13F HOLDINGS REPORT
Napean Trading & Investment Co (Singapore) PTE Ltd
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0002011874-26-000003
Total Value
$514.1M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ROBINHOOD MKTS INC | 770700102 | 1,049,802 | $118.7M | 23.10% |
| 2 | NAVAN INC | NAVN | 5,874,257 | $100.3M | 19.52% |
| 3 | BROADCOM INC | AVGO | 60,904 | $21.1M | 4.10% |
| 4 | BILLIONTOONE INC | BLLN | 233,333 | $19.1M | 3.71% |
| 5 | LAM RESEARCH CORP | LRCX | 105,589 | $18.1M | 3.52% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 59,378 | $18.0M | 3.51% |
| 7 | MASTERCARD INCORPORATED | MA | 29,749 | $17.0M | 3.30% |
| 8 | NVIDIA CORPORATION | NVDA | 79,433 | $14.8M | 2.88% |
| 9 | SYNOPSYS INC | SNPS | 29,818 | $14.0M | 2.72% |
| 10 | DANAHER CORPORATION | 235851102 | 59,673 | $13.7M | 2.66% |
| 11 | TJX COS INC NEW | 872540109 | 87,651 | $13.5M | 2.62% |
| 12 | MCKESSON CORP | MCK | 14,830 | $12.2M | 2.37% |
| 13 | AMAZON COM INC | AMZN | 48,679 | $11.2M | 2.19% |
| 14 | ALPHABET INC | GOOG | 31,612 | $9.9M | 1.92% |
| 15 | AUTOZONE INC | AZO | 2,586 | $8.8M | 1.71% |
| 16 | COHERENT CORP | COHR | 43,744 | $8.1M | 1.57% |
| 17 | SBA COMMUNICATIONS CORP NEW | SBAC | 39,374 | $7.6M | 1.48% |
| 18 | SNOWFLAKE INC | SNOW | 33,577 | $7.4M | 1.43% |
| 19 | ARISTA NETWORKS INC | ANET | 55,204 | $7.2M | 1.41% |
| 20 | ON SEMICONDUCTOR CORP | ON | 127,709 | $6.9M | 1.35% |
| 21 | PALO ALTO NETWORKS INC | PANW | 35,583 | $6.6M | 1.27% |
| 22 | HOME DEPOT INC | HD | 17,533 | $6.0M | 1.17% |
| 23 | META PLATFORMS INC | META | 8,877 | $5.9M | 1.14% |
| 24 | MICROSOFT CORP | MSFT | 12,043 | $5.8M | 1.13% |
| 25 | LATTICE SEMICONDUCTOR CORP | LSCC | 78,042 | $5.7M | 1.12% |
| 26 | AUTODESK INC | ADSK | 16,786 | $5.0M | 0.97% |
| 27 | SHOPIFY INC | SHOP | 30,392 | $4.9M | 0.95% |
| 28 | NETFLIX INC | NFLX | 49,250 | $4.6M | 0.90% |
| 29 | CROWDSTRIKE HLDGS INC | CRWD | 9,112 | $4.3M | 0.83% |
| 30 | INTUIT | INTU | 5,631 | $3.7M | 0.73% |
| 31 | NUTANIX INC | NTNX | 56,033 | $2.9M | 0.56% |
| 32 | APPLE INC | AAPL | 10,100 | $2.7M | 0.53% |
| 33 | BLOOM ENERGY CORP | BE | 27,460 | $2.4M | 0.46% |
| 34 | PROCORE TECHNOLOGIES INC | PCOR | 26,649 | $1.9M | 0.38% |
| 35 | BICARA THERAPEUTICS INC | BCAX | 113,780 | $1.9M | 0.37% |
| 36 | ISHARES BITCOIN TRUST ETF | IBIT | 37,476 | $1.9M | 0.36% |
| 37 | CHIME FINL INC | 16935C109 | 11,878 | $298,969 | 0.06% |