Kera Capital Partners, Inc. Q2 2025 Filing
Filed July 1, 2025
Portfolio Value
$507.6B
Holdings
351
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (351 positions)
| Stock | Value |
|---|---|
EWEDWARDS LIFESCIENCES CORP | $293K |
LENLENNAR CORP | $292K |
CNXCCONCENTRIX CORP | $291K |
DTDYNATRACE INC | $291K |
KLACKLA CORP | $291K |
PCTYPAYLOCITY HLDG CORP | $290K |
SPYMSPDR SER TR | $290K |
GWREGUIDEWIRE SOFTWARE INC | $290K |
CRMSALESFORCE INC | $289K |
ABGCENCORA INC | $289K |
PHATPHATHOM PHARMACEUTICALS INC | $288K |
LYFTLYFT INC | $287K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $287K |
STSENSATA TECHNOLOGIES HLDG PL | $286K |
MPWRMONOLITHIC PWR SYS INC | $285K |
PSAPUBLIC STORAGE OPER CO | $283K |
TSLATESLA INC | $282K |
PKGPACKAGING CORP AMER | $282K |
CRLCHARLES RIV LABS INTL INC | $281K |
MSCIMSCI INC | $280K |
GGENPACT LIMITED | $279K |
FRFIRST INDL RLTY TR INC | $277K |
ECLECOLAB INC | $276K |
TECHBIO-TECHNE CORP | $276K |
MRVLMARVELL TECHNOLOGY INC | $275K |
EXREXTRA SPACE STORAGE INC | $274K |
BXBLACKSTONE INC | $273K |
ORLYOREILLY AUTOMOTIVE INC | $273K |
RCLROYAL CARIBBEAN GROUP | $271K |
OSKOSHKOSH CORP | $270K |
MANMANPOWERGROUP INC WIS | $268K |
JBLJABIL INC | $266K |
ONON SEMICONDUCTOR CORP | $266K |
CMCSACOMCAST CORP NEW | $265K |
CNCCENTENE CORP DEL | $264K |
GEVGE VERNOVA INC | $264K |
BACBANK AMERICA CORP | $263K |
RSGREPUBLIC SVCS INC | $262K |
MSMMSC INDL DIRECT INC | $262K |
FERGFERGUSON ENTERPRISES INC | $262K |
ROLROLLINS INC | $261K |
HWMHOWMET AEROSPACE INC | $261K |
WBAWALGREENS BOOTS ALLIANCE INC | $259K |
TXRHTEXAS ROADHOUSE INC | $258K |
MAMASTERCARD INCORPORATED | $257K |
ESSESSEX PPTY TR INC | $256K |
MTZMASTEC INC | $255K |
EGPEASTGROUP PPTYS INC | $255K |
HUMHUMANA INC | $253K |
CWCURTISS WRIGHT CORP | $252K |
BBYBEST BUY INC | $252K |
CPTCAMDEN PPTY TR | $249K |
VIGVANGUARD SPECIALIZED FUNDS | $248K |
TSNTYSON FOODS INC | $248K |
DVNDEVON ENERGY CORP NEW | $247K |
KEYSKEYSIGHT TECHNOLOGIES INC | $247K |
HASHASBRO INC | $246K |
ORIOLD REP INTL CORP | $246K |
ROKUROKU INC | $245K |
IFFINTERNATIONAL FLAVORS&FRAGRA | $245K |
OHIOMEGA HEALTHCARE INVS INC | $245K |
URIUNITED RENTALS INC | $244K |
FTITECHNIPFMC PLC | $244K |
RHIROBERT HALF INC. | $244K |
LLYELI LILLY & CO | $242K |
SMGSCOTTS MIRACLE-GRO CO | $242K |
UALUNITED AIRLS HLDGS INC | $241K |
CVXCHEVRON CORP NEW | $241K |
AEPAMERICAN ELEC PWR CO INC | $240K |
PCGPG&E CORP | $240K |
SPOTSPOTIFY TECHNOLOGY S A | $239K |
OCOWENS CORNING NEW | $238K |
NVCRNOVOCURE LTD | $237K |
CUBECUBESMART | $237K |
UHSUNIVERSAL HLTH SVCS INC | $236K |
WFCWELLS FARGO CO NEW | $236K |
FIXCOMFORT SYS USA INC | $236K |
WMBWILLIAMS COS INC | $236K |
ITGARTNER INC | $236K |
MCKMCKESSON CORP | $234K |
WCCWESCO INTL INC | $234K |
CFGCITIZENS FINL GROUP INC | $233K |
DDOGDATADOG INC | $233K |
KRKROGER CO | $233K |
NWSANEWS CORP NEW | $233K |
3M4MASIMO CORP | $232K |
INGRINGREDION INC | $232K |
TERTERADYNE INC | $231K |
AIGAMERICAN INTL GROUP INC | $231K |
MOHMOLINA HEALTHCARE INC | $230K |
MORNMORNINGSTAR INC | $229K |
UNHUNITEDHEALTH GROUP INC | $227K |
BLDTOPBUILD CORP | $224K |
VVVANGUARD INDEX FDS | $224K |
ADSKAUTODESK INC | $224K |
FLOFLOWERS FOODS INC | $223K |
DOXAMDOCS LTD | $223K |
TWLOTWILIO INC | $222K |
GISGENERAL MLS INC | $222K |
NTAPNETAPP INC | $222K |