Loading…
CIK 0002025353 • 6 13F filings • May 13, 2025 – Jul 21, 2026
Import this data to Google Sheets with:
=jivedata("katamaran-capital-llp","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $4.5M | 3.4%Prev: 2.5% | 30,747 SH | Increased+15,246 SH |
| AMAZON COM INC | COM | $1.9M | 1.5%Prev: 8.0% | 8,355 SH | Decreased-31,614 SH |
| AMKOR TECHNOLOGY INC | COM | $2.3M | 1.7% | 57,959 SH | New |
| AMPHENOL CORP NEW | CL A | $2.8M | 2.2% | 21,084 SH | New |
| ANALOG DEVICES INC | COM | $4.6M | 3.5%Prev: 2.2% | 16,901 SH | Increased+7,201 SH |
| COMFORT SYS USA INC | COM | $3.3M | 2.5%Prev: 0.9% | 3,548 SH | Increased+2,343 SH |
| COSTAR GROUP INC | COM | $2.5M | 1.9% | 36,651 SH | New |
| FAIR ISAAC CORP | COM | $3.6M | 2.7%Prev: 6.5% | 2,111 SH | Decreased-2,615 SH |
| INSULET CORP | COM | $5.2M | 3.9% | 18,260 SH | New |
| INTUIT | COM | $2.9M | 2.2%Prev: 3.1% | 4,347 SH | Decreased-628 SH |
| JFROG LTD | ORD SHS | $894K | 0.7% | 14,317 SH | New |
| LAM RESEARCH CORP | COM NEW | $1.9M | 1.4%Prev: 3.5% | 11,124 SH | Decreased-17,682 SH |
| MACOM TECH SOLUTIONS HLDGS I | COM | $2.8M | 2.1% | 16,295 SH | New |
| MASTERCARD INCORPORATED | CL A | $5.9M | 4.5% | 10,418 SH | New |
| META PLATFORMS INC | CL A | $9.0M | 6.8%Prev: 7.0% | 13,629 SH | Increased+3,197 SH |
| MICROSOFT CORP | COM | $10.3M | 7.8%Prev: 6.1% | 21,337 SH | Increased+8,392 SH |
| MOODYS CORP | COM | $2.4M | 1.8%Prev: 3.9% | 4,651 SH | Decreased-4,322 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $5.8M | 4.4%Prev: 1.3% | 15,237 SH | Increased+12,057 SH |
| NUTANIX INC | CL A | $4.5M | 3.4%Prev: 1.6% | 86,094 SH | Increased+62,825 SH |
| NVENT ELECTRIC PLC | SHS | $2.2M | 1.6% | 21,290 SH | New |
| NVIDIA CORPORATION | COM | $3.1M | 2.3%Prev: 1.8% | 16,625 SH | Increased+5,997 SH |
| ROCKET LAB CORP | COM | $742K | 0.6% | 10,636 SH | New |
| ROKU INC | COM CL A | $3.0M | 2.3% | 27,546 SH | New |
| SANDISK CORP | COM | $1.8M | 1.4% | 7,581 SH | New |
| SEMTECH CORP | COM | $1.2M | 0.9%Prev: 2.8% | 16,515 SH | Decreased-26,830 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $3.4M | 2.6% | 21,111 SH | New |
| SNOWFLAKE INC | COM SHS | $4.8M | 3.7%Prev: 2.6% | 22,076 SH | Increased+9,436 SH |
| SPOTIFY TECHNOLOGY S A | SHS | $6.5M | 4.9%Prev: 7.9% | 11,130 SH | Decreased-1,267 SH |
| SS&C TECHNOLOGIES HLDGS INC | COM | $5.4M | 4.0%Prev: 4.9% | 61,212 SH | Decreased+703 SH |
| SYNOPSYS INC | COM | $1.4M | 1.1%Prev: 1.7% | 2,995 SH | Decreased-864 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $5.5M | 4.2%Prev: 3.6% | 18,112 SH | Increased+3,913 SH |
| TOWER SEMICONDUCTOR LTD | SHS NEW | $3.1M | 2.4%Prev: 4.9% | 26,706 SH | Decreased-46,929 SH |
| VERIZON COMMUNICATIONS INC | COM | $4.6M | 3.5% | 113,023 SH | New |
| VISA INC | COM CL A | $8.3M | 6.3%Prev: 4.6% | 23,742 SH | Increased+8,825 SH |
| 13F-HR |
| 0002025353-26-000006 |
| $125.5M |
| View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0002025353-25-000011 | $107.7M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0002025353-26-000004 | $124.3M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0002025353-25-000007 | $77.8M | View |