Holdings
Point Nemo Capital, LLC
As of Jun 30, 2026, Point Nemo Capital, LLC reported 115 positions worth US$89M. Largest: Asml Holding Nv, Credo Technology Group Holding Ltd and Micron Technology, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Asml Holding Nv | 1,556 | US$3.1M | +85 | Jun 30, 2026 |
| Credo Technology Group Holding Ltd | 10,980 | US$2.99M | +20 | Jun 30, 2026 |
| Micron Technology, Inc. | 2,486 | US$2.87M | −600 | Jun 30, 2026 |
| Comfort Systems Usa, Inc. | 1,356 | US$2.69M | −645 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 5,241 | US$2.5M | +345 | Jun 30, 2026 |
| Nvidia Corporation | 10,065 | US$2.01M | +487 | Jun 30, 2026 |
| Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp | 333K | US$1.93M | +272K | Jun 30, 2026 |
| Davita Inc. | 8,593 | US$1.91M | +605 | Jun 30, 2026 |
| Gold Fields Limited | 56,222 | US$1.89M | +4,675 | Jun 30, 2026 |
| Pelagos Insurance Capital Limited | 71,277 | US$1.74M | +7,060 | Jun 30, 2026 |