Karamaan as of June 30, 2014
Portfolio Holdings for Karamaan
Karamaan holds 23 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Western Digital (WDC) | 11.5 | $14M | 156k | 92.30 | |
| Micron Technology (MU) | 11.0 | $14M | 416k | 32.95 | |
| Apple (AAPL) | 10.7 | $13M | 144k | 92.92 | |
| Seagate Technology Com Stk | 7.1 | $8.9M | 156k | 56.82 | |
| Chesapeake Energy Corporation | 6.3 | $7.8M | 252k | 31.08 | |
| Delta Air Lines (DAL) | 5.7 | $7.1M | 184k | 38.72 | |
| Newfield Exploration | 5.6 | $7.0M | 157k | 44.20 | |
| Comstock Resources | 5.4 | $6.8M | 235k | 28.84 | |
| Amazon (AMZN) | 5.1 | $6.4M | 20k | 324.80 | |
| Cabot Oil & Gas Corporation (CTRA) | 4.0 | $5.0M | 148k | 34.14 | |
| Metropcs Communications (TMUS) | 3.9 | $4.8M | 144k | 33.62 | |
| Ubiquiti Networks | 3.4 | $4.2M | 94k | 45.19 | |
| salesforce (CRM) | 3.3 | $4.1M | 71k | 58.08 | |
| Sunpower (SPWRQ) | 3.0 | $3.7M | 90k | 40.98 | |
| TeleNav | 2.4 | $3.0M | 533k | 5.69 | |
| Ensco Plc Shs Class A | 2.4 | $3.0M | 54k | 55.57 | |
| Hollyfrontier Corp | 2.4 | $3.0M | 68k | 43.69 | |
| JetBlue Airways Corporation (JBLU) | 2.2 | $2.8M | 257k | 10.85 | |
| Level 3 Communications | 1.3 | $1.7M | 38k | 43.92 | |
| Nxp Semiconductors N V (NXPI) | 1.3 | $1.6M | 24k | 66.16 | |
| Forest Oil Corporation | 1.1 | $1.3M | 590k | 2.28 | |
| Actuate Corporation | 0.8 | $958k | 201k | 4.77 | |
| Lululemon Athletica (LULU) | 0.3 | $405k | 10k | 40.50 |
