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CIK: 0001860698
Total reported value
$235.9M
$235.9M
101 檔
36.5%
The Q1 2025 SEC filing reveals that Ceera Investments, LLC held a total portfolio value of $235.9M, covering 101 public equity positions.
In Q1 2025, Ceera Investments, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MOAT, META, JPST) accounted for 36.5% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 15.86% | -5.96% | +7.24% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.66% | -0.21% | -0.90% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.35% | -3.06% | +59.57% | |
| 4 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 2.90% | -0.10% | — | |
| 5 | YELP | Yelp Inc | Stock-Other | 2.86% | -1.77% | EXIT | |
| 6 | AXP | American Express Co | Stock-Financials | 2.78% | +0.13% | -0.25% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.73% | +0.74% | -0.15% | |
| 8 | TW | Tradeweb Markets Inc-class A | Stock-Financials | 2.58% | -0.41% | -0.33% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.54% | +0.24% | -9.91% | |
| 10 | NICE | Nice LTD - Spon Adr | Stock-Tech | 2.53% | — | +63.08% | |
| 11 | FRSH | Freshworks Inc-cl A | Stock-Other | 2.21% | -1.29% | EXIT | |
| 12 | DOCU | Docusign Inc | Stock-Tech | 2.21% | -0.09% | -4.07% | |
| 13 | FIS | Fidelity National Info Serv | Stock-Tech | 2.21% | +0.36% | NEW | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 2.15% | -0.39% | +0.08% | |
| 15 | ADBE | Adobe Inc | Stock-Tech | 2.08% | -0.31% | +48.57% | |
| 16 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.03% | — | -2.31% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.02% | -0.20% | -0.11% | |
| 18 | DBX | Dropbox Inc-class A | Stock-Tech | 2.01% | — | -3.03% | |
| 19 | TEAM | Atlassian Corp-cl A | Stock-Tech | 1.94% | +0.02% | -0.04% | |
| 20 | CPAY | Corpay Inc | Stock-Tech | 1.92% | +0.20% | -0.37% | |
| 21 | CME | Cme Group Inc | Stock-Financials | 1.88% | -0.09% | -0.47% | |
| 22 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.77% | -0.13% | +0.06% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.63% | -0.01% | -0.69% | |
| 24 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.61% | +0.05% | +0.07% | |
| 25 | PAYX | Paychex Inc | Stock-Tech | 1.44% | +0.10% | -0.93% | |
| 26 | WDAY | Workday Inc-class A | Stock-Tech | 1.34% | -0.23% | -0.03% | |
| 27 | CPNG | Coupang Inc | Stock-Consumer Disc | 1.23% | +0.22% | -0.05% | |
| 28 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.23% | — | +0.04% | |
| 29 | SPGI | S&p Global Inc | Stock-Financials | 1.05% | -0.79% | EXIT | |
| 30 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.04% | — | — | |
| 31 | MORN | Morningstar Inc | Stock-Financials | 1.01% | -0.08% | — | |
| 32 | MO | Altria Group Inc | Stock-Consumer Staples | 0.94% | +0.01% | — | |
| 33 | SMWB | Similarweb Ltd. | Stock-Other | 0.91% | — | +22.78% | |
| 34 | S | Sentinelone Inc -class A | Stock-Tech | 0.91% | — | -4.45% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +0.10% | +1.83% | |
| 36 | 628 | Semrush Holdings Inc-a | Stock-Other | 0.78% | — | +48.45% | |
| 37 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.72% | -0.14% | +5.42% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | +0.05% | -0.53% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.68% | — | -8.53% | |
| 40 | TOST | Toast Inc-class A | Stock-Tech | 0.63% | — | — | |
| 41 | ALKT | Alkami Technology Inc | Stock-Other | 0.55% | — | — | |
| 42 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.55% | +0.11% | +28.54% | |
| 43 | GIS | General Mills Inc | Stock-Consumer Staples | 0.53% | -0.50% | EXIT | |
| 44 | UL | Unilever PLC | Stock-Consumer Staples | 0.53% | — | -0.38% | |
