13F HOLDINGS REPORT
Napean Trading & Investment Co (Singapore) PTE Ltd
Quarter ended Q4 2024 · Filed February 11, 2025 · Accession 0001104659-25-011493
Total Value
$404.1M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ROBINHOOD MKTS INC | 770700102 | 1,576,327 | $58.7M | 14.53% |
| 2 | AMAZON COM INC | AMZN | 116,310 | $25.5M | 6.31% |
| 3 | META PLATFORMS INC | META | 41,440 | $24.3M | 6.00% |
| 4 | UNITEDHEALTH GROUP INC | UNH | 40,163 | $20.3M | 5.03% |
| 5 | NETFLIX INC | NFLX | 22,734 | $20.3M | 5.01% |
| 6 | TJX COS INC NEW | 872540109 | 153,796 | $18.6M | 4.60% |
| 7 | NVIDIA CORPORATION | NVDA | 136,865 | $18.4M | 4.55% |
| 8 | BROADCOM INC | AVGO | 77,987 | $18.1M | 4.47% |
| 9 | SYNOPSYS INC | SNPS | 30,687 | $14.9M | 3.69% |
| 10 | LAM RESEARCH CORP | LRCX | 185,323 | $13.4M | 3.31% |
| 11 | DANAHER CORPORATION | 235851102 | 55,497 | $12.7M | 3.15% |
| 12 | HOME DEPOT INC | HD | 30,612 | $11.9M | 2.95% |
| 13 | AUTOZONE INC | AZO | 3,622 | $11.6M | 2.87% |
| 14 | MICROSOFT CORP | MSFT | 25,857 | $10.9M | 2.70% |
| 15 | SHOPIFY INC | SHOP | 101,809 | $10.8M | 2.68% |
| 16 | APPLE INC | AAPL | 40,037 | $10.0M | 2.48% |
| 17 | PURE STORAGE INC | 74624M102 | 148,448 | $9.1M | 2.26% |
| 18 | BLOOM ENERGY CORP | BE | 402,688 | $8.9M | 2.21% |
| 19 | ALPHABET INC | GOOG | 45,153 | $8.5M | 2.12% |
| 20 | MASTERCARD INCORPORATED | MA | 14,534 | $7.7M | 1.89% |
| 21 | SNOWFLAKE INC | SNOW | 43,043 | $6.6M | 1.64% |
| 22 | PAYPAL HLDGS INC | PYPL | 74,880 | $6.4M | 1.58% |
| 23 | ELEVANCE HEALTH INC | ELV | 15,108 | $5.6M | 1.38% |
| 24 | CROWDSTRIKE HLDGS INC | CRWD | 16,215 | $5.5M | 1.37% |
| 25 | SAMSARA INC | IOT | 120,561 | $5.3M | 1.30% |
| 26 | ICON PLC | ICLR | 24,203 | $5.1M | 1.26% |
| 27 | NUTANIX INC | NTNX | 81,198 | $5.0M | 1.23% |
| 28 | ADVANCED MICRO DEVICES INC | AMD | 39,357 | $4.8M | 1.18% |
| 29 | ARISTA NETWORKS INC | ANET | 41,784 | $4.6M | 1.14% |
| 30 | UBER TECHNOLOGIES INC | UBER | 74,436 | $4.5M | 1.11% |
| 31 | MCKESSON CORP | MCK | 7,619 | $4.3M | 1.07% |
| 32 | LATTICE SEMICONDUCTOR CORP | LSCC | 75,171 | $4.3M | 1.05% |
| 33 | ANSYS INC | 03662Q105 | 11,985 | $4.0M | 1.00% |
| 34 | AUTODESK INC | ADSK | 10,966 | $3.2M | 0.80% |
| 35 | 111 INC | YI | 393,161 | $244,939 | 0.06% |