KC
Kanha Capital Portfolio holdings
AUM
$89.9M
1 Year Est. Return
–
AUM
$89.9M
AUM Growth
–
Holding
14
Top Buys
| 1 | +$24.6M | |
| 2 | +$9.86M | |
| 3 | +$9.8M | |
| 4 |
Adobe
ADBE
|
+$9.8M |
| 5 |
Trip.com Group
TCOM
|
+$7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 64.8% |
| 2 | Consumer Discretionary | 18.75% |
| 3 | Communication Services | 14.25% |
| 4 | Industrials | 2.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.69T
| $24.6M | 27.31% |
+395,136
|
|
||
2
Amazon
AMZN
$2.61T
| $9.86M | 10.96% |
+262,940
|
|
||
3
Intuit
INTU
$181B
| $9.8M | 10.9% |
+85,528
|
|
||
|
4
Adobe
ADBE
$137B
| $9.8M | 10.9% |
+95,190
|
|
||
|
5
Trip.com Group
TCOM
$45.9B
| $7M | 7.79% |
+175,095
|
|
||
6
Comcast
CMCSA
$99.7B
| $6.84M | 7.61% |
+198,156
|
|
||
7
Keysight
KEYS
$31.1B
| $3.96M | 4.41% |
+108,435
|
|
||
8
Madison Square Garden
MSGS
$5.3B
| $3.92M | 4.36% |
+32,036
|
|
||
9
ServiceNow
NOW
$179B
| $3.91M | 4.35% |
+52,611
|
|
||
|
XYZ
10
Block Inc
XYZ
$39.9B
| $2.42M | 2.69% |
+177,470
|
|
||
11
IMAX
IMAX
$1.85B
| $2.06M | 2.29% |
+65,487
|
|
||
|
HDP
12
DELISTED
Hortonworks, Inc.
HDP
| $2M | 2.22% |
+240,092
|
|
||
|
CDK
13
DELISTED
CDK Global, Inc.
CDK
| $1.97M | 2.19% |
+33,042
|
|
||
14
3D Systems Corp
DDD
$286M
| $1.82M | 2.02% |
+136,866
|
|