KC
Katamaran Capital Portfolio holdings
AUM
$110M
1-Year Est. Return
42.01%
1 Year Est. Return
+42.01%
AUM
$110M
AUM Growth
+$6.75M
(+6.6%)
Holding
36
Top Buys
| 1 | +$5.6M | |
| 2 | +$5.32M | |
| 3 | +$4.88M | |
| 4 |
Moody's
MCO
|
+$4.28M |
| 5 |
Intuit
INTU
|
+$3.4M |
Top Sells
| 1 | +$8.26M | |
| 2 | +$4.41M | |
| 3 | +$3.75M | |
| 4 |
JFrog
FROG
|
+$3.41M |
| 5 |
Motorola Solutions
MSI
|
+$3.16M |
Sector Composition
| 1 | Technology | 51.5% |
| 2 | Communication Services | 14.88% |
| 3 | Financials | 11.09% |
| 4 | Consumer Discretionary | 10.53% |
| 5 | Industrials | 7.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Comfort Systems
FIX
$33.5B
| $994K | 0.91% |
1,205
+254
|
|
||
27
Intel
INTC
$209B
| $349K | 0.32% |
+10,397
|
|
||
28
Ambarella
AMBA
$2.99B
| – | – |
-20,595
|
|
||
29
Broadcom
AVGO
$1.79T
| – | – |
-6,155
|
|
||
30
Cadence Design Systems
CDNS
$91.8B
| – | – |
-14,300
|
|
||
31
Dollar General
DG
$24.3B
| – | – |
-22,368
|
|
||
|
32
JFrog
FROG
$7.38B
| – | – |
-77,766
|
|
||
33
Mastercard
MA
$498B
| – | – |
-14,699
|
|
||
34
Insulet
PODD
$21.6B
| – | – |
-3,881
|
|
||
35
Invesco QQQ Trust
QQQ
$408B
| – | – |
0
|
|
||
36
TJX Companies
TJX
$167B
| – | – |
-30,359
|
|