Updated
NexGen EnergyNXE · Energy
$8.25+4.04%
Market cap$5.5B
IndustryUranium
NexGen Energy (NXE) Superinvestor holders
12 of the superinvestors we track hold NexGen Energy (NXE) in their latest 13F filings, $140M in total.
Summary
The largest holder is Jeremy Grantham (GMO), with $71M, 0.2% of the portfolio.
In their latest quarter: 1 opened a new position, 3 added, 6 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Jeremy Grantham GMO |
Added | 7,592,203 | $71M | 0.2% | Q2 2026 |
| Mark Kingdon Kingdon Capital Management |
Held | 2,500,000 | $23M | 3.2% | Q2 2026 |
| Paul Marshall Marshall Wace |
Trimmed | 1,696,238 | $16M | 0.0% | Q2 2026 |
| Jim Simons Renaissance Technologies |
Added | 1,225,500 | $12M | 0.0% | Q2 2026 |
| Two Sigma Two Sigma Investments |
Added | 1,035,536 | $10M | 0.0% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Trimmed | 386,587 | $4M | 0.0% | Q2 2026 |
| Man Group Man Group plc |
Trimmed | 275,069 | $3M | 0.0% | Q2 2026 |
| Dan Davidowitz Polen Capital Management |
Trimmed | 62,639 | $588,089 | 0.0% | Q2 2026 |
| Ken Tropin Graham Capital Management |
New position | 44,309 | $416,062 | 0.0% | Q2 2026 |
| Ray Dalio Bridgewater Associates |
Trimmed | 42,918 | $403,000 | 0.0% | Q2 2026 |
| Sahm Adrangi Kerrisdale Capital Management |
Held | 30,183 | $283,205 | 0.1% | Q2 2026 |
| Alan Howard Brevan Howard |
Trimmed | 25,450 | $238,976 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 12 |
| Q1 2026 | 11 |
| Q4 2025 | 10 |
| Q3 2025 | 15 |
| Q2 2025 | 12 |
| Q1 2025 | 11 |
| Q4 2024 | 12 |
| Q3 2024 | 10 |
Questions about NexGen Energy
Which superinvestors own NexGen Energy?
12 of the superinvestors we track hold NexGen Energy (NXE) in their latest 13F filings, $140M in total. Jeremy Grantham, Mark Kingdon, Paul Marshall, Jim Simons, Two Sigma, David Shaw.
Who is the largest superinvestor holder of NXE?
The largest holder is Jeremy Grantham (GMO), with $71M, 0.2% of the portfolio.
From NexGen Energy's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.