本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Napean Trading & Investment Co (Singapore) PTE Ltd (CIK 2011874) reported $291.1M across 16 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NAVN ($134.3M, 46.15%), HOOD ($105.3M, 36.16%), BLLN ($28.0M, 9.62%), LRCX ($5.1M, 1.74%), TSM ($3.9M, 1.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NAVN | NAVAN INC | $134.3M | 46.15% | 5.9M | Hold |
| 2 | HOOD | ROBINHOOD MKTS INC | $105.3M | 36.16% | 1.0M | Hold |
| 3 | BLLN | BILLIONTOONE INC | $28.0M | 9.62% | 233,333 | Hold |
| 4 | LRCX | LAM RESEARCH CORP | $5.1M | 1.74% | 11,669 | Trimmed |
| 5 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $3.9M | 1.32% | 8,077 | Trimmed |
| 6 | BCAX | BICARA THERAPEUTICS INC | $3.4M | 1.16% | 113,780 | Hold |
| 7 | ON | ON SEMICONDUCTOR CORP | $2.4M | 0.83% | 25,542 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $1.7M | 0.58% | 8,418 | Hold |
| 9 | COHR | COHERENT CORP | $1.5M | 0.52% | 3,860 | Trimmed |
| 10 | BE | BLOOM ENERGY CORP | $1.1M | 0.39% | 3,761 | Trimmed |
| 11 | PCOR | PROCORE TECHNOLOGIES INC | $1.1M | 0.37% | 26,649 | Hold |
| 12 | CHYM | CHIME FINL INC | $1.0M | 0.35% | 50,185 | Added |
| 13 | LSCC | LATTICE SEMICONDUCTOR CORP | $897,569 | 0.31% | 5,868 | Trimmed |
| 14 | SNPS | SYNOPSYS INC | $663,752 | 0.23% | 1,488 | Trimmed |
| 15 | ANET | ARISTA NETWORKS INC | $413,488 | 0.14% | 2,434 | Trimmed |
| 16 | AVGO | BROADCOM INC | $372,084 | 0.13% | 985 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30