Napean Trading & Investment Co (Singapore) PTE Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Napean Trading & Investment Co (Singapore) PTE Ltd reported 16 stock positions worth $291.1 million. Its top holding was Navan Class A (NAVN) at 46.1% of the portfolio, followed by Robinhood Markets Class A (HOOD, 36.2%) and Billiontoone Class A (BLLN, 9.6%). Compared with Q1 2026, it added to 1 and reduced 9. The biggest buy was Chime Financial Class A (CHYM, shares +323%) and the biggest sale Taiwan Semiconductor-SP ADR (TSM, shares −80%).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0002011874
- Portfolio Value
- $291.1M (Q2 2026)
- SEC Filing
- 0002011874-26-000010 ↗ filed Aug 12, 2026
Holdings Value
Holdings 16 stocks · $291.1M
| NAVN Navan Inc. Class A | 46.15% | 5,874,257 | $134.3M | No change |
| HOOD Robinhood Markets Inc. Class A | 36.16% | 1,049,802 | $105.3M | No change |
| BLLN Billiontoone Inc. Class A | 9.62% | 233,333 | $28.0M | No change |
| LRCX Lam Research Corp. | 1.74% | 11,669 | $5.1M | Reduce -80.0% |
| TSM Taiwan Semiconductor-SP ADR | 1.32% | 8,077 | $3.9M | Reduce -80.0% |
| BCAX Bicara Therapeutics Inc. | 1.16% | 113,780 | $3.4M | No change |
| ON On Semiconductor | 0.83% | 25,542 | $2.4M | Reduce -80.0% |
| NVDA Nvidia Corp. | 0.58% | 8,418 | $1.7M | No change |
| COHR Coherent Corp. | 0.52% | 3,860 | $1.5M | Reduce -91.2% |
| BE Bloom Energy Corp. Class A | 0.39% | 3,761 | $1.1M | Reduce -80.0% |
| PCOR Procore Technologies Inc. | 0.37% | 26,649 | $1.1M | No change |
| CHYM Chime Financial Inc. Class A | 0.35% | 50,185 | $1.0M | Add +322.5% |
| LSCC Lattice Semiconductor Corp. | 0.31% | 5,868 | $898K | Reduce -82.0% |
| SNPS Synopsys Inc. | 0.23% | 1,488 | $664K | Reduce -80.0% |
| ANET Arista Networks Inc. | 0.14% | 2,434 | $413K | Reduce -92.6% |
| AVGO Broadcom Inc. | 0.13% | 985 | $372K | Reduce -80.0% |
Portfolio Sells Q1 2026 → Q2 2026
| TSM Taiwan Semiconductor-SP ADR | Reduce -80.0% | 1.32% | −4.53 |
| COHR Coherent Corp. | Reduce -91.2% | 0.52% | −3.95 |
| LRCX Lam Research Corp. | Reduce -80.0% | 1.74% | −3.61 |
| ON On Semiconductor | Reduce -80.0% | 0.83% | −2.56 |
| ANET Arista Networks Inc. | Reduce -92.6% | 0.14% | −1.60 |
| SNPS Synopsys Inc. | Reduce -80.0% | 0.23% | −1.04 |
| LSCC Lattice Semiconductor Corp. | Reduce -82.0% | 0.31% | −0.99 |
| BE Bloom Energy Corp. Class A | Reduce -80.0% | 0.39% | −0.70 |
| AVGO Broadcom Inc. | Reduce -80.0% | 0.13% | −0.53 |
Portfolio Buys Q1 2026 → Q2 2026
| CHYM Chime Financial Inc. Class A | Add +322.5% | 0.35% | +0.26 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 16 | $291.1M | NAVN, HOOD, BLLN, LRCX, TSM |
| Q1 2026 | 16 | $233.0M | NAVN, HOOD, BLLN, TSM, LRCX |
| Q4 2025 | 37 | $514.1M | HOOD, NAVN, AVGO, BLLN, LRCX |
| Q3 2025 | 35 | $514.3M | HOOD, AVGO, LRCX, MA, NVDA |
| Q2 2025 | 34 | $376.9M | HOOD, META, CHYM, AMZN, AVGO |
| Q1 2025 | 35 | $342.6M | HOOD, META, AMZN, TJX, LRCX |
| Q4 2024 | 35 | $404.1M | HOOD, AMZN, META, UNH, NFLX |
| Q3 2024 | 38 | $409.9M | HOOD, UNH, META, AMZN, AVGO |
| Q2 2024 | 42 | $420.4M | HOOD, AMZN, LRCX, MSFT, UNH |
| Q1 2024 | 46 | $409.0M | HOOD, AMZN, GOOGL, MSFT, AMD |