Kera-Capital-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "INDI",
  "PINS",
  "HOOD",
  "GTES",
  "AZEK",
  "MPWR",
  "JAZZ",
  "OSK",
  "AAXJ",
  "JXN",
  "ABNB",
  "ABT",
  "JEF",
  null,
  "GOOGL",
  "VDE",
  "BLK",
  "AVGO",
  null,
  "BYD",
  null,
  null,
  null,
  "COF",
  "DT",
  "EDIT",
  "ESS",
  "RL",
  "EXPE",
  "FFIV",
  "NVCR",
  "PHAT",
  "AMPL",
  null,
  "QCOM",
  "GSIE",
  "EMR",
  "BKNG",
  "META",
  "KYTX",
  "IJH",
  "SWK",
  "LRCX",
  null,
  "MA",
  "MSFT",
  "MAA",
  "MDLZ",
  "DBX",
  "ETSY",
  "GAB",
  "HUN",
  "NU",
  "EMN",
  "ANET",
  "KR",
  "KHC",
  "DASH",
  "VHT",
  "IWF",
  null,
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  "MRK",
  "IEFA",
  "NOW",
  "SNA",
  "RTX",
  null,
  "SPLG",
  "SSNC",
  "CI",
  "TJX",
  "TSN",
  "UPS",
  "VO",
  "PCTY",
  "MNST",
  "SBAC",
  "VIG",
  "TBLD",
  "NTNX",
  "ULTA",
  "IWO",
  "MTD",
  "GMGI",
  null,
  null,
  "EW",
  "LOPE",
  "VRT",
  "ST",
  "ARE",
  null,
  "AVY",
  "USFD",
  "ALLE",
  "WAB",
  "DLTR",
  "WEC",
  "FTNT",
  "ELDN",
  "EHTH",
  "AMZN",
  "SCHB",
  null,
  "EGP",
  "VEA",
  "MGK",
  "VXUS",
  "VBK",
  "VBR",
  "VB",
  "VOO",
  "VRSN",
  "V",
  "WMT",
  "WBA",
  "WDC",
  "YETI",
  "ESI",
  "GRMN",
  "G",
  "FR",
  "FOXA",
  "GEN",
  "SCHF",
  "HIW",
  "JCI",
  "MOH",
  "SJM",
  "TRMB",
  "OKTA",
  "ROL",
  "RBLX",
  null,
  null,
  "UHS",
  "ZM",
  "SPYV",
  "UPST",
  "NUE",
  null,
  "AVTR",
  "AXTA",
  "OZK",
  "BK",
  "BRK-B",
  "CALX",
  "CPT",
  "CERT",
  "CRL",
  "CVX",
  "CRUS",
  "CMG",
  "CHH",
  "CSCO",
  "C",
  "COIN",
  "CL",
  "COST",
  "GLW",
  "CRWD",
  "CCK",
  "CUBE",
  "DELL",
  "DOCU",
  "RSP",
  "MCO",
  "IWB",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-02
Total Holdings: 187
Total Value: 336473714
Accession Number: 0002040353-25-000003
Form Type: 13F-HR
CIK: kera-capital-partners
Manager Name: Kera-Capital-Partners

Data Enrichment

91% identified

170 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

187 positions • $336.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 8 of 10

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RALPH LAUREN CORP

RL|751212101

Shares:1.1K

Value:$249.4K

% of Portfolio:0.1% ($249.4K/$336.5M)

ELI LILLY & Co

LLY|532457108

Shares:300

Value:$247.8K

% of Portfolio:0.1% ($247.8K/$336.5M)

GARMIN LTD

GRMN|H2906T109

Shares:1.1K

Value:$247.5K

% of Portfolio:0.1% ($247.5K/$336.5M)

Mastercard Inc

MA|57636Q104

Shares:450

Value:$246.7K

% of Portfolio:0.1% ($246.7K/$336.5M)

Bank of New York Mellon Corp

BK|064058100

Shares:2.9K

Value:$242.1K

% of Portfolio:0.1% ($242.1K/$336.5M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:2.9K

Value:$240.8K

% of Portfolio:0.1% ($240.8K/$336.5M)

Axalta Coating Systems Ltd.

AXTA|G0750C108

Shares:7.2K

Value:$239.9K

% of Portfolio:0.1% ($239.9K/$336.5M)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

Shares:413

Value:$239.5K

% of Portfolio:0.1% ($239.5K/$336.5M)

Huntsman CORP

HUN|447011107

Shares:15.1K

Value:$238.8K

% of Portfolio:0.1% ($238.8K/$336.5M)

US Foods Holding Corp.

USFD|912008109

Shares:3.6K

Value:$238.3K

% of Portfolio:0.1% ($238.3K/$336.5M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:3.9K

Value:$238.0K

% of Portfolio:0.1% ($238.0K/$336.5M)

WESTERN DIGITAL CORP

WDC|958102105

Shares:5.9K

Value:$236.6K

% of Portfolio:0.1% ($236.6K/$336.5M)

METTLER TOLEDO INTERNATIONAL INC/

MTD|592688105

Shares:200

Value:$236.2K

% of Portfolio:0.1% ($236.2K/$336.5M)

Walmart Inc.

WMT|931142103

Shares:2.7K

Value:$235.2K

% of Portfolio:0.1% ($235.2K/$336.5M)

Jazz Pharmaceuticals plc

JAZZ|G50871105

Shares:1.9K

Value:$234.8K

% of Portfolio:0.1% ($234.8K/$336.5M)

921908844

VIG|921908844

Shares:1.2K

Value:$233.8K

% of Portfolio:0.1% ($233.8K/$336.5M)

HIGHWOODS PROPERTIES, INC.

