Napean Trading & Investment Co (Singapore) PTE Ltd — 13F Holdings & Portfolio

CIK 2011874 · latest 13F-HR filed 2026-08-12

Napean Trading & Investment Co (Singapore) PTE Ltd manages $291.1M in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NAVN (46.15%), HOOD (36.16%), BLLN (9.62%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 6, and trimmed 10.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
151 LORONG CHUAN #05-01A
NEW TECH PARK LOBBY A
SINGAPORE 556741
Phone
(658) 149-7201
Filing Manager
Napean Trading & Investment Co (Singapore) PTE Ltd
SINGAPORE, U0
Signatory
Vijendar Dwarakanath
Director
Loading holdings…
AUM

$291.1M

Long-equity book

Holdings

16

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+0 / −0 / ↑6 / ↓10

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NAVAN INC$56.6M +72.7%
  • ROBINHOOD MKTS INC$32.5M +44.7%
  • BILLIONTOONE INC$9.6M +52.0%
  • BICARA THERAPEUTICS INC$1.1M +49.3%
  • CHIME FINL INC$805.3K +362.0%
Show all 6

Top Trims

  • TAIWAN SEMICONDUCTOR MFG LTD-$9.8M -71.7%
  • COHERENT CORP-$8.9M -85.4%
  • LAM RESEARCH CORP-$7.4M -59.4%
  • ON SEMICONDUCTOR CORP-$5.5M -69.5%
  • ARISTA NETWORKS INC-$3.6M -89.8%
Show all 10

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NAVAN INC NAVN 639193101 $134.3M 46.15% 5,874,257 SH
2 ROBINHOOD MKTS INC HOOD 770700102 $105.3M 36.16% 1,049,802 SH
3 BILLIONTOONE INC BLLN 090168105 $28.0M 9.62% 233,333 SH
4 LAM RESEARCH CORP LRCX 512807306 $5.1M 1.74% 11,669 SH
5 TAIWAN SEMICONDUCTOR MFG LTD TSM 874039100 $3.9M 1.32% 8,077 SH
6 BICARA THERAPEUTICS INC BCAX 055477103 $3.4M 1.16% 113,780 SH
7 ON SEMICONDUCTOR CORP ON 682189105 $2.4M 0.83% 25,542 SH
8 NVIDIA CORPORATION NVDA 67066G104 $1.7M 0.58% 8,418 SH
9 COHERENT CORP COHR 19247G107 $1.5M 0.52% 3,860 SH
10 BLOOM ENERGY CORP BE 093712107 $1.1M 0.39% 3,761 SH
11 PROCORE TECHNOLOGIES INC PCOR 74275K108 $1.1M 0.37% 26,649 SH
12 CHIME FINL INC CHYM 16935C109 $1.0M 0.35% 50,185 SH
13 LATTICE SEMICONDUCTOR CORP LSCC 518415104 $897.6K 0.31% 5,868 SH
14 SYNOPSYS INC SNPS 871607107 $663.8K 0.23% 1,488 SH
15 ARISTA NETWORKS INC ANET 040413205 $413.5K 0.14% 2,434 SH
16 BROADCOM INC AVGO 11135F101 $372.1K 0.13% 985 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $291.1M 16 0002011874-26-000010
2026-03-31 2026-05-12 $233.0M 16 0002011874-26-000007
2025-12-31 2026-02-13 $514.1M 37 0002011874-26-000003
2025-09-30 2025-11-10 $514.3M 35 0002011874-25-000007
2025-06-30 2025-08-12 $376.9M 34 0001415889-25-021468
2025-03-31 2025-05-15 $342.6M 35 0001415889-25-013152
2024-12-31 2025-02-11 $404.1M 35 0001104659-25-011493