Nekton Capital Ltd. 13F Holdings

CIK 0001884716 · LONDON, X0

As of Sep 30, 2025, Nekton Capital Ltd. reported 18 positions worth $49.4M in its SEC Form 13F filing.

Top 18 holdings

SecurityTickerSectorSharesValue% of portfolio
PROLOGIS INCPLDReal Estate48,517$5.6M11.25%
MEDTRONIC PLCMDTHealthcare54,000$5.1M10.42%
UDR INCUDRReal Estate132,565$4.9M10.00%
UNION PACIFIC CORPUNPIndustrials20,482$4.8M9.81%
ESTEE LAUDER COMPANIES INCELConsumer Defensive49,507$4.4M8.84%
ELECTRONIC ARTS INCEACommunication Services15,954$3.2M6.52%
TECK RESOURCES LTDTECKBasic Materials62,315$2.7M5.54%
REXFORD INDUSTRIAL REALTY INCREXRReal Estate59,333$2.4M4.94%
DANAHER CORPDHRHealthcare12,127$2.4M4.87%
HDFC BANK LTDHDBFinancial Services69,263$2.4M4.79%
ALCON INCALCHealthcare27,352$2.0M4.13%
COOPER COMPANIES INCCOOHealthcare25,000 .7M3.47%
VANGUARD REAL ESTATE INDEX FUNDVNQ—17,957 .6M3.32%
INDEPENDENCE REALTY TRUST INCIRTReal Estate93,225 .5M3.09%
PINTEREST INCPINSCommunication Services42,273 .4M2.75%
INVITATION HOMES INCINVHReal Estate39,285 .2M2.33%
SMURFIT WESTROCK PLCSWConsumer Cyclical24,146 .0M2.08%
RIO TINTO LTDRIOBasic Materials13,748$907.5K1.84%