KATAMARAN CAPITAL LLP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VZ | 113K | $4.60M |
 | NTNX | 86K | $4.45M |
 | SSNC | 61K | $5.35M |
 | AMKR | 58K | $2.29M |
 | CSGP | 37K | $2.46M |
 | BABA | 31K | $4.51M |
 | ROKU | 28K | $2.99M |
 | TSEM | 27K | $3.14M |
 | V | 24K | $8.33M |
 | SNOW | 22K | $4.84M |
 | MSFT | 21K | $10.32M |
 | NVT | 21K | $2.17M |
 | SHOP | 21K | $3.40M |
 | APH | 21K | $2.85M |
 | PODD | 18K | $5.19M |
 | TSM | 18K | $5.50M |
 | ADI | 17K | $4.58M |
 | NVDA | 17K | $3.10M |
 | SMTC | 17K | $1.22M |
 | MTSI | 16K | $2.79M |
Verizon Communications Inc.
VZ
Shares Held
113K
Value
$4.60M
Nutanix, Inc.
NTNX
Shares Held
86K
Value
$4.45M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
61K
Value
$5.35M
Amkor Technology, Inc.
AMKR
Shares Held
58K
Value
$2.29M
CoStar Group, Inc.
CSGP
Shares Held
37K
Value
$2.46M
Alibaba Group Holding Limited
BABA
Shares Held
31K
Value
$4.51M
Roku, Inc.
ROKU
Shares Held
28K
Value
$2.99M
Tower Semiconductor Ltd.
TSEM
Shares Held
27K
Value
$3.14M
Visa Inc.
V
Shares Held
24K
Value
$8.33M
Snowflake Inc.
SNOW
Shares Held
22K
Value
$4.84M
Microsoft Corporation
MSFT
Shares Held
21K
Value
$10.32M
nVent Electric plc
NVT
Shares Held
21K
Value
$2.17M
Shopify Inc.
SHOP
Shares Held
21K
Value
$3.40M
Amphenol Corporation
APH
Shares Held
21K
Value
$2.85M
Insulet Corporation
PODD
Shares Held
18K
Value
$5.19M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
18K
Value
$5.50M
Analog Devices, Inc.
ADI
Shares Held
17K
Value
$4.58M
NVIDIA Corporation
NVDA
Shares Held
17K
Value
$3.10M
Semtech Corporation
SMTC
Shares Held
17K
Value
$1.22M
MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
16K
Value
$2.79M