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Next Capital Management LLC - Portfolio Stock Holdings

Next Capital Management LLC disclosed 146 stock positions in a recent SEC 13F filing. $369,244,784 of stock holdings were filed, with the largest holdings including IVV, MFIC, and OBDC. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $2,135,481,487 and has 23 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

146

Est. Stock Holding Value:

$369,244,784

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Next Capital Management LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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