Malinda Khauv
@Cercano Management Llc
Latest period2024 - Q3ReportedManaged Assets$4.182BTotal holdings156
Assets growth rate11.36%Assets growth rate (2-Q avg)7.92%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Cercano Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 156 positions.
Assets under management
The assets under management (AUM) of Cercano Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.182B in assets, with a quarterly growth rate of 11.36% and a 2-quarter average growth rate of 7.92%. The portfolio is managed by Malinda Khauv, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CDNSCadence Design System Inc
| 0% | $45.127M 146,636 shares@ $307.75 avg price | Exited |
MDYSpdr S&p Midcap 400 Etf Tr
| 0% | $44.954M 83,934 shares@ $535.6 avg price | Exited |
XLKSelect Sector Spdr Tr
| 0% | $36.895M 163,086 shares@ $226.24 avg price | Exited |
WMSAdvanced Drain Sys Inc Del
| 0% | $36.678M 228,680 shares@ $160.39 avg price | Exited |
IBKRInteractive Brokers Group In
| 0% | $26.963M 219,925 shares@ $122.6 avg price | Exited |
MPWRMonolithic Pwr Sys Inc
| 0% | $25.783M 31,379 shares@ $821.69 avg price | Exited |
PGNYProgyny Inc
| 0% | $22.641M 791,375 shares@ $28.62 avg price | Exited |
EWBCEast West Bancorp Inc
| 0% | $21.589M 294,814 shares@ $73.23 avg price | Exited |
VEEVVeeva Sys Inc
| 0% | $18.149M 99,167 shares@ $183.02 avg price | Exited |
WDAYWorkday Inc
| 0% | $18.107M 80,996 shares@ $223.57 avg price | Exited |