13F-HR filed by Katamaran Capital LLP
Katamaran Capital LLP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-04, with 34 holding rows worth $132,140,364.
- Accession
- 0002025353-26-000002
- Filer
- CIK 2025353
- Filed
- 2026-02-04
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 34 entries on the cover page, a total value of $132,140,364 stated on the cover page (in dollars after the unit check, H1), rows summing to $132,140,364 with VALUE read as dollars as filed, 13F file number 028-25007. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Microsoft Corp | 594918104 | COM | 21,337 | $10,319,000 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 13,629 | $8,996,367 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 23,742 | $8,326,557 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 11,130 | $6,463,302 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 10,418 | $5,947,428 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 15,237 | $5,840,647 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 18,112 | $5,504,056 | dollars as filed | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 61,212 | $5,351,153 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 18,260 | $5,190,222 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 22,076 | $4,842,591 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 113,023 | $4,603,427 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 16,901 | $4,583,551 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 30,747 | $4,506,895 | dollars as filed | |
| NUTANIX INC CL A | 67059N108 | Stock | 86,094 | $4,450,199 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 2,111 | $3,568,899 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 21,111 | $3,398,238 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 3,548 | $3,311,313 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 26,706 | $3,135,819 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 16,625 | $3,100,563 | dollars as filed | |
| ROKU INC COM CL A | 77543R102 | Stock | 27,546 | $2,988,466 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 4,347 | $2,879,540 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 21,084 | $2,849,292 | dollars as filed | |
| MACOM TECH SOLUTIONS HLDGS INC COM | 55405Y100 | Stock | 16,295 | $2,791,008 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 36,651 | $2,464,413 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 4,651 | $2,375,963 | dollars as filed | |
| AMKOR TECHNOLOGY INC COM | 031652100 | Stock | 57,959 | $2,288,221 | dollars as filed | |
| NVENT ELEC PLC SHS | G6700G107 | Stock | 21,290 | $2,170,941 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 8,355 | $1,928,501 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 11,124 | $1,904,206 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 7,581 | $1,799,578 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 2,995 | $1,406,811 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 16,515 | $1,216,990 | dollars as filed | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 14,317 | $894,240 | dollars as filed | |
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 10,636 | $741,967 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002025353-26-000002 | this filing | 2026-02-04 | acceptance time not in the bulk data set |