CERCANO MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | QXO | 10.59M | $201.76M |
 | NAUT | 7.17M | $6.06M |
 | TIC | 2.90M | $38.63M |
 | XPO | 1.95M | $251.56M |
 | BKSY | 1.24M | $25.07M |
 | UNP | 1.10M | $260.51M |
 | LION | 974K | $6.72M |
 | MSFT | 637K | $330.14M |
 | DNLI | 625K | $9.07M |
 | NVDA | 513K | $95.73M |
 | TRTX | 402K | $3.44M |
 | SCHW | 390K | $37.25M |
 | COOP | 285K | $60.14M |
 | AMZN | 252K | $55.23M |
 | JHX | 238K | $4.57M |
 | SAND | 226K | $2.83M |
 | BAC | 221K | $11.41M |
 | LLY | 149K | $113.98M |
 | APO | 148K | $19.67M |
 | UBER | 134K | $13.13M |
QXO Inc
QXO
Shares Held
10.59M
Value
$201.76M
Nautilus Biotechnology, Inc.
NAUT
Shares Held
7.17M
Value
$6.06M
TIC Solutions, Inc.
TIC
Shares Held
2.90M
Value
$38.63M
XPO Logistics, Inc.
XPO
Shares Held
1.95M
Value
$251.56M
BlackSky Technology Inc.
BKSY
Shares Held
1.24M
Value
$25.07M
Union Pacific Corporation
UNP
Shares Held
1.10M
Value
$260.51M
Lionsgate Studios Corp.
LION
Shares Held
974K
Value
$6.72M
Microsoft Corporation
MSFT
Shares Held
637K
Value
$330.14M
Denali Therapeutics Inc.
DNLI
Shares Held
625K
Value
$9.07M
NVIDIA Corporation
NVDA
Shares Held
513K
Value
$95.73M
TPG RE Finance Trust, Inc.
TRTX
Shares Held
402K
Value
$3.44M
The Charles Schwab Corporation
SCHW
Shares Held
390K
Value
$37.25M
Mr. Cooper Group Inc.
COOP
Shares Held
285K
Value
$60.14M
Amazon.com, Inc.
AMZN
Shares Held
252K
Value
$55.23M
James Hardie Industries plc
JHX
Shares Held
238K
Value
$4.57M
Sandstorm Gold Ltd.
SAND
Shares Held
226K
Value
$2.83M
Bank of America Corporation
BAC
Shares Held
221K
Value
$11.41M
Eli Lilly and Company
LLY
Shares Held
149K
Value
$113.98M
Apollo Global Management, Inc.
APO
Shares Held
148K
Value
$19.67M
Uber Technologies, Inc.
UBER
Shares Held
134K
Value
$13.13M