13F HOLDINGS REPORT
Napean Trading & Investment Co (Singapore) PTE Ltd
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001415889-25-021468
Total Value
$376.9M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ROBINHOOD MKTS INC | 770700102 | 1,140,902 | $106.8M | 28.35% |
| 2 | META PLATFORMS INC | META | 32,288 | $23.8M | 6.32% |
| 3 | CHIME FINL INC | 16935C109 | 565,224 | $19.5M | 5.18% |
| 4 | AMAZON COM INC | AMZN | 72,567 | $15.9M | 4.22% |
| 5 | BROADCOM INC | AVGO | 56,312 | $15.5M | 4.12% |
| 6 | SYNOPSYS INC | SNPS | 23,683 | $12.1M | 3.22% |
| 7 | LAM RESEARCH CORP | LRCX | 123,952 | $12.1M | 3.20% |
| 8 | MASTERCARD INCORPORATED | MA | 20,434 | $11.5M | 3.05% |
| 9 | NETFLIX INC | NFLX | 8,139 | $10.9M | 2.89% |
| 10 | AUTOZONE INC | AZO | 2,931 | $10.9M | 2.89% |
| 11 | TJX COS INC NEW | 872540109 | 87,013 | $10.7M | 2.85% |
| 12 | INTUIT | INTU | 13,203 | $10.4M | 2.76% |
| 13 | DANAHER CORPORATION | 235851102 | 52,518 | $10.4M | 2.75% |
| 14 | SBA COMMUNICATIONS CORP NEW | SBAC | 41,056 | $9.6M | 2.56% |
| 15 | NVIDIA CORPORATION | NVDA | 54,823 | $8.7M | 2.30% |
| 16 | MICROSOFT CORP | MSFT | 17,175 | $8.5M | 2.27% |
| 17 | SNOWFLAKE INC | SNOW | 36,524 | $8.2M | 2.17% |
| 18 | MCKESSON CORP | MCK | 10,202 | $7.5M | 1.98% |
| 19 | ELEVANCE HEALTH INC | ELV | 17,167 | $6.7M | 1.77% |
| 20 | ARISTA NETWORKS INC | ANET | 64,605 | $6.6M | 1.75% |
| 21 | HOME DEPOT INC | HD | 16,369 | $6.0M | 1.59% |
| 22 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 23,532 | $5.3M | 1.41% |
| 23 | UBER TECHNOLOGIES INC | UBER | 55,857 | $5.2M | 1.38% |
| 24 | AUTODESK INC | ADSK | 13,671 | $4.2M | 1.12% |
| 25 | BLOOM ENERGY CORP | BE | 175,480 | $4.2M | 1.11% |
| 26 | NUTANIX INC | NTNX | 53,945 | $4.1M | 1.09% |
| 27 | ALPHABET INC | GOOG | 21,010 | $3.7M | 0.98% |
| 28 | CROWDSTRIKE HLDGS INC | CRWD | 6,903 | $3.5M | 0.93% |
| 29 | ICON PLC | ICLR | 23,313 | $3.4M | 0.90% |
| 30 | LATTICE SEMICONDUCTOR CORP | LSCC | 61,124 | $3.0M | 0.79% |
| 31 | BICARA THERAPEUTICS INC | BCAX | 275,942 | $2.6M | 0.68% |
| 32 | ISHARES BITCOIN TRUST ETF | IBIT | 37,476 | $2.3M | 0.61% |
| 33 | APPLE INC | AAPL | 10,100 | $2.1M | 0.55% |
| 34 | SERVICETITAN INC | TTAN | 8,025 | $860,120 | 0.23% |