Nekton Capital Ltd. — 13F holdings

Nekton Capital Ltd. reported 18 holdings worth $49.4M in its 13F filing for Q3 2025, filed November 14, 2025.

Largest positions

1. PLD PROLOGIS INC. — $5.56M (11.3%)
2. MDT MEDTRONIC PLC — $5.14M (10.4%)
3. UDR UDR INC — $4.94M (10.0%)
4. UNP UNION PAC CORP — $4.84M (9.8%)
5. EL LAUDER ESTEE COS INC — $4.36M (8.8%)
6. EA ELECTRONIC ARTS INC — $3.22M (6.5%)
7. TECK TECK RESOURCES LTD — $2.74M (5.5%)
8. REXR REXFORD INDL RLTY INC — $2.44M (4.9%)
9. DHR DANAHER CORPORATION — $2.40M (4.9%)
10. HDB HDFC BANK LTD — $2.37M (4.8%)