Stock Taper 
KATAMARAN CAPITAL LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Tenable Holdings, Inc. | TENB | 107.86K | $3.98M |
 GitLab Inc. | GTLB | 93.35K | $2.85M |
 Nokia Oyj | NOK | 69.45K | $922.27K |
 Versigent PLC | VGNT | 50.3K | $2.11M |
 Booking Holdings Inc. | BKNG | 36.34K | $6.48M |
 Visa Inc. | V | 35.78K | $12.27M |
 Hewlett Packard Enterprise Company | HPE | 35.73K | $1.61M |
 Ambarella, Inc. | AMBA | 33.02K | $2.83M |
 Corning Inc | GLW | 25.05K | $6.4M |
 Insulet Corp. | PODD | 22.16K | $3.37M |
 Amazon.com, Inc. | AMZN | 20.67K | $4.93M |
 Mastercard Incorporated | MA | 16.49K | $8.47M |
 Rocket Lab USA, Inc. | RKLB | 16.32K | $1.66M |
 Analog Devices, Inc. | ADI | 14.73K | $5.85M |
 Lam Research Corporation | LRCX | 12.04K | $5.22M |
 Semtech Corporation | SMTC | 11.56K | $1.87M |
 Motorola Solutions, Inc. | MSI | 11.03K | $4.58M |
 Tower Semiconductor Ltd. | TSEM | 10.17K | $2.65M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 9.87K | $4.71M |
 Amphenol Corporation | APH | 9.7K | $1.71M |