KC

Katamaran Capital Portfolio holdings

AUM $132M
1-Year Est. Return 35.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.37M
3
+$4.22M
4
MA icon
Mastercard
MA
+$4.19M
5
CDNS icon
Cadence Design Systems
CDNS
+$4.16M

Top Sells

1
+$3.75M
2
+$3.45M
3
+$3.32M
4
EQIX icon
Equinix
EQIX
+$2.92M
5
SKX
Skechers
SKX
+$2.54M

Sector Composition

1 Technology 50.8%
2 Financials 16.56%
3 Consumer Discretionary 13.95%
4 Communication Services 11.19%
5 Consumer Staples 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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28
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29
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30
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31
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32
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33
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-7,762
34
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0
35
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0
36
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-44,786
37
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38
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-8,017
39
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-93,665
40
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-24,116
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