Position in CDW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$280,154
-$59,670 QoQ
Shares Held
1,992
-29.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#504
of 746 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDW Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Kera Capital Partners, Inc. holds $7,471,563 across 8 Information Technology Services names. CDW ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PENG |
Penguin Solutions, Inc.
|
61,945 | $4,708,439 | |
| 2 | ACN |
Accenture plc
|
5,963 | $742,035 | |
| 3 | G |
Genpact LTD
|
22,256 | $612,040 | |
| 4 | CIFR |
Cipher Digital Inc.
|
14,945 | $366,152 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
2,052 | $282,642 | |
| 6 | CDW |
CDW Corp
This page
|
1,992 | $280,154 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
1,979 | $271,024 | |
| 8 | IT |
Gartner Inc
|
1,613 | $209,077 |
All Filings in CDW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,154 | 1,992 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $339,824 | 2,808 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $259,052 | 1,902 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||