Kera Capital Partners, Inc. — 13F Holdings & Portfolio
CIK 2040353 · latest 13F-HR filed 2026-08-14
Kera Capital Partners, Inc. manages $1.04B in 13F-reported U.S. long-equity assets across 634 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (8.25%), SPY (4.97%), GLW (3.43%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 110 new positions and exited 50; 362 existing positions rose in reported value and 117 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 32.4%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Sep 24, 2026.
SAN JOSE, CA 95126
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BUCHERT, BRYAN Control | SHAREHOLDER / CCO since Feb 2021 | 10–25% | Individual |
| CHOE, G-WOON Control | SHAREHOLDER since Feb 2021 | 25–50% | Individual |
| McCabe, Michael, Patrick Control | SHAREHOLDER since Feb 2021 | 25–50% | Individual |
Ownership & leadership changes · 1 filing with changes since Feb 4, 2021
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- ChangedBUCHERT, BRYAN · title SHAREHOLDER → SHAREHOLDER / CCO
- ChangedMcCabe, Michael, Patrick · title SHAREHOLDER/ CCO → SHAREHOLDER
- ListedBUCHERT, BRYAN · SHAREHOLDER · 10–25% · control person
- ListedCHOE, G-WOON · SHAREHOLDER · 25–50% · control person
- ListedMcCabe, Michael, Patrick · SHAREHOLDER/ CCO · 25–50% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- GUGGENHEIM STRATEGIC OPPORTU$19.1M +4536.9%
- NVIDIA CORPORATION$16.5M +23.8%
- CORNING INC$16.3M +84.3%
- INTEL CORP$15.4M +201.4%
- CREDO TECHNOLOGY GROUP HOLDI$13.0M +197.6%
Top Trims
- ROBINHOOD MKTS INC-$7.5M -93.5%
- ISHARES TR-$7.4M -39.8%
- SPDR SERIES TRUST-$4.2M -15.8%
- ALPHABET INC-$2.4M -49.5%
- SPROTT ASSET MANAGEMENT LP-$2.4M -18.6%
New Positions
- PENGUIN SOLUTIONS INC$4.7M
- CAREDX INC$2.6M
- AMKOR TECHNOLOGY INC$2.2M
- MARA HOLDINGS INC$1.9M
- BLACKROCK ETF TRUST II$1.2M
Exited Positions
- ALIBABA GROUP HLDG LTD$2.5M
- UNITED STATES ANTIMONY CORP$1.9M
- WORLD GOLD TR$1.8M
- ISHARES TR$1.8M
- ISHARES SILVER TR$1.7M
Kera Capital Partners, Inc. Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $85.9M | 8.25% | 429,239 | SH |
| 2 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $51.8M | 4.97% | 69,318 | SH |
| 3 | CORNING INC | GLW | 219350105 | $35.7M | 3.43% | 139,807 | SH |
| 4 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $35.0M | 3.36% | 164,481 | SH |
| 5 | VERTIV HOLDINGS CO | VRT | 92537N108 | $23.4M | 2.24% | 69,764 | SH |
| 6 | INTEL CORP | INTC | 458140100 | $23.0M | 2.21% | 164,650 | SH |
| 7 | SPDR SERIES TRUST | BILS | 78468R523 | $22.2M | 2.13% | 223,630 | SH |
| 8 | CAPITAL GROUP GROWTH ETF | CGGR | 14020G101 | $19.8M | 1.90% | 420,261 | SH |
| 9 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | G25457105 | $19.6M | 1.89% | 72,237 | SH |
| 10 | CAPITAL GROUP DIVIDEND VALUE | CGDV | 14020W106 | $19.6M | 1.88% | 396,796 | SH |
| 11 | GUGGENHEIM STRATEGIC OPPORTU | GOF | 40167F101 | $19.5M | 1.87% | 1,787,381 | SH |
| 12 | ALPHABET INC | GOOG | 02079K107 | $13.8M | 1.33% | 39,079 | SH |
| 13 | ARISTA NETWORKS INC | ANET | 040413205 | $13.5M | 1.30% | 79,704 | SH |
