.36 Unrealized +192.3%
UNP UNION PAC CORP 6.4%
Value $241M Shares 1,067,304 Est. Cost $190.19 Unrealized +18.6%
AMZN AMAZON COM INC 3.4%
Value $129M Shares 665,357 Est. Cost $128.90 Unrealized +42.5%
NV5 GLOBAL INC 3.1%
Value $118M Shares 1,271,194 Est. Cost $131.35 Unrealized
SPY SPDR S&P 500 ETF TR 2.6%
Value $99.11M Shares 181,566 Est. Cost $543.23 Unrealized
GOOG ALPHABET INC 2.4%
Value $89.61M Shares 488,551 Est. Cost $97.21 Unrealized +73.7%
AAPL APPLE INC 2.3%
Value $87.37M Shares 414,808 Est. Cost $182.18 Unrealized +1.6%
SCHW SCHWAB CHARLES CORP 2.2%
Value $83.62M Shares 1,134,760 Est. Cost $63.72 Unrealized +13.5%
NVDA NVIDIA CORPORATION 2.2%
Value $82.64M Shares 668,900 Est. Cost $95.13 Unrealized +6.2%
MCO MOODYS CORP 2.2%
Value $82.53M Shares 196,076 Est. Cost $281.54 Unrealized +39.6%
UNH UNITEDHEALTH GROUP INC 1.9%
Value $70.09M Shares 137,626 Est. Cost $495.73 Unrealized -4.6%
V VISA INC 1.8%
Value $67.77M Shares 258,188 Est. Cost $209.88 Unrealized +29.0%
RSP INVESCO EXCHANGE TRADED FD T 1.7%
Value $64.22M Shares 390,945 Est. Cost $169.37 Unrealized
UBER UBER TECHNOLOGIES INC 1.7%
Value $62.34M Shares 857,708 Est. Cost $71.78 Unrealized -3.2%
FROG JFROG LTD 1.6%
Value $60.22M Shares 1,603,749 Est. Cost $29.08 Unrealized +26.0%
SPGI S&P GLOBAL INC 1.5%
Value $56.38M Shares 126,414 Est. Cost $325.64 Unrealized +30.1%
DHR DANAHER CORPORATION 1.5%
Value $54.89M Shares 219,699 Est. Cost $220.92 Unrealized +13.3%
HYLB DBX ETF TR 1.5%
Value $54.51M Shares 1,537,172 Est. Cost $33.71 Unrealized
KLAC KLA CORP 1.5%
Value $54.47M Shares 66,059 Est. Cost $670.25 Unrealized +8.7%
WAL WESTERN ALLIANCE BANCORP 1.3%
Value $50.19M Shares 798,987 Est. Cost $47.49 Unrealized +22.9%
CDNS CADENCE DESIGN SYSTEM INC 1.2%
Value $45.13M Shares 146,636 Est. Cost $227.89 Unrealized +29.9%
MDY SPDR S&P MIDCAP 400 ETF TR 1.2%
Value $44.95M Shares 83,934 Est. Cost $538.26 Unrealized
REGN REGENERON PHARMACEUTICALS 1.2%
Value $43.61M Shares 41,489 Est. Cost $947.01 Unrealized +1.8%
MR COOPER GROUP INC 1.2%
Value $43.24M Shares 532,314 Est. Cost $69.43 Unrealized
MCK MCKESSON CORP 1.1%
Value $42.25M Shares 72,335 Est. Cost $427.88 Unrealized +29.1%
LEN LENNAR CORP 1.1%
Value $39.92M Shares 266,345 Est. Cost $147.33 Unrealized +0.8%
ELF E L F BEAUTY INC 1.1%
Value $39.48M Shares 187,346 Est. Cost $122.38 Unrealized +45.2%
MLM MARTIN MARIETTA MATLS INC 1.0%
Value $39.12M Shares 72,202 Est. Cost $494.92 Unrealized +16.3%
MRVL MARVELL TECHNOLOGY INC 1.0%
Value $38.63M Shares 552,708 Est. Cost $68.06 Unrealized +2.4%
HLT HILTON WORLDWIDE HLDGS INC 1.0%
Value $38.17M Shares 174,953 Est. Cost $204.58 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 1.0%
Value $36.89M Shares 163,086 Est. Cost $226.23 Unrealized
WMS ADVANCED DRAIN SYS INC DEL 1.0%
Value $36.68M Shares 228,680 Est. Cost $157.18 Unrealized +5.4%
VRTX VERTEX PHARMACEUTICALS INC 0.9%
Value $33.26M Shares 70,959 Est. Cost $307.11 Unrealized +41.3%
