Nekton Capital as of Dec. 31, 2024
Portfolio Holdings for Nekton Capital
Nekton Capital holds 7 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hess (HES) | 22.7 | $8.6M | 65k | 133.01 | |
| Aspen Technology | 20.7 | $7.9M | 32k | 249.63 | |
| Union Pacific Corporation (UNP) | 16.6 | $6.3M | 28k | 228.04 | |
| Teck Resources-b CL B (TECK) | 14.0 | $5.3M | 131k | 40.53 | |
| Prologis (PLD) | 12.9 | $4.9M | 46k | 105.70 | |
| Estee Lauder Cl A (EL) | 12.0 | $4.5M | 61k | 74.98 | |
| Enfusion Inc - A Cl A (ENFN) | 1.2 | $449k | 44k | 10.30 |
