Nearwater Capital Markets, Ltd

Position in ARQT — Arcutis Biotherapeutics, Inc.

CIK 1915842 NEW YORK, NY

Position in ARQT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$12,761,274

-$1,546,714 QoQ

Shares Held

486,700

-19.9% QoQ

Ownership

0.387%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#44

of 269 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Nearwater Capital Markets, Ltd holds $476,932,369 across 5 Biotechnology names. ARQT ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RVMD	Revolution Medicines, Inc.	2,097,000	$392,726,160
2	ROIV	Roivant Sciences Ltd.	1,500,000	$53,085,000
3	NKTR	Nektar Therapeutics	261,500	$18,255,315
4	ARQT	Arcutis Biotherapeutics, Inc. This page	486,700	$12,761,274
5	CELC	Celcuity Inc.	1,000	$104,620

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,761,274	486,700	-19.9%	Shares	Sole	2026-08-14
2026-03-31	$14,307,988	607,300	-1.3%	Shares	Sole	2026-05-15
2025-12-31	$17,859,600	615,000	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.