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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
+3.78%
1 Year Est. Return
+46.39%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$347M
AUM Growth
–
Cap. Flow
+$354M
Cap. Flow %
101.9%
Top 10 Hldgs %
48.34%
Holding
158
New
158
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$50.2M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$30.8M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$22.6M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$12M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$11.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 27.04%
2 Financials 9.6%
3 Industrials 5.31%
4 Consumer Discretionary 4.08%
5 Communication Services 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
51
Alphabet (Google) Class A
GOOGL
$4.36T
$720K 0.21%
+3,804
New +$666K
SPYV icon
52
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$692K 0.2%
+13,541
New +$721K
BRK.B icon
53
Berkshire Hathaway Class B
BRK.B
$1.1T
$690K 0.2%
+1,523
New +$703K
AVGO icon
54
Broadcom
AVGO
$1.85T
$681K 0.2%
+2,939
New +$544K
SMH icon
55
VanEck Semiconductor ETF
SMH
$67.9B
$673K 0.19%
+2,780
New +$690K
SPEM icon
56
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
$666K 0.19%
+17,367
New +$698K
AFRM icon
57
Affirm
AFRM
$23.9B
$647K 0.19%
+10,620
New +$590K
VO icon
58
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$623K 0.18%
+9,432
New +$640K
META icon
59
Meta Platforms (Facebook)
META
$1.42T
$622K 0.18%
+1,063
New +$624K
GAB icon
60
Gabelli Equity Trust
GAB
$1.75B
$569K 0.16%
+105,780
New +$585K
VTI icon
61
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$542K 0.16%
+1,870
New +$546K
QQQ icon
62
Invesco QQQ Trust
QQQ
$461B
$540K 0.16%
+1,056
New +$534K
IDEV icon
63
iShares Core MSCI International Developed Markets ETF
IDEV
$31.7B
$475K 0.14%
+7,369
New +$497K
VXUS icon
64
Vanguard Total International Stock ETF
VXUS
$155B
$475K 0.14%
+8,061
New +$499K
SCHF icon
65
Schwab International Equity ETF
SCHF
$66.8B
$405K 0.12%
+21,905
New +$428K
AVTR icon
66
Avantor
AVTR
$9.32B
$393K 0.11%
+18,643
New +$419K
NUE icon
67
Nucor
NUE
$58.6B
$390K 0.11%
+3,341
New +$481K
MCO icon
68
Moody's
MCO
$82.8B
$386K 0.11%
+815
New +$389K
VEA icon
69
Vanguard FTSE Developed Markets ETF
VEA
$229B
$382K 0.11%
+7,988
New +$401K
NFLX icon
70
Netflix
NFLX
$299B
$370K 0.11%
+4,150
New +$342K
EHTH icon
71
eHealth
EHTH
$42.2M
$358K 0.1%
+38,070
New +$211K
MRK icon
72
Merck
MRK
$322B
$355K 0.1%
+3,570
New +$368K
XOM icon
73
ExxonMobil
XOM
$644B
$354K 0.1%
+3,289
New +$385K
JNJ icon
74
Johnson & Johnson
JNJ
$618B
$351K 0.1%
+2,430
New +$377K
TJX icon
75
TJX Companies
TJX
$174B
$341K 0.1%
+2,820
New +$337K
1 2
3
4 5

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RPAM
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BBI
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SSG
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Kera Capital Partners's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Kera Capital Partners, which disclosed 158 positions worth $347M. Its ten largest holdings account for 48% of the portfolio.

Its largest position is NVIDIA: 364,452 shares worth $48.9M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, followed by Financials and Industrials.

  • Kera Capital Partners's largest Q4 2024 buy was NVIDIA: 364,452 shares worth $48.9M.
  • Kera Capital Partners's ten largest holdings make up 48% of its $347M portfolio in Q4 2024.
  • Kera Capital Partners disclosed 158 positions in Q4 2024, its first 13F filing on record.

Based on Kera Capital Partners's 13F filing for Q4 2024, filed 15 Jan 2025.