Karamaan
Latest statistics and disclosures from Karamaan's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WDC, PCS, Seagate Technology Com Stk, TNAV, PXP. These five stock positions account for 69.13% of Karamaan's total stock portfolio.
- Added to shares of PXP, Directv, AMZN, Lululemon Athletica, ACTU, WDC, CRM, NFX.
- Started new stock positions in NFX, CRM, Lululemon Athletica, AMZN, Directv, ACTU, PXP.
- Reduced shares in these stocks: Seagate Technology Com Stk (-$19.65M), PCS (-$8.35M), EMC (-$5.61M), TNDM, CHK, TNAV, Nxp Semiconductors N V, DTV, COG, TXN.
- Sold out of its positions in COG, DTV, EMC, TBT, TWTC, TXN.
- As of Sept. 30, 2012, Karamaan has $73.11M in assets under management (AUM). Assets under management dropped from a total value of $81.18M to $73.11M.
- Independent of market fluctuations, Karamaan was a net seller by $35.36M worth of stocks in the most recent quarter.
Karamaan portfolio companies for quarter ending September 2012
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| WDC | Western Digital | 22.70 | +7.00% | 428425 | 38.73 | 61.99 |
| PCS | MetroPCS Communications | 16.73 | -40.00% | 1044312 | 11.71 | 11.69 |
| Seagate Technology Com Stk | 16.11 | -62.00% | 380407 | 30.96 | 0.00 | |
| TNAV | TeleNav | 6.89 | -42.00% | 843909 | 5.97 | 5.07 |
| PXP | Plains Exploration & Production Company | 6.71 | NEW | 130899 | 37.47 | 48.98 |
| Nxp Semiconductors N V | 6.70 | -31.00% | 195900 | 25.01 | 0.00 | |
| CHK | Chesapeake Energy Corporation | 5.59 | -47.00% | 216700 | 18.87 | 21.67 |
| Directv | 5.19 | NEW | 72362 | 52.44 | 0.00 | |
| AMZN | Amazon | 4.87 | NEW | 14000 | 254.36 | 261.74 |
| Lululemon Athletica | 2.50 | NEW | 24700 | 73.97 | 0.00 | |
| ACTU | Actuate Corporation | 2.01 | NEW | 209473 | 7.03 | 0.00 |
| CRM | salesforce | 1.34 | NEW | 6400 | 152.66 | 43.25 |
| QLGC | QLogic Corporation | 1.17 | -25.00% | 75000 | 11.43 | 9.35 |
| TNDM | Neutral Tandem | 1.06 | -83.00% | 82550 | 9.39 | 0.00 |
| NFX | Newfield Exploration | 0.43 | NEW | 10000 | 31.30 | 24.17 |
Past 13F-HR SEC Filings for Karamaan
- Karamaan 2011 Q3 - filed Nov. 14, 2011
- Karamaan 2011 Q2 - filed Aug. 15, 2011
- Karamaan 2011 Q1 - filed May 16, 2011
- Karamaan 2010 Q4 - filed Feb. 14, 2011
