Karamaan as of Sept. 30, 2012
Portfolio Holdings for Karamaan
Karamaan holds 15 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Western Digital (WDC) | 22.7 | $17M | 428k | 38.73 | |
| MetroPCS Communications | 16.7 | $12M | 1.0M | 11.71 | |
| Seagate Technology Com Stk | 16.1 | $12M | 380k | 30.96 | |
| TeleNav | 6.9 | $5.0M | 844k | 5.97 | |
| Plains Exploration & Production Company | 6.7 | $4.9M | 131k | 37.47 | |
| Nxp Semiconductors N V (NXPI) | 6.7 | $4.9M | 196k | 25.01 | |
| Chesapeake Energy Corporation | 5.6 | $4.1M | 217k | 18.87 | |
| Directv | 5.2 | $3.8M | 72k | 52.44 | |
| Amazon (AMZN) | 4.9 | $3.6M | 14k | 254.36 | |
| Lululemon Athletica (LULU) | 2.5 | $1.8M | 25k | 73.97 | |
| Actuate Corporation | 2.0 | $1.5M | 210k | 7.03 | |
| salesforce (CRM) | 1.3 | $977k | 6.4k | 152.66 | |
| QLogic Corporation | 1.2 | $857k | 75k | 11.43 | |
| Neutral Tandem | 1.1 | $775k | 83k | 9.39 | |
| Newfield Exploration | 0.4 | $313k | 10k | 31.30 |
