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Katamaran Capital LLP

Q4 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    34

  • Value ($000)

    $132,140

  • Date Filed
    02/04/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MSFT

MICROSOFT CORP

COM
594918104
$10.32M
8 %

21,337

M
META

META PLATFORMS INC

CL A
30303M102
$9M
7 %

13,629

V
V

VISA INC

COM CL A
92826C839
$8.33M
6 %

23,742

---

SPOTIFY TECHNOLOGY S A

SHS
L8681T102
$6.46M
5 %

11,130

M
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$5.95M
5 %

10,418

M
MSI

MOTOROLA SOLUTIONS INC

COM NEW
620076307
$5.84M
4 %

15,237

T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$5.5M
4 %

18,112

S
SSNC

SS&C TECHNOLOGIES HLDGS INC

COM
78467J100
$5.35M
4 %

61,212

P
PODD

INSULET CORP

COM
45784P101
$5.19M
4 %

18,260

S
SNOW

SNOWFLAKE INC

COM SHS
833445109
$4.84M
4 %

22,076

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