Kera Capital Partners, Inc.
Long book
$814.7M
Q1 2026
Positions
569
Top-10 weight
33%
concentration
Last quarter
+15.0%
SPY +14.8%
Turnover
18%
of book per quarter
Strategy in plain words
auto-generated from filingsKera Capital Partners, Inc. is an institutional manager, running a $814.7M US long book across 569 positions.
The portfolio is moderately concentrated (top 10 ≈ 33% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, SS SPDR S&P 500 ETF TRUST-US, INVESCO S&P 500 EQUAL WEIGHT, SS SPDRB B 3-12M T-BILL ETF, CORNING INC.
Over the last 6 quarters its long book ran on average 2.2pp per quarter ahead of the S&P 500, beating the index in 4 of 6 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-7.1%
Q1 2025
+19.3%
Q2 2025
+11.9%
Q3 2025
+1.8%
Q4 2025
+0.2%
Q1 2026
+15.0%
Sector allocation
Technology 39%
Industrials 16%
Financials 15%
Consumer discretionary 8%
Healthcare 8%
Services media 4%
Other 3%
Consumer staples 3%
Long book by quarter
What does Kera Capital own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 397.8K | $69.4M | 8.5% | +1.6% |
| GLW CORNING INC | Industrials | 142.5K | $19.4M | 2.4% | -7.9% |
| VRT VERTIV HOLDINGS CO-A | Technology | 70.1K | $17.6M | 2.2% | -8.4% |
| GOOG ALPHABET INC-CL C | Technology | 37.5K | $10.8M | 1.3% | +0.8% |
| JNJ JOHNSON & JOHNSON | Healthcare | 40.1K | $9.8M | 1.2% | +52.9% |
| ANET ARISTA NETWORKS INC | Technology | 79.2K | $9.7M | 1.2% | -2.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 46.2K | $9.6M | 1.2% | +0.8% |
| RTX RTX CORP | Industrials | 48.4K | $9.3M | 1.1% | -2.2% |
| JPM JPMORGAN CHASE & CO | Financials | 28.7K | $8.4M | 1.0% | +1.2% |
| HOOD ROBINHOOD MARKETS INC - A | Financials | 116.1K | $8.0M | 1.0% | +2.4% |
| CMG CHIPOTLE MEXICAN GRILL INC | Consumer discretionary | 249.2K | $8.0M | 1.0% | +13.4% |
| BLK BLACKROCK INC | Financials | 8.1K | $7.8M | 1.0% | +3.2% |
| INTC INTEL CORP | Technology | 172.8K | $7.6M | 0.9% | -48.7% |
| AVGO BROADCOM INC | Technology | 24.4K | $7.5M | 0.9% | +0.5% |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | Financials | 467.7K | $6.7M | 0.8% | -25.8% |
| CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 70.3K | $6.6M | 0.8% | New |
| AAPL APPLE INC | Technology | 21.8K | $5.5M | 0.7% | +2.8% |
| JXN JACKSON FINANCIAL INC-A | Financials | 49.0K | $5.2M | 0.6% | +0.9% |
| GOOGL ALPHABET INC-CL A | Technology | 16.9K | $4.9M | 0.6% | +162.4% |
| MSFT MICROSOFT CORP | Technology | 13.0K | $4.8M | 0.6% | +25.9% |
| MDLN MEDLINE INC-CL A | Healthcare | 89.0K | $4.0M | 0.5% | +3.9% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 23.6K | $3.9M | 0.5% | -0.5% |
| PEP PEPSICO INC | Consumer staples | 18.9K | $2.9M | 0.4% | +1.7% |
| MRK MERCK & CO. INC. | Healthcare | 19.0K | $2.3M | 0.3% | -1.1% |
| BKNG BOOKING HOLDINGS INC | Industrials | 511 | $2.2M | 0.3% | -0.4% |
| MCD MCDONALD'S CORP | Consumer discretionary | 6.7K | $2.1M | 0.3% | +14.7% |
| META META PLATFORMS INC-CLASS A | Technology | 3.6K | $2.1M | 0.3% | -1.8% |
| LRCX LAM RESEARCH CORP | Industrials | 9.1K | $1.9M | 0.2% | -36.2% |
| UAMY UNITED STATES ANTIMONY CORP | Industrials | 215.0K | $1.9M | 0.2% | +40.1% |
| CSCO CISCO SYSTEMS INC | Technology | 24.0K | $1.9M | 0.2% | -4.3% |
| ABBV ABBVIE INC | Healthcare | 8.6K | $1.9M | 0.2% | -1.8% |
| WMT WALMART INC | Consumer discretionary | 12.5K | $1.6M | 0.2% | +4.9% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 3.1K | $1.5M | 0.2% | +12.4% |
| CL COLGATE-PALMOLIVE CO | Other | 17.2K | $1.5M | 0.2% | -2.3% |
| MO ALTRIA GROUP INC | Consumer staples | 21.5K | $1.4M | 0.2% | -4.6% |
| TSLA TESLA INC | Industrials | 3.5K | $1.3M | 0.2% | +10.8% |
| ABNB AIRBNB INC-CLASS A | Services media | 10.2K | $1.3M | 0.2% | +19.6% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 25.2K | $1.3M | 0.2% | +7.9% |
| GS GOLDMAN SACHS GROUP INC | Financials | 1.5K | $1.2M | 0.2% | +3.0% |
| MNST MONSTER BEVERAGE CORP | Consumer staples | 16.9K | $1.2M | 0.2% | -0.1% |
| C CITIGROUP INC | Financials | 10.5K | $1.2M | 0.1% | +8.4% |
| ITW ILLINOIS TOOL WORKS | Industrials | 4.5K | $1.2M | 0.1% | +1.4% |
| XOM EXXON MOBIL CORP | Energy | 6.9K | $1.2M | 0.1% | +2.5% |
| JBHT HUNT (JB) TRANSPRT SVCS INC | Industrials | 5.4K | $1.2M | 0.1% | +6.9% |
| EXPE EXPEDIA GROUP INC | Industrials | 4.8K | $1.1M | 0.1% | -14.7% |
| CRUS CIRRUS LOGIC INC | Technology | 7.5K | $1.1M | 0.1% | -2.3% |
| GE GENERAL ELECTRIC | Industrials | 3.8K | $1.1M | 0.1% | +12.2% |
| TXG 10X GENOMICS INC-CLASS A | Healthcare | 48.9K | $1.0M | 0.1% | +2.3% |
| WDC WESTERN DIGITAL CORP | Technology | 3.8K | $1.0M | 0.1% | -2.1% |
| ORLY O'REILLY AUTOMOTIVE INC | Consumer discretionary | 11.0K | $1.0M | 0.1% | +8.6% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 6, 2026 | 570 | $814.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 23, 2026 | 553 | $810.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 27, 2025 | 423 | $666.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 1, 2025 | 351 | $554.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 2, 2025 | 187 | $336.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 15, 2025 | 158 | $347.4M | canonical | SEC ↗ |
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