CERCANO MANAGEMENT LLC

PrivateCIK: 1936416
Location

BELLEVUE, WA

141
Positions
$2.32B
Total AUM (reported)
32.52M
Total Shares

Allocation by class

TOTAL AUM$2.32B141 positions
COM$1.48B63.8%
S&P500 EQL WGT$142.29M6.1%
COM NEW$116.80M5.0%
CL A$87.74M3.8%
STATE STREET SPD$84.43M3.6%
TR UNIT$36.28M1.6%
CL A NEW$31.30M1.4%

Portfolio Concentration

Top 327.1%4–1029.2%11–2519.0%Rest24.8%TOP 1056.3%0%100%
Top 3$627.32M27.1%
4–10$676.45M29.2%
11–25$439.20M19.0%
Rest$573.32M24.8%

Top 3 weight

27.1%

Top 10 weight

56.3%

Voting Authority Distribution

Total shares with voting rights: 32.52M

Sole

Full voting authority

32.52M

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)

Sole52
Shared0
Other89
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings141
Rows:

UNION PAC CORP

OTR
COM
Shares1.05M
TypeSH
Market value$254.95M
11.01%
Sole
1.05M
Shared
0.00
None
0.00

MICROSOFT CORP

OTR
COM
Shares608.33K
TypeSH
Market value$225.18M
9.72%
Sole
608.33K
Shared
0.00
None
0.00

XPO INC

SOLE
COM
Shares756.54K
TypeSH
Market value$147.18M
6.35%
Sole
756.54K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares741.42K
TypeSH
Market value$142.29M
6.14%
Sole
741.42K
Shared
0.00
None
0.00

ELI LILLY & CO

OTR
COM
Shares137.38K
TypeSH
Market value$126.36M
5.46%
Sole
137.38K
Shared
0.00
None
0.00

NVIDIA CORPORATION

OTR
COM
Shares623.67K
TypeSH
Market value$108.77M
4.70%
Sole
623.67K
Shared
0.00
None
0.00

QXO INC

SOLE
COM NEW
Shares4.81M
TypeSH
Market value$93.47M
4.04%
Sole
4.81M
Shared
0.00
None
0.00

META PLATFORMS INC

OTR
CL A
Shares150.45K
TypeSH
Market value$86.08M
3.72%
Sole
150.45K
Shared
0.00
None
0.00

AMAZON COM INC

OTR
COM
Shares288.19K
TypeSH
Market value$60.02M
2.59%
Sole
288.19K
Shared
0.00
None
0.00

NETFLIX INC.

OTR
COM
Shares618.43K
TypeSH
Market value$59.46M
2.57%
Sole
618.43K
Shared
0.00
None
0.00

SCHWAB CHARLES CORP

OTR
COM
Shares390.22K
TypeSH
Market value$36.67M
1.58%
Sole
390.22K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares55.79K
TypeSH
Market value$36.28M
1.57%
Sole
55.79K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares1.39M
TypeSH
Market value$34.42M
1.49%
Sole
1.39M
Shared
0.00
None
0.00

BUILDERS FIRSTSOURCE INC

SOLE
COM
Shares386.25K
TypeSH
Market value$31.80M
1.37%
Sole
386.25K
Shared
0.00
None
0.00

CAPITAL ONE FINL CORP

OTR
COM
Shares173.63K
TypeSH
Market value$31.67M
1.37%
Sole
173.63K
Shared
0.00
None
0.00

BLACKSKY TECHNOLOGY INC

SOLE
CL A NEW
Shares1.24M
TypeSH
Market value$31.30M
1.35%
Sole
1.24M
Shared
0.00
None
0.00

GE VERNOVA INC

OTR
COM
Shares33.20K
TypeSH
Market value$28.98M
1.25%
Sole
33.20K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares48.74K
TypeSH
Market value$28.13M
1.21%
Sole
48.74K
Shared
0.00
None
0.00

NAUTILUS BIOTECHNOLOGY INC

SOLE
COM
Shares7.17M
TypeSH
Market value$27.83M
1.20%
Sole
7.17M
Shared
0.00
None
0.00

CONSTELLATION ENERGY CORP

SOLE
COM
Shares93.08K
TypeSH
Market value$25.99M
1.12%
Sole
93.08K
Shared
0.00
None
0.00

SPDR INDEX SHS FDS

SOLE
STATE STREET SPD
Shares548.90K
TypeSH
Market value$25.75M
1.11%
Sole
548.90K
Shared
0.00
None
0.00

ALPHABET INC

OTR
CAP STK CL A
Shares88.90K
TypeSH
Market value$25.57M
1.10%
Sole
88.90K
Shared
0.00
None
0.00

ALPHABET INC

OTR
CAP STK CL C
Shares87.75K
TypeSH
Market value$25.17M
1.09%
Sole
87.75K
Shared
0.00
None
0.00

MOODYS CORP

OTR
COM
Shares57.37K
TypeSH
Market value$25.03M
1.08%
Sole
57.37K
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC

OTR
COM
Shares90.93K
TypeSH
Market value$24.60M
1.06%
Sole
90.93K
Shared
0.00
None
0.00
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