Nuance Investments
Nuance Investments reported 52 stocks worth $588M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are QGEN (10.6%), CWT (9.1%) and CLX (8.6%). Compared with Q1 2026, the fund opened new positions in ACN, TECH and ALC, added to QGEN, CLX and ATR, trimmed CWT, SOLV and KVUE and sold out of AWR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QGEN Qiagen NV Ord Shares | $62.4M | 10.6% | 1.6M | +275K (+21%) | 2 of 8 | |
| 2 |  CWT California Wtr Svc Group | $53.3M | 9.1% | 1.1M | −508K (−32%) | 8 of 8 | |
| 3 |  CLX Clorox Co Del | $50.5M | 8.6% | 529K | +21K (+4%) | 8 of 8 | |
| 4 | TAYLOR MORRISON HOME CORP | $37.9M | 6.5% | 528K | New position | 1 of 8 | |
| 5 |  SOLV Solventum Corp | $28.1M | 4.8% | 365K | −307K (−46%) | 8 of 8 | |
| 6 |  KVUE Kenvue Inc | $27.7M | 4.7% | 1.4M | −207K (−13%) | 5 of 8 | |
| 7 |  ATR Aptargroup Inc | $22.9M | 3.9% | 183K | +28K (+18%) | 8 of 8 | |
| 8 |  KMB Kimberly Clark Corp | $22.8M | 3.9% | 208K | −100K (−33%) | 8 of 8 | |
| 9 |  LNN Lindsay Corp | $22.2M | 3.8% | 179K | +18K (+11%) | 8 of 8 | |
| 10 |  TMO Thermo Fisher Scientific Inc | $17.9M | 3.0% | 36K | +5,343 (+18%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
MASIMO CORP | $43.5M | 245K |
CALAVO GROWERS INC | $14.7M | 570K |
SEMRUSH HLDGS INC | $4M | 335K |
 AWR Amer States Wtr Co | $2M | 26K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Nuance Investments 13F FAQ
What does Nuance Investments own?
Nuance Investments reported 52 stocks worth $588M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are QGEN (10.6%), CWT (9.1%) and CLX (8.6%). The table above lists every position in the filing (the top 10 without an account).
What did Nuance Investments buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 14 added to, 25 trimmed and 4 sold out. New positions include ACN, TECH and ALC. It sold all of AWR.
When will Nuance Investments file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Nuance Investments's portfolio worth?
The Q2 2026 filing reports $588M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.