Stock Taper 
KATAMARAN CAPITAL LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 1.81K | $3.58M |
 SiTime Corporation | SITM | 2.37K | $1.77M |
 Bloom Energy Corporation | BE | 3.36K | $1.02M |
 Valmont Industries, Inc. | VMI | 3.51K | $2.03M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 3.78K | $1.44M |
 Cadence Design Systems, Inc. | CDNS | 3.92K | $1.47M |
 Coherent, Inc. | COHR | 4.49K | $1.77M |
 Microsoft Corporation | MSFT | 4.55K | $1.7M |
 Seagate Technology Holdings plc | STX | 4.8K | $4.63M |
 Roku, Inc. | ROKU | 5.03K | $695.12K |
 Broadcom Inc. | AVGO | 5.38K | $2.03M |
 Meta Platforms, Inc. | META | 5.5K | $3.1M |
 Texas Instruments Incorporated | TXN | 5.51K | $1.64M |
 Spotify Technology S.A. | SPOT | 7.39K | $3.39M |
 Generac Holdings Inc. | GNRC | 7.62K | $2.23M |
 Amphenol Corporation | APH | 9.7K | $1.71M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 9.87K | $4.71M |
 Tower Semiconductor Ltd. | TSEM | 10.17K | $2.65M |
 Motorola Solutions, Inc. | MSI | 11.03K | $4.58M |
 Semtech Corporation | SMTC | 11.56K | $1.87M |