Katamaran Capital LLP
LONDON, X0 · CIK 2025353 · 13F filing filed 2026-07-21
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.
- Legal entityKATAMARAN CAPITAL LLP (GB)
- KindFCA fund manager
- Others nearbyLondon
As an employer
In the UK
- FCA-authorised companies1
- Manages investmentsyes
- Runs fundsyes
- Retail clientsno, professional only
| Company | Staff |
|---|---|
| KATAMARAN CAPITAL LLP Limited Liability PartnershipFCA: Authorised · manages investments, manages AIFs, advises, deals |
Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.
Options: 0 call positions (— notional), 1 put positions ($8.5m notional) – listed below, not included above.
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| VISA INC V | $12.3m10.49% | Reduced -9.8k |
| MASTERCARD INCORPORATED MA | $8.5m7.24% | Reduced -11.2k |
| BOOKING HOLDINGS INC BKNG | $6.5m5.54% | New |
| CORNING INC GLW | $6.4m5.47% | New |
| ANALOG DEVICES INC ADI | $5.9m5.00% | Reduced -925 |
| LAM RESEARCH CORP LRCX | $5.2m4.46% | Added +1.2k |
| AMAZON COM INC AMZN | $4.9m4.21% | Reduced -7.8k |
| TAIWAN SEMICONDUCTOR MFG LTD TSM | $4.7m4.03% | Reduced -9.2k |
| SEAGATE TECHNOLOGY HLDNGS PL STX | $4.6m3.96% | Reduced -6.8k |
| MOTOROLA SOLUTIONS INC MSI | $4.6m3.91% | New |
| TENABLE HLDGS INC TENB | $4.0m3.40% | New |
| COMFORT SYS USA INC FIX | $3.6m3.06% | Added +458 |
| SPOTIFY TECHNOLOGY S A SPOT | $3.4m2.90% | Added +1.3k |
| INSULET CORP PODD | $3.4m2.88% | New |
| META PLATFORMS INC META | $3.1m2.65% | Reduced -4.6k |
| GITLAB INC GTLB | $2.9m2.44% | New |
| AMBARELLA INC AMBA | $2.8m2.42% | New |
| TOWER SEMICONDUCTOR LTD TSEM | $2.7m2.27% | Reduced -2.3k |
| GENERAC HLDGS INC GNRC | $2.2m1.91% | New |
| VERSIGENT PLC VGNT | $2.1m1.81% | New |
| BROADCOM INC AVGO | $2.0m1.74% | Reduced -10.3k |
| VALMONT INDS INC VMI | $2.0m1.73% | New |
| SEMTECH CORP SMTC | $1.9m1.60% | Reduced -29.5k |
| COHERENT CORP COHR | $1.8m1.51% | Reduced -1.1k |
| SITIME CORP SITM | $1.8m1.51% | New |
| AMPHENOL CORP APH | $1.7m1.46% | Reduced -44.9k |
| MICROSOFT CORP MSFT | $1.7m1.45% | Reduced -3.4k |
| ROCKET LAB CORP RKLB | $1.7m1.42% | Reduced -3.5k |
| TEXAS INSTRS INC TXN | $1.6m1.40% | Reduced -3.6k |
| HEWLETT PACKARD ENTERPRISE C HPE | $1.6m1.38% | New |
| CADENCE DESIGN SYSTEM INC CDNS | $1.5m1.26% | New |
| MACOM TECH SOLUTIONS HLDGS I MTSI | $1.4m1.23% | Reduced -5.2k |
| BLOOM ENERGY CORP BE | $1.0m0.87% | Reduced -14.2k |
| NOKIA CORP NOK | $922.3k0.79% | New |
| ROKU INC ROKU | $695.1k0.59% | Reduced -47.5k |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| MOODYS CORP MCO | $4.3m9.9k shares |
| SS&C TECHNOLOGIES HLDGS INC SSNC | $4.0m58.6k shares |
| COCA COLA CO KO | $2.9m37.5k shares |
| INTEL CORP INTC | $2.3m51.4k shares |
| NVENT ELECTRIC PLC NVT | $1.2m10.0k shares |
| PLANET FITNESS INC PLNT | $974.0k13.1k shares |
| ARISTA NETWORKS INC ANET | $602.6k4.9k shares |
Options (notional value)
| Underlying | Notional | Change |
|---|---|---|
| INVESCO QQQ TR QQQ · Put | $8.5m11.6k shares | Added |