KATAMARAN CAPITAL LLP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SSNC | 59K | $3.96M |
 | APH | 55K | $6.90M |
 | ROKU | 53K | $4.97M |
 | INTC | 51K | $2.27M |
 | V | 46K | $13.77M |
 | SMTC | 41K | $3.16M |
 | KO | 38K | $2.85M |
 | AMZN | 28K | $5.92M |
 | MA | 28K | $13.86M |
 | RKLB | 20K | $1.27M |
 | TSM | 19K | $6.43M |
 | BE | 18K | $2.38M |
 | AVGO | 16K | $4.85M |
 | ADI | 16K | $4.98M |
 | PLNT | 13K | $974.01K |
 | TSEM | 12K | $2.18M |
 | STX | 12K | $4.55M |
 | LRCX | 11K | $2.32M |
 | META | 10K | $5.78M |
 | NVT | 10K | $1.19M |
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
59K
Value
$3.96M
Amphenol Corporation
APH
Shares Held
55K
Value
$6.90M
Roku, Inc.
ROKU
Shares Held
53K
Value
$4.97M
Intel Corporation
INTC
Shares Held
51K
Value
$2.27M
Visa Inc.
V
Shares Held
46K
Value
$13.77M
Semtech Corporation
SMTC
Shares Held
41K
Value
$3.16M
The Coca-Cola Company
KO
Shares Held
38K
Value
$2.85M
Amazon.com, Inc.
AMZN
Shares Held
28K
Value
$5.92M
Mastercard Incorporated
MA
Shares Held
28K
Value
$13.86M
Rocket Lab USA, Inc.
RKLB
Shares Held
20K
Value
$1.27M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
19K
Value
$6.43M
Bloom Energy Corporation
BE
Shares Held
18K
Value
$2.38M
Broadcom Inc.
AVGO
Shares Held
16K
Value
$4.85M
Analog Devices, Inc.
ADI
Shares Held
16K
Value
$4.98M
Planet Fitness, Inc.
PLNT
Shares Held
13K
Value
$974.01K
Tower Semiconductor Ltd.
TSEM
Shares Held
12K
Value
$2.18M
Seagate Technology Holdings plc
STX
Shares Held
12K
Value
$4.55M
Lam Research Corporation
LRCX
Shares Held
11K
Value
$2.32M
Meta Platforms, Inc.
META
Shares Held
10K
Value
$5.78M
nVent Electric plc
NVT
Shares Held
10K
Value
$1.19M