Point Nemo Capital, LLC

13F filer · CIK 0001988307

Reported Aug 7, 2026

Net buyer this quarter

13F portfolio value$197MU.S. long equity reported on 13F

Positions13385 new · 17 closed

Net flow last quarter+$17.4MBuys minus sells

Top 10 positions weight16.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026133 positions
REMXRemedytemp Inc	$6.22M	3.15%	Not reported	New	Q2 2026
REMRemington Oil & Gas Corp	$4.04M	2.05%	Not reported	New	Q2 2026
SPCKSuperclick Inc	$3.6M	1.82%	0.05%	New	Q2 2026
ASMLAsml Holding NV	$3.1M	1.57%	0.00%	+5.8%	Q4 2025
CRDOCredo Technology Group Holding Ltd	$2.99M	1.51%	0.01%	+0.2%	Q1 2026
MUMicron Technology Inc	$2.87M	1.45%	0.00%	-19.4%	Q1 2026
FIXComfort Systems USA Inc	$2.69M	1.36%	0.00%	-32.2%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.5M	1.27%	0.00%	+7.1%	Q4 2025
NVDANvidia Corp	$2.01M	1.02%	0.00%	+5.1%	Q4 2025
AUAngloGold Ashanti PLC	$1.99M	1.01%	0.00%	+15.8%	Q4 2025
ITRNIturan Location & Control Ltd.	$1.94M	0.98%	0.16%	+7.8%	Q4 2025
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-Sabesp	$1.93M	0.98%	0.01%	+7.9%	Q4 2025
DVADavita Inc.	$1.91M	0.97%	0.01%	+7.6%	Q1 2026
GFIGold Fields Ltd	$1.89M	0.96%	0.01%	+9.1%	Q4 2025
PLGOPelagos Insurance Capital Ltd	$1.74M	0.88%	0.09%	+11.0%	Q1 2026
VLYValley National Bancorp	$1.66M	0.84%	0.02%	+4.2%	Q4 2025
HMYHarmony Gold Mining Co Ltd	$1.65M	0.83%	0.02%	+15.3%	Q4 2025
CPACopa Holdings, S.A.	$1.62M	0.82%	0.03%	+8.5%	Q1 2026
NTBBank of N.T. Butterfield & Son Ltd	$1.6M	0.81%	0.07%	+2.8%	Q4 2025
LAURLaureate Education, Inc.	$1.6M	0.81%	0.03%	+4.0%	Q4 2025
BLXBladex, Inc.	$1.6M	0.81%	0.07%	New	Q2 2026
SGHCSuper Group (SGHC) Ltd	$1.56M	0.79%	0.02%	-0.3%	Q1 2026
