Filed: 4/29/2025ACC: 0001860698-25-000002
📋 What this filing means
CEERA INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 101 equity positions with a total reported market value of $290.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
101
Positions
$290.33M
Total AUM (reported)
4.97M
Total Shares
Allocation by class
COM$94.91M32.7%
CL A$66.91M23.0%
MRNGSTR WDE MOAT$46.06M15.9%
ULTRA SHRT ETF$9.74M3.4%
SPONSORED ADR$8.71M3.0%
0-3 MO TREAS BIL$8.43M2.9%
CAP STK CL A$7.92M2.7%
Portfolio Concentration
Top 3$69.33M23.9%
4–10$54.96M18.9%
11–25$84.49M29.1%
Rest$81.56M28.1%
Top 3 weight
23.9%
Top 10 weight
42.8%
Voting Authority Distribution
Total shares with voting rights: 290.33M
Sole
Full voting authority
290.33M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole101
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings101
Rows:
VANECK ETF TRUST
SOLEShares523.36K
TypeSH
Market value$46.06M
15.86%
Sole
46.06M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares23.48K
TypeSH
Market value$13.53M
4.66%
Sole
13.53M
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares192.38K
TypeSH
Market value$9.74M
3.35%
Sole
9.74M
Shared
0.00
None
0.00
VANGUARD INSTL INDEX FD
SOLEShares111.73K
TypeSH
Market value$8.43M
2.90%
Sole
8.43M
Shared
0.00
None
0.00
YELP INC
SOLEShares224.59K
TypeSH
Market value$8.32M
2.86%
Sole
8.32M
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares30K
TypeSH
Market value$8.07M
2.78%
Sole
8.07M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares51.24K
TypeSH
Market value$7.92M
2.73%
Sole
7.92M
Shared
0.00
None
0.00
TRADEWEB MKTS INC
SOLEShares50.42K
TypeSH
Market value$7.49M
2.58%
Sole
7.49M
Shared
0.00
None
0.00
APPLE INC
SOLEShares33.23K
TypeSH
Market value$7.38M
2.54%
Sole
7.38M
Shared
0.00
None
0.00
NICE LTD
SOLEShares47.65K
TypeSH
Market value$7.35M
2.53%
Sole
7.35M
Shared
0.00
None
0.00
FRESHWORKS INC
SOLEShares455.39K
TypeSH
Market value$6.43M
2.21%
Sole
6.43M
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares78.70K
TypeSH
Market value$6.41M
2.21%
Sole
6.41M
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares85.77K
TypeSH
Market value$6.41M
2.21%
Sole
6.41M
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares23.22K
TypeSH
Market value$6.23M
2.15%
Sole
6.23M
Shared
0.00
None
0.00
ADOBE INC
SOLEShares15.73K
TypeSH
Market value$6.03M
2.08%
Sole
6.03M
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares16.70K
TypeSH
Market value$5.89M
2.03%
Sole
5.89M
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares6.19K
TypeSH
Market value$5.85M
2.02%
Sole
5.85M
Shared
0.00
None
0.00
DROPBOX INC
SOLEShares218.94K
TypeSH
Market value$5.85M
2.01%
Sole
5.85M
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares26.59K
TypeSH
Market value$5.64M
1.94%
Sole
5.64M
Shared
0.00
None
0.00
CORPAY INC
SOLEShares16.02K
TypeSH
Market value$5.59M
1.92%
Sole
5.59M
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares20.53K
TypeSH
Market value$5.45M
1.88%
Sole
5.45M
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares78.80K
TypeSH
Market value$5.14M
1.77%
Sole
5.14M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares8.63K
TypeSH
Market value$4.73M
1.63%
Sole
4.73M
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares20.14K
TypeSH
Market value$4.67M
1.61%
Sole
4.67M
Shared
0.00
None
0.00
PAYCHEX INC
SOLEShares27.18K
TypeSH
Market value$4.19M
1.44%
Sole
4.19M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 523.36K | SH | $46.06M 15.86% | 46.06M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 23.48K | SH | $13.53M 4.66% | 13.53M | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 192.38K | SH | $9.74M 3.35% | 9.74M | 0.00 | 0.00 |
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 111.73K | SH | $8.43M 2.90% | 8.43M | 0.00 | 0.00 |
YELP INCSOLE | CL A | 224.59K | SH | $8.32M 2.86% | 8.32M | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 30K | SH | $8.07M 2.78% | 8.07M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 51.24K | SH | $7.92M 2.73% | 7.92M | 0.00 | 0.00 |
TRADEWEB MKTS INCSOLE | CL A | 50.42K | SH | $7.49M 2.58% | 7.49M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 33.23K | SH | $7.38M 2.54% | 7.38M | 0.00 | 0.00 |
NICE LTDSOLE | SPONSORED ADR | 47.65K | SH | $7.35M 2.53% | 7.35M | 0.00 | 0.00 |
FRESHWORKS INCSOLE | CLASS A COM | 455.39K | SH | $6.43M 2.21% | 6.43M | 0.00 | 0.00 |
DOCUSIGN INCSOLE | COM | 78.70K | SH | $6.41M 2.21% | 6.41M | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 85.77K | SH | $6.41M 2.21% | 6.41M | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 23.22K | SH | $6.23M 2.15% | 6.23M | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 15.73K | SH | $6.03M 2.08% | 6.03M | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 16.70K | SH | $5.89M 2.03% | 5.89M | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 6.19K | SH | $5.85M 2.02% | 5.85M | 0.00 | 0.00 |
DROPBOX INCSOLE | CL A | 218.94K | SH | $5.85M 2.01% | 5.85M | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 26.59K | SH | $5.64M 1.94% | 5.64M | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 16.02K | SH | $5.59M 1.92% | 5.59M | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 20.53K | SH | $5.45M 1.88% | 5.45M | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 78.80K | SH | $5.14M 1.77% | 5.14M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 8.63K | SH | $4.73M 1.63% | 4.73M | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 20.14K | SH | $4.67M 1.61% | 4.67M | 0.00 | 0.00 |
PAYCHEX INCSOLE | COM | 27.18K | SH | $4.19M 1.44% | 4.19M | 0.00 | 0.00 |
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