Filed: 11/6/2025ACC: 0002053303-25-000006
📋 What this filing means
PEREGRINE INVESTMENT MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $203.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$203.54M
Total AUM (reported)
2.93M
Total Shares
Allocation by class
COM$140.84M69.2%
COM CLASS A$43.83M21.5%
SPONSORED ADR$9.44M4.6%
SPONSORED ADR SERIES B$9.42M4.6%
Portfolio Concentration
Top 3$48.47M23.8%
4–10$72.87M35.8%
11–25$82.19M40.4%
Top 3 weight
23.8%
Top 10 weight
59.6%
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)
Sole23
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings23
Rows:
Astera Labs Inc.
SOLEShares97.07K
TypeSH
Market value$19.01M
9.34%
Sole
0.00
Shared
0.00
None
0.00
SiTime Corp.
SOLEShares53.80K
TypeSH
Market value$16.21M
7.96%
Sole
0.00
Shared
0.00
None
0.00
Circle Internet Group Inc.
SOLEShares100K
TypeSH
Market value$13.26M
6.51%
Sole
0.00
Shared
0.00
None
0.00
Broadcom Inc.
SOLEShares37.17K
TypeSH
Market value$12.26M
6.02%
Sole
0.00
Shared
0.00
None
0.00
Meta Platforms Inc.
SOLEShares16.62K
TypeSH
Market value$12.21M
6.00%
Sole
0.00
Shared
0.00
None
0.00
Amazon.com Inc.
SOLEShares45.80K
TypeSH
Market value$10.06M
4.94%
Sole
0.00
Shared
0.00
None
0.00
Microsoft Corp.
SOLEShares19.25K
TypeSH
Market value$9.97M
4.90%
Sole
0.00
Shared
0.00
None
0.00
Impinj Inc.
SOLEShares52.67K
TypeSH
Market value$9.52M
4.68%
Sole
0.00
Shared
0.00
None
0.00
Valterra Platinum Ltd
SOLEShares800K
TypeSH
Market value$9.44M
4.64%
Sole
0.00
Shared
0.00
None
0.00
Sociedad Quimica y Minera de Chile SA
SOLEShares219.15K
TypeSH
Market value$9.42M
4.63%
Sole
0.00
Shared
0.00
None
0.00
Lattice Semiconductor Corp.
SOLEShares128.22K
TypeSH
Market value$9.40M
4.62%
Sole
0.00
Shared
0.00
None
0.00
Evercore Partners Inc.
SOLEShares26.16K
TypeSH
Market value$8.82M
4.34%
Sole
0.00
Shared
0.00
None
0.00
MongoDB Inc.
SOLEShares27.24K
TypeSH
Market value$8.45M
4.15%
Sole
0.00
Shared
0.00
None
0.00
Lumentum Holdings Inc.
SOLEShares45.19K
TypeSH
Market value$7.35M
3.61%
Sole
0.00
Shared
0.00
None
0.00
Universal Display Corp.
SOLEShares50.56K
TypeSH
Market value$7.26M
3.57%
Sole
0.00
Shared
0.00
None
0.00
Beam Therapeutics Inc.
SOLEShares267.93K
TypeSH
Market value$6.50M
3.19%
Sole
0.00
Shared
0.00
None
0.00
Albemarle Corp.
SOLEShares75K
TypeSH
Market value$6.08M
2.99%
Sole
0.00
Shared
0.00
None
0.00
Lam Research Corp.
SOLEShares42.08K
TypeSH
Market value$5.63M
2.77%
Sole
0.00
Shared
0.00
None
0.00
Reddit Inc.
SOLEShares24.17K
TypeSH
Market value$5.56M
2.73%
Sole
0.00
Shared
0.00
None
0.00
Xometry Inc.
SOLEShares80K
TypeSH
Market value$4.36M
2.14%
Sole
0.00
Shared
0.00
None
0.00
Copart Inc.
SOLEShares95.44K
TypeSH
Market value$4.29M
2.11%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA Corp.
SOLEShares23K
TypeSH
Market value$4.29M
2.11%
Sole
0.00
Shared
0.00
None
0.00
Aspen Aerogels Inc.
SOLEShares600K
TypeSH
Market value$4.18M
2.05%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Astera Labs Inc.SOLE | COM | 97.07K | SH | $19.01M 9.34% | 0.00 | 0.00 | 0.00 |
SiTime Corp.SOLE | COM | 53.80K | SH | $16.21M 7.96% | 0.00 | 0.00 | 0.00 |
Circle Internet Group Inc.SOLE | COM CLASS A | 100K | SH | $13.26M 6.51% | 0.00 | 0.00 | 0.00 |
Broadcom Inc.SOLE | COM | 37.17K | SH | $12.26M 6.02% | 0.00 | 0.00 | 0.00 |
Meta Platforms Inc.SOLE | COM CLASS A | 16.62K | SH | $12.21M 6.00% | 0.00 | 0.00 | 0.00 |
Amazon.com Inc.SOLE | COM | 45.80K | SH | $10.06M 4.94% | 0.00 | 0.00 | 0.00 |
Microsoft Corp.SOLE | COM | 19.25K | SH | $9.97M 4.90% | 0.00 | 0.00 | 0.00 |
Impinj Inc.SOLE | COM | 52.67K | SH | $9.52M 4.68% | 0.00 | 0.00 | 0.00 |
Valterra Platinum LtdSOLE | SPONSORED ADR | 800K | SH | $9.44M 4.64% | 0.00 | 0.00 | 0.00 |
Sociedad Quimica y Minera de Chile SASOLE | SPONSORED ADR SERIES B | 219.15K | SH | $9.42M 4.63% | 0.00 | 0.00 | 0.00 |
Lattice Semiconductor Corp.SOLE | COM | 128.22K | SH | $9.40M 4.62% | 0.00 | 0.00 | 0.00 |
Evercore Partners Inc.SOLE | COM | 26.16K | SH | $8.82M 4.34% | 0.00 | 0.00 | 0.00 |
MongoDB Inc.SOLE | COM CLASS A | 27.24K | SH | $8.45M 4.15% | 0.00 | 0.00 | 0.00 |
Lumentum Holdings Inc.SOLE | COM | 45.19K | SH | $7.35M 3.61% | 0.00 | 0.00 | 0.00 |
Universal Display Corp.SOLE | COM | 50.56K | SH | $7.26M 3.57% | 0.00 | 0.00 | 0.00 |
Beam Therapeutics Inc.SOLE | COM | 267.93K | SH | $6.50M 3.19% | 0.00 | 0.00 | 0.00 |
Albemarle Corp.SOLE | COM | 75K | SH | $6.08M 2.99% | 0.00 | 0.00 | 0.00 |
Lam Research Corp.SOLE | COM | 42.08K | SH | $5.63M 2.77% | 0.00 | 0.00 | 0.00 |
Reddit Inc.SOLE | COM CLASS A | 24.17K | SH | $5.56M 2.73% | 0.00 | 0.00 | 0.00 |
Xometry Inc.SOLE | COM CLASS A | 80K | SH | $4.36M 2.14% | 0.00 | 0.00 | 0.00 |
Copart Inc.SOLE | COM | 95.44K | SH | $4.29M 2.11% | 0.00 | 0.00 | 0.00 |
NVIDIA Corp.SOLE | COM | 23K | SH | $4.29M 2.11% | 0.00 | 0.00 | 0.00 |
Aspen Aerogels Inc.SