Q3 2025 · 13F-HR
Napean Trading & Investment Co (Singapore) PTE Ltdholdings as filed
Filed 2025-11-10 · accession 0002011874-25-000007
$514.3M
Reported value
35
Positions
2025-09-30
Period end
The Brief · Napean Trading & Investment Co (Singapore) PTE Ltd · Q3 2025
AI · grounded in 13F
Napean Trading & Investment Co (Singapore) PTE Ltd established a new position in HOOD valued at $150.3M. The fund also initiated new stakes in AVGO for $24.2M and LRCX for $20.3M. Additional new positions include MA, NVDA, and SNPS.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 770700102 | HOOD | ROBINHOOD MKTS INC | $150.3M | 29.2% | 1,049,802 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $24.2M | 4.72% | 73,504 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $20.3M | 3.95% | 151,712 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $18.0M | 3.50% | 31,609 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $17.0M | 3.31% | 91,135 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $16.6M | 3.24% | 33,738 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $16.6M | 3.22% | 59,378 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $16.6M | 3.22% | 114,638 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $16.0M | 3.11% | 72,851 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $15.8M | 3.07% | 108,206 | Common | SOLE |
| 053332102 | AZO | AUTOZONE INC | $14.4M | 2.81% | 3,365 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $12.6M | 2.44% | 16,270 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $12.2M | 2.38% | 50,360 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $11.9M | 2.32% | 52,918 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $11.8M | 2.30% | 59,673 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $11.5M | 2.24% | 9,621 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $11.3M | 2.20% | 15,380 | Common | SOLE |
| 518415104 | LSCC | LATTICE SEMICONDUCTOR CORP | $9.9M | 1.93% | 135,196 | Common | SOLE |
| 093712107 | BE | BLOOM ENERGY CORP | $9.7M | 1.88% | 114,460 | Common | SOLE |
| 78410G104 | SBAC | SBA COMMUNICATIONS CORP NEW | $9.4M | 1.83% | 48,648 | Common | SOLE |
| 16935C109 | CHYM | CHIME FINL INC | $9.3M | 1.81% | 461,859 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $8.6M | 1.67% | 79,500 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $8.2M | 1.60% | 40,407 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $8.2M | 1.60% | 20,293 | Common | SOLE |
| 682189105 | ON | ON SEMICONDUCTOR CORP | $7.9M | 1.54% | 160,535 | Common | SOLE |
| 461202103 | INTU | INTUIT | $7.0M | 1.37% | 10,281 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $6.2M | 1.21% | 12,043 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $5.6M | 1.09% | 37,797 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $5.5M | 1.08% | 11,314 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $5.3M | 1.04% | 16,786 | Common | SOLE |
| 055477103 | BCAX | BICARA THERAPEUTICS INC | $4.4M | 0.85% | 275,942 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $4.2M | 0.81% | 56,033 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $2.6M | 0.50% | 10,100 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC | $2.5M | 0.48% | 33,424 | Common | SOLE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $2.4M | 0.47% | 37,476 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.