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Nanosonics (ASX:NAN), an infection prevention technology company, is backed by several value managers as it launches a new product. In August 2026, Forager Funds said Nanosonics showed progress in its results but not enough to dispel the bear case, describing the coming year as pivotal. Forager earlier noted Nanosonics had risen to its second-largest holding, dominating US high-level disinfection of ultrasound probes, with execution on its new CORIS endoscope cleaning product key. Hayborough rated it a buy given its installed base, while Investors Mutual rated it a hold. Nanosonics operates in the Healthcare sector within the Healthcare Equipment and Supplies industry, and Thesis Tracker has captured 26 comments from 11 fund managers, including Forager, Hayborough and Investors Mutual. Founded in 2000 and headquartered in Sydney, Nanosonics develops trophon automated disinfection systems for ultrasound probes and the CORIS system for flexible endoscopes.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Longwave Capital, Forager Funds, Yarra Capital Management, Elston Asset Management, Lakehouse Capital, Selector Funds Management, Tyndall Asset Management, Hayborough Investment Partners, Investors Mutual Limited, ECP Asset Management and First Samuel have invested in Nanosonics Ltd. (ASX:NAN).
Managers highlight trophon's dominant position and large installed base in US ultrasound probe disinfection, recurring consumables revenue and the potential of the new CORIS endoscope cleaning product, according to Forager and Hayborough.
Forager says results have not yet dispelled the bear case, and Investors Mutual notes CORIS start-up losses weigh on earnings, so successful commercialisation is critical.
Nanosonics Ltd. develops and commercializes infection control and decontamination technologies. Headquartered in Sydney, Australia, and founded in 2000, the company provides automated ultrasound probe disinfection systems, including the trophon EPR, trophon technology, and trophon2. Nanosonics operates globally across three primary geographic segments: North America, Europe and the Middle East, and Asia Pacific. The firm focuses on the research and development of clinical solutions to improve infection prevention standards in healthcare environments.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.