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CEERA INVESTMENTS, LLC
RIA/Wealth
CEERA INVESTMENTS, LLC is a RIA/Wealth led by Rajesh Chelapurath, reporting $392.2M in AUM as of Q3 2025 with MOAT as the largest holding (15% allocation).
PresidentRajesh Chelapurath
- Portfolio Value
- $315.3M
- Positions
- 109
- Top Holding
- MOAT at 14.71%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CEERA INVESTMENTS, LLC's portfolio (42.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $46.4M | 14.71% | -$4.4M Sold | — 468.0K shares | |
Internet Content & Information Communication Services | $16.4M | 5.20% | -$789.5K Sold | 0.00% 22.3K shares | |
ETF ETF | $13.4M | 4.24% | +$1.5K Bought | — 263.5K shares | |
Internet Content & Information Communication Services | $11.8M | 3.73% | -$597.1K Sold | 0.00% 48.4K shares | |
Financial - Credit Services Financial Services | $9.4M | 2.97% | -$533.8K Sold | 0.00% 28.2K shares | |
Consumer Electronics Technology | $7.8M | 2.48% | -$654.4K Sold | 0.00% 30.7K shares | |
Information Technology Services Technology | $7.6M | 2.42% | +$7.6M New | 0.04% 29.0K shares | |
Internet Content & Information Communication Services | $7.3M | 2.30% | +$83.1K Bought | 0.37% 232.5K shares | |
Unknown Unknown | $7.1M | 2.26% | +$70.1K Bought | — 49.3K shares | |
Software - Infrastructure Technology | $6.9M | 2.18% | +$490.0K Bought | 0.00% 19.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CEERA INVESTMENTS, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+240.99% | |
+105.14% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for CEERA INVESTMENTS, LLC
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