Nixon Capital, LLC

Nixon Capital, LLC is an Investment Adviser institutional filer with the SEC under CIK 1846352, reporting 17 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: TX
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-08-12

Top 10 portfolio positions

The largest reported holdings in Nixon Capital, LLC's most recent 13F filing, ranked by reported market value.

1. COMPASS INC (COMP)
2. SHARKNINJA INC (SN)
3. UBER TECHNOLOGIES INC (UBER)
4. CAMDEN PPTY TR (CPT)
5. ONESPAWORLD HOLDINGS LIMITED (OSW)
6. NU HLDGS LTD (NU)
7. MADDEN STEVEN LTD (SHOO)
8. TOAST INC (TOST)
9. GENIUS SPORTS LIMITED (GENI)
10. ATLAS ENERGY SOLUTIONS INC (AESI)