13F HOLDINGS REPORT
Katamaran Capital LLP
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0002025353-25-000003
Total Value
$78.6M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 12,481 | $7.3M | 9.30% |
| 2 | AMAZON COM INC | AMZN | 28,741 | $6.3M | 8.03% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 27,577 | $5.4M | 6.93% |
| 4 | COSTAR GROUP INC | CSGP | 61,235 | $4.4M | 5.58% |
| 5 | INVESCO QQQ TR | IVZ | 7,500 | $3.8M | 4.88% |
| 6 | BROADCOM INC | AVGO | 16,453 | $3.8M | 4.86% |
| 7 | S&P GLOBAL INC | SPGI | 7,485 | $3.7M | 4.74% |
| 8 | SALESFORCE INC | CRM | 11,009 | $3.7M | 4.68% |
| 9 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 47,037 | $3.6M | 4.54% |
| 10 | SPOTIFY TECHNOLOGY S A | SPOT | 7,850 | $3.5M | 4.47% |
| 11 | ISHARES TR | 464287655 | 15,830 | $3.5M | 4.45% |
| 12 | ORACLE CORP | ORCL-PD | 20,689 | $3.4M | 4.39% |
| 13 | INTUIT | INTU | 4,963 | $3.1M | 3.97% |
| 14 | EXPEDIA GROUP INC | EXPE | 13,543 | $2.5M | 3.21% |
| 15 | ONTO INNOVATION INC | ONTO | 14,440 | $2.4M | 3.06% |
| 16 | BOOKING HOLDINGS INC | BKNG | 470 | $2.3M | 2.97% |
| 17 | DISNEY WALT CO | 254687106 | 19,575 | $2.2M | 2.77% |
| 18 | JOHNSON CTLS INTL PLC | G51502105 | 22,356 | $1.8M | 2.25% |
| 19 | MASTERCARD INCORPORATED | MA | 2,784 | $1.5M | 1.87% |
| 20 | MICROSOFT CORP | MSFT | 3,468 | $1.5M | 1.86% |
| 21 | GODADDY INC | GDDY | 7,388 | $1.5M | 1.86% |
| 22 | KULICKE & SOFFA INDS INC | 501242101 | 30,860 | $1.4M | 1.83% |
| 23 | PINTEREST INC | PINS | 37,224 | $1.1M | 1.37% |
| 24 | COMCAST CORP NEW | CCZ | 26,730 | $1.0M | 1.28% |
| 25 | TEXAS INSTRS INC | 882508104 | 4,637 | $869,484 | 1.11% |
| 26 | DEXCOM INC | DXCM | 9,518 | $740,215 | 0.94% |
| 27 | INTEL CORP | INTC | 36,499 | $731,805 | 0.93% |
| 28 | NUTANIX INC | NTNX | 9,700 | $593,446 | 0.76% |
| 29 | INSULET CORP | PODD | 1,700 | $443,819 | 0.56% |
| 30 | REDDIT INC | RDDT | 2,596 | $424,290 | 0.54% |