Nixon Capital, LLC reported 19 holdings worth US$318M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Nixon Capital, LLC reported 19 holdings worth US$318M as of Jun 30, 2026. Largest: Compass, Inc., Sharkninja, Inc. and Uber Technologies, Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 19
- Value as reported
- US$318M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Compass, Inc. | 3.04M | US$37.4M | 11.8% |
| Sharkninja, Inc. | 209K | US$31.8M | 10.0% |
| Uber Technologies, Inc. | 380K | US$27.4M | 8.6% |
| Camden Property Trust | 230K | US$26.3M | 8.3% |
| Onespaworld Holdings Limited | 891K | US$25.2M | 7.9% |
| Nu Holdings Ltd. | 1.69M | US$22.6M | 7.1% |
| Steven Madden, Ltd. | 443K | US$18.7M | 5.9% |
| Toast, Inc. | 623K | US$17.3M | 5.5% |
| Atlas Energy Solutions Inc. | 928K | US$15.4M | 4.8% |
| Carnival Corporation Ltd. | 526K | US$15M | 4.7% |
| Ge Healthcare Technologies Inc. | 214K | US$13.7M | 4.3% |
| Permian Resources Corporation | 601K | US$11.1M | 3.5% |
| Chart Industries, Inc. | 46,760 | US$9.77M | 3.1% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |
| Apple Inc | 0 | US$0 | 0.00% |
| Berkshire Hathaway Inc. | 0 | US$0 | 0.00% |
| Costco Wholesale Corporation | 0 | US$0 | 0.00% |
| Masterbrand, Inc. | 0 | US$0 | 0.00% |
| Paypal Holdings, Inc. | 0 | US$0 | 0.00% |