Katamaran Capital LLP 13F Holdings
CIK 0002025353 · LONDON, X0
As of Sep 30, 2025, Katamaran Capital LLP reported 27 positions worth
CIK 0002025353 · LONDON, X0
As of Sep 30, 2025, Katamaran Capital LLP reported 27 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| AMAZON.COM INC | AMZN | Equity | 39,969 | $8.8M | 8.01% |
| SPOTIFY TECHNOLOGY SA | SPOT | Communication Services | 12,397 | $8.7M | 7.89% |
| META PLATFORMS INC | META | Communication Services | 10,432 | $7.7M | 6.99% |
| FAIR ISAAC CORP | FICO | Technology | 4,726 | $7.1M | 6.45% |
| MICROSOFT CORP | MSFT | Technology | 12,945 | $6.7M | 6.12% |
| COCA COLA CO | KO | Consumer Defensive | 81,275 | $5.4M | 4.92% |
| SS&C TECHNOLOGIES HOLDINGS INC | SSNC | Technology | 60,509 | $5.4M | 4.90% |
| TOWER SEMICONDUCTOR LTD | TSEM | Technology | 73,635 | $5.3M | 4.86% |
| VISA INC-CLASS A SHARES | V | Financial Services | 14,917 | $5.1M | 4.65% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 30,987 | $5.0M | 4.57% |
| EQUIFAX INC | EFX | Industrials | 19,038 | $4.9M | 4.46% |
| MOODYS CORP | MCO | Financial Services | 8,973 | $4.3M | 3.90% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 14,199 | $4.0M | 3.62% |
| LAM RESEARCH CORP | LRCX | Technology | 28,806 | $3.9M | 3.52% |
| INTUIT INC | INTU | Technology | 4,975 | $3.4M | 3.10% |
| SEMTECH CORP | SMTC | Technology | 43,345 | $3.1M | 2.83% |
| SNOWFLAKE INC | SNOW | Technology | 12,640 | $2.9M | 2.60% |
| MSCI INC | MSCI | Financial Services | 4,919 | $2.8M | 2.55% |
| ALIBABA GROUP HOLDING LTD | BABA | Consumer Cyclical | 15,501 | $2.8M | 2.53% |
| ANALOG DEVICES INC | ADI | Technology | 9,700 | $2.4M | 2.17% |
| NVIDIA CORP | NVDA | Technology | 10,628 | $2.0M | 1.81% |
| SYNOPSYS INC | SNPS | Technology | 3,859 | .9M | 1.74% |
| ARLO TECHNOLOGIES INC | ARLO | Basic Materials | 110,634 | .9M | 1.71% |
| NUTANIX INC | NTNX | Technology | 23,269 | .7M | 1.58% |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 3,180 | .5M | 1.33% |