| 14 | VANGUARD INDEX FDS | VOO | 922908363 | $12.3M | 1.18% | 17,885 | SH |
| 15 | PACER FDS TR | GCOW | 69374H709 | $12.2M | 1.17% | 282,440 | SH |
| 16 | GOLDMAN SACHS ETF TR | GSIE | 381430107 | $12.2M | 1.17% | 266,966 | SH |
| 17 | AMAZON COM INC | AMZN | 023135106 | $12.2M | 1.17% | 51,184 | SH |
| 18 | ALPS ETF TR | AMLP | 00162Q452 | $12.0M | 1.15% | 230,738 | SH |
| 19 | ISHARES TR | SGOV | 46436E718 | $11.2M | 1.08% | 111,332 | SH |
| 20 | JOHNSON & JOHNSON | JNJ | 478160104 | $11.1M | 1.07% | 43,876 | SH |
| 21 | THORNBURG INCM BUILDER OPP T | TBLD | 885213108 | $10.6M | 1.02% | 481,195 | SH |
| 22 | SPROTT ASSET MANAGEMENT LP | PHYS | 85207H104 | $10.4M | 1.00% | 345,748 | SH |
| 23 | SPROTT ASSET MANAGEMENT LP | PSLV | 85207K107 | $10.4M | 1.00% | 550,964 | SH |
| 24 | JPMORGAN CHASE & CO | JPM | 46625H100 | $10.0M | 0.96% | 30,436 | SH |
| 25 | BROADCOM INC | AVGO | 11135F101 | $10.0M | 0.96% | 26,371 | SH |
| 26 | RTX CORPORATION | RTX | 75513E101 | $9.8M | 0.94% | 51,554 | SH |
| 27 | CAPITAL GROUP GBL GROWTH EQT | CGGO | 14020X104 | $9.7M | 0.94% | 230,171 | SH |
| 28 | ISHARES TR | AAXJ | 464288182 | $9.5M | 0.91% | 79,372 | SH |
| 29 | CHIPOTLE MEXICAN GRILL INC | CMG | 169656105 | $9.4M | 0.90% | 276,149 | SH |
| 30 | VANGUARD SCOTTSDALE FDS | VONV | 92206C714 | $8.9M | 0.85% | 83,664 | SH |
| 31 | PAYPAL HLDGS INC | PYPL | 70450Y103 | $8.8M | 0.84% | 203,091 | SH |
| 32 | BLACKROCK INC | BLK | 09290D101 | $8.6M | 0.83% | 8,969 | SH |
| 33 | ISHARES TR | ILF | 464287390 | $8.5M | 0.82% | 252,675 | SH |
| 34 | VANGUARD INDEX FDS | VB | 922908751 | $7.3M | 0.70% | 24,023 | SH |
| 35 | NU HLDGS LTD | NU | G6683N103 | $7.2M | 0.69% | 539,079 | SH |
| 36 | APPLE INC | AAPL | 037833100 | $7.1M | 0.68% | 24,456 | SH |
| 37 | ISHARES TR | IVV | 464287200 | $6.6M | 0.63% | 8,816 | SH |
| 38 | VANECK ETF TRUST | SMH | 92189F676 | $6.6M | 0.63% | 10,040 | SH |
| 39 | CAPITAL GRP FIXED INCM ETF T | CGCP | 14020Y102 | $5.7M | 0.55% | 254,909 | SH |
| 40 | MICROSOFT CORP | MSFT | 594918104 | $5.6M | 0.53% | 14,923 | SH |
| 41 | ETFIS SER TR I | BBC | 26923G301 | $5.3M | 0.51% | 101,003 | SH |
| 42 | JACKSON FINANCIAL INC | JXN | 46817M107 | $5.3M | 0.51% | 51,952 | SH |
| 43 | ISHARES TR | IBB | 464287556 | $5.1M | 0.49% | 26,886 | SH |
| 44 | PENGUIN SOLUTIONS INC | PENG | 706915105 | $4.7M | 0.45% | 61,945 | SH |
| 45 | ISHARES TR | IJH | 464287507 | $4.6M | 0.44% | 59,829 | SH |
| 46 | PHILIP MORRIS INTL INC | PM | 718172109 | $4.3M | 0.41% | 23,838 | SH |
| 47 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $4.0M | 0.39% | 8,414 | SH |
| 48 | MEDLINE INC | MDLN | 58507V107 | $4.0M | 0.39% | 101,851 | SH |
| 49 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $3.9M | 0.38% | 75,656 | SH |
| 50 | ISHARES TR | IWB | 464287622 | $3.9M | 0.37% | 9,513 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $1.04B | 634 | 0001986152-26-000148 |
| 2026-03-31 | 2026-05-06 | $814.7M | 570 | 0001986152-26-000062 |
| 2025-12-31 | 2026-02-23 | $810.8M | 553 | 0001986152-26-000046 |
STE 300
SAN JOSE, CA 95126