Stock Taper

KATAMARAN CAPITAL LLP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lam Research CorporationLRCX12.04K$5.22M
Analog Devices, Inc.ADI14.73K$5.85M
Rocket Lab USA, Inc.RKLB16.32K$1.66M
Mastercard IncorporatedMA16.49K$8.47M
Amazon.com, Inc.AMZN20.67K$4.93M
Insulet Corp.PODD22.16K$3.37M
Corning IncGLW25.05K$6.4M
Ambarella, Inc.AMBA33.02K$2.83M
Hewlett Packard Enterprise CompanyHPE35.73K$1.61M
Visa Inc.V35.78K$12.27M
Booking Holdings Inc.BKNG36.34K$6.48M
Versigent PLCVGNT50.3K$2.11M
Nokia OyjNOK69.45K$922.27K
GitLab Inc.GTLB93.35K$2.85M
Tenable Holdings, Inc.TENB107.86K$3.98M