Which hedge funds own NXE? NEXGEN ENERGY LTD, Q2 2026 13F holders
45 tracked hedge funds disclosed a position in NXE (NEXGEN ENERGY LTD) in their Q2 2026 13F filings, worth $607.9m in total. The largest holder by portfolio weight is L1 Capital Pty Ltd at 11.0% of its book. 7 opened a new position this quarter: Parallax Volatility Advisers, L.P., Rokos Capital Management LLP, 111 Capital, Caption Management, LLC. 10 exited: Lloyd Harbor Capital Management, LLC, Ardsley Advisory Partners LP, Mirabella Financial Services LLP.
- 45
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 7
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 10
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $8.4m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $26.2m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $608m
- Combined value Sum of the holders' reported positions in the security.
- 3.6%
- 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
| Lloyd Harbor Capital Management, LLC | 7.4% | $14.4m |
| Ardsley Advisory Partners LP | 0.5% | $3.5m |
| Mirabella Financial Services LLP | 0.3% | $3.2m |
| Aquatic Capital Management LLC | 0.08% | $2.7m |
| SummitTX Capital, L.P. | 0.03% | $861k |
| Weiss Asset Management LP | 0.02% | $941k |
| Prelude Capital Management, LLC | 0.01% | $177k |
| Gsa Capital Partners LLP | 0.01% | $117k |
| Engineers Gate Manager LP | 0.0% | $357k |
| Twin Tree Management, LP | 0.0% | $16.5k |
Ownership over time
Who discovered NXE first? Beta
The run: Q1 2020 → Q1 2024, +967%
| Old West Investment Management, LLC high conviction | Q2 2020 | 4.0% | +21.5 pts |
| L1 Capital Pty Ltd high conviction | Q3 2023 | – | +12.7 pts |
| Alpha Wave Global, LP high conviction | Q2 2023 | 0.5% | +6.6 pts |
| Mountaineer Partners Management, LLC | Q3 2021 | – | +2.1 pts |
| Waratah Capital Advisors Ltd. | Q4 2022 | – | +1.0 pts |
| Gratia Capital, LLC | Q2 2021 | – | +0.1 pts |
| One Fin Capital Management LP | Q2 2022 | – | 0.0 pts |
| Lingotto Investment Management LLP high conviction | Q4 2021 | – | −0.7 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.