Napean Trading & Investment Co (Singapore) PTE Ltd
Napean Trading & Investment Co (Singapore) PTE Ltd reported 16 US-listed holdings worth $291.1 million in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: Navan Inc. (46.1%), Robinhood Markets, Inc. (36.2%) and Billiontoone Inc. (9.6%). Against the quarter before, it opened 0 positions, added to 1, trimmed 9 and sold out of 0.
The 14 largest of its 16 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +121.1% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 1
- Chime Financial, Inc. CHYM+38,307 shares · +323%
Trimmed 9
- Lam Research Corp. LRCX-46,676 shares · -80%
- Coherent Corp. COHR-39,884 shares · -91%
- Taiwan Semiconductor Manufacturing Company Limited TSM-32,306 shares · -80%
- ON Semiconductor Corp. ON-102,167 shares · -80%
- Arista Networks, Inc. ANET-30,604 shares · -93%
- Bloom Energy Corp. BE-15,045 shares · -80%
- Lattice Semiconductor Corp. LSCC-26,730 shares · -82%
- Synopsys Inc. SNPS-5,954 shares · -80%
and 1 more in the table below
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Navan Inc. NAVN | 5.9M | $134.3 million | 46.15% | no change |
| Robinhood Markets, Inc. HOOD | 1.0M | $105.3 million | 36.16% | no change |
| Billiontoone Inc. BLLN | 233.3K | $28.0 million | 9.62% | no change |
| Lam Research Corp. LRCX | 11.7K | $5.1 million | 1.74% | -46.7K |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 8.1K | $3.9 million | 1.32% | -32.3K |
| Bicara Therapeutics Inc. BCAX | 113.8K | $3.4 million | 1.16% | no change |
| ON Semiconductor Corp. ON | 25.5K | $2.4 million | 0.83% | -102.2K |
| NVIDIA Corp. NVDA | 8.4K | $1.7 million | 0.58% | no change |
| Coherent Corp. COHR | 3.9K | $1.5 million | 0.52% | -39.9K |
| Bloom Energy Corp. BE | 3.8K | $1.1 million | 0.39% | -15.0K |
| Procore Technologies, Inc. PCOR | 26.6K | $1.1 million | 0.37% | no change |
| Chime Financial, Inc. CHYM | 50.2K | $1.0 million | 0.35% | +38.3K |
| Lattice Semiconductor Corp. LSCC | 5.9K | $897,569 | 0.31% | -26.7K |
| Synopsys Inc. SNPS | 1.5K | $663,752 | 0.23% | -6.0K |
| Arista Networks, Inc. ANET | 2.4K | $413,488 | 0.14% | -30.6K |
| Broadcom Inc. AVGO | 985 | $372,084 | 0.13% | -3.9K |