Nekton Capital Ltd. Last Quarter Change: USA Stocks, New

Nekton Capital Ltd. quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Nekton Capital Ltd. opened 7 positions, added to 2, reduced 5, sold out of 3 and left 1 unchanged. The largest increase in value was MDT (+$5,142,960); the largest decrease was TECK (-$3,302,491).

MDT: Country of operation Ireland; Class SHS; Shares 2025-06-30 0; Shares 2025-09-30 54,000.
EA: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 15,954.
REXR: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 59,333.
DHR: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 12,127.

Two Form 13F-HR filings compared (SEC CIK 1884716): 2025-06-30 (filed 2025-08-14) and 2025-09-30 (filed 2025-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2025-09-30	Share change	Value 2025-06-30	Value 2025-09-30	Value change
MDT MEDTRONIC PLC	Ireland	SHS	54,000	+54,000	$0	$5,142,960	+$5,142,960
EA ELECTRONIC ARTS	United States	COM	15,954	+15,954	$0	$3,217,922	+$3,217,922
REXR REXFORD INDUSTRI	United States	COM	59,333	+59,333	$0	$2,439,180	+$2,439,180
DHR DANAHER CORP	United States	COM	12,127	+12,127	$0	$2,404,299	+$2,404,299
COO COOPER COS INC	United States	COM	25,000	+25,000	$0	$1,714,000	+$1,714,000
IRT INDEPENDENCE REA	United States	COM	93,225	+93,225	$0	$1,527,958	+$1,527,958
INVH INVITATION HOMES	United States	COM	39,285	+39,285	$0	$1,152,229	+$1,152,229

Similar Firms

Firm Name	Country	13F Value	Holdings
Not available yet