Katamaran Capital LLP

Q2 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    26

  • Value ($000)

    $107,675

  • Date Filed
    07/24/2025
  • Form type
    13F-HR
  • CIK
    0002025353
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMZN
AMZN

AMAZON COM INC

COM
023135106
$10.61 M
10 %

48,348

MA
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$8.26 M
8 %

14,699

META
META

META PLATFORMS INC

CL A
30303M102
$8.15 M
8 %

11,045

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$7.00 M
7 %

14,066

V
V

VISA INC

COM CL A
92826C839
$6.97 M
7 %

19,621

SSNC
SSNC

SS&C TECHNOLOGIES HLDGS INC

COM
78467J100
$5.15 M
5 %

62,183

ADI
ADI

ANALOG DEVICES INC

COM
032654105
$4.90 M
5 %

20,601

---

LAM RESEARCH CORP

COM NEW
512807306
$4.82 M
5 %

49,471

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$4.80 M
5 %

8,700

put
FICO
FICO

FAIR ISAAC CORP

COM
303250104
$4.62 M
4 %

2,530

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 26