NICHOLAS INVESTMENT PARTNERS, LP

PrivateCIK: 1389574
Location

RANCHO SANTA FE, CA

📋 What this filing means

NICHOLAS INVESTMENT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 204 equity positions with a total reported market value of $1.78B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

204
Positions
$1.78B
Total AUM (reported)
134.58M
Total Shares

Allocation by class

TOTAL AUM$1.78B204 positions
COM$1.20B67.5%
COM NEW$111.65M6.3%
CL A$44.97M2.5%
SHS$39.44M2.2%
COM CL A$36.54M2.1%
COMMON STOCK$35.01M2.0%
SPONSORED ADS$21.46M1.2%

Portfolio Concentration

Top 37.6%4–1010.3%11–2517.5%Rest64.6%TOP 1017.9%0%100%
Top 3$135.55M7.6%
4–10$182.16M10.3%
11–25$311.47M17.5%
Rest$1.15B64.6%

Top 3 weight

7.6%

Top 10 weight

17.9%

Voting Authority Distribution

Total shares with voting rights: 134.58M

Sole

Full voting authority

134.58M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole204
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings204
Rows:

BWX TECHNOLOGIES INC

SOLE
COM
Shares272.39K
TypeSH
Market value$53.02M
2.99%
Sole
272.39K
Shared
0.00
None
0.00

REVOLUTION MEDICINES INC

SOLE
COM
Shares244.59K
TypeSH
Market value$45.81M
2.58%
Sole
244.59K
Shared
0.00
None
0.00

CALLAWAY GOLF CO

SOLE
COM
Shares1.95M
TypeSH
Market value$36.72M
2.07%
Sole
1.95M
Shared
0.00
None
0.00

MODINE MFG CO

SOLE
COM
Shares111.26K
TypeSH
Market value$29.71M
1.67%
Sole
111.26K
Shared
0.00
None
0.00

CARPENTER TECHNOLOGY CORP

SOLE
COM
Shares43.65K
TypeSH
Market value$26.93M
1.52%
Sole
43.65K
Shared
0.00
None
0.00

LINCOLN EDL SVCS CORP

SOLE
COM
Shares531.93K
TypeSH
Market value$26.54M
1.49%
Sole
531.93K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares126.68K
TypeSH
Market value$25.35M
1.43%
Sole
126.68K
Shared
0.00
None
0.00

STERLING INFRASTRUCTURE INC

SOLE
COM
Shares30.12K
TypeSH
Market value$25.28M
1.42%
Sole
30.12K
Shared
0.00
None
0.00

AXSOME THERAPEUTICS INC.

SOLE
COM
Shares98.97K
TypeSH
Market value$24.23M
1.36%
Sole
98.97K
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares20.53K
TypeSH
Market value$24.12M
1.36%
Sole
20.53K
Shared
0.00
None
0.00

XENON PHARMACEUTICALS INC

SOLE
COM
Shares395.84K
TypeSH
Market value$23.89M
1.35%
Sole
395.84K
Shared
0.00
None
0.00

BRIDGEBIO PHARMA INC

SOLE
COM
Shares311.49K
TypeSH
Market value$23.20M
1.31%
Sole
311.49K
Shared
0.00
None
0.00

LATTICE SEMICONDUCTOR CORP

SOLE
COM
Shares146.32K
TypeSH
Market value$22.38M
1.26%
Sole
146.32K
Shared
0.00
None
0.00

KONTOOR BRANDS INC

SOLE
COM
Shares261.12K
TypeSH
Market value$21.76M
1.23%
Sole
261.12K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares44.93K
TypeSH
Market value$21.46M
1.21%
Sole
44.93K
Shared
0.00
None
0.00

SEAGATE HDD CAYMAN

SOLE
NOTE 3.500% 6/0
Shares1.82M
TypePRN
Market value$21.23M
1.20%
Sole
1.82M
Shared
0.00
None
0.00

WINTRUST FINL CORP

SOLE
COM
Shares130.33K
TypeSH
Market value$20.95M
1.18%
Sole
130.33K
Shared
0.00
None
0.00

SITIME CORP

SOLE
COM
Shares27.56K
TypeSH
Market value$20.55M
1.16%
Sole
27.56K
Shared
0.00
None
0.00

TFI INTERNATIONAL INC

SOLE
COM
Shares141.23K
TypeSH
Market value$20.28M
1.14%
Sole
141.23K
Shared
0.00
None
0.00

MIRUM PHARMACEUTICALS INC

SOLE
COM
Shares172.69K
TypeSH
Market value$20.22M
1.14%
Sole
172.69K
Shared
0.00
None
0.00

ENLIVEN THERAPEUTICS INC

SOLE
COM
Shares391.53K
TypeSH
Market value$19.87M
1.12%
Sole
391.53K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares52.41K
TypeSH
Market value$19.80M
1.11%
Sole
52.41K
Shared
0.00
None
0.00

SPHERE ENTERTAINMENT CO

SOLE
CL A
Shares114.40K
TypeSH
Market value$19.79M
1.11%
Sole
114.40K
Shared
0.00
None
0.00

DIANTHUS THERAPEUTICS INC

SOLE
COM
Shares186.77K
TypeSH
Market value$18.21M
1.03%
Sole
186.77K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares75.05K
TypeSH
Market value$17.89M
1.01%
Sole
75.05K
Shared
0.00
None
0.00
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