Katamaran Capital LLP: 13F holdings
CIK 20253532026Q2
| Positions | 36 |
|---|
| Reported value | $125.5m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 36 (+6 vs prior quarter) |
|---|
| Reported value | $125.5m (+1.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| V VISA INC | 35,777 | $12.3m | 9.8% |
| MA MASTERCARD INCORPORATED | 16,489 | $8.5m | 6.7% |
| BKNG BOOKING HOLDINGS INC | 36,341 | $6.5m | 5.2% |
| GLW CORNING INC | 25,051 | $6.4m | 5.1% |
| ADI ANALOG DEVICES INC | 14,732 | $5.9m | 4.7% |
| LRCX LAM RESEARCH CORP | 12,036 | $5.2m | 4.2% |
| AMZN AMAZON COM INC | 20,672 | $4.9m | 3.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 9,868 | $4.7m | 3.8% |
| SEAGATE TECHNOLOGY HLDNGS PL | 4,802 | $4.6m | 3.7% |
| MSI MOTOROLA SOLUTIONS INC | 11,026 | $4.6m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2025353")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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