Nekton Capital Ltd.

LONDON, X0 · CIK 1884716 · 13F filing filed 2025-11-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLondon

$49.4m reported value +0.1% vs Q2 2025

18positions

77.0%in top 10

10 new 2 added 5 reduced 5 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	PROLOGIS INC. COM PLD	PLD	48,517	$5.6m11.25%	11.25%	Added +4.0k	+4,044 9.1%
2	MEDTRONIC PLC SHS MDT	MDT	54,000	$5.1m10.42%	10.42%	New
3	UDR INC COM UDR	UDR	132,565	$4.9m10.00%	10.00%	Added +42.0k	+42,009 46.4%
4	UNION PAC CORP COM UNP	UNP	20,482	$4.8m9.81%	9.81%	Reduced -3.9k	-3,865 -15.9%
5	LAUDER ESTEE COS INC CL A EL	EL	49,507	$4.4m8.84%	8.84%	Reduced -17.5k	-17,478 -26.1%
6	ELECTRONIC ARTS INC COM EA	EA	15,954	$3.2m6.52%	6.52%	New
7	TECK RESOURCES LTD CL B TECK	TECK	62,315	$2.7m5.54%	5.54%	Reduced -87.2k	-87,202 -58.3%
8	REXFORD INDL RLTY INC COM REXR	REXR	59,333	$2.4m4.94%	4.94%	New
9	DANAHER CORPORATION COM DHR	DHR	12,127	$2.4m4.87%	4.87%	New
10	HDFC BANK LTD SPONSORED ADS HDB	HDB	69,263	$2.4m4.79%	4.79%	New
11	ALCON AG ORD SHS ALC	ALC	27,352	$2.0m4.13%	4.13%	Reduced -8.9k	-8,933 -24.6%
12	COOPER COS INC COM COO	COO	25,000	$1.7m3.47%	3.47%	New
13	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	17,957	$1.6m3.32%	3.32%	New
14	INDEPENDENCE RLTY TR INC COM IRT	IRT	93,225	$1.5m3.09%	3.09%	New
15	PINTEREST INC CL A PINS	PINS	42,273	$1.4m2.75%	2.75%	Reduced -7.0k	-6,963 -14.1%
16	INVITATION HOMES INC COM INVH	INVH	39,285	$1.2m2.33%	2.33%	New
17	SMURFIT WESTROCK PLC SHS SW	SW	24,146	$1.0m2.08%	2.08%	Unchanged
18	RIO TINTO PLC SPONSORED ADR RIO	RIO	13,748	$907.5k1.84%	1.84%	New

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
HESS CORP HES	HES	64,769	$9.0m64.8k shares
VANGUARD SCOTTSDALE FDS VGLT	VGLT	58,260	$3.3m58.3k shares
UBS GROUP AG UBS	UBS	77,510	$2.6m77.5k shares
TOLL BROTHERS INC TOL	TOL	19,323	$2.2m19.3k shares
MERITAGE HOMES CORP MTH	MTH	12,146	$813.4k12.1k shares