Which hedge funds own NEXT? NEXTDECADE CORP, Q2 2026 13F holders
28 tracked hedge funds disclosed a position in NEXT (NEXTDECADE CORP) in their Q2 2026 13F filings, worth $143.3m in total. The largest holder by portfolio weight is Man Investment Partners (US) LP at 19.5% of its book. 5 opened a new position this quarter: Yaupon Capital Management LP, Palo Duro Investment Partners, LP, Aquatic Capital Management LLC, Fulcrum Asset Management LLP. 16 exited: Ripple Effect Asset Management LP, PharVision Advisers, LLC, Central Asset Investments & Management Holdings (HK) Ltd.
- 28
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 5
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 16
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $8.1m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $23.3m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $143m
- Combined value Sum of the holders' reported positions in the security.
- 2.3%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Ripple Effect Asset Management LP | 7.1% | $10.3m |
| PharVision Advisers, LLC | 1.4% | $134k |
| Central Asset Investments & Management Holdings (HK) Ltd | 0.2% | $253k |
| Scientech Research LLC | 0.2% | $261k |
| Gsa Capital Partners LLP | 0.1% | $1.8m |
| Aventail Capital Group, LP | 0.1% | $2.1m |
| Atom Investors LP | 0.02% | $324k |
| Lighthouse Investment Partners, LLC | 0.02% | $536k |
| Mirabella Financial Services LLP | 0.02% | $206k |
| CenterBook Partners LP | 0.02% | $308k |
| Verition Fund Management LLC | 0.01% | $1.3m |
| Brevan Howard Capital Management LP | 0.01% | $827k |
| Hudson Bay Capital Management LP | 0.01% | $1.1m |
| Point72 Asset Management, L.P. | 0.01% | $3.5m |
| Walleye Capital LLC | 0.0% | $208k |
| Marshall Wace, LLP | 0.0% | $116k |
Ownership over time
Who discovered NEXT first? Beta
The run: Q1 2021 → Q2 2023, +207%
| York Capital Management Global Advisors, LLC high conviction | Q1 2022 | 18.3% | +60.8 pts |
| Brightline Capital Management, LLC high conviction | Q1 2025 | – | +1.0 pts |
| Yaupon Capital Management LP | Q3 2023 | – | +0.6 pts |
| Encompass Capital Advisors LLC | Q2 2024 | – | +0.4 pts |
| Wolf Hill Capital Management, LP high conviction | Q4 2024 | – | +0.4 pts |
| Clear Sky Carbon Solutions Investment Management, LLC | Q2 2022 | – | +0.4 pts |
| Covalent Partners LLC | Q3 2017 | – | −0.6 pts |
| Webs Creek Capital Management LP | Q2 2024 | – | −1.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.