AIG AMERICAN INTL GROUP INC 0.8%
Value $30.52M Shares 411,122 Est. Cost $56.99 Unrealized +29.3%
ACGL ARCH CAP GROUP LTD 0.8%
Value $30.1M Shares 298,380 Est. Cost $80.74 Unrealized +14.5%
MUNI PIMCO ETF TR 0.8%
Value $30M Shares 576,296 Est. Cost $52.33 Unrealized
GOOGL ALPHABET INC 0.8%
Value $29.91M Shares 164,188 Est. Cost $132.85 Unrealized +26.0%
IBKR INTERACTIVE BROKERS GROUP IN 0.7%
Value $26.96M Shares 219,925 Est. Cost $19.44 Unrealized +52.0%
MPWR MONOLITHIC PWR SYS INC 0.7%
Value $25.78M Shares 31,379 Est. Cost $712.18 Unrealized 0.0%
DXCM DEXCOM INC 0.7%
Value $25.77M Shares 227,250 Est. Cost $113.14 Unrealized +11.7%
SRLN SSGA ACTIVE ETF TR 0.6%
Value $23.35M Shares 558,699 Est. Cost $41.31 Unrealized
PGNY PROGYNY INC 0.6%
Value $22.64M Shares 791,375 Est. Cost $35.92 Unrealized -16.2%
EWBC EAST WEST BANCORP INC 0.6%
Value $21.59M Shares 294,814 Est. Cost $49.06 Unrealized +44.3%
PCVX VAXCYTE INC 0.6%
Value $20.66M Shares 273,608 Est. Cost $69.25 Unrealized -1.7%
GRAB GRAB HOLDINGS LIMITED 0.5%
Value $18.77M Shares 5,286,833 Est. Cost $2.87 Unrealized +22.5%
VEEV VEEVA SYS INC 0.5%
Value $18.15M Shares 99,167 Est. Cost $214.90 Unrealized -7.6%
WDAY WORKDAY INC 0.5%
Value $18.11M Shares 80,996 Est. Cost $254.62 Unrealized -5.4%
SHW SHERWIN WILLIAMS CO 0.4%
Value $16.88M Shares 56,570 Est. Cost $228.68 Unrealized +33.4%
NAUT NAUTILUS BIOTECHNOLOGY INC 0.4%
Value $16.78M Shares 7,172,985 Est. Cost $1.93 Unrealized +35.3%
BATRK ATLANTA BRAVES HLDGS INC 0.4%
Value $15.61M Shares 395,678 Est. Cost $37.85 Unrealized +2.7%
MA MASTERCARD INCORPORATED 0.4%
Value $15.51M Shares 35,163 Est. Cost $323.40 Unrealized +39.6%
BLDR BUILDERS FIRSTSOURCE INC 0.4%
Value $14.8M Shares 106,921 Est. Cost $169.76 Unrealized 0.0%
DNLI DENALI THERAPEUTICS INC 0.4%
Value $14.51M Shares 625,000 Est. Cost $29.75 Unrealized -35.5%
HLMN HILLMAN SOLUTIONS CORP 0.4%
Value $14.34M Shares 1,620,893 Est. Cost $9.13 Unrealized +3.2%
DDOG DATADOG INC 0.4%
Value $14.24M Shares 109,789 Est. Cost $116.57 Unrealized +3.8%
CP CANADIAN PACIFIC KANSAS CITY 0.3%
Value $12.75M Shares 161,892 Est. Cost $77.51 Unrealized +3.8%
WELL WELLTOWER INC 0.3%
Value $12.07M Shares 115,822 Est. Cost $59.61 Unrealized +59.4%
SGOV ISHARES TR 0.3%
Value $11.86M Shares 117,755 Est. Cost $100.67 Unrealized
OCSL OAKTREE SPECIALTY LENDING CO 0.3%
Value $11.35M Shares 603,189 Est. Cost $19.97 Unrealized -3.2%
TFIN TRIUMPH FINANCIAL INC 0.3%
Value $10.97M Shares 134,176 Est. Cost $74.52 Unrealized 0.0%
LOW LOWES COS INC 0.3%
Value $10.84M Shares 49,186 Est. Cost $194.82 Unrealized +13.6%
BLACKSKY TECHNOLOGY INC 0.3%
Value $10.65M Shares 9,951,809 Est. Cost $1.54 Unrealized
RELY REMITLY GLOBAL INC 0.2%
Value $9.213M Shares 760,175 Est. Cost $10.37 Unrealized +49.6%
INVH INVITATION HOMES INC 0.2%
Value $9.196M Shares 256,214 Est. Cost $28.29 Unrealized +15.4%
LIONSGATE STUDIOS CORP 0.2%
Value $7.929M Shares 983,767 Est. Cost $8.06 Unrealized
