Cercano Management LLC
Cercano Management LLC is an SEC-registered investment adviser headquartered in Bellevue, Washington. The firm is focused on providing investment management and advisory services to institutional investors, family offices, and high-net-worth individuals. Founded in 2022, Cercano has grown to employ approximately 73 staff members and manages billions in assets, with a specialization in sophisticated investment strategies across public and private markets.
Investment Strategy
Cercano Management LLC employs a multi-asset class and sector-diversified investment approach, leveraging fundamental, research-driven analysis for portfolio management. The firm focuses on long-term capital appreciation by investing in both public equity and private markets, emphasizing risk management, active portfolio selection, and adaptation to global market trends to serve institutional and sophisticated clients.
Top Holdings
Equity Positions (148)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 11.48% | $402.3M | 808,865 | $240.71 | $497.41 | +$44.1M |
X XPO | XPO INC | 7.55% | $264.6M | 2,094,841 | $40.23 | $126.29 | +$32.2M |
U UNP | UNION PAC CORP | 7.02% | $246.1M | 1,069,783 | $207.14 | $230.08 | -$6.6M |
Q QXO | QXO INC | 7.01% | $245.7M | 11,405,248 | $18.22 | $21.54 | +$156.8M |
R RSP | INVESCO EXCHANGE TRADED FD T | 4.07% | $142.6M | 784,408 | $176.50 | $181.74 | +$3.8M |