Nearwater Capital Markets, Ltd

Position in U — Unity Software Inc.

CIK 1915842 NEW YORK, NY

Position in U

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

Position Value

$82,338,980

New position

Shares Held

2,881,000

first reported quarter

Ownership

0.655%

of shares outstanding

% of Portfolio

1.72%

of 13F equity value

Holder Rank

#32

of 558 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Nearwater Capital Markets, Ltd holds $348,399,340 across 5 Software - Application names. U ranks #2 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	2,181,000	$157,380,960
2	U	Unity Software Inc. This page	2,881,000	$82,338,980
3	DT	Dynatrace, Inc.	1,770,000	$77,720,700
4	ADBE	Adobe Inc.	105,000	$21,527,100
5	NOW	ServiceNow, Inc.	95,000	$9,431,600

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$82,338,980	2,881,000	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.