Vault-13

Napean Trading & Investment Co (Singapore) PTE Ltd

SINGAPORE, U0 · CIK 2011874 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$291.1m reported value +25.0% vs Q1 2026
16positions
98.5%in top 10
0 new 1 added 9 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 NAVAN INC CL A NAVN NAVN 5,874,257 $134.3m46.15% 46.15% UnchangedShares held: Q3 2025 0, Q4 2025 5.9m, Q1 2026 5.9m, Q2 2026 5.9m
2 ROBINHOOD MKTS INC COM CL A HOOD HOOD 1,049,802 $105.3m36.16% 36.16% UnchangedShares held: Q3 2025 1.0m, Q4 2025 1.0m, Q1 2026 1.0m, Q2 2026 1.0m
3 BILLIONTOONE INC CL A BLLN BLLN 233,333 $28.0m9.62% 9.62% UnchangedShares held: Q3 2025 0, Q4 2025 233.3k, Q1 2026 233.3k, Q2 2026 233.3k
4 LAM RESEARCH CORP COM NEW LRCX LRCX 11,669 $5.1m1.74% 1.74% ReducedShares held: Q3 2025 151.7k, Q4 2025 105.6k, Q1 2026 58.3k, Q2 2026 11.7k -46.7k -46,676 -80.0%
5 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 8,077 $3.9m1.32% 1.32% ReducedShares held: Q3 2025 59.4k, Q4 2025 59.4k, Q1 2026 40.4k, Q2 2026 8.1k -32.3k -32,306 -80.0%
6 BICARA THERAPEUTICS INC COM BCAX BCAX 113,780 $3.4m1.16% 1.16% UnchangedShares held: Q3 2025 275.9k, Q4 2025 113.8k, Q1 2026 113.8k, Q2 2026 113.8k
7 ON SEMICONDUCTOR CORP COM ON ON 25,542 $2.4m0.83% 0.83% ReducedShares held: Q3 2025 160.5k, Q4 2025 127.7k, Q1 2026 127.7k, Q2 2026 25.5k -102.2k -102,167 -80.0%
8 NVIDIA CORPORATION COM NVDA NVDA 8,418 $1.7m0.58% 0.58% UnchangedShares held: Q3 2025 91.1k, Q4 2025 79.4k, Q1 2026 8.4k, Q2 2026 8.4k
9 COHERENT CORP COM COHR COHR 3,860 $1.5m0.52% 0.52% ReducedShares held: Q3 2025 79.5k, Q4 2025 43.7k, Q1 2026 43.7k, Q2 2026 3.9k -39.9k -39,884 -91.2%
10 BLOOM ENERGY CORP COM CL A BE BE 3,761 $1.1m0.39% 0.39% ReducedShares held: Q3 2025 114.5k, Q4 2025 27.5k, Q1 2026 18.8k, Q2 2026 3.8k -15.0k -15,045 -80.0%
11 PROCORE TECHNOLOGIES INC COM PCOR PCOR 26,649 $1.1m0.37% 0.37% UnchangedShares held: Q3 2025 0, Q4 2025 26.6k, Q1 2026 26.6k, Q2 2026 26.6k
12 CHIME FINL INC COM SHS CL A CHYM CHYM 50,185 $1.0m0.35% 0.35% AddedShares held: Q3 2025 461.9k, Q4 2025 11.9k, Q1 2026 11.9k, Q2 2026 50.2k +38.3k +38,307 322.5%
13 LATTICE SEMICONDUCTOR CORP COM LSCC LSCC 5,868 $897.6k0.31% 0.31% ReducedShares held: Q3 2025 135.2k, Q4 2025 78.0k, Q1 2026 32.6k, Q2 2026 5.9k -26.7k -26,730 -82.0%
14 SYNOPSYS INC COM SNPS SNPS 1,488 $663.8k0.23% 0.23% ReducedShares held: Q3 2025 33.7k, Q4 2025 29.8k, Q1 2026 7.4k, Q2 2026 1.5k -6.0k -5,954 -80.0%
15 ARISTA NETWORKS INC COM SHS ANET ANET 2,434 $413.5k0.14% 0.14% ReducedShares held: Q3 2025 108.2k, Q4 2025 55.2k, Q1 2026 33.0k, Q2 2026 2.4k -30.6k -30,604 -92.6%
16 BROADCOM INC COM AVGO AVGO 985 $372.1k0.13% 0.13% ReducedShares held: Q3 2025 73.5k, Q4 2025 60.9k, Q1 2026 4.9k, Q2 2026 985 -3.9k -3,942 -80.0%