Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Katamaran Capital LLP (CIK 2025353) reported $125.5M across 35 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: V ($12.3M, 9.78%), QQQ ($8.5M, 6.81%), MA ($8.5M, 6.75%), BKNG ($6.5M, 5.16%), GLW ($6.4M, 5.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | V | VISA INC | $12.3M | 9.78% | 35,777 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $8.5M | 6.81% | 11,600 | Added |
| 3 | MA | MASTERCARD INCORPORATED | $8.5M | 6.75% | 16,489 | Trimmed |
| 4 | BKNG | BOOKING HOLDINGS INC | $6.5M | 5.16% | 36,341 | New |
| 5 | GLW | CORNING INC | $6.4M | 5.10% | 25,051 | New |
| 6 | ADI | ANALOG DEVICES INC | $5.9M | 4.66% | 14,732 | Trimmed |
| 7 | LRCX | LAM RESEARCH CORP | $5.2M | 4.16% | 12,036 | Added |
| 8 | AMZN | AMAZON COM INC | $4.9M | 3.93% | 20,672 | Trimmed |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.7M | 3.75% | 9,868 | Trimmed |
| 10 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $4.6M | 3.69% | 4,802 | Trimmed |
| 11 | MSI | MOTOROLA SOLUTIONS INC | $4.6M | 3.65% | 11,026 | New |
| 12 | TENB | TENABLE HLDGS INC | $4.0M | 3.17% | 107,863 | New |
| 13 | FIX | COMFORT SYS USA INC | $3.6M | 2.85% | 1,807 | Added |
| 14 | SPOT | SPOTIFY TECHNOLOGY S A | $3.4M | 2.70% | 7,389 | Added |
| 15 | PODD | INSULET CORP | $3.4M | 2.69% | 22,157 | New |
| 16 | META | META PLATFORMS INC | $3.1M | 2.47% | 5,504 | Trimmed |
| 17 | GTLB | GITLAB INC | $2.9M | 2.27% | 93,352 | New |
| 18 | AMBA | AMBARELLA INC | $2.8M | 2.26% | 33,024 | New |
| 19 | TSEM | TOWER SEMICONDUCTOR LTD | $2.7M | 2.11% | 10,169 | Trimmed |
| 20 | GNRC | GENERAC HLDGS INC | $2.2M | 1.78% | 7,623 | New |
| 21 | VGNT | VERSIGENT PLC | $2.1M | 1.68% | 50,301 | New |
| 22 | AVGO | BROADCOM INC | $2.0M | 1.62% | 5,383 | Trimmed |
| 23 | VMI | VALMONT INDS INC | $2.0M | 1.61% | 3,509 | New |
| 24 | SMTC | SEMTECH CORP | $1.9M | 1.49% | 11,556 | Trimmed |
| 25 | SITM | SITIME CORP | $1.8M | 1.41% | 2,371 | New |
Source: SEC Form 13F filings · as of 2026-06-30