Katamaran Capital LLP — 13F holdings

Katamaran Capital LLP reported 36 holdings worth $126M in its 13F filing for Q2 2026, filed July 21, 2026.

Largest positions

1. V Visa Inc — $12.3M (9.8%)
2. QQQ Invesco Qqq Tr — $8.54M (6.8%)
3. MA MASTERCARD INCORPORATED — $8.47M (6.7%)
4. BKNG BOOKING HOLDINGS INC — $6.48M (5.2%)
5. GLW CORNING INC — $6.40M (5.1%)
6. ADI ANALOG DEVICES INC — $5.85M (4.7%)
7. LRCX LAM RESEARCH CORP — $5.22M (4.2%)
8. AMZN AMAZON COM INC — $4.93M (3.9%)
9. TSM TAIWAN SEMICONDUCTOR MFG LTD — $4.71M (3.8%)
10. STX SEAGATE TECHNOLOGY HLDNGS PL — $4.63M (3.7%)