Napean Trading & Investment Co (Singapore) PTE Ltd
Net seller this quarter
$291M
16
-$78.2M
98.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NAVN | $134M | 46.15% | 12.83% | Not reported | Q4 2025 |
 HOOD | $105M | 36.16% | 0.45% | Not reported | Q4 2023 |
 BLLN | $28M | 9.62% | 2.09% | Not reported | Q4 2025 |
 LRCX | $5.06M | 1.74% | 0.00% | -80.0% | Q4 2023 |
 TSM | $3.86M | 1.32% | 0.00% | -80.0% | Q1 2025 |
| BCAX | $3.38M | 1.16% | 0.17% | Not reported | Q1 2025 |
 ON | $2.41M | 0.83% | 0.01% | -80.0% | Q3 2025 |
 NVDA | $1.68M | 0.58% | 0.00% | Not reported | Q4 2023 |
 COHR | $1.52M | 0.52% | 0.00% | -91.2% | Q3 2025 |
 BE | $1.14M | 0.39% | 0.00% | -80.0% | Q2 2024 |
 PCOR | $1.08M | 0.37% | 0.02% | Not reported | Q4 2025 |
 CHYM | $1.03M | 0.35% | 0.08% | +322.5% | Q2 2025 |
 LSCC | $898K | 0.31% | 0.00% | -82.0% | Q3 2024 |
 SNPS | $664K | 0.23% | 0.00% | -80.0% | Q4 2023 |
 ANET | $413K | 0.14% | 0.00% | -92.6% | Q2 2024 |
 AVGO | $372K | 0.13% | 0.00% | -80.0% | Q2 2024 |
| Q1 2026 | |||||
| NAVN | $77.8M | 33.39% | 12.83% | Not reported | Q4 2025 |
| HOOD | $72.8M | 31.23% | 0.45% | Not reported | Q4 2023 |
| BLLN | $18.4M | 7.91% | 2.09% | Not reported | Q4 2025 |
| TSM | $13.6M | 5.86% | 0.00% | -32.0% | Q1 2025 |
| LRCX | $12.5M | 5.35% | 0.00% | -44.7% | Q4 2023 |
| COHR | $10.4M | 4.47% | 0.02% | Not reported | Q3 2025 |
| ON | $7.91M | 3.39% | 0.03% | Not reported | Q3 2025 |
| ANET | $4.06M | 1.74% | 0.00% | -40.2% | Q2 2024 |
| LSCC | $3.02M | 1.30% | 0.02% | -58.2% | Q3 2024 |
| SNPS | $2.95M | 1.27% | 0.00% | -75.0% | Q4 2023 |
| BE | $2.55M | 1.09% | 0.01% | -31.5% | Q2 2024 |
| BCAX | $2.26M | 0.97% | 0.17% | Not reported | Q1 2025 |
| AVGO | $1.52M | 0.65% | 0.00% | -91.9% | Q2 2024 |
| PCOR | $1.52M | 0.65% | 0.02% | Not reported | Q4 2025 |
| NVDA | $1.47M | 0.63% | 0.00% | -89.4% | Q4 2023 |
| CHYM | $222K | 0.10% | 0.02% | Not reported | Q2 2025 |
| Q4 2025 | |||||
| HOOD | $119M | 23.10% | 0.45% | Not reported | Q4 2023 |
| NAVN | $100M | 19.52% | 12.83% | New | Q4 2025 |
| AVGO | $21.1M | 4.10% | 0.00% | -17.1% | Q2 2024 |
| BLLN | $19.1M | 3.71% | 2.09% | New | Q4 2025 |
| LRCX | $18.1M | 3.52% | 0.01% | -30.4% | Q4 2023 |
| TSM | $18M | 3.51% | 0.00% | Not reported | Q1 2025 |
 MA | $17M | 3.30% | 0.00% | -5.9% | Q4 2023 |
| NVDA | $14.8M | 2.88% | 0.00% | -12.8% | Q4 2023 |
| SNPS | $14M | 2.72% | 0.02% | -11.6% | Q4 2023 |
 DHR | $13.7M | 2.66% | 0.01% | Not reported | Q4 2023 |
 TJX | $13.5M | 2.62% | 0.01% | -23.5% | Q4 2023 |
 MCK | $12.2M | 2.37% | 0.01% | -8.9% | Q1 2024 |
 AMZN | $11.2M | 2.19% | 0.00% | -33.2% | Q4 2023 |
 GOOGL | $9.89M | 1.92% | 0.00% | -37.2% | Q4 2023 |
 AZO | $8.77M | 1.71% | 0.02% | -23.2% | Q1 2024 |
| COHR | $8.07M | 1.57% | 0.03% | -45.0% | Q3 2025 |
 SBAC | $7.62M | 1.48% | 0.04% | -19.1% | Q1 2025 |
 SNOW | $7.37M | 1.43% | 0.01% | -36.6% | Q1 2024 |
