Katamaran Capital LLP Purchases and Sells in Q2 2025

Katamaran Capital LLP

$108 Billion
Q2 2025

Top Buys

Incresed Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	10.1K + 250.42%	$354.56 - $497.45 $3.56M - $5M	14.1K $7B
AMZN	17.5K + 56.53%	$167.32 - $223.3 $2.92M - $3.9M	48.3K $10.6B
MA	7.58K + 106.39%	$479.92 - $590.74 $3.64M - $4.48M	14.7K $8.26B
V	10.8K + 122.18%	$308.27 - $373.31 $3.33M - $4.03M	19.6K $6.97B
TJX	23.9K + 367.93%	$119.13 - $135.03 $2.84M - $3.22M	30.4K $3.75B
ADI	6.32K + 44.25%	$164.6 - $238.02 $1.04M - $1.5M	20.6K $4.9B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FICO	2.53K New	$1503.62 - $2206.01 $3.8M - $5.58M	2.53K $4.62B
CDNS	14.3K New	$231.64 - $323.08 $3.31M - $4.62M	14.3K $4.41B
MSI	10.1K New	$394.72 - $440.39 $3.98M - $4.44M	10.1K $4.24B
NVDA	18.1K New	$94.31 - $157.99 $1.71M - $2.87M	18.1K $2.87B
DG	22.4K New	$86.02 - $114.95 $1.92M - $2.57M	22.4K $2.56B
MSCI	3.13K New	$506.56 - $576.74 $1.59M - $1.81M	3.13K $1.81B

Top Sells

Reduced Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PODD	-7.65K - 66.35%	$238.57 - $327.47 $1.83M - $2.51M	3.88K $1.22B
KO	-6.11K - 11.2%	$68.37 - $73.9 $417K - $451K	48.4K $3.43B
SPOT	-2.03K - 31.71%	$503.3 - $775.9 $1.02M - $1.58M	4.38K $3.36B
TSM	-2.11K - 11.3%	$141.37 - $228.57 $299K - $483K	16.6K $3.76B
META	-1.41K - 11.31%	$484.66 - $738.09 $683K - $1.04M	11K $8.15B

Options

Puts

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	8.7K New	$416.06 - $551.64 $3.62M - $4.8M	8.7K $4.8B

Activity Summary All Purchases 20 New Holdings 9 Increased Positions 11 All Sells 5 Reductions 5 Sold out 0 Calls 0 Puts 1

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