Napean Trading & Investment Co (Singapore) PTE Ltd reported 16 positions worth $291.12M for the quarter ended Jun 30, 2026, up 25.0% on the prior quarter. It opened 0 new positions, added to 1, trimmed 9 and exited 0. Its largest holding is Navan, Inc. at 46.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| CHYM Chime Financial, Inc. | +38.3K +322.5% | $784.53K | 0.353% |
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| LRCX Lam Research Corp | -46.7K -80.0% | $20.23M | 1.74% |
| COHR Coherent Corp. | -39.9K -91.2% | $15.73M | 0.523% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -32.3K -80.0% | $15.43M | 1.32% |
| ON On Semiconductor Corp | -102.2K -80.0% | $9.66M | 0.829% |
| ANET Arista Networks, Inc. | -30.6K -92.6% | $5.20M | 0.142% |
| BE Bloom Energy Corp | -15.0K -80.0% | $4.55M | 0.391% |
| LSCC Lattice Semiconductor Corp | -26.7K -82.0% | $4.09M | 0.308% |
| SNPS Synopsys Inc | -5,954 -80.0% | $2.66M | 0.228% |
| AVGO Broadcom Inc. | -3,942 -80.0% | $1.49M | 0.128% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NAVN Navan, Inc. | Technology | 5.87M | $134.34M | 46.15% | 0 | 0.0% | Unchanged | 2.33% |
| 2 | HOOD Robinhood Markets, Inc. | Financial Services | 1.05M | $105.27M | 36.16% | 0 | 0.0% | Unchanged | 0.12% |
| 3 | BLLN BillionToOne, Inc. | Healthcare | 233.3K | $28.00M | 9.62% | 0 | 0.0% | Unchanged | 0.5% |
| 4 | LRCX Lam Research Corp | Technology | 11.7K | $5.06M | 1.74% | -46.7K | -80.0% | Reduced | 0% |
| 5 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 8,077 | $3.86M | 1.32% | -32.3K | -80.0% | Reduced | 0% |
| 6 | BCAX Bicara Therapeutics Inc. | Healthcare | 113.8K | $3.38M | 1.16% | 0 | 0.0% | Unchanged | 0.17% |
| 7 | ON On Semiconductor Corp | Technology | 25.5K | $2.41M | 0.829% | -102.2K | -80.0% | Reduced | 0.01% |
| 8 | NVDA Nvidia Corp | Technology | 8,418 | $1.68M | 0.579% | 0 | 0.0% | Unchanged | 0% |
| 9 | COHR Coherent Corp. | Technology | 3,860 | $1.52M | 0.523% | -39.9K | -91.2% | Reduced | 0% |
| 10 | BE Bloom Energy Corp | Industrials | 3,761 | $1.14M | 0.391% | -15.0K | -80.0% | Reduced | 0% |
| 11 | PCOR Procore Technologies, Inc. | Technology | 26.6K | $1.08M | 0.372% | 0 | 0.0% | Unchanged | 0.02% |
| 12 | CHYM Chime Financial, Inc. | Technology | 50.2K | $1.03M | 0.353% | +38.3K | +322.5% | Added | 0.01% |
| 13 | LSCC Lattice Semiconductor Corp | Technology | 5,868 | $897.57K | 0.308% | -26.7K | -82.0% | Reduced | 0% |
| 14 | SNPS Synopsys Inc | Technology | 1,488 | $663.75K | 0.228% | -5,954 | -80.0% | Reduced | 0% |
| 15 | ANET Arista Networks, Inc. | Technology | 2,434 | $413.49K | 0.142% | -30.6K | -92.6% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Napean Trading & Investment Co (Singapore) PTE.
As of its Q2 2026 13F filing, Napean Trading & Investment Co (Singapore) PTE Ltd’s five largest positions were Navan, Inc. (NAVN) at 46.1%, Robinhood Markets, Inc. (HOOD) at 36.2%, BillionToOne, Inc. (BLLN) at 9.6%, Lam Research Corp (LRCX) at 1.7%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 1.3% of the reported portfolio.
Napean Trading & Investment Co (Singapore) PTE Ltd reported a 13F portfolio worth $291.12M across 16 positions for Q2 2026. That is up 25.0% from the previous quarter.
Its largest purchases by value were Chime Financial, Inc. ($784.53K). It opened 0 new positions.
Its largest sales by value were Lam Research Corp ($20.23M), Coherent Corp. ($15.73M), Taiwan Semiconductor Manufacturing Co Ltd ($15.43M). It exited 0 positions entirely.
From the Form 13F-HR reports Napean Trading & Investment Co (Singapore) PTE Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.