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Mitra Capital Portfolio holdings

AUM $10.2M
1-Year Est. Return 51.14%
This Fund
S&P 500
This Quarter Est. Return
+6.21%
1 Year Est. Return
+51.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.2M
AUM Growth
-$16.8M
Cap. Flow
-$17.1M
Cap. Flow %
-167.05%
Top 10 Hldgs %
95.27%
Holding
25
New
10
Increased
Reduced
1
Closed
14

Sector Composition

1 Technology 25.63%
2 Industrials 19.72%
3 Consumer Discretionary 14.71%
4 Healthcare 9.26%

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Mitra Capital's Q3 2017 Portfolio in Review

As of Q3 2017, Mitra Capital held 25 positions worth $10.2M, down 62% from $27M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

Mitra Capital withdrew a net $17.1M in Q3 2017, closing 14 positions and reducing 1 holding. Its most notable exit was MarineMax, an estimated $3.02M position sold in full.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Industrials and Consumer Discretionary.

Against the trend, Mitra Capital opened a new position in State Street SPDR S&P 500 ETF Trust worth $3.14M.

  • Mitra Capital's largest Q3 2017 buy was State Street SPDR S&P 500 ETF Trust: 12,500 shares worth $3.14M.
  • Mitra Capital's biggest Q3 2017 reduction was Skechers, cutting an estimated $10.9K.
  • Mitra Capital fully exited MarineMax in Q3 2017, selling an estimated $3.02M.
  • Mitra Capital's ten largest holdings make up 95% of its $10.2M portfolio in Q3 2017.
  • Mitra Capital opened 10 new positions and closed 14 in Q3 2017.
  • Mitra Capital's portfolio value fell 62% quarter-over-quarter to $10.2M.

Based on Mitra Capital's 13F filing for Q3 2017, filed 14 Nov 2017.