KC
Katamaran Capital Portfolio holdings
AUM
$103M
This Quarter Return
+8.24%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$74.7M
AUM Growth
–
Cap. Flow
+$74.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.54%
Holding
30
New
29
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$7.31M |
| 2 |
Amazon
AMZN
|
$6.31M |
| 3 |
TSMC
TSM
|
$5.45M |
| 4 |
CoStar Group
CSGP
|
$4.38M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Intel
INTC
$107B
| $732K | 0.93% | +36,499 | New | +$732K |
|
27
Nutanix
NTNX
$18B
| $593K | 0.76% | +9,700 | New | +$593K |
|
28
Insulet
PODD
$23.9B
| $444K | 0.56% | +1,700 | New | +$444K |
|
29
Reddit
RDDT
$42.1B
| $424K | 0.54% | +2,596 | New | +$424K |
|
30
Invesco QQQ Trust
QQQ
$364B
| – | – | 0 | – | – |
|