CERCANO MANAGEMENT LLC

PrivateCIK: 1936416
Location

BELLEVUE, WA

133
Positions
$1.04B
Total AUM (reported)
17.13M
Total Shares

Allocation by class

TOTAL AUM$1.04B133 positions
COM$490.52M47.3%
COM NEW$289.55M27.9%
CL A$52.81M5.1%
S&P500 EQL WGT$47.03M4.5%
CL A NEW$26.05M2.5%
ST STR ENERG ETF$16.56M1.6%
COM BEN SHS$10.36M1.0%

Portfolio Concentration

Top 358.4%4–1014.4%11–2511.9%Rest15.2%TOP 1072.8%0%100%
Top 3$606.47M58.4%
4–10$149.37M14.4%
11–25$123.60M11.9%
Rest$158.21M15.2%

Top 3 weight

58.4%

Top 10 weight

72.8%

Voting Authority Distribution

Total shares with voting rights: 17.13M

Sole

Full voting authority

17.13M

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)

Sole36
Shared0
Other97
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings133
Rows:

US BANCORP

OTR
COM NEW
Shares1.03M
TypeSH
Market value$279.72M
26.96%
Sole
1.03M
Shared
0.00
None
0.00

UNION PAC CORP

OTR
COM
Shares1.03M
TypeSH
Market value$279.72M
26.96%
Sole
1.03M
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares221.06K
TypeSH
Market value$47.03M
4.53%
Sole
221.06K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares79.24K
TypeSH
Market value$44.63M
4.30%
Sole
79.24K
Shared
0.00
None
0.00

BLACKSKY TECHNOLOGY INC

SOLE
CL A NEW
Shares932.98K
TypeSH
Market value$26.05M
2.51%
Sole
932.98K
Shared
0.00
None
0.00

NVIDIA CORPORATION

OTR
COM
Shares87.81K
TypeSH
Market value$17.57M
1.69%
Sole
87.81K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
ST STR ENERG ETF
Shares86.94K
TypeSH
Market value$16.56M
1.60%
Sole
86.94K
Shared
0.00
None
0.00

DENALI THERAPEUTICS INC

SOLE
COM
Shares625K
TypeSH
Market value$16.07M
1.55%
Sole
625K
Shared
0.00
None
0.00

VENTAS INC

OTR
COM
Shares69.12K
TypeSH
Market value$15.06M
1.45%
Sole
69.12K
Shared
0.00
None
0.00

NAUTILUS BIOTECHNOLOGY INC

SOLE
COM
Shares7.17M
TypeSH
Market value$13.41M
1.29%
Sole
7.17M
Shared
0.00
None
0.00

AMAZON COM INC

OTR
COM
Shares55.62K
TypeSH
Market value$13.26M
1.28%
Sole
55.62K
Shared
0.00
None
0.00

PIMCO DYNAMIC INCOME OPRNTS

SOLE
COM BEN SHS
Shares783.31K
TypeSH
Market value$10.36M
1.00%
Sole
783.31K
Shared
0.00
None
0.00

APPLE INC

OTR
COM
Shares31.11K
TypeSH
Market value$9.00M
0.87%
Sole
31.11K
Shared
0.00
None
0.00

JAMES HARDIE INDS PLC

SOLE
ORD SHS
Shares338.57K
TypeSH
Market value$8.86M
0.85%
Sole
338.57K
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI STH KOR ETF
Shares43.20K
TypeSH
Market value$8.72M
0.84%
Sole
43.20K
Shared
0.00
None
0.00

STATE STR SPDR S&P MIDCAP 40

SOLE
UTSER1 S&PDCRP
Shares174.94K
TypeSH
Market value$8.35M
0.80%
Sole
174.94K
Shared
0.00
None
0.00

SHERWIN WILLIAMS CO

OTR
COM
Shares482.88K
TypeSH
Market value$8.34M
0.80%
Sole
482.88K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
ST STR CARE ETF
Shares148.67K
TypeSH
Market value$7.90M
0.76%
Sole
148.67K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

OTR
COM
Shares6.70K
TypeSH
Market value$7.74M
0.75%
Sole
6.70K
Shared
0.00
None
0.00

MICROSOFT CORP

OTR
COM
Shares6.70K
TypeSH
Market value$7.74M
0.75%
Sole
6.70K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares9.72K
TypeSH
Market value$7.28M
0.70%
Sole
9.72K
Shared
0.00
None
0.00

ALPHABET INC

OTR
CAP STK CL A
Shares18.99K
TypeSH
Market value$6.79M
0.65%
Sole
18.99K
Shared
0.00
None
0.00

LAM RESEARCH CORP

OTR
COM NEW
Shares15.11K
TypeSH
Market value$6.55M
0.63%
Sole
15.11K
Shared
0.00
None
0.00

ELI LILLY & CO

OTR
COM
Shares5.35K
TypeSH
Market value$6.42M
0.62%
Sole
5.35K
Shared
0.00
None
0.00

CAPITAL ONE FINL CORP

OTR
COM
Shares31.41K
TypeSH
Market value$6.30M
0.61%
Sole
31.41K
Shared
0.00
None
0.00
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