Institutions / Katamaran Capital LLP
Katamaran Capital LLP
CIK 2025353 · Institution · as of Dec 31, 2025
Portfolio value
$132.14M
Positions
34
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 34 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $10.32M | 7.8% |
| Meta Platforms Inc | $9.00M | 6.8% |
| Visa Inc | $8.33M | 6.3% |
| Spotify Technology S a | $6.46M | 4.9% |
| Mastercard Inc | $5.95M | 4.5% |
| Motorola Solutions, Inc. | $5.84M | 4.4% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $5.50M | 4.2% |
| SS&C Technologies Holdings, Inc. | $5.35M | 4.0% |
| Insulet Corp | $5.19M | 3.9% |
| Snowflake Inc. | $4.84M | 3.7% |
| Verizon Communications Inc | $4.60M | 3.5% |
| Analog Devices Inc | $4.58M | 3.5% |
| Alibaba Group Holding LtdBABA | $4.51M | 3.4% |
| Nutanix, Inc. | $4.45M | 3.4% |
| Fair Isaac Corp | $3.57M | 2.7% |
| Shopify Inc | $3.40M | 2.6% |
| Comfort Systems USA Inc | $3.31M | 2.5% |
| Tower Semiconductor Ltd | $3.14M | 2.4% |
| NVIDIA Corp | $3.10M | 2.3% |
| Roku, Inc | $2.99M | 2.3% |
| Intuit Inc. | $2.88M | 2.2% |
| Amphenol Corp /De | $2.85M | 2.2% |
| MACOM Technology Solutions Holdings, Inc. | $2.79M | 2.1% |
| CoStar Group Inc | $2.46M | 1.9% |
| Moody's Corp | $2.38M | 1.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.