November 21, 2023
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Portfolio watch


Kudos to George Tharakan and his Santa Barbara-based fund, Alamar Capital, for earning a windfall on a dismal week for equities. Alamar’s largest holding, the software firm Splunk, is being acquired by Cisco Systems for $28B in cash, and it jumped 31% on the Sept. 21 announcement. Tharakan said in a statement that Splunk has been…


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