| 45 | CXM | Sprinklr Inc-a | Stock-Other | 0.52% | — | — | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.49% | — | +24.46% | |
| 47 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.49% | +0.07% | — | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | -0.05% | +0.93% | |
| 49 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.47% | +0.01% | +15.59% | |
| 50 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 0.46% | — | +20.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MOAT | Vaneck Morningstar Wide Moat | — | NEW | New buy |
| 2 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 3 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 4 | VBIL | Vanguard 0-3m T-bill ETF | — | NEW | New buy |
| 5 | YELP | Yelp Inc | — | NEW | New buy |
| 6 | AXP | American Express Co | — | NEW | New buy |
| 7 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 8 | TW | Tradeweb Markets Inc-class A | — | NEW | New buy |
| 9 | AAPL | Apple Inc | — | NEW | New buy |
| 10 | NICE | Nice LTD - Spon Adr | — | NEW | New buy |
| 11 | FRSH | Freshworks Inc-cl A | — | NEW | New buy |
| 12 | DOCU | Docusign Inc | — | NEW | New buy |
| 13 | FIS | Fidelity National Info Serv | — | NEW | New buy |
| 14 | CRM | Salesforce Inc | — | NEW | New buy |
| 15 | ADBE | Adobe Inc | — | NEW | New buy |
| 16 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 17 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 18 | DBX | Dropbox Inc-class A | — | NEW | New buy |
| 19 | TEAM | Atlassian Corp-cl A | — | NEW | New buy |
| 20 | CPAY | Corpay Inc | — | NEW | New buy |
| 21 | CME | Cme Group Inc | — | NEW | New buy |
| 22 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 23 | MA | Mastercard Inc - A | — | NEW | New buy |
| 24 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 25 | PAYX | Paychex Inc | — | NEW | New buy |
| 26 | WDAY | Workday Inc-class A | — | NEW | New buy |
| 27 | CPNG | Coupang Inc | — | NEW | New buy |
| 28 | SBUX | Starbucks CORP | — | NEW | New buy |
| 29 | SPGI | S&p Global Inc | — | NEW | New buy |
| 30 | ICSH | Ishares Ultra Short Duration | — | NEW | New buy |
| 31 | MORN | Morningstar Inc | — | NEW | New buy |
| 32 | MO | Altria Group Inc | — | NEW | New buy |
| 33 | SMWB | Similarweb Ltd. | — | NEW | New buy |
| 34 | S | Sentinelone Inc -class A | — | NEW | New buy |
| 35 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 36 | 628 | Semrush Holdings Inc-a | — | NEW | New buy |
| 37 | TBIL | F/m US Treasury 3 Month Bill | — | NEW | New buy |
| 38 | ABBV | Abbvie Inc | — | NEW | New buy |
| 39 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 40 | TOST | Toast Inc-class A | — | NEW | New buy |
| 41 | ALKT | Alkami Technology Inc | — | NEW | New buy |
| 42 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 43 | GIS | General Mills Inc | — | NEW | New buy |
| 44 | UL | Unilever PLC | — | NEW | New buy |
| 45 | CXM | Sprinklr Inc-a | — | NEW | New buy |
| 46 | PFE | Pfizer Inc | — | NEW | New buy |
| 47 | KVUE | Kenvue Inc | — | NEW | New buy |
| 48 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 49 | BTI | British American Tob-sp Adr | — | NEW | New buy |
| 50 | MSM | Msc Industrial Direct Co-a | — | NEW | New buy |
According to official SEC Form 13F filings, Ceera Investments, LLC reported a total U.S. public equity portfolio value of $235.9M across 101 disclosed positions in Q1 2025.
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Top New Position Initiated
MOAT
市值: $46.1M
During Q1 2025, Ceera Investments, LLC's top holdings by market value included MOAT (15.9%)、META (4.7%)、JPST (3.4%). The largest single position, MOAT, represented 15.9% of total portfolio value.
In Q1 2025, Ceera Investments, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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