&PARTNERS NXT — NEXTRACKER INC

Ownership history in &PARTNERS  ·  4 quarters on record

AI Ownership Summary

&PARTNERS reported NEXTRACKER INC (NXT) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.12% in 2025 Q4. The latest visible filing shows NXT at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NXT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was &PARTNERS's position in NEXTRACKER INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NXT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NXT stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS held NXT — position size vs. price
% of Fund (quarterly)    NXT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 13,498 -248,325 -94.8% 0.01% $1.6M 2026-05-15 $144.29
2025 Q4 ADDED — — — 261,823 +256,013 +4406.4% 0.12% $22.8M 2026-02-17 $122.59
2025 Q3 ADDED — — — 5,810 +1,776 +44.0% 0.00% $429K 2025-11-14 $93.75
2025 Q2 INITIATED — — — 4,034 — — 0.00% $220K 2025-08-14 $53.99

🏢 Other funds also holding NXT

As of 2026 Q1 — sorted by position size

One Fin Capital Management LP 3Y 7Y 12.9% Blue Door Asset Management, LLC 3Y 11.48% Andrew Hill Investment Advisors, Inc. 3Y 5.45% Goodman Financial Corp 3Y 7Y 5.14% Occam Crest Management LP 4.39% Tenzing Global Management, LLC 3Y 7Y 4.0% Clayton Partners LLC 3Y 3.5% NORTH POINT PORTFOLIO MANAGERS CORP/OH 3Y 7Y 3.16% NIA IMPACT ADVISORS, LLC 3Y 3.08% FIGURE 8 INVESTMENT STRATEGIES LLC 2.98%

FAQ About &PARTNERS and NXT

These are the practical questions this page is built to answer before you even open the full history table.

How long has &PARTNERS reported owning NXT?

&PARTNERS reported NXT across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported NXT position in &PARTNERS's portfolio?

The largest reported portfolio weight for NXT was 0.12% in 2025 Q4.

What is the latest reported NXT position on this page?

The most recent filing on this page is 2026 Q1, when &PARTNERS reported 13,498 shares, equal to 0.01% of portfolio, with an estimated market value of $1.6M.

What does the chart on this NXT ownership page compare?

The chart compares &PARTNERS's quarterly NXT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did &PARTNERS time their NXT position?

Based on 13F filing dates vs. subsequent NXT price moves, &PARTNERS correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on NXT relative to SPY over the holding period was +205.7%.

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