Napean Trading & Investment Co (Singapore) PTE Ltd

Portfolio Overview

Napean Trading & Investment Co (Singapore) PTE Ltd disclosed 16 positions worth $291.1M in its Form 13F-HR for Q2 2026, led by $NAVN (Navan, Inc.) at 46.1% of the equity portfolio, followed by $HOOD and $BLLN. The portfolio is most concentrated in Technology (51.0% of disclosed assets). All figures are sourced directly from Napean Trading & Investment Co (Singapore) PTE Ltd’s Form 13F-HR filing with the SEC under CIK 2011874.

• 

  Navan, Inc.

  $NAVN

  41.9#2,038

  Quality

  $134.3M5,874,257 sh
• 

  Robinhood Markets, Inc.

  $HOOD

  82.1#16

  Quality

  $105.3M1,049,802 sh
• 

  BillionToOne, Inc.

  $BLLN

  61.9#747

  Quality

  $28.0M233,333 sh
• 

  LAM RESEARCH CORP

  $LRCX

  79.4

  Quality

  $5.1M11,669 sh
• 

  TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

  $TSM

  —

  Quality

  $3.9M8,077 sh
• 

  Bicara Therapeutics Inc.

  $BCAX

  —

  Quality

  $3.4M113,780 sh
• 

  ON SEMICONDUCTOR CORP

  $ON

  55.0

  Quality

  $2.4M25,542 sh
• 

  NVIDIA CORP

  $NVDA

  85.9

  Quality

  $1.7M8,418 sh
• 

  COHERENT CORP.

  $COHR

  58.5

  Quality

  $1.5M3,860 sh
• 

  Bloom Energy Corp

  $BE

  66.2

  Quality

  $1.1M3,761 sh

Company	Quality	Value	Shares
Navan, Inc.$NAVN	41.9#2,038	$134.3M	5,874,257
Robinhood Markets, Inc.$HOOD	82.1#16	$105.3M	1,049,802
BillionToOne, Inc.$BLLN	61.9#747	$28.0M	233,333
LAM RESEARCH CORP$LRCX	79.4	$5.1M	11,669
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM	—	$3.9M	8,077
Bicara Therapeutics Inc.$BCAX	—	$3.4M	113,780
ON SEMICONDUCTOR CORP$ON	55.0	$2.4M	25,542
NVIDIA CORP$NVDA	85.9	$1.7M	8,418
COHERENT CORP.$COHR	58.5	$1.5M	3,860
Bloom Energy Corp$BE	66.2	$1.1M	3,761

Showing top 10 of 16 holdings.

Full Holdings — Napean Trading & Investment Co (Singapore) PTE Ltd (Q2 2026)

All 16 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$NAVN	Navan, Inc.	$134.3M	46.1%	+0%	41.9
2	$HOOD	Robinhood Markets, Inc.	$105.3M	36.2%	+0%	82.1
3	$BLLN	BillionToOne, Inc.	$28.0M	9.6%	+0%	61.9
4	$LRCX	LAM RESEARCH CORP	$5.1M	1.7%	-80%	79.4
5	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$3.9M	1.3%	-80%	—
6	$BCAX	Bicara Therapeutics Inc.	$3.4M	1.2%	+0%	—
7	$ON	ON SEMICONDUCTOR CORP	$2.4M	0.8%	-80%	55
8	$NVDA	NVIDIA CORP	$1.7M	0.6%	+0%	85.9
9	$COHR	COHERENT CORP.	$1.5M	0.5%	-91%	58.5
10	$BE	Bloom Energy Corp	$1.1M	0.4%	-80%	66.2
11	$PCOR	PROCORE TECHNOLOGIES, INC.	$1.1M	0.4%	+0%	59.4
12	$CHYM	Chime Financial, Inc.	$1.0M	0.3%	+323%	53.5
13	$LSCC	LATTICE SEMICONDUCTOR CORP	$897,569	0.3%	-82%	48.7
14	$SNPS	SYNOPSYS INC	$663,752	0.2%	-80%	67.9
15	$ANET	Arista Networks, Inc.	$413,488	0.1%	-93%	81.9
16	$AVGO	Broadcom Inc.	$372,084	0.1%	-80%	84.5