HIW|431284108

Shares:7.9K

Value:$233.7K

% of Portfolio:0.1% ($233.7K/$336.5M)

ETSY INC

ETSY|29786A106

Shares:4.9K

Value:$231.4K

% of Portfolio:0.1% ($231.4K/$336.5M)

KROGER CO

KR|501044101

Shares:3.4K

Value:$229.7K

% of Portfolio:0.1% ($229.7K/$336.5M)

MID AMERICA APARTMENT COMMUNITIES INC.

MAA|59522J103

Shares:1.4K

Value:$228.9K

% of Portfolio:0.1% ($228.9K/$336.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
RALPH LAUREN CORP(RLcusip751212101)	1.1K	QoQ +22.29% (+206) YoY-	All Managers (Combined)	$249.4K	0.1% ($249.4K/$336.5M)	QoQ +16.87% (+$36.0K) YoY-
ELI LILLY & Co(LLYcusip532457108)	300	QoQ +0.33% (+1) YoY-	All Managers (Combined)	$247.8K	0.1% ($247.8K/$336.5M)	QoQ +7.34% (+$16.9K) YoY-
GARMIN LTD(GRMNcusipH2906T109)	1.1K	QoQ +9.82% (+102) YoY-	All Managers (Combined)	$247.5K	0.1% ($247.5K/$336.5M)	QoQ +15.61% (+$33.4K) YoY-
Mastercard Inc(MAcusip57636Q104)	450	QoQ +10.29% (+42) YoY-	All Managers (Combined)	$246.7K	0.1% ($246.7K/$336.5M)	QoQ +14.80% (+$31.8K) YoY-
Bank of New York Mellon Corp(BKcusip064058100)	2.9K	QoQ +9.89% (+260) YoY-	All Managers (Combined)	$242.1K	0.1% ($242.1K/$336.5M)	QoQ +19.96% (+$40.3K) YoY-
Palantir Technologies Inc.(PLTRcusip69608A108)	2.9K	QoQ NEW(+2.9K) YoY-	All Managers (Combined)	$240.8K	0.1% ($240.8K/$336.5M)	QoQ NEW(+$240.8K) YoY-
Axalta Coating Systems Ltd.(AXTAcusipG0750C108)	7.2K	QoQ NEW(+7.2K) YoY-	All Managers (Combined)	$239.9K	0.1% ($239.9K/$336.5M)	QoQ NEW(+$239.9K) YoY-
MONOLITHIC POWER SYSTEMS INC(MPWRcusip609839105)	413	QoQ NEW(+413) YoY-	All Managers (Combined)	$239.5K	0.1% ($239.5K/$336.5M)	QoQ NEW(+$239.5K) YoY-
Huntsman CORP(HUNcusip447011107)	15.1K	QoQ NEW(+15.1K) YoY-	All Managers (Combined)	$238.8K	0.1% ($238.8K/$336.5M)	QoQ NEW(+$238.8K) YoY-
US Foods Holding Corp.(USFDcusip912008109)	3.6K	QoQ NEW(+3.6K) YoY-	All Managers (Combined)	$238.3K	0.1% ($238.3K/$336.5M)	QoQ NEW(+$238.3K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	3.9K	QoQ NEW(+3.9K) YoY-	All Managers (Combined)	$238.0K	0.1% ($238.0K/$336.5M)	QoQ NEW(+$238.0K) YoY-
WESTERN DIGITAL CORP(WDCcusip958102105)	5.9K	QoQ NEW(+5.9K) YoY-	All Managers (Combined)	$236.6K	0.1% ($236.6K/$336.5M)	QoQ NEW(+$236.6K) YoY-
METTLER TOLEDO INTERNATIONAL INC/(MTDcusip592688105)	200	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$236.2K	0.1% ($236.2K/$336.5M)	QoQ -3.49% (-$8.6K) YoY-
Walmart Inc.(WMTcusip931142103)	2.7K	QoQ +17.29% (+395) YoY-	All Managers (Combined)	$235.2K	0.1% ($235.2K/$336.5M)	QoQ +13.97% (+$28.8K) YoY-
Jazz Pharmaceuticals plc(JAZZcusipG50871105)	1.9K	QoQ -19.04% (-445) YoY-	All Managers (Combined)	$234.8K	0.1% ($234.8K/$336.5M)	QoQ -18.39% (-$52.9K) YoY-
(VIGcusip921908844)	1.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$233.8K	0.1% ($233.8K/$336.5M)	QoQ -0.93% (-$2.2K) YoY-
HIGHWOODS PROPERTIES, INC.(HIWcusip431284108)	7.9K	QoQ NEW(+7.9K) YoY-	All Managers (Combined)	$233.7K	0.1% ($233.7K/$336.5M)	QoQ NEW(+$233.7K) YoY-
ETSY INC(ETSYcusip29786A106)	4.9K	QoQ NEW(+4.9K) YoY-	All Managers (Combined)	$231.4K	0.1% ($231.4K/$336.5M)	QoQ NEW(+$231.4K) YoY-
KROGER CO(KRcusip501044101)	3.4K	QoQ -0.38% (-13) YoY-	All Managers (Combined)	$229.7K	0.1% ($229.7K/$336.5M)	QoQ +10.27% (-$21.4K) YoY-
MID AMERICA APARTMENT COMMUNITIES INC.(MAAcusip59522J103)	1.4K	QoQ NEW(+1.4K) YoY-	All Managers (Combined)	$228.9K	0.1% ($228.9K/$336.5M)	QoQ NEW(+$228.9K) YoY-