Which hedge funds own NXT? NEXTPOWER INC, Q2 2026 13F holders
72 tracked hedge funds disclosed a position in NXT (NEXTPOWER INC) in their Q2 2026 13F filings, worth $1.3bn in total. The largest holder by portfolio weight is One Fin Capital Management LP at 12.5% of its book. 33 opened a new position this quarter: Goodlander Investment Management, LLC, Turas Capital Management LP, Fundsmith (Terry Smith), Fundsmith Investment Services Ltd.. 14 exited: Tenzing Global Management, LLC, Arosa Capital Management LP, Twin Tree Management, LP.
- 72
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 33
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 14
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $638m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $48.8m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.3bn
- Combined value Sum of the holders' reported positions in the security.
- 5.8%
- 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
| Tenzing Global Management, LLC | 4.0% | $4.8m |
| Arosa Capital Management LP | 3.9% | $6.0m |
| Twin Tree Management, LP | 1.0% | $5.0m |
| Yaupon Capital Management LP | 0.6% | $11.2m |
| Axiom Investors LLC | 0.2% | $17.8m |
| Bayforest Capital Ltd | 0.2% | $138k |
| Prelude Capital Management, LLC | 0.03% | $362k |
| Mirabella Financial Services LLP | 0.03% | $286k |
| Alphadyne Asset Management LP | 0.02% | $150k |
| SummitTX Capital, L.P. | 0.02% | $503k |
| Hillsdale Investment Management Inc. | 0.01% | $371k |
| Capstone Investment Advisors, LLC | 0.01% | $657k |
| Verition Fund Management LLC | 0.0% | $204k |
| D. E. Shaw & Co., Inc. | 0.0% | $1.3m |
Ownership over time
Who discovered NXT first? Beta
| Blue Door Asset Management, LLC high conviction | Q4 2023 | +13.4 pts |
| Encompass Capital Advisors LLC high conviction | Q2 2023 | +6.6 pts |
| Electron Capital Partners, LLC | Q2 2023 | +1.2 pts |
| Seven Grand Managers, LLC high conviction | Q1 2023 | +1.2 pts |
| Ghisallo Capital Management LLC | Q1 2023 | +1.1 pts |
| Clean Energy Transition LLP high conviction | Q1 2023 | +0.5 pts |
| Sandler Capital Management | Q1 2023 | −0.2 pts |
| Arosa Capital Management LP high conviction | Q1 2023 | −0.4 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.