account_balance
Investment manager · 13F filer · SEC CIK 2025353
Katamaran Capital LLP
Reported value$88.3Mas of Sep 30, 2026
Positions32 12 new, 15 sold out
Top 10 weight49.9%NOK alone is 6%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NOKNokia Corp
6.0%Added +649%
METAMeta Platforms, Inc.
5.7%Added +27%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.6%Added +9%
VVisa Inc.
5.4%Trimmed −63%
MAMastercard Inc
4.9%Trimmed −52%
AMZNAmazon.com Inc
4.6%Trimmed −21%
ONONOn Holding AG
4.6%New
CDNSCadence Design Systems Inc
4.5%Added +205%
INTCIntel Corp
4.5%New
TXNTexas Instruments Inc
4.2%Added +141%
SPOTSpotify Technology S.A.
3.9%Trimmed −4%
TWLOTwilio Inc
3.7%
NOKNokia Corp
6.0%+649%
METAMeta Platforms, Inc.
5.7%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.6%
VVisa Inc.
5.4%−63%
MAMastercard Inc
4.9%−52%
AMZNAmazon.com Inc
4.6%−21%
ONONOn Holding AG
4.6%
CDNSCadence Design Systems Inc
4.5%
INTCIntel Corp
4.5%
TXNTexas Instruments Inc
4.2%
SPOTSpotify Technology S.A.
3.9%
TWLOTwilio Inc
3.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NOK Nokia Corp 6.0% Added +649%META Meta Platforms, Inc. 5.7% Added +27%TSM Taiwan Semiconductor Manufacturing Co Ltd 5.6% Added +9%V Visa Inc. 5.4% Trimmed −63%MA Mastercard Inc 4.9% Trimmed −52%AMZN Amazon.com Inc 4.6% Trimmed −21%ONON On Holding AG 4.6% NewCDNS Cadence Design Systems Inc 4.5% Added +205%INTC Intel Corp 4.5% NewTXN Texas Instruments Inc 4.2% Added +141%SPOT Spotify Technology S.A. 3.9% Trimmed −4%TWLO Twilio Inc 3.7% New
What changed
Biggest moves since Jun 30, 2026
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