Stock Taper

CERCANO MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Westlake CorporationWLK21.49K$1.6M
DoorDash, Inc.DASH23.93K$4.42M
The Carlyle Group Inc.CG27.59K$1.16M
The Charles Schwab CorporationSCHW28.28K$4.49M
XPO Logistics, Inc.XPO29.08K$5.97M
Apple Inc.AAPL31.11K$9M
Capital One Financial CorporationCOF31.41K$6.3M
Bank of America CorporationBAC47.17K$2.69M
Amazon.com, Inc.AMZN55.62K$13.26M
International Seaways, Inc.INSW73.15K$5.6M
Starwood Property Trust, Inc.STWD79.03K$1.29M
Meta Platforms, Inc.META79.24K$44.63M
NVIDIA CorporationNVDA87.81K$17.57M
Ironwood Pharmaceuticals, Inc.IRWD101.38K$426.8K
Enterprise Products Partners L.P.EPD120.02K$4.41M
Hafnia LimitedHAFN264.38K$1.73M
James Hardie Industries plcJHX338.57K$8.86M
TPG RE Finance Trust, Inc.TRTX401.61K$3.36M
T-Mobile US, Inc.TMUS401.61K$3.36M
QXO, Inc.QXO482.88K$8.34M