Filed: 5/1/2025ACC: 0002053303-25-000003
📋 What this filing means
PEREGRINE INVESTMENT MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $134.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$134.01M
Total AUM (reported)
1.75M
Total Shares
Allocation by class
COM$113.58M84.8%
COM CLASS A$14.19M10.6%
SPONSORED ADR SERIES B$6.24M4.7%
Portfolio Concentration
Top 3$28.77M21.5%
4–10$53.83M40.2%
11–25$51.41M38.4%
Top 3 weight
21.5%
Top 10 weight
61.6%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
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)
Sole22
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings22
Rows:
Copart Inc.
SOLEShares182.48K
TypeSH
Market value$10.33M
7.71%
Sole
0.00
Shared
0.00
None
0.00
Lam Research Corp.
SOLEShares130.63K
TypeSH
Market value$9.50M
7.09%
Sole
0.00
Shared
0.00
None
0.00
Astera Labs Inc.
SOLEShares150K
TypeSH
Market value$8.95M
6.68%
Sole
0.00
Shared
0.00
None
0.00
Microsoft Corp.
SOLEShares23.11K
TypeSH
Market value$8.67M
6.47%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA Corp.
SOLEShares75K
TypeSH
Market value$8.13M
6.07%
Sole
0.00
Shared
0.00
None
0.00
SiTime Corp.
SOLEShares52.87K
TypeSH
Market value$8.08M
6.03%
Sole
0.00
Shared
0.00
None
0.00
Meta Platforms Inc.
SOLEShares13.39K
TypeSH
Market value$7.72M
5.76%
Sole
0.00
Shared
0.00
None
0.00
Universal Display Corp.
SOLEShares54.24K
TypeSH
Market value$7.57M
5.65%
Sole
0.00
Shared
0.00
None
0.00
Lattice Semiconductor Corp.
SOLEShares141.40K
TypeSH
Market value$7.42M
5.53%
Sole
0.00
Shared
0.00
None
0.00
Sociedad Quimica y Minera de Chile SA
SOLEShares157.14K
TypeSH
Market value$6.24M
4.66%
Sole
0.00
Shared
0.00
None
0.00
Cognex Corp.
SOLEShares203.32K
TypeSH
Market value$6.07M
4.53%
Sole
0.00
Shared
0.00
None
0.00
Amazon.com Inc.
SOLEShares30.17K
TypeSH
Market value$5.74M
4.28%
Sole
0.00
Shared
0.00
None
0.00
Lumentum Holdings Inc.
SOLEShares89.17K
TypeSH
Market value$5.56M
4.15%
Sole
0.00
Shared
0.00
None
0.00
Impinj Inc.
SOLEShares58.89K
TypeSH
Market value$5.34M
3.99%
Sole
0.00
Shared
0.00
None
0.00
Evercore Partners Inc.
SOLEShares23.71K
TypeSH
Market value$4.74M
3.53%
Sole
0.00
Shared
0.00
None
0.00
Beam Therapeutics Inc.
SOLEShares224.26K
TypeSH
Market value$4.38M
3.27%
Sole
0.00
Shared
0.00
None
0.00
SharkNinja Inc.
SOLEShares47.84K
TypeSH
Market value$3.99M
2.98%
Sole
0.00
Shared
0.00
None
0.00
lululemon athletica Inc.
SOLEShares13.12K
TypeSH
Market value$3.71M
2.77%
Sole
0.00
Shared
0.00
None
0.00
Broadcom Inc.
SOLEShares21.67K
TypeSH
Market value$3.63M
2.71%
Sole
0.00
Shared
0.00
None
0.00
MongoDB Inc.
SOLEShares18.94K
TypeSH
Market value$3.32M
2.48%
Sole
0.00
Shared
0.00
None
0.00
Reddit Inc.
SOLEShares30K
TypeSH
Market value$3.15M
2.35%
Sole
0.00
Shared
0.00
None
0.00
CyberArk Software Ltd
SOLEShares5.30K
TypeSH
Market value$1.79M
1.34%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Copart Inc.SOLE | COM | 182.48K | SH | $10.33M 7.71% | 0.00 | 0.00 | 0.00 |
Lam Research Corp.SOLE | COM | 130.63K | SH | $9.50M 7.09% | 0.00 | 0.00 | 0.00 |
Astera Labs Inc.SOLE | COM | 150K | SH | $8.95M 6.68% | 0.00 | 0.00 | 0.00 |
Microsoft Corp.SOLE | COM | 23.11K | SH | $8.67M 6.47% | 0.00 | 0.00 | 0.00 |
NVIDIA Corp.SOLE | COM | 75K | SH | $8.13M 6.07% | 0.00 | 0.00 | 0.00 |
SiTime Corp.SOLE | COM | 52.87K | SH | $8.08M 6.03% | 0.00 | 0.00 | 0.00 |
Meta Platforms Inc.SOLE | COM CLASS A | 13.39K | SH | $7.72M 5.76% | 0.00 | 0.00 | 0.00 |
Universal Display Corp.SOLE | COM | 54.24K | SH | $7.57M 5.65% | 0.00 | 0.00 | 0.00 |
Lattice Semiconductor Corp.SOLE | COM | 141.40K | SH | $7.42M 5.53% | 0.00 | 0.00 | 0.00 |
Sociedad Quimica y Minera de Chile SASOLE | SPONSORED ADR SERIES B | 157.14K | SH | $6.24M 4.66% | 0.00 | 0.00 | 0.00 |
Cognex Corp.SOLE | COM | 203.32K | SH | $6.07M 4.53% | 0.00 | 0.00 | 0.00 |
Amazon.com Inc.SOLE | COM | 30.17K | SH | $5.74M 4.28% | 0.00 | 0.00 | 0.00 |
Lumentum Holdings Inc.SOLE | COM | 89.17K | SH | $5.56M 4.15% | 0.00 | 0.00 | 0.00 |
Impinj Inc.SOLE | COM | 58.89K | SH | $5.34M 3.99% | 0.00 | 0.00 | 0.00 |
Evercore Partners Inc.SOLE | COM | 23.71K | SH | $4.74M 3.53% | 0.00 | 0.00 | 0.00 |
Beam Therapeutics Inc.SOLE | COM | 224.26K | SH | $4.38M 3.27% | 0.00 | 0.00 | 0.00 |
SharkNinja Inc.SOLE | COM | 47.84K | SH | $3.99M 2.98% | 0.00 | 0.00 | 0.00 |
lululemon athletica Inc.SOLE | COM | 13.12K | SH | $3.71M 2.77% | 0.00 | 0.00 | 0.00 |
Broadcom Inc.SOLE | COM | 21.67K | SH | $3.63M 2.71% | 0.00 | 0.00 | 0.00 |
MongoDB Inc.SOLE | COM CLASS A | 18.94K | SH | $3.32M 2.48% | 0.00 | 0.00 | 0.00 |
Reddit Inc.SOLE | COM CLASS A | 30K | SH | $3.15M 2.35% | 0.00 | 0.00 | 0.00 |
CyberArk Software LtdSOLE | COM | 5.30K | SH | $1.79M 1.34% | 0.00 | 0.00 | 0.00 |