Nearwater Capital Markets, LTD - Q42025 Holdings

Nearwater Capital Markets, LTD holds 104 stocks with a total portfolio value of $ 5.85B as of Q42025. In Q42025, Nearwater Capital Markets, LTD added 38 new positions, increased stakes in 22 stocks, reduced 18 holdings, and fully exited 78 positions. The largest holding is Alphabet Inc (GOOGL), representing 7.01% of the total portfolio.