HGHamilton Insurance Group, Ltd.	$1.52M	0.77%	0.05%	New	Q2 2026
CFGCitizens Financial Group Inc	$1.51M	0.77%	0.01%	New	Q2 2026
INCYIncyte Corp	$1.51M	0.76%	0.01%	+8.1%	Q1 2026
BBVABanco Bilbao Vizcaya Argentaria, S.A.	$1.5M	0.76%	0.00%	+3.7%	Q4 2025
FULTFulton Financial Corp	$1.49M	0.75%	0.03%	New	Q2 2026
PGNYProgyny, Inc.	$1.47M	0.75%	0.07%	New	Q2 2026
MCYMercury General Corp	$1.47M	0.74%	0.02%	New	Q2 2026
PACPacific Airport Group	$1.46M	0.74%	Not reported	New	Q2 2026
RHPRyman Hospitality Properties, Inc.	$1.45M	0.73%	0.02%	New	Q2 2026
FMXMexican Economic Development Inc	$1.45M	0.73%	Not reported	+3.3%	Q1 2026
FBPFirst Bancorp	$1.44M	0.73%	0.04%	Not reported	Q4 2025
TNLTravel & Leisure Co.	$1.41M	0.71%	0.03%	+3.5%	Q4 2025
OPRAOpera Ltd	$1.39M	0.70%	0.08%	+9.0%	Q4 2025
CNKCinemark Holdings, Inc.	$1.39M	0.70%	0.04%	New	Q2 2026
ADAMAdamas Trust, Inc.	$1.36M	0.69%	0.16%	New	Q2 2026
EXPEExpedia Group, Inc.	$1.36M	0.69%	0.00%	+6.9%	Q1 2026
VLOValero Energy Corp	$1.34M	0.68%	0.00%	New	Q2 2026
HRBH&R Block Inc	$1.33M	0.67%	0.03%	New	Q2 2026
ZTOZTO Express (Cayman) Inc.	$1.32M	0.67%	0.01%	New	Q2 2026
KOFCoca Cola Femsa Sab de CV	$1.32M	0.67%	Not reported	New	Q2 2026
FROFrontline plc	$1.3M	0.66%	0.02%	New	Q2 2026
STRAStrategic Education, Inc.	$1.3M	0.66%	0.08%	New	Q2 2026
CIBGrupo Cibest S.A.	$1.29M	0.65%	0.00%	-9.5%	Q1 2026
MPCMarathon Petroleum Corp	$1.28M	0.65%	0.00%	New	Q2 2026
PBRPetrobras - Petroleo Brasileiro SA	$1.26M	0.64%	0.00%	+7.6%	Q4 2025
APAAPA Corp	$1.26M	0.64%	0.01%	+8.4%	Q1 2026
TKCTurkcell Iletisim Hizmetleri A S	$1.24M	0.63%	0.01%	+7.8%	Q1 2026
REPXRiley Exploration Permian, Inc.	$1.24M	0.63%	0.17%	+10.8%	Q4 2025

Q1 2026Reported May 15, 202665 positions
GLDSPDR Gold Trust	$6.79M	4.47%	0.00%	+51.0%	Q4 2025
FIXComfort Systems USA Inc	$2.76M	1.82%	0.01%	+24.8%	Q4 2025
GFIGold Fields Ltd	$2.34M	1.54%	0.01%	+24.7%	Q4 2025
AUAngloGold Ashanti PLC	$2.07M	1.36%	0.00%	+35.8%	Q4 2025
SLViShares Silver Trust	$2.02M	1.33%	0.01%	+31.5%	Q4 2025
ASMLAsml Holding NV	$1.94M	1.28%	0.00%	+37.0%	Q4 2025
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-Sabesp	$1.89M	1.24%	0.01%	+40.4%	Q4 2025
NVDANvidia Corp	$1.67M	1.10%	0.00%	+53.4%	Q4 2025
TRGPTarga Resources Corp.	$1.66M	1.10%	0.00%	+36.6%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.65M	1.09%	0.00%	+39.4%	Q4 2025
AMXAmerica Movil Sab de Cv/	$1.6M	1.06%	0.00%	+34.0%	Q4 2025
APAAPA Corp	$1.51M	1.00%	0.01%	New	Q1 2026
GSLGlobal Ship Lease, Inc.	$1.5M	0.99%	0.11%	+38.2%	Q4 2025
PBRPetrobras - Petroleo Brasileiro SA	$1.5M	0.99%	0.00%	+20.1%	Q4 2025
LAURLaureate Education, Inc.	$1.47M	0.97%	0.03%	+26.4%	Q4 2025
ITRNIturan Location & Control Ltd.	$1.45M	0.95%	0.15%	+35.9%	Q4 2025
HMYHarmony Gold Mining Co Ltd	$1.44M	0.95%	0.01%	+42.3%	Q4 2025
NTBBank of N.T. Butterfield & Son Ltd	$1.37M	0.91%	0.07%	+35.5%	Q4 2025
PAXPatria Investments Ltd	$1.34M	0.88%	Not reported	New	Q1 2026
VLYValley National Bancorp	$1.33M	0.88%	0.02%	+37.8%	Q4 2025
FTITechnipFMC plc	$1.32M	0.87%	0.00%	New	Q1 2026
LTMLatam Airlines Group S.A.	$1.32M	0.87%	0.00%	+39.0%	Q4 2025
PSXPhillips 66	$1.31M	0.86%	0.00%	New	Q1 2026
CIBGrupo Cibest S.A.	$1.31M	0.86%	0.00%	New	Q1 2026
NENoble Corp plc	$1.3M	0.86%	0.02%	New	Q1 2026
BBVABanco Bilbao Vizcaya Argentaria, S.A.	$1.25M	0.82%	0.00%	+39.6%	Q4 2025
SGHCSuper Group (SGHC) Ltd	$1.25M	0.82%	0.02%	New	Q1 2026
DLOdLocal Ltd	$1.24M	0.82%	0.03%	+42.3%	Q4 2025
PAGSPagSeguro Digital Ltd.	$1.24M	0.82%	0.05%	New	Q1 2026
REPXRiley Exploration Permian, Inc.	$1.23M	0.81%	0.16%	+32.9%	Q4 2025
TNLTravel & Leisure Co.	$1.23M	0.81%	0.03%	+37.2%	Q4 2025
DVADavita Inc.	$1.23M	0.81%	0.01%	New	Q1 2026
PLGOPelagos Insurance Capital Ltd	$1.23M	0.81%	0.08%	New	Q1 2026
ITUBItau Unibanco Holding S.A.	$1.23M	0.81%	0.00%	New	Q1 2026
FMXMexican Economic Development Inc	$1.22M	0.80%	Not reported	New	Q1 2026
EQTEQT Corp	$1.21M	0.80%	0.00%	New	Q1 2026
VIVTelefonica Brasil S.A.	$1.2M	0.79%	0.00%	New	Q1 2026
SKMSK Telecom Co Ltd	$1.2M	0.79%	0.02%	New	Q1 2026
TKCTurkcell Iletisim Hizmetleri A S	$1.18M	0.78%	0.01%	New	Q1 2026
NWGNatWest Group plc	$1.18M	0.78%	Not reported	New	Q1 2026
XPXP Inc.	$1.16M	0.77%	Not reported	+33.9%	Q4 2025
INCYIncyte Corp	$1.16M	0.76%	0.01%	New	Q1 2026
JXNJackson Financial Inc.	$1.15M	0.76%	0.02%	New	Q1 2026
DXDynex Capital Inc	$1.15M	0.76%	0.04%	New	Q1 2026
CGAUCenterra Gold Inc.	$1.15M	0.76%	0.03%	New	Q1 2026
VTRSViatris Inc	$1.15M	0.76%	0.01%	New	Q1 2026
EXPEExpedia Group, Inc.	$1.14M	0.75%	0.00%	New	Q1 2026
CAHCardinal Health Inc	$1.14M	0.75%	0.00%	New	Q1 2026
HLNEHamilton Lane INC	$1.14M	0.75%	Not reported	New	Q1 2026
PEGAPegasystems Inc	$1.13M	0.75%	0.02%	New	Q1 2026

