Nearwater Capital Markets, Ltd

Q4 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    104

  • Value ($000)

    $5,847,256

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001915842
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GOOGL

ALPHABET INC

CAP STK CL A
$409.72M
7 %

1,309,000

MSFT

MICROSOFT CORP

COM
$358.36M
6 %

741,000

NVDA

NVIDIA CORPORATION

COM
$347.26M
6 %

1,862,000

VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$294.54M
5 %

4,714,850

AVGO

BROADCOM INC

COM
$278.26M
5 %

804,000

META

META PLATFORMS INC

CL A
$270.64M
5 %

410,000

AAPL

APPLE ORD

COM
$208.24M
4 %

766,000

MU

MICRON TECHNOLOGY INC

COM
$196.93M
3 %

690,000

GDXJ

VANECK ETF TRUST

JUNIOR GOLD MINE
$186.6M
3 %

1,640,000

WMT

WALMART INC

COM
$185.05M
3 %

1,661,000

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