KC

Katamaran Capital Portfolio holdings

AUM $103M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.7M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$7.31M
2 +$6.31M
3 +$5.45M
4
CSGP icon
CoStar Group
CSGP
+$4.38M
5
AVGO icon
Broadcom
AVGO
+$3.81M

Top Sells

No sells this quarter

Sector Composition

1 Technology 42.87%
2 Communication Services 20.75%
3 Consumer Discretionary 14.94%
4 Financials 6.95%
5 Real Estate 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$732K 0.93%
+36,499
27
$593K 0.76%
+9,700
28
$444K 0.56%
+1,700
29
$424K 0.54%
+2,596
30
0