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Katamaran Capital LLP

Q2 2026 13F Holdings

  • Location
    london, X0
  • Num holdings

    36

  • Value ($000)

    $125,520

  • Date Filed
    07/21/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
V

VISA INC

COM CL A
92826C839
$12.27M
10 %

35,777

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$8.54M
7 %

11,600

put
M
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$8.47M
7 %

16,489

B
BKNG

BOOKING HOLDINGS INC

COM
09857L108
$6.48M
5 %

36,341

G
GLW

CORNING INC

COM
219350105
$6.4M
5 %

25,051

A
ADI

ANALOG DEVICES INC

COM
032654105
$5.85M
5 %

14,732

---

LAM RESEARCH CORP

COM NEW
512807306
$5.22M
4 %

12,036

A
AMZN

AMAZON COM INC

COM
023135106
$4.93M
4 %

20,672

T
TSM

TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS
874039100
$4.71M
4 %

9,868

S
STX

SEAGATE TECHNOLOGY HLDNGS PL

ORD SHS
G7997R103
$4.63M
4 %

4,802

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