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Kendall Square Capital Portfolio holdings

AUM $4.92M
1-Year Est. Return 2.25%
This Fund
S&P 500
This Quarter Est. Return
+2.25%
1 Year Est. Return
-2.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
Cap. Flow
+$170M
Cap. Flow %
100.37%
Top 10 Hldgs %
40.2%
Holding
41
New
41
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 25.41%
2 Financials 11.21%
3 Healthcare 8.43%
4 Consumer Staples 7.87%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IMI
1
DELISTED
Intermolecular, Inc.
IMI
$8.88M 5.25%
+1,221,314
New +$10.4M
CEVA icon
2
CEVA Inc
CEVA
$1.04B
$7.74M 4.58%
+399,813
New +$6.45M
EHTH icon
3
eHealth
EHTH
$45.1M
$7.12M 4.21%
+313,173
New +$7.04M
PRMW
4
DELISTED
Primo Water Corporation
PRMW
$6.96M 4.12%
+891,368
New +$8.12M
MIG
5
DELISTED
MEADOWBROOK INSURANCE GRP INC
MIG
$6.8M 4.02%
+847,199
New +$6.54M
ARUN
6
DELISTED
ARUBA NETWORKS, INC.
ARUN
$6.25M 3.7%
+406,900
New +$7.36M
LOCK
7
DELISTED
LifeLock, Inc.
LOCK
$6.25M 3.69%
+533,355
New +$5.34M
ANF icon
8
Abercrombie & Fitch
ANF
$4.2B
$6.06M 3.58%
+133,900
New +$6.59M
SYMM
9
DELISTED
SYMMETRICOM INC
SYMM
$5.97M 3.53%
+1,329,251
New +$6.46M
ALTR
10
DELISTED
Altera Corp
ALTR
$5.95M 3.52%
+180,426
New +$5.91M
EMC
11
DELISTED
EMC CORPORATION
EMC
$5.86M 3.46%
+248,000
New +$5.85M
TVTY
12
DELISTED
Tivity Health, Inc. Common Stock
TVTY
$5.7M 3.37%
+328,000
New +$4.52M
ESXB
13
DELISTED
Community Bankers Trust Corporation
ESXB
$5.38M 3.18%
+1,486,340
New +$4.88M
ELNK
14
DELISTED
EarthLink Holdings Corp.
ELNK
$5.1M 3.02%
+821,505
New +$4.77M
CBF
15
DELISTED
Capital Bank Financial Corp. Class A Common Stock
CBF
$5.03M 2.98%
+264,661
New +$4.66M
WTSL
16
DELISTED
WET SEAL INC CL-A
WTSL
$4.78M 2.83%
+1,012,976
New +$4.01M
RVBD
17
DELISTED
RIVERBED TECHNOLOGY, INC COM
RVBD
$4.61M 2.72%
+296,100
New +$4.54M
PMCS
18
DELISTED
P M C SIERRA INC
PMCS
$4.4M 2.6%
+691,990
New +$4.24M
UI icon
19
Ubiquiti
UI
$32.2B
$4.3M 2.55%
+245,447
New +$4.05M
ARO
20
DELISTED
Aeropostale Inc
ARO
$4.08M 2.41%
+295,700
New +$4.21M
SEAC
21
DELISTED
Seachange International Inc
SEAC
$4.01M 2.37%
+17,143
New +$3.81M
CENT icon
22
Central Garden & Pet Co
CENT
$2.71B
$3.66M 2.17%
+644,731
New +$4.25M
ROCK icon
23
Gibraltar Industries
ROCK
$1.29B
$3.64M 2.15%
+250,163
New +$4.23M
ESRX
24
DELISTED
Express Scripts Holding Company
ESRX
$3.52M 2.08%
+57,100
New +$3.44M
PTRY
25
DELISTED
PANTRY INC (THE)
PTRY
$3.36M 1.99%
+276,045
New +$3.65M

Similar funds

Kendall Square Capital's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Kendall Square Capital, which disclosed 41 positions worth $169M. Its ten largest holdings account for 40% of the portfolio.

Its largest position is Intermolecular, Inc.: 1,221,314 shares worth $8.88M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, followed by Financials and Healthcare.

  • Kendall Square Capital's largest Q2 2013 buy was Intermolecular, Inc.: 1,221,314 shares worth $8.88M.
  • Kendall Square Capital's ten largest holdings make up 40% of its $169M portfolio in Q2 2013.
  • Kendall Square Capital disclosed 41 positions in Q2 2013, its first 13F filing on record.

Based on Kendall Square Capital's 13F filing for Q2 2013, filed 14 Aug 2013.