Q1 2025 · 13F-HR
CEERA INVESTMENTS, LLCholdings as filed
Filed 2025-04-29 · accession 0001860698-25-000002
$290.3M
Reported value
101
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 92189F643 | MOAT | VANECK ETF TRUST | $46.1M | 15.9% | 523,361 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $13.5M | 4.66% | 23,476 | Common | SOLE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $9.7M | 3.35% | 192,381 | Common | SOLE |
| 922040845 | VBIL | VANGUARD INSTL INDEX FD | $8.4M | 2.90% | 111,733 | Common | SOLE |
| 985817105 | YELP | YELP INC | $8.3M | 2.86% | 224,590 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $8.1M | 2.78% | 30,001 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $7.9M | 2.73% | 51,238 | Common | SOLE |
| 892672106 | TW | TRADEWEB MKTS INC | $7.5M | 2.58% | 50,425 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $7.4M | 2.54% | 33,232 | Common | SOLE |
| 653656108 | NICE | NICE LTD | $7.3M | 2.53% | 47,650 | Common | SOLE |
| 358054104 | FRSH | FRESHWORKS INC | $6.4M | 2.21% | 455,395 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $6.4M | 2.21% | 78,697 | Common | SOLE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SV | $6.4M | 2.21% | 85,768 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $6.2M | 2.15% | 23,217 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $6.0M | 2.08% | 15,726 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $5.9M | 2.03% | 16,696 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $5.9M | 2.02% | 6,186 | Common | SOLE |
| 26210C104 | DBX | DROPBOX INC | $5.8M | 2.01% | 218,936 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $5.6M | 1.94% | 26,588 | Common | SOLE |
| 219948106 | CPAY | CORPAY INC | $5.6M | 1.92% | 16,017 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $5.4M | 1.88% | 20,528 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $5.1M | 1.77% | 78,797 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $4.7M | 1.63% | 8,625 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $4.7M | 1.61% | 20,144 | Common | SOLE |
| 704326107 | PAYX | PAYCHEX INC | $4.2M | 1.44% | 27,180 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $3.9M | 1.34% | 16,642 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $3.6M | 1.23% | 162,864 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $3.6M | 1.23% | 36,363 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $3.0M | 1.05% | 5,973 | Common | SOLE |
| 46434V878 | ICSH | ISHARES TR | $3.0M | 1.04% | 59,330 | Common | SOLE |
| 617700109 | MORN | MORNINGSTAR INC | $2.9M | 1.01% | 9,786 | Common | SOLE |
| 02209S103 | MO | ALTRIA GROUP INC | $2.7M | 0.94% | 45,258 | Common | SOLE |
| M84137104 | SMWB | SIMILARWEB LTD | $2.6M | 0.91% | 319,027 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $2.6M | 0.91% | 144,610 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $2.3M | 0.80% | 4,112 | Common | SOLE |
| 81686C104 | 628 | SEMRUSH HLDGS INC | $2.3M | 0.78% | 243,605 | Common | SOLE |
| 74933W452 | TBIL | RBB FD INC | $2.1M | 0.72% | 41,747 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $2.0M | 0.68% | 9,421 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $2.0M | 0.68% | 7,883 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $1.8M | 0.63% | 55,000 | Common | SOLE |
| 01644J108 | ALKT | ALKAMI TECHNOLOGY INC | $1.6M | 0.55% | 61,056 | Common | SOLE |
| 911312106 | UPS | UNITED PARCEL SERVICE INC | $1.6M | 0.55% | 14,523 | Common | SOLE |
| 370334104 | GIS | GENERAL MLS INC | $1.6M | 0.53% | 25,931 | Common | SOLE |
| 904767704 | — | UNILEVER PLC | $1.5M | 0.53% | 25,990 | Common | SOLE |
| 85208T107 | CXM | SPRINKLR INC | $1.5M | 0.52% | 182,105 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $1.4M | 0.49% | 56,502 | Common | SOLE |
| 49177J102 | KVUE | KENVUE INC | $1.4M | 0.49% | 59,442 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $1.4M | 0.47% | 7,201 | Common | SOLE |
| 110448107 | BTI | BRITISH AMERN TOB PLC | $1.4M | 0.47% | 32,965 | Common | SOLE |
| 553530106 | MSM | MSC INDL DIRECT INC | $1.3M | 0.46% | 17,241 | Common | SOLE |
