Institutions / Nexpoint Asset Management, L.P.
Nexpoint Asset Management, L.P.
CIK 1469877 · Institution · as of Dec 31, 2025
Portfolio value
$1.44B
Positions
83
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 83 →
| Company | Value | % of portfolio |
|---|---|---|
| NexPoint Real Estate Finance, Inc.NREF | $132.91M | 9.3% |
| Dayforce, Inc. | $97.99M | 6.8% |
| Cyberark Software Ltd | $82.91M | 5.8% |
| Avidity Biosciences, Inc. | $66.64M | 4.6% |
| Hologic Inc | $63.99M | 4.5% |
| Cidara Therapeutics Inc | $61.83M | 4.3% |
| Hillenbrand Inc | $60.80M | 4.2% |
| Sealed Air Corp | $59.88M | 4.2% |
| Frontier Communications Pare | $51.90M | 3.6% |
| Exact Sciences Corp. | $49.36M | 3.4% |
| Sumisho Air Lease Corp | $49.13M | 3.4% |
| Electronic Arts Inc. | $45.55M | 3.2% |
| Confluent, Inc. | $41.81M | 2.9% |
| SEMrush Holdings, Inc. | $41.31M | 2.9% |
| Jamf Hldg Corp | $37.80M | 2.6% |
| Brighthouse Financial, Inc. | $37.35M | 2.6% |
| Clearwater Analytics Holdings, Inc. | $35.99M | 2.5% |
| Chart Industries Inc | $34.85M | 2.4% |
| CSG Systems International Inc | $32.23M | 2.2% |
| ProAssurance Corp | $32.11M | 2.2% |
| Helix Acquisition Corp. III | $29.64M | 2.1% |
| NexPoint Residential Trust, Inc. | $28.14M | 2.0% |
| Highland Opps & Income Fd | $21.96M | 1.5% |
| Nexpoint Diversified Real Estate TrustNXDT | $19.26M | 1.3% |
| Soho House & Co Inc | $16.17M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.