CERCANO MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | META | 132K | $97.15M |
 | DAL | 130K | $7.36M |
 | EPD | 120K | $3.75M |
 | LPX | 115K | $10.25M |
 | IRWD | 101K | $132.81K |
 | CEG | 101K | $33.21M |
 | WMS | 100K | $13.90M |
 | PANW | 96K | $19.57M |
 | ORLY | 95K | $10.29M |
 | WAL | 91K | $7.87M |
 | GOOGL | 89K | $21.52M |
 | AAPL | 81K | $20.74M |
 | STWD | 79K | $1.53M |
 | IBKR | 78K | $5.35M |
 | ANET | 77K | $11.27M |
 | V | 77K | $26.30M |
 | UNH | 77K | $26.46M |
 | STX | 64K | $15.07M |
 | GOOG | 63K | $15.28M |
 | COF | 62K | $13.13M |
Meta Platforms, Inc.
META
Shares Held
132K
Value
$97.15M
Delta Air Lines, Inc.
DAL
Shares Held
130K
Value
$7.36M
Enterprise Products Partners L.P.
EPD
Shares Held
120K
Value
$3.75M
Louisiana-Pacific Corporation
LPX
Shares Held
115K
Value
$10.25M
Ironwood Pharmaceuticals, Inc.
IRWD
Shares Held
101K
Value
$132.81K
Constellation Energy Corporation
CEG
Shares Held
101K
Value
$33.21M
Advanced Drainage Systems, Inc.
WMS
Shares Held
100K
Value
$13.90M
Palo Alto Networks, Inc.
PANW
Shares Held
96K
Value
$19.57M
O'Reilly Automotive, Inc.
ORLY
Shares Held
95K
Value
$10.29M
Western Alliance Bancorporation
WAL
Shares Held
91K
Value
$7.87M
Alphabet Inc.
GOOGL
Shares Held
89K
Value
$21.52M
Apple Inc.
AAPL
Shares Held
81K
Value
$20.74M
Starwood Property Trust, Inc.
STWD
Shares Held
79K
Value
$1.53M
Interactive Brokers Group, Inc.
IBKR
Shares Held
78K
Value
$5.35M
Arista Networks, Inc.
ANET
Shares Held
77K
Value
$11.27M
Visa Inc.
V
Shares Held
77K
Value
$26.30M
UnitedHealth Group Incorporated
UNH
Shares Held
77K
Value
$26.46M
Seagate Technology Holdings plc
STX
Shares Held
64K
Value
$15.07M
Alphabet Inc.
GOOG
Shares Held
63K
Value
$15.28M
Capital One Financial Corporation
COF
Shares Held
62K
Value
$13.13M