13F HOLDINGS REPORT
Katamaran Capital LLP
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0002025353-25-000007
Total Value
$77.8M
Positions
31
Other Managers
1
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 12,454 | $7.2M | 9.23% |
| 2 | AMAZON COM INC | AMZN | 30,888 | $5.9M | 7.56% |
| 3 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 47,463 | $4.0M | 5.10% |
| 4 | COCA COLA CO | KO | 54,520 | $3.9M | 5.02% |
| 5 | MASTERCARD INCORPORATED | MA | 7,122 | $3.9M | 5.02% |
| 6 | ALIBABA GROUP HLDG LTD | BBAAY | 28,329 | $3.7M | 4.82% |
| 7 | LAM RESEARCH CORP | LRCX | 49,136 | $3.6M | 4.59% |
| 8 | SPOTIFY TECHNOLOGY S A | SPOT | 6,415 | $3.5M | 4.54% |
| 9 | BELLRING BRANDS INC | BRBR | 46,336 | $3.5M | 4.44% |
| 10 | PRIMO BRANDS CORPORATION | PRMB | 93,665 | $3.3M | 4.27% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 18,701 | $3.1M | 3.99% |
| 12 | VISA INC | V | 8,831 | $3.1M | 3.98% |
| 13 | INSULET CORP | PODD | 11,535 | $3.0M | 3.90% |
| 14 | EQUINIX INC | EQIX | 3,576 | $2.9M | 3.75% |
| 15 | ANALOG DEVICES INC | ADI | 14,281 | $2.9M | 3.70% |
| 16 | SKECHERS U S A INC | 830566105 | 44,786 | $2.5M | 3.27% |
| 17 | JFROG LTD | FROG | 76,026 | $2.4M | 3.13% |
| 18 | NUTANIX INC | NTNX | 23,270 | $1.6M | 2.09% |
| 19 | INTEL CORP | INTC | 68,648 | $1.6M | 2.00% |
| 20 | MICROSOFT CORP | MSFT | 4,014 | $1.5M | 1.94% |
| 21 | PAYLOCITY HLDG CORP | PCTY | 7,762 | $1.5M | 1.87% |
| 22 | TEXAS INSTRS INC | 882508104 | 8,017 | $1.4M | 1.85% |
| 23 | ORACLE CORP | ORCL-PD | 10,163 | $1.4M | 1.83% |
| 24 | SANDISK CORP | SNDK | 24,116 | $1.1M | 1.48% |
| 25 | AT&T INC | T-PC | 40,563 | $1.1M | 1.47% |
| 26 | SALESFORCE INC | CRM | 3,905 | $1.0M | 1.35% |
| 27 | BROADCOM INC | AVGO | 5,466 | $915,172 | 1.18% |
| 28 | TJX COS INC NEW | 872540109 | 6,488 | $790,238 | 1.02% |
| 29 | RH | RH | 3,100 | $726,671 | 0.93% |
| 30 | ATLASSIAN CORPORATION | TEAM | 1,335 | $283,300 | 0.36% |
| 31 | RH | RH | 1,100 | $257,851 | 0.33% |