Stock Taper 
CERCANO MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Grab Holdings Limited | GRAB | 1.6M | $6.03M |
 U.S. Bancorp | USB | 1.03M | $279.72M |
 Union Pacific Corporation | UNP | 1.03M | $279.72M |
 BlackSky Technology Inc. | BKSY | 932.98K | $26.05M |
 Denali Therapeutics Inc. | DNLI | 625K | $16.07M |
 QXO, Inc. | QXO | 482.88K | $8.34M |
 The Sherwin-Williams Company | SHW | 482.88K | $8.34M |
 T-Mobile US, Inc. | TMUS | 401.61K | $3.36M |
 TPG RE Finance Trust, Inc. | TRTX | 401.61K | $3.36M |
 James Hardie Industries plc | JHX | 338.57K | $8.86M |
 Hafnia Limited | HAFN | 264.38K | $1.73M |
 Enterprise Products Partners L.P. | EPD | 120.02K | $4.41M |
 Ironwood Pharmaceuticals, Inc. | IRWD | 101.38K | $426.8K |
 NVIDIA Corporation | NVDA | 87.81K | $17.57M |
 Meta Platforms, Inc. | META | 79.24K | $44.63M |
 Starwood Property Trust, Inc. | STWD | 79.03K | $1.29M |
 International Seaways, Inc. | INSW | 73.15K | $5.6M |
 Amazon.com, Inc. | AMZN | 55.62K | $13.26M |
 Bank of America Corporation | BAC | 47.17K | $2.69M |
 Capital One Financial Corporation | COF | 31.41K | $6.3M |