Nekton Capital as of June 30, 2023
Portfolio Holdings for Nekton Capital
Nekton Capital holds 15 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Becton, Dickinson and (BDX) | 13.5 | $82M | 312k | 264.01 | |
| Qiagen Nv Shs New | 12.8 | $78M | 1.7M | 45.03 | |
| Alcon Ord Shares (ALC) | 9.5 | $58M | 707k | 82.11 | |
| Union Pacific Corporation (UNP) | 9.5 | $58M | 283k | 204.62 | |
| Emerson Electric (EMR) | 8.7 | $53M | 584k | 90.39 | |
| Exelon Corporation (EXC) | 6.5 | $40M | 977k | 40.74 | |
| Jacobs Engineering Group (J) | 6.1 | $37M | 314k | 118.89 | |
| Ptc (PTC) | 5.8 | $35M | 249k | 142.30 | |
| Colgate-Palmolive Company (CL) | 5.4 | $33M | 425k | 77.04 | |
| Teck Resources-b CL B (TECK) | 5.2 | $32M | 759k | 42.10 | |
| Horizon Therapeu SHS | 5.0 | $30M | 294k | 102.85 | |
| Albertsons Cos-a Common Stock (ACI) | 4.8 | $29M | 1.3M | 21.82 | |
| Heico Corp-a Cl A (HEI.A) | 3.7 | $23M | 161k | 140.60 | |
| Estee Lauder Cl A (EL) | 2.1 | $13M | 65k | 196.38 | |
| H World Grou- Sponsored Ads (HTHT) | 1.5 | $9.0M | 233k | 38.78 |
