Cercano Management
$750M 13F equity value
160 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cercano Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| UNP | UNION PAC CORP | 1,028,382 | $280M | 37.3% |
| RSP | INVESCO EXCHANGE TRADED FD T | 221,055 | $47M | 6.3% |
| META | META PLATFORMS INC | 79,237 | $45M | 6.0% |
| BKSY | BLACKSKY TECHNOLOGY INC | 932,982 | $26M | 3.5% |
| NVDA | NVIDIA CORPORATION | 87,813 | $18M | 2.3% |
| XLK | SELECT SECTOR SPDR TR | 86,935 | $17M | 2.2% |
| DNLI | DENALI THERAPEUTICS INC | 625,000 | $16M | 2.1% |
| VTV | VANGUARD INDEX FDS | 69,120 | $15M | 2.0% |
| NAUT | NAUTILUS BIOTECHNOLOGY INC | 7,172,985 | $13M | 1.8% |
| AMZN | AMAZON COM INC | 55,622 | $13M | 1.8% |
Track Cercano Management's 13F portfolio: $750M in reported holdings, 160 positions. Top holdings and quarterly changes on SentiSense.
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