| ANET | $7.23M | 1.41% | 0.00% | -49.0% | Q2 2024 |
| ON | $6.92M | 1.35% | 0.03% | -20.5% | Q3 2025 |
 PANW | $6.55M | 1.27% | 0.01% | -11.9% | Q3 2025 |
 HD | $6.03M | 1.17% | 0.00% | -13.6% | Q2 2024 |
 META | $5.86M | 1.14% | Not reported | -42.3% | Q4 2023 |
 MSFT | $5.82M | 1.13% | 0.00% | Not reported | Q4 2023 |
| LSCC | $5.74M | 1.12% | 0.06% | -42.3% | Q3 2024 |
 ADSK | $4.97M | 0.97% | 0.01% | Not reported | Q4 2024 |
 SHOP | $4.89M | 0.95% | 0.01% | -19.6% | Q4 2023 |
 NFLX | $4.62M | 0.90% | 0.00% | -48.8% | Q4 2023 |
 CRWD | $4.27M | 0.83% | 0.00% | -19.5% | Q4 2023 |
 INTU | $3.73M | 0.73% | 0.00% | -45.2% | Q4 2023 |
 NTNX | $2.9M | 0.56% | 0.02% | Not reported | Q3 2024 |
 AAPL | $2.75M | 0.53% | 0.00% | Not reported | Q4 2023 |
| BE | $2.39M | 0.46% | 0.01% | -76.0% | Q2 2024 |
| PCOR | $1.94M | 0.38% | 0.02% | New | Q4 2025 |
| BCAX | $1.91M | 0.37% | 0.20% | -58.8% | Q1 2025 |
 IBIT | $1.86M | 0.36% | 0.00% | Not reported | Q1 2025 |
| CHYM | $299K | 0.06% | 0.02% | -97.4% | Q2 2025 |
| Q3 2025 | |||||
| HOOD | $150M | 29.23% | 0.45% | -8.0% | Q4 2023 |
| AVGO | $24.2M | 4.72% | 0.00% | +30.5% | Q2 2024 |
| LRCX | $20.3M | 3.95% | 0.01% | +22.4% | Q4 2023 |
| MA | $18M | 3.50% | 0.00% | +54.7% | Q4 2023 |
| NVDA | $17M | 3.31% | 0.00% | +66.2% | Q4 2023 |
| SNPS | $16.6M | 3.24% | 0.02% | +42.5% | Q4 2023 |
| TSM | $16.6M | 3.22% | 0.00% | +152.3% | Q1 2025 |
| TJX | $16.6M | 3.22% | 0.01% | +31.8% | Q4 2023 |
| AMZN | $16M | 3.11% | 0.00% | +0.4% | Q4 2023 |
| ANET | $15.8M | 3.07% | 0.01% | +67.5% | Q2 2024 |
| AZO | $14.4M | 2.81% | 0.02% | +14.8% | Q1 2024 |
| MCK | $12.6M | 2.44% | 0.01% | +59.5% | Q1 2024 |
| GOOGL | $12.2M | 2.38% | 0.00% | +139.7% | Q4 2023 |
| SNOW | $11.9M | 2.32% | 0.02% | +44.9% | Q1 2024 |
| DHR | $11.8M | 2.30% | 0.01% | +13.6% | Q4 2023 |
| NFLX | $11.5M | 2.24% | 0.00% | +18.2% | Q4 2023 |
| META | $11.3M | 2.20% | Not reported | -52.4% | Q4 2023 |
| LSCC | $9.91M | 1.93% | 0.10% | +121.2% | Q3 2024 |
| BE | $9.68M | 1.88% | 0.05% | -34.8% | Q2 2024 |
| SBAC | $9.41M | 1.83% | 0.05% | +18.5% | Q1 2025 |
| CHYM | $9.32M | 1.81% | 0.69% | -18.3% | Q2 2025 |
| COHR | $8.56M | 1.67% | 0.05% | New | Q3 2025 |
| PANW | $8.23M | 1.60% | 0.01% | New | Q3 2025 |
| HD | $8.22M | 1.60% | 0.00% | +24.0% | Q2 2024 |
| ON | $7.92M | 1.54% | 0.04% | New | Q3 2025 |
| INTU | $7.02M | 1.37% | 0.00% | -22.1% | Q4 2023 |
| MSFT | $6.24M | 1.21% | 0.00% | -29.9% | Q4 2023 |
| SHOP | $5.62M | 1.09% | 0.01% | Not reported | Q4 2023 |
| CRWD | $5.55M | 1.08% | 0.00% | +63.9% | Q4 2023 |
| ADSK | $5.33M | 1.04% | 0.01% | +22.8% | Q4 2024 |
| BCAX | $4.36M | 0.85% | 0.51% | Not reported | Q1 2025 |
| NTNX | $4.17M | 0.81% | 0.02% | +3.9% | Q3 2024 |
| AAPL | $2.57M | 0.50% | 0.00% | Not reported | Q4 2023 |
 FND | $2.46M | 0.48% | 0.03% | New | Q3 2025 |
| IBIT | $2.44M | 0.47% | 0.00% | Not reported | Q1 2025 |