Holdings
Nearwater Capital Markets, Ltd
As of Jun 30, 2026, Nearwater Capital Markets, Ltd reported 79 positions worth US$4.63B. Largest: Revolution Medicines, Inc., Amazon.com, Inc. and Sandisk Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Revolution Medicines, Inc. | 2.1M | US$393M | +1.42M | Jun 30, 2026 |
| Amazon.com, Inc. | 1.33M | US$317M | +689K | Jun 30, 2026 |
| Sandisk Corporation | 110K | US$250M | −96,000 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 388K | US$225M | new | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 627K | US$224M | +335K | Jun 30, 2026 |
| Norwegian Cruise Line Holdings Ltd. | 9.46M | US$200M | +6.06M | Jun 30, 2026 |
| Nvidia Corporation | 854K | US$171M | −574K | Jun 30, 2026 |
| Uber Technologies, Inc. | 2.18M | US$157M | new | Jun 30, 2026 |
| Microsoft Corp. | 420K | US$157M | +255K | Jun 30, 2026 |
| Tesla, Inc. | 332K | US$140M | new | Jun 30, 2026 |