Q4 2025Reported May 15, 202666 positions
GLDSPDR Gold Trust	$4.14M	4.10%	0.00%	New	Q4 2025
GFIGold Fields Ltd	$1.8M	1.79%	0.00%	New	Q4 2025
FIXComfort Systems USA Inc	$1.5M	1.48%	0.00%	New	Q4 2025
SLViShares Silver Trust	$1.45M	1.44%	0.00%	New	Q4 2025
AUAngloGold Ashanti PLC	$1.33M	1.32%	0.00%	New	Q4 2025
HMYHarmony Gold Mining Co Ltd	$1.31M	1.30%	0.01%	New	Q4 2025
NVDANvidia Corp	$1.16M	1.15%	0.00%	New	Q4 2025
ASMLAsml Holding NV	$1.15M	1.14%	0.00%	New	Q4 2025
LAURLaureate Education, Inc.	$1.13M	1.11%	0.02%	New	Q4 2025
MPWRMonolithic Power Systems, Inc.	$1.09M	1.08%	0.00%	New	Q4 2025
TIGOMillicom International Cellular SA	$1.09M	1.07%	0.01%	New	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.07M	1.06%	0.00%	New	Q4 2025
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-Sabesp	$1.05M	1.04%	0.01%	New	Q4 2025
LTMLatam Airlines Group S.A.	$1.04M	1.03%	0.00%	New	Q4 2025
GSLGlobal Ship Lease, Inc.	$1.02M	1.01%	0.08%	New	Q4 2025
NRIMNorthrim Bancorp Inc	$973K	0.96%	0.17%	New	Q4 2025
AMXAmerica Movil Sab de Cv/	$970K	0.96%	0.00%	New	Q4 2025
BBVABanco Bilbao Vizcaya Argentaria, S.A.	$964K	0.95%	0.00%	New	Q4 2025
BPOPPopular, Inc.	$964K	0.95%	0.01%	New	Q4 2025
NTBBank of N.T. Butterfield & Son Ltd	$963K	0.95%	0.05%	New	Q4 2025
KEPKorea Electric Power Corp	$960K	0.95%	0.01%	New	Q4 2025
DLOdLocal Ltd	$954K	0.94%	0.02%	New	Q4 2025
NEMNEWMONT Corp	$950K	0.94%	0.00%	New	Q4 2025
ITRNIturan Location & Control Ltd.	$935K	0.93%	0.11%	New	Q4 2025
RRRRed Rock Resorts, Inc.	$924K	0.91%	Not reported	New	Q4 2025
VLYValley National Bancorp	$920K	0.91%	0.01%	New	Q4 2025
PSTLPostal Realty Trust, Inc.	$916K	0.91%	0.22%	New	Q4 2025
TNLTravel & Leisure Co.	$915K	0.91%	0.02%	New	Q4 2025
BMAMacro Bank Inc.	$907K	0.90%	0.00%	New	Q4 2025
TRGPTarga Resources Corp.	$897K	0.89%	0.00%	New	Q4 2025
UVEUniversal Insurance Holdings, Inc.	$890K	0.88%	0.09%	New	Q4 2025
RYAAYRyanair Holdings PLC	$882K	0.87%	0.00%	New	Q4 2025
EVEREverQuote, Inc.	$882K	0.87%	Not reported	New	Q4 2025
DGICADonegal Group Inc	$876K	0.87%	Not reported	New	Q4 2025
SDSandridge Energy Inc	$868K	0.86%	0.16%	New	Q4 2025
IFSIntercorp Financial Services Inc.	$853K	0.84%	0.02%	New	Q4 2025
HCIHCI Group, Inc.	$850K	0.84%	0.03%	New	Q4 2025
NTESNetEase, Inc.	$828K	0.82%	0.00%	New	Q4 2025
CPRXCatalyst Pharmaceuticals, Inc.	$826K	0.82%	0.03%	New	Q4 2025
CVECenovus Energy Inc.	$823K	0.82%	0.00%	New	Q4 2025
BMYBristol Myers Squibb Co	$789K	0.78%	0.00%	New	Q4 2025
NRDSNerdwallet, Inc.	$788K	0.78%	0.08%	New	Q4 2025
CTRECareTrust REIT, Inc.	$782K	0.77%	0.01%	New	Q4 2025
PRIMPrimoris Services Corp	$779K	0.77%	0.01%	New	Q4 2025
FBPFirst Bancorp	$778K	0.77%	0.02%	New	Q4 2025
ATATAtour Lifestyle Holdings Ltd	$776K	0.77%	0.00%	New	Q4 2025
DINOHF Sinclair Corp	$757K	0.75%	0.01%	New	Q4 2025
XPXP Inc.	$746K	0.74%	Not reported	New	Q4 2025
CALMCal-Maine Foods Inc	$744K	0.74%	0.02%	New	Q4 2025
HNIHni Corp	$737K	0.73%	0.04%	New	Q4 2025

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