Katamaran Capital LLP Purchases and Sells in Q3 2025

Katamaran Capital LLP

$110 Billion
Q3 2025

Top Buys

Incresed Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPOT	8.02K + 182.97%	$620.01 - $738.53 $4.97M - $5.92M	12.4K $8.65B
AMD	18.7K + 153.1%	$134.8 - $184.42 $2.53M - $3.46M	31K $5.01B
FICO	2.2K + 86.8%	$1311.26 - $1869.83 $2.88M - $4.11M	4.73K $7.07B
KO	32.9K + 67.87%	$65.67 - $71.67 $2.16M - $2.36M	81.3K $5.39B
MSCI	1.79K + 57.11%	$526.48 - $588.0 $941K - $1.05M	4.92K $2.79B
FIX	254 + 26.71%	$521.66 - $825.18 $133K - $210K	1.21K $994M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSEM	73.6K New	$42.42 - $72.3 $3.12M - $5.32M	73.6K $5.32B
EFX	19K New	$234.03 - $265.73 $4.46M - $5.06M	19K $4.88B
MCO	8.97K New	$472.69 - $521.32 $4.24M - $4.68M	8.97K $4.28B
INTU	4.98K New	$646.03 - $807.39 $3.21M - $4.02M	4.98K $3.4B
SMTC	43.3K New	$42.59 - $71.45 $1.85M - $3.1M	43.3K $3.1B
SNOW	12.6K New	$191.73 - $241.0 $2.42M - $3.05M	12.6K $2.85B

Top Sells

Reduced Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSI	-6.9K - 68.46%	$408.73 - $490.3 $2.82M - $3.38M	3.18K $1.45B
ADI	-10.9K - 52.91%	$220.68 - $255.63 $2.41M - $2.79M	9.7K $2.38B
V	-4.7K - 23.97%	$332.09 - $358.86 $1.56M - $1.69M	14.9K $5.09B
AMZN	-8.38K - 17.33%	$211.65 - $238.24 $1.77M - $2M	40K $8.78B
LAM RESEARCH CORP	-20.7K - 41.77%	N/A	28.8K $3.86B
NVDA	-7.51K - 41.41%	$153.3 - $186.58 $1.15M - $1.4M	10.6K $1.98B

Activity Summary All Purchases 16 New Holdings 10 Increased Positions 6 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 0

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