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 |
---|---|---|---|
MCOMoodys Corp
| 2.24% | $93.374M 196,746 shares@ $474.59 avg price | Increased 0.35% |
NVDANvidia Corporation
| 2.04% | $85.157M 701,230 shares@ $121.44 avg price | Increased 4.84% |
UNHUnitedhealth Group Inc
| 1.96% | $81.76M 139,837 shares@ $584.68 avg price | Increased 1.61% |
SCHWSchwab Charles Corp
| 1.76% | $73.59M 1.135M shares@ $64.82 avg price | Increased 0.07% |
GOOGAlphabet Inc
| 1.75% | $72.814M 435,519 shares@ $167.2 avg price | Decreased -10.85% |
VVisa Inc
| 1.71% | $71.372M 259,580 shares@ $274.95 avg price | Increased 0.54% |
SPSMSpdr Ser Tr
| 1.58% | $66.032M 1.451M shares@ $45.52 avg price | New Position |
SPGIS&p Global Inc
| 1.58% | $65.763M 127,294 shares@ $516.62 avg price | Increased 0.7% |
UBERUber Technologies Inc
| 1.55% | $64.465M 857,708 shares@ $75.16 avg price | |
DHRDanaher Corporation
| 1.47% | $61.081M 219,699 shares@ $278.03 avg price |