Katamaran Capital LLP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, Katamaran Capital LLP held in its portfolio 34 assets valued at $132,140,364 (i.e. $132.14M).

The most valuable assets in the portfolio included: MICROSOFT CORP ($10.32M), META PLATFORMS INC ($9.00M), and VISA INC ($8.33M).

The chart below shows the top 10 valuable assets, and the table below shows the top 34 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Katamaran Capital LLP Portfolio

MICROSOFT CORP

META PLATFORMS INC

VISA INC

SPOTIFY TECHNOLOGY S A

MASTERCARD INCORPORATED

MOTOROLA SOLUTIONS INC

TAIWAN SEMICONDUCTOR MFG LTD

SS&C TECHNOLOGIES HLDGS INC

INSULET CORP

SNOWFLAKE INC

Katamaran Capital LLP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
MICROSOFT CORP	21337	10319000	COM
META PLATFORMS INC	13629	8996367	CL A
VISA INC	23742	8326557	COM CL A
SPOTIFY TECHNOLOGY S A	11130	6463302	SHS
MASTERCARD INCORPORATED	10418	5947428	CL A
MOTOROLA SOLUTIONS INC	15237	5840647	COM NEW
TAIWAN SEMICONDUCTOR MFG LTD	18112	5504056	SPONSORED ADS
SS&C TECHNOLOGIES HLDGS INC	61212	5351153	COM
INSULET CORP	18260	5190222	COM
SNOWFLAKE INC	22076	4842591	COM SHS
VERIZON COMMUNICATIONS INC	113023	4603427	COM
ANALOG DEVICES INC	16901	4583551	COM
ALIBABA GROUP HLDG LTD	30747	4506895	SPONSORED ADS
NUTANIX INC	86094	4450199	CL A
FAIR ISAAC CORP	2111	3568899	COM
SHOPIFY INC	21111	3398238	CL A SUB VTG SHS
COMFORT SYS USA INC	3548	3311313	COM
TOWER SEMICONDUCTOR LTD	26706	3135819	SHS NEW
NVIDIA CORPORATION	16625	3100563	COM
ROKU INC	27546	2988466	COM CL A
INTUIT	4347	2879540	COM
AMPHENOL CORP NEW	21084	2849292	CL A
MACOM TECH SOLUTIONS HLDGS I	16295	2791008	COM
COSTAR GROUP INC	36651	2464413	COM
MOODYS CORP	4651	2375963	COM
AMKOR TECHNOLOGY INC	57959	2288221	COM
NVENT ELECTRIC PLC	21290	2170941	SHS
AMAZON COM INC	8355	1928501	COM
LAM RESEARCH CORP	11124	1904206	COM NEW
SANDISK CORP	7581	1799578	COM
SYNOPSYS INC	2995	1406811	COM
SEMTECH CORP	16515	1216990	COM
JFROG LTD	14317	894240	ORD SHS
ROCKET LAB CORP	10636	741967	COM