KC

Katamaran Capital Portfolio holdings

AUM $112M
1-Year Est. Return 30.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$5.61M
2
+$4.78M
3
+$4.52M
4
TSEM icon
Tower Semiconductor
TSEM
+$4.02M
5
INTU icon
Intuit
INTU
+$3.59M

Top Sells

1
+$8.26M
2
+$4.41M
3
+$3.75M
4
FROG icon
JFrog
FROG
+$3.41M
5
MSI icon
Motorola Solutions
MSI
+$3.11M

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
$994K 0.91%
1,205
+254
27
$349K 0.32%
+10,397
28
– –
-6,155
29
– –
-14,300
30
– –
-22,368
31
– –
-77,766
32
– –
-14,699
33
– –
-3,881
34
– –
0
35
– –
-30,359
36
– –
-20,595
1
2