13F HOLDINGS REPORT
Nekton Capital Ltd.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001884716-25-000002
Total Value
$38.0M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HESS CORP | HESM | 64,769 | $8.6M | 22.65% |
| 2 | ASPEN TECHNOLOGY | 29109X106 | 31,600 | $7.9M | 20.74% |
| 3 | UNION PAC CORP | UNP | 27,720 | $6.3M | 16.62% |
| 4 | TECK RESOURCES-B | TCKRF | 130,892 | $5.3M | 13.95% |
| 5 | PROLOGIS INC | PLDGP | 46,380 | $4.9M | 12.89% |
| 6 | ESTEE LAUDER | 518439104 | 60,640 | $4.5M | 11.96% |
| 7 | ENFUSION INC - A | 292812104 | 43,611 | $449,193 | 1.18% |