OMF ONEMAIN HLDGS INC 0.2%
Value $7.67M Shares 158,187 Est. Cost $45.73 Unrealized +7.5%
ET ENERGY TRANSFER L P 0.2%
Value $7.112M Shares 438,495 Est. Cost $13.88 Unrealized
INSW INTERNATIONAL SEAWAYS INC 0.2%
Value $7.041M Shares 119,085 Est. Cost $46.18 Unrealized +7.5%
IOT SAMSARA INC 0.2%
Value $6.972M Shares 206,885 Est. Cost $34.49 Unrealized 0.0%
DT DYNATRACE INC 0.2%
Value $6.478M Shares 144,783 Est. Cost $50.63 Unrealized -9.0%
APPLE INC 0.2%
Value $5.658M Shares 550 Est. Cost Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value $5.488M Shares 10,935 Est. Cost $480.70 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.1%
Value $5.422M Shares 352,975 Est. Cost $12.02 Unrealized +9.4%
SHM SPDR SER TR 0.1%
Value $5.191M Shares 110,000 Est. Cost $47.44 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.1%
Value $5.138M Shares 685,018 Est. Cost $9.81 Unrealized -11.1%
EMHY ISHARES INC 0.1%
Value $5.113M Shares 138,000 Est. Cost $37.46 Unrealized
HYMB SPDR SER TR 0.1%
Value $5.088M Shares 200,000 Est. Cost $25.69 Unrealized
PAYO PAYONEER GLOBAL INC 0.1%
Value $4.432M Shares 800,000 Est. Cost $6.27 Unrealized -13.8%
KGC KINROSS GOLD CORP 0.1%
Value $4.402M Shares 529,101 Est. Cost $5.46 Unrealized +32.6%
KBE SPDR SER TR 0.1%
Value $4.175M Shares 90,000 Est. Cost $46.39 Unrealized
ETN EATON CORP PLC 0.1%
Value $3.902M Shares 12,446 Est. Cost $267.60 Unrealized +18.6%
T AT&T INC 0.1%
Value $3.888M Shares 203,430 Est. Cost $15.62 Unrealized +3.5%
TDG TRANSDIGM GROUP INC 0.1%
Value $3.878M Shares 3,035 Est. Cost $1136.24 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value $3.623M Shares 69,124 Est. Cost $44.50 Unrealized +18.9%
PIMCO DYNAMIC INCOME OPRNTS 0.1%
Value $3.49M Shares 262,566 Est. Cost $13.29 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $3.478M Shares 120,021 Est. Cost $28.49 Unrealized
TRTX TPG RE FIN TR INC 0.1%
Value $3.47M Shares 401,607 Est. Cost $8.64 Unrealized
MO ALTRIA GROUP INC 0.1%
Value $3.466M Shares 76,086 Est. Cost $35.62 Unrealized +9.8%
UUUU ENERGY FUELS INC 0.1%
Value $2.697M Shares 445,104 Est. Cost $6.81 Unrealized -10.4%
TEAM ATLASSIAN CORPORATION 0.1%
Value $2.342M Shares 13,239 Est. Cost $174.37 Unrealized +2.5%
OUTFRONT MEDIA INC 0.1%
Value $1.923M Shares 134,499 Est. Cost $14.30 Unrealized
WU WESTERN UN CO 0.0%
Value $1.831M Shares 149,869 Est. Cost $12.22 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP 0.0%
Value $1.603M Shares 148,400 Est. Cost $10.66 Unrealized -0.6%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value $1.522M Shares 85,192 Est. Cost $17.42 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value $1.497M Shares 79,029 Est. Cost $18.85 Unrealized
EEM ISHARES TR 0.0%
Value $405K Shares 9,500 Est. Cost $37.90 Unrealized
UNITY BIOTECHNOLOGY INC 0.0%
Value $55,671 Shares 41,238 Est. Cost $2.74 Unrealized
BANZAI INTERNATIONAL INC 0.0%
Value $17,920 Shares 105,412 Est. Cost $1.88 Unrealized