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Katamaran Capital LLP

Q1 2026 13F Holdings

  • Location
    london, X0
  • Num holdings

    30

  • Value ($000)

    $124,282

  • Date Filed
    05/05/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$13.86M
11 %

27,735

V
V

VISA INC

COM CL A
92826C839
$13.77M
11 %

45,555

A
APH

AMPHENOL CORP

CL A
032095101
$6.9M
6 %

54,604

T
TSM

TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS
874039100
$6.43M
5 %

19,031

S
SMH

VANECK ETF TRUST

SEMICONDUCTR ETF
92189F676
$6.06M
5 %

15,800

put
A
AMZN

AMAZON COM INC

COM
023135106
$5.92M
5 %

28,445

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$5.89M
5 %

10,200

put
M
META

META PLATFORMS INC

CL A
30303M102
$5.78M
5 %

10,095

A
ADI

ANALOG DEVICES INC

COM
032654105
$4.98M
4 %

15,657

R
ROKU

ROKU INC

COM CL A
77543R102
$4.97M
4 %

52,548

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