Nearwater Capital Markets, Ltd
•CIK: 1915842•Filing: Q4 2025
Nearwater Capital Markets, Ltd, managed by the seasoned investor team known for their focus on technology and consumer discretionary sectors, currently oversees $5.8 billion in assets with a portfolio heavily weighted in tech giants like Google and Microsoft. Recently, the fund has made notable moves by adding Tesla and Micron, up 260% and 245% respectively, while exiting positions in the S&P 500 ETF and Goldman Sachs, signaling a strategic pivot towards high-growth tech and semiconductor stocks.
Total AUM
$5.8B
QoQ Performance
-21.8%
Positions
100
Top 10 Concentration
46.8%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
MSFT
NVDA
VEA
GOOGL7.0%
MSFT6.1%
NVDA5.9%
VEA5.0%
AVGO4.8%
META4.6%
AAPL3.6%
MU3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.8%
Technology35.0%
Consumer10.4%
Financial3.0%
Healthcare2.1%
Communication1.7%
Industrial1.7%
Consumer Staples0.7%
🚪 Exited Positionssold since Q3 2025
+73 more exited positions
Changes from Q3 2025
NEW38 new positions
↑22 increased
↓18 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024