Karamaan as of March 31, 2014
Portfolio Holdings for Karamaan
Karamaan holds 23 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 14.3 | $17M | 31k | 536.72 | |
| Seagate Technology Com Stk | 13.6 | $16M | 285k | 56.16 | |
| Micron Technology (MU) | 8.9 | $11M | 444k | 23.66 | |
| Western Digital (WDC) | 8.0 | $9.4M | 103k | 91.82 | |
| Chesapeake Energy Corporation | 6.6 | $7.8M | 304k | 25.62 | |
| Newfield Exploration | 5.9 | $6.9M | 221k | 31.36 | |
| Comstock Resources | 5.0 | $6.0M | 260k | 22.85 | |
| Amazon (AMZN) | 4.8 | $5.6M | 17k | 336.35 | |
| Metropcs Communications (TMUS) | 4.5 | $5.3M | 161k | 33.03 | |
| Actuate Corporation | 3.7 | $4.3M | 716k | 6.02 | |
| Delta Air Lines (DAL) | 3.5 | $4.2M | 120k | 34.65 | |
| TeleNav | 2.9 | $3.4M | 577k | 5.96 | |
| salesforce (CRM) | 2.8 | $3.3M | 59k | 57.09 | |
| Sunpower (SPWRQ) | 2.7 | $3.1M | 98k | 32.26 | |
| Cabot Oil & Gas Corporation (CTRA) | 2.6 | $3.0M | 90k | 33.88 | |
| Hollyfrontier Corp | 2.5 | $3.0M | 63k | 47.58 | |
| JetBlue Airways Corporation (JBLU) | 2.2 | $2.6M | 302k | 8.69 | |
| Ensco Plc Shs Class A | 2.0 | $2.4M | 45k | 52.77 | |
| Nxp Semiconductors N V (NXPI) | 1.4 | $1.7M | 29k | 58.82 | |
| Lululemon Athletica (LULU) | 0.9 | $1.1M | 20k | 52.60 | |
| Ubiquiti Networks | 0.5 | $568k | 13k | 45.44 | |
| Level 3 Communications | 0.4 | $489k | 13k | 39.12 | |
| Xo Group | 0.2 | $280k | 28k | 10.13 |
