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KCP

Kera Capital Partners Portfolio holdings

AUM $815M
1-Year Est. Return 46.39%
This Fund
S&P 500
This Quarter Est. Return
+4.04%
1 Year Est. Return
+46.39%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$811M
AUM Growth
+$144M
Cap. Flow
+$99.5M
Cap. Flow %
12.28%
Top 10 Hldgs %
32.29%
Holding
597
New
174
Increased
269
Reduced
88
Closed
44

Top Buys

Rank Stock Value
1
CMG icon
Chipotle Mexican Grill
CMG
+$4.76M
2
GOF icon
Guggenheim Strategic Opportunities Fund
GOF
+$4.75M
3
BABA icon
Alibaba
BABA
+$4.23M
4
PHYS icon
Sprott Physical Gold
PHYS
+$4.03M
5
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$3.88M

Top Sells

Rank Stock Value
1
JEF icon
Jefferies Financial Group
JEF
+$6.85M
2
SPOT icon
Spotify
SPOT
+$4.37M
3
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.35M
4
VBK icon
Vanguard Morningstar Small-Cap Growth ETF
VBK
+$3.96M
5
D icon
Dominion Energy
D
+$3.57M

Sector Composition

Rank Sector Weight
1 Technology 22.24%
2 Financials 12.33%
3 Industrials 7.58%
4 Consumer Discretionary 7.26%
5 Healthcare 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLVP icon
526
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$888M
$207K 0.03%
+5,355
New +$158K
OMF icon
527
OneMain Financial
OMF
$7.54B
$206K 0.03%
+3,147
New +$191K
EFX icon
528
Equifax
EFX
$20.8B
$206K 0.03%
+1,022
New +$224K
TTWO icon
529
Take-Two Interactive
TTWO
$43.9B
$206K 0.03%
+933
New +$233K
WM icon
530
Waste Management
WM
$89.7B
$204K 0.03%
+918
New +$196K
BSV icon
531
Vanguard Short-Term Bond ETF
BSV
$44.6B
$203K 0.03%
+2,578
New +$203K
LEG icon
532
Leggett & Platt
LEG
$1.4B
$203K 0.03%
+17,382
New +$171K
GMED icon
533
Globus Medical
GMED
$11.1B
$202K 0.03%
+2,231
New +$169K
ALL icon
534
Allstate
ALL
$68.1B
$202K 0.02%
+1,016
New +$208K
EL icon
535
Estee Lauder
EL
$31.5B
$202K 0.02%
+1,750
New +$170K
TRV icon
536
Travelers Companies
TRV
$79.8B
$200K 0.02%
704
-488
-41% -$137K
L icon
537
Loews
L
$23.7B
$200K 0.02%
+1,895
New +$196K
CIFR icon
538
Cipher Digital
CIFR
$7.77B
$196K 0.02%
+12,289
New +$217K
PK icon
539
Park Hotels & Resorts
PK
$3.02B
$187K 0.02%
17,105
+2,522
+17% +$27K
XRAY icon
540
Dentsply Sirona
XRAY
$2.86B
$171K 0.02%
13,699
+603
+5% +$7.08K
F icon
541
Ford
F
$56.3B
$147K 0.02%
10,619
+175
+2% +$2.26K
EHTH icon
542
eHealth
EHTH
$40M
$97.6K 0.01%
34,493
+34
+0.1% +$150
WEN icon
543
Wendy's
WEN
$1.52B
$92.3K 0.01%
+11,855
New +$102K
ELDN icon
544
Eledon Pharmaceuticals
ELDN
$266M
$87.5K 0.01%
39,770
+14,000
+54% +$33.3K
IMMX icon
545
Immix Biopharma
IMMX
$679M
$75.8K 0.01%
+13,000
New +$53.5K
OPEN icon
546
Opendoor
OPEN
$3.65B
$63.6K 0.01%
12,345
-931
-7% -$6.67K
INDI icon
547
indie Semiconductor
INDI
$769M
$61.5K 0.01%
15,000
– –
UWMC icon
548
UWM Holdings
UWMC
$624M
$53K 0.01%
+10,785
New +$58K
ASST icon
549
Strive Inc
ASST
$1.05B
$40.2K 0.01%
+2,448
New +$58.5K
EDIT icon
550
Editas Medicine
EDIT
$422M
$20.1K ﹤0.01%
10,092
– –
20 21
22
23 24

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PS
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RPAM
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ACM
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Kera Capital Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Kera Capital Partners held 597 positions worth $811M, up 22% from $667M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Kera Capital Partners deployed $99.5M of net new capital in Q4 2025, opening 174 new positions and adding to 269 existing holdings. Its largest new stake was Guggenheim Strategic Opportunities Fund: 362,801 shares worth $4.64M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 23% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was United Rentals, an estimated $3.36M trimmed.

  • Kera Capital Partners's largest Q4 2025 buy was Guggenheim Strategic Opportunities Fund: 362,801 shares worth $4.64M.
  • Kera Capital Partners added most to Chipotle Mexican Grill in Q4 2025, an estimated $4.76M increase.
  • Kera Capital Partners's biggest Q4 2025 reduction was United Rentals, cutting an estimated $3.36M.
  • Kera Capital Partners fully exited Jefferies Financial Group in Q4 2025, selling an estimated $6.85M.
  • Kera Capital Partners's ten largest holdings make up 32% of its $811M portfolio in Q4 2025.
  • Kera Capital Partners opened 174 new positions and closed 44 in Q4 2025.
  • Kera Capital Partners's portfolio value rose 22% quarter-over-quarter to $811M.

Based on Kera Capital Partners's 13F filing for Q4 2025, filed 23 Feb 2026.