KATAMARAN CAPITAL LLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARLO | 111K | $1.88M |
 | KO | 81K | $5.39M |
 | TSEM | 74K | $5.32M |
 | SSNC | 61K | $5.37M |
 | SMTC | 43K | $3.10M |
 | AMZN | 40K | $8.78M |
 | AMD | 31K | $5.01M |
 | LRCX | 29K | $3.86M |
 | NTNX | 23K | $1.73M |
 | EFX | 19K | $4.88M |
 | BABA | 16K | $2.77M |
 | V | 15K | $5.09M |
 | TSM | 14K | $3.97M |
 | MSFT | 13K | $6.70M |
 | SNOW | 13K | $2.85M |
 | SPOT | 12K | $8.65M |
 | NVDA | 11K | $1.98M |
 | META | 10K | $7.66M |
 | INTC | 10K | $348.82K |
 | ADI | 10K | $2.38M |
Arlo Technologies, Inc.
ARLO
Shares Held
111K
Value
$1.88M
The Coca-Cola Company
KO
Shares Held
81K
Value
$5.39M
Tower Semiconductor Ltd.
TSEM
Shares Held
74K
Value
$5.32M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
61K
Value
$5.37M
Semtech Corporation
SMTC
Shares Held
43K
Value
$3.10M
Amazon.com, Inc.
AMZN
Shares Held
40K
Value
$8.78M
Advanced Micro Devices, Inc.
AMD
Shares Held
31K
Value
$5.01M
Lam Research Corporation
LRCX
Shares Held
29K
Value
$3.86M
Nutanix, Inc.
NTNX
Shares Held
23K
Value
$1.73M
Equifax Inc.
EFX
Shares Held
19K
Value
$4.88M
Alibaba Group Holding Limited
BABA
Shares Held
16K
Value
$2.77M
Visa Inc.
V
Shares Held
15K
Value
$5.09M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
14K
Value
$3.97M
Microsoft Corporation
MSFT
Shares Held
13K
Value
$6.70M
Snowflake Inc.
SNOW
Shares Held
13K
Value
$2.85M
Spotify Technology S.A.
SPOT
Shares Held
12K
Value
$8.65M
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$1.98M
Meta Platforms, Inc.
META
Shares Held
10K
Value
$7.66M
Intel Corporation
INTC
Shares Held
10K
Value
$348.82K
Analog Devices, Inc.
ADI
Shares Held
10K
Value
$2.38M