Nixon Capital, LLC - Q42025 Holdings

Nixon Capital, LLC holds 29 stocks with a total portfolio value of $ 378.99M as of Q42025. In Q42025, Nixon Capital, LLC added 6 new positions, increased stakes in 17 stocks, reduced 4 holdings, and fully exited 2 positions. The largest holding is Uber Technologies Inc (UBER), representing 7.93% of the total portfolio.