| 30219Q106 | EXFY | EXPENSIFY INC | $1.3M | 0.46% | 439,330 | Common | SOLE |
| 78468R663 | BIL | SPDR SER TR | $1.3M | 0.44% | 14,043 | Common | SOLE |
| 92826C839 | V | VISA INC | $1.2M | 0.42% | 3,441 | Common | SOLE |
| 78464A508 | SPYV | SPDR SER TR | $1.2M | 0.40% | 22,720 | Common | SOLE |
| 093671105 | HRB | BLOCK H & R INC | $1.1M | 0.39% | 20,510 | Common | SOLE |
| 60871R209 | TAP | MOLSON COORS BEVERAGE CO | $1.1M | 0.38% | 17,935 | Common | SOLE |
| 92937A102 | WPP | WPP PLC NEW | $1.1M | 0.37% | 28,490 | Common | SOLE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $1.0M | 0.36% | 7,615 | Common | SOLE |
| 97717W547 | WTV | WISDOMTREE TR | $964,265 | 0.33% | 11,735 | Common | SOLE |
| 09239B109 | BL | BLACKLINE INC | $891,606 | 0.31% | 18,414 | Common | SOLE |
| 260557103 | DOW | DOW INC | $812,484 | 0.28% | 23,267 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $729,679 | 0.25% | 1,944 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $713,280 | 0.25% | 22,290 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $685,493 | 0.24% | 1,462 | Common | SOLE |
| 118440106 | BKE | BUCKLE INC | $681,330 | 0.23% | 17,780 | Common | SOLE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $610,982 | 0.21% | 3,527 | Common | SOLE |
| 053604104 | AVPT | AVEPOINT INC | $569,514 | 0.20% | 39,440 | Common | SOLE |
| 134429109 | CPB | THE CAMPBELLS COMPANY | $562,872 | 0.19% | 14,100 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $525,587 | 0.18% | 920 | Common | SOLE |
| 22207T101 | BASE | COUCHBASE INC | $518,490 | 0.18% | 32,920 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $439,393 | 0.15% | 855 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $423,450 | 0.15% | 3,907 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $407,700 | 0.14% | 4,270 | Common | SOLE |
| 85209W109 | SPT | SPROUT SOCIAL INC | $399,338 | 0.14% | 18,160 | Common | SOLE |
| 464287721 | IYW | ISHARES TR | $336,354 | 0.12% | 2,395 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $325,745 | 0.11% | 2,739 | Common | SOLE |
| 922908744 | VTV | VANGUARD INDEX FDS | $321,296 | 0.11% | 1,860 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $300,450 | 0.10% | 30,045 | Common | SOLE |
| 46429B689 | EFAV | ISHARES TR | $296,875 | 0.10% | 3,810 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $295,939 | 0.10% | 795 | Common | SOLE |
| 922908611 | VBR | VANGUARD INDEX FDS | $295,829 | 0.10% | 1,588 | Common | SOLE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $294,177 | 0.10% | 1,235 | Common | SOLE |
| 92204A207 | VDC | VANGUARD WORLD FD | $293,656 | 0.10% | 1,342 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $288,019 | 0.10% | 1,875 | Common | SOLE |
| 337344105 | QQEW | FIRST TR NAS100 EQ WEIGHTED | $281,162 | 0.10% | 2,325 | Common | SOLE |
| 464287515 | IGV | ISHARES TR | $271,864 | 0.09% | 3,055 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $262,950 | 0.09% | 5,730 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $262,466 | 0.09% | 390 | Common | SOLE |
| 338307101 | FIVN | FIVE9 INC | $260,640 | 0.09% | 9,600 | Common | SOLE |
| 05368X102 | AVDX | AVIDXCHANGE HOLDINGS INC | $260,336 | 0.09% | 30,700 | Common | SOLE |
| 69374H881 | COWZ | PACER FDS TR | $257,098 | 0.09% | 4,695 | Common | SOLE |
| 963320106 | WHR | WHIRLPOOL CORP | $254,347 | 0.09% | 2,822 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $237,714 | 0.08% | 761 | Common | SOLE |
| 464287507 | IJH | ISHARES TR | $231,941 | 0.08% | 3,975 | Common | SOLE |
| 97717Y691 | WCLD | WISDOMTREE TR | $230,103 | 0.08% | 7,091 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $227,944 | 0.08% | 428 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $214,665 | 0.07% | 1,258 | Common | SOLE |
| 69374H857 | CALF | PACER FDS TR | $213,375 | 0.07% | 5,690 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $206,122 | 0.07% | 2,878 | Common | SOLE |
| G9470A102 | VTEX | VTEX | $201,786 | 0.07% | 39,800 | Common | SOLE |
| 464288273 | SCZ | ISHARES TR | $200,120 | 0.07% | 3,150 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.