Katamaran Capital LLP
All holdings · as of Dec 31, 2025
| 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% |
| Amkor Technology Inc | $2.29M | 1.7% |
| nVent Electric plc | $2.17M | 1.6% |
| Amazon.com Inc | $1.93M | 1.5% |
| LAM RESEARCH CORP | $1.90M | 1.4% |
| Sandisk Corp | $1.80M | 1.4% |
| SYNOPSYS INC | $1.41M | 1.1% |
| SEMTECH CORP | $1.22M | 0.9% |
| JFrog Ltd | $894.2K | 0.7% |
| Rocket Lab CorpRKLB | $742.0K | 0.6% |