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
$76.8M
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.64M
3
+$3.4M
4
BABA icon
Alibaba
BABA
+$3.27M
5
EQIX icon
Equinix
EQIX
+$3.21M

Top Sells

1
+$4.38M
2
+$3.73M
3
+$3.5M
4
INTU icon
Intuit
INTU
+$3.12M
5
EXPE icon
Expedia Group
EXPE
+$2.52M

Sector Composition

1 Technology 36.93%
2 Consumer Discretionary 16.87%
3 Communication Services 15.44%
4 Consumer Staples 13.91%
5 Financials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.18M 9.35%
12,454
-27
2
$5.88M 7.65%
30,888
+2,147
3
$3.96M 5.16%
47,463
+426
4
$3.9M 5.09%
+54,520
5
$3.9M 5.08%
7,122
+4,338
6
$3.75M 4.88%
+28,329
7
$3.57M 4.65%
+49,136
8
$3.53M 4.6%
6,415
-1,435
9
$3.45M 4.49%
+46,336
10
$3.32M 4.33%
+93,665
11
$3.1M 4.04%
18,701
-8,876
12
$3.09M 4.03%
+8,831
13
$3.03M 3.95%
11,535
+9,835
14
$2.92M 3.8%
+3,576
15
$2.88M 3.75%
+14,281
16
$2.54M 3.31%
+44,786
17
$2.43M 3.17%
+76,026
18
$1.62M 2.12%
23,270
+13,570
19
$1.56M 2.03%
68,648
+32,149
20
$1.51M 1.96%
4,014
+546
21
$1.45M 1.89%
+7,762
22
$1.44M 1.88%
8,017
+3,380
23
$1.42M 1.85%
10,163
-10,526
24
$1.15M 1.5%
+24,116
25
$1.15M 1.49%
+40,563
1
2