NexGen Energy Ltd.

NXE

Held by 1 specialist biotech fund

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Fund Holdings

Driehaus Capital

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Catalysts

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Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 4,105,110Value: $37.8M

**Signal Note: Driehaus Capital initiates $37.8M NXE position** NexGen Energy is a pure-play uranium producer, not a biotech company, so this signals Driehaus's pivot toward nuclear exposure—likely driven by AI/data center power demand tailwinds and potential US uranium reserve policy shifts. The 4.1M share entry into a $2B+ market cap stock represents a material conviction bet on near-term uranium spot price strength or upcoming supply contracts.

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Also Held by These Funds

PTN1 fund WLDN1 fund LASR1 fund ONTO1 fund VALE1 fund TNDM1 fund TKO1 fund TNL1 fund

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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