We are live on ! Find out more
KCP

Kera Capital Partners Portfolio holdings

AUM $1.04B
1-Year Est. Return 52.56%
This Fund
S&P 500
This Quarter Est. Return
+26.86%
1 Year Est. Return
+52.56%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.04B
AUM Growth
+$227M
Cap. Flow
+$84.6M
Cap. Flow %
8.12%
Top 10 Hldgs %
32.26%
Holding
683
New
113
Increased
337
Reduced
171
Closed
49

Top Buys

Rank Stock Value
1
GOF icon
Guggenheim Strategic Opportunities Fund
GOF
+$19.5M
2
PYPL icon
PayPal
PYPL
+$8.79M
3
NVDA icon
NVIDIA
NVDA
+$6.46M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.47M
5
TSM icon
TSMC
TSM
+$3.01M

Top Sells

Rank Stock Value
1
HOOD icon
Robinhood
HOOD
+$9.28M
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$7.42M
3
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$4.15M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.61M
5
BABA icon
Alibaba
BABA
+$2.46M

Sector Composition

Rank Sector Weight
1 Miscellaneous 36.03%
2 Technology 26.04%
3 Financials 9.46%
4 Industrials 8.14%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
POST icon
501
Post Holdings
POST
$3.47B
$290K 0.03%
3,288
+87
+3% +$8.47K
VV icon
502
Vanguard Morningstar Large-Cap ETF
VV
$54.1B
$287K 0.03%
835
+10
+1% +$3.34K
KNX icon
503
Knight Transportation
KNX
$10.9B
$287K 0.03%
3,685
-237
-6% -$16.4K
DOC icon
504
Healthpeak Properties
DOC
$14B
$285K 0.03%
+13,335
New +$249K
NEM icon
505
Newmont
NEM
$130B
$285K 0.03%
3,050
-631
-17% -$68.7K
DVA icon
506
DaVita
DVA
$11.7B
$284K 0.03%
1,277
-144
-10% -$26.2K
JKHY icon
507
Jack Henry & Associates
JKHY
$10.9B
$283K 0.03%
2,052
-2,267
-52% -$322K
IP icon
508
International Paper
IP
$18.3B
$282K 0.03%
+7,412
New +$254K
CALX icon
509
Calix
CALX
$2.22B
$282K 0.03%
7,563
+164
+2% +$6.88K
BDX icon
510
Becton Dickinson
BDX
$49.3B
$281K 0.03%
1,860
+253
+16% +$37.8K
SII
511
Sprott
SII
$3.29B
$281K 0.03%
2,500
– –
CDW icon
512
CDW
CDW
$18.3B
$280K 0.03%
1,992
-816
-29% -$102K
FISV
513
Fiserv Inc
FISV
$25.1B
$280K 0.03%
5,708
-627
-10% -$35K
VDE icon
514
Vanguard Energy ETF
VDE
$10.9B
$280K 0.03%
+1,863
New +$302K
AWK icon
515
American Water Works
AWK
$27B
$279K 0.03%
+2,124
New +$273K
GWRE icon
516
Guidewire Software
GWRE
$11.8B
$279K 0.03%
2,270
-1,221
-35% -$163K
NTRA icon
517
Natera
NTRA
$53.2B
$279K 0.03%
1,029
-462
-31% -$98.5K
XYL icon
518
Xylem
XYL
$25.1B
$277K 0.03%
2,341
+132
+6% +$15.2K
VOYA icon
519
Voya Financial
VOYA
$9.2B
$274K 0.03%
3,029
+53
+2% +$4.32K
INGR icon
520
Ingredion
INGR
$6.14B
$273K 0.03%
2,886
-4,075
-59% -$431K
EQIX icon
521
Equinix
EQIX
$101B
$273K 0.03%
+262
New +$280K
AZN icon
522
AstraZeneca
AZN
$258B
$272K 0.03%
1,434
-687
-32% -$129K
BR icon
523
Broadridge
BR
$18.6B
$271K 0.03%
+1,979
New +$299K
PPL
524
PPL Corp
PPL
$25.1B
$269K 0.03%
+7,391
New +$273K
CINF icon
525
Cincinnati Financial
CINF
$25.9B
$268K 0.03%
+1,448
New +$240K
19 20
21
22 23

Similar funds

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $1.04B AUM 21.69% 1-Year Est. Return
OMG
One Madison Group New York $1.04B AUM 25.35% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
WC
Westerkirk Capital Victoria $1.04B AUM 28.18% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $1.04B AUM 262.99% 1-Year Est. Return
HTIM
Harbour Trust & Investment Management Michigan City, Indiana $1.04B AUM 29.41% 1-Year Est. Return

Kera Capital Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Kera Capital Partners held 683 positions worth $1.04B, up 28% from $815M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Kera Capital Partners deployed $84.6M of net new capital in Q2 2026, opening 113 new positions and adding to 337 existing holdings. Its largest new stake was Penguin Solutions Inc: 61,945 shares worth $4.71M.

By sector, the portfolio is most concentrated in Miscellaneous at 36% of assets, down from 39% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Robinhood, an estimated $9.28M trimmed.

  • Kera Capital Partners's largest Q2 2026 buy was Penguin Solutions Inc: 61,945 shares worth $4.71M.
  • Kera Capital Partners added most to Guggenheim Strategic Opportunities Fund in Q2 2026, an estimated $19.5M increase.
  • Kera Capital Partners's biggest Q2 2026 reduction was Robinhood, cutting an estimated $9.28M.
  • Kera Capital Partners fully exited Alibaba in Q2 2026, selling an estimated $2.46M.
  • Kera Capital Partners's ten largest holdings make up 32% of its $1.04B portfolio in Q2 2026.
  • Kera Capital Partners opened 113 new positions and closed 49 in Q2 2026.
  • Kera Capital Partners's portfolio value rose 28% quarter-over-quarter to $1.04B.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.