Kera Capital Partners, Inc. Q1 2025 Filing
Filed April 2, 2025
Portfolio Value
$336.5B
Holdings
187
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (187 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | KHCKRAFT HEINZ CO | 9,811 | $298.5M | 0.09% | |
| 102 | ABGCENCORA INC | 1,070 | $297.6M | 0.09% | |
| 103 | CCKCROWN HLDGS INC | 3,304 | $294.9M | 0.09% | |
| 104 | NOWSERVICENOW INC | 369 | $293.8M | 0.09% | |
| 105 | DOCUDOCUSIGN INC | 3,607 | $293.6M | 0.09% | |
| 106 | EGPEASTGROUP PPTYS INC | 1,665 | $293.3M | 0.09% | |
| 107 | IWOISHARES TR | 1,123 | $286.9M | 0.09% | |
| 108 | ABNBAIRBNB INC | 2,400 | $286.7M | 0.09% | |
| 109 | CRLCHARLES RIV LABS INTL INC | 1,900 | $286.0M | 0.08% | |
| 110 | CPTCAMDEN PPTY TR | 2,317 | $283.4M | 0.08% | |
| 111 | SBACSBA COMMUNICATIONS CORP NEW | 1,282 | $282.1M | 0.08% | |
| 112 | AZEKAZEK CO INC | 5,673 | $277.4M | 0.08% | |
| 113 | MDLZMONDELEZ INTL INC | 4,046 | $274.5M | 0.08% | |
| 114 | TRMBTRIMBLE INC | 4,181 | $274.5M | 0.08% | |
| 115 | JCIJOHNSON CTLS INTL PLC | 3,387 | $271.3M | 0.08% | |
| 116 | UHSUNIVERSAL HLTH SVCS INC | 1,439 | $270.4M | 0.08% | |
| 117 | CUBECUBESMART | 6,302 | $269.2M | 0.08% | |
| 118 | ULTAULTA BEAUTY INC | 732 | $268.3M | 0.08% | |
| 119 | YETIYETI HLDGS INC | 8,099 | $268.1M | 0.08% | |
| 120 | GKDGRAND CANYON ED INC | 1,544 | $267.1M | 0.08% | |
| 121 | AVTRAVANTOR INC | 16,464 | $266.9M | 0.08% | |
| 122 | IBITISHARES BITCOIN TRUST ETF | 5,692 | $266.5M | 0.08% | |
| 123 | OSKOSHKOSH CORP | 2,828 | $266.1M | 0.08% | |
| 124 | SPYMSPDR SER TR | 3,989 | $262.3M | 0.08% | |
| 125 | UNHUNITEDHEALTH GROUP INC | 500 | $261.9M | 0.08% | |
| 126 | SJMSMUCKER J M CO | 2,205 | $261.1M | 0.08% | |
| 127 | PCTYPAYLOCITY HLDG CORP | 1,393 | $261.0M | 0.08% | |
| 128 | CALXCALIX INC | 7,360 | $260.8M | 0.08% | |
| 129 | VRSNVERISIGN INC | 1,026 | $260.5M | 0.08% | |
| 130 | TRVCCITIGROUP INC | 3,665 | $260.2M | 0.08% | |
| 131 | SSNCSS&C TECHNOLOGIES HLDGS INC | 3,104 | $259.3M | 0.08% | |
| 132 | AREALEXANDRIA REAL ESTATE EQ IN | 2,799 | $258.9M | 0.08% | |
| 133 | DBXDROPBOX INC | 9,662 | $258.1M | 0.08% | |
| 134 | BYDBOYD GAMING CORP | 3,885 | $255.8M | 0.08% | |
| 135 | EHTHEHEALTH INC | 38,070 | $254.3M | 0.08% | |
| 136 | GTESGATES INDL CORP PLC | 13,757 | $253.3M | 0.08% | |
| 137 | ALLEALLEGION PLC | 1,936 | $252.6M | 0.08% | |
| 138 | OZKBANK OZK LITTLE ROCK ARK | 5,805 | $252.2M | 0.07% | |
| 139 | DLTRDOLLAR TREE INC | 3,352 | $251.6M | 0.07% | |
| 140 | MNSTMONSTER BEVERAGE CORP NEW | 4,270 | $249.9M | 0.07% | |
| 141 | RLRALPH LAUREN CORP | 1,130 | $249.4M | 0.07% | |
| 142 | LLYELI LILLY & CO | 300 | $247.8M | 0.07% | |
| 143 | GRMNGARMIN LTD | 1,140 | $247.5M | 0.07% | |
| 144 | MAMASTERCARD INCORPORATED | 450 | $246.7M | 0.07% | |
| 145 | BKBANK NEW YORK MELLON CORP | 2,887 | $242.1M | 0.07% | |
| 146 | PLTRPALANTIR TECHNOLOGIES INC | 2,853 | $240.8M | 0.07% | |
| 147 | AXTAAXALTA COATING SYS LTD | 7,231 | $239.9M | 0.07% | |
| 148 | MPWRMONOLITHIC PWR SYS INC | 413 | $239.5M | 0.07% | |
| 149 | HUNHUNTSMAN CORP | 15,123 | $238.8M | 0.07% | |
| 150 | USFDUS FOODS HLDG CORP | 3,640 | $238.3M | 0.07% | |
| 151 | CSCOCISCO SYS INC | 3,856 | $238.0M | 0.07% | |
| 152 | WDCWESTERN DIGITAL CORP | 5,853 | $236.6M | 0.07% | |
| 153 | MTDMETTLER TOLEDO INTERNATIONAL | 200 | $236.2M | 0.07% | |
| 154 | WMTWALMART INC | 2,679 | $235.2M | 0.07% | |
| 155 | JAZZJAZZ PHARMACEUTICALS PLC | 1,891 | $234.8M | 0.07% | |
| 156 | VIGVANGUARD SPECIALIZED FUNDS | 1,205 | $233.8M | 0.07% | |
| 157 | HIWHIGHWOODS PPTYS INC | 7,884 | $233.7M | 0.07% | |
| 158 | ETSYETSY INC | 4,904 | $231.4M | 0.07% | |
| 159 | KRKROGER CO | 3,393 | $229.7M | 0.07% | |
| 160 | MAAMID-AMER APT CMNTYS INC | 1,366 | $228.9M | 0.07% | |
| 161 | PINSPINTEREST INC | 7,374 | $228.6M | 0.07% | |
| 162 | FRFIRST INDL RLTY TR INC | 4,154 | $224.2M | 0.07% | |
| 163 | WBAWALGREENS BOOTS ALLIANCE INC | 20,052 | $224.0M | 0.07% | |
| 164 | EWEDWARDS LIFESCIENCES CORP | 3,090 | $224.0M | 0.07% | |
| 165 | WABWABTEC | 1,233 | $223.6M | 0.07% | |
| 166 | ROLROLLINS INC | 4,105 | $221.8M | 0.07% | |
| 167 | COSTCOSTCO WHSL CORP NEW | 233 | $220.4M | 0.07% | |
| 168 | EMNEASTMAN CHEM CO | 2,495 | $219.8M | 0.07% | |
| 169 | FTNTFORTINET INC | 2,272 | $218.7M | 0.06% | |
| 170 | URIUNITED RENTALS INC | 347 | $217.5M | 0.06% | |
| 171 | AVYAVERY DENNISON CORP | 1,204 | $214.3M | 0.06% | |
| 172 | VHTVANGUARD WORLD FD | 808 | $213.9M | 0.06% | |
| 173 | COFCAPITAL ONE FINL CORP | 1,184 | $212.3M | 0.06% | |
| 174 | ITA*ISHARES TR | 1,366 | $209.1M | 0.06% | |
| 175 | WECWEC ENERGY GROUP INC | 1,910 | $208.2M | 0.06% | |
| 176 | EMREMERSON ELEC CO | 1,895 | $207.8M | 0.06% | |
| 177 | DTDYNATRACE INC | 4,392 | $207.1M | 0.06% | |
| 178 | CVXCHEVRON CORP NEW | 1,220 | $204.1M | 0.06% | |
| 179 | CHHCHOICE HOTELS INTL INC | 1,523 | $202.2M | 0.06% | |
| 180 | NVCRNOVOCURE LTD | 10,866 | $193.6M | 0.06% | |
| 181 | PHATPHATHOM PHARMACEUTICALS INC | 29,849 | $187.2M | 0.06% | |
| 182 | CERTCERTARA INC | 14,022 | $138.8M | 0.04% | |
| 183 | ELDNELEDON PHARMACEUTICALS INC | 25,770 | $87.4M | 0.03% | |
| 184 | GMGIGOLDEN MATRIX GROUP INC | 20,000 | $39.4M | 0.01% | |
| 185 | INDIINDIE SEMICONDUCTOR INC | 15,000 | $30.5M | 0.01% | |
| 186 | EDITEDITAS MEDICINE INC | 10,645 | $12.3M | 0.00% | |
| 187 | PFEPFIZER INC | 10,000 | $2.2M | 0.00% | Call |
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