Katamaran Capital LLP
Katamaran Capital LLP reported 36 holdings worth US$126M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Katamaran Capital LLP reported 36 holdings worth US$126M as of Jun 30, 2026. Largest: Visa Inc., Mastercard Incorporated and Booking Holdings Inc. Common Stock. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 36
- Value as reported
- US$126M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Visa Inc. | 35,777 | US$12.3M | 9.8% |
| Mastercard Incorporated | 16,489 | US$8.47M | 6.7% |
| Booking Holdings Inc. Common Stock | 36,341 | US$6.48M | 5.2% |
| Corning Incorporated | 25,051 | US$6.4M | 5.1% |
| Analog Devices, Inc. | 14,732 | US$5.85M | 4.7% |
| Lam Research Corporation | 12,036 | US$5.22M | 4.2% |
| Amazon.com, Inc. | 20,672 | US$4.93M | 3.9% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 9,868 | US$4.71M | 3.8% |
| Motorola Solutions, Inc. | 11,026 | US$4.58M | 3.6% |
| Tenable Holdings, Inc. | 108K | US$3.98M | 3.2% |
| Comfort Systems Usa, Inc. | 1,807 | US$3.58M | 2.9% |
| Insulet Corporation | 22,157 | US$3.37M | 2.7% |
| Meta Platforms, Inc. | 5,504 | US$3.1M | 2.5% |
| Gitlab Inc. | 93,352 | US$2.85M | 2.3% |
| Ambarella, Inc. | 33,024 | US$2.83M | 2.3% |
| Generac Holdings Inc. | 7,623 | US$2.23M | 1.8% |
| Broadcom Inc. | 5,383 | US$2.03M | 1.6% |
| Valmont Industries, Inc. | 3,509 | US$2.03M | 1.6% |
| Semtech Corporation | 11,556 | US$1.87M | 1.5% |
| Coherent Corp. | 4,489 | US$1.77M | 1.4% |
| Sitime Corporation | 2,371 | US$1.77M | 1.4% |
| Amphenol Corporation | 9,702 | US$1.71M | 1.4% |
| Microsoft Corp. | 4,555 | US$1.7M | 1.4% |
| Rocket Lab Corporation | 16,317 | US$1.66M | 1.3% |
| Texas Instruments Incorporated | 5,506 | US$1.64M | 1.3% |
| Hewlett Packard Enterprise Company | 35,732 | US$1.61M | 1.3% |
| Cadence Design Systems, Inc. | 3,922 | US$1.47M | 1.2% |
| Macom Technology Solutions Holdings, Inc. | 3,777 | US$1.44M | 1.1% |
| Bloom Energy Corporation | 3,360 | US$1.02M | 0.81% |
| Nokia Oyj | 69,448 | US$922K | 0.73% |
| Roku, Inc. | 5,032 | US$695K | 0.55% |
| Planet Fitness, Inc. | 0 | US$0 | 0.00% |
| Ss&c Technologies Holdings, Inc. | 0 | US$0 | 0.00% |
| Arista Networks, Inc. | 0 | US$0 | 0.00% |
| Coca-cola Company (the) | 0 | US$0 | 0.00% |
| Intel Corporation | 0 | US$0 | 0.00% |
| Moody's Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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