Peconic Partners’s Nextracker NXT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$544K	Buy	+10,000	New	+$544K	0.02%	11
2025 Q1	–	Sell	-380,000	Closed	-$13.9M	–	11
2024 Q4	$13.9M	Buy	+380,000	New	+$13.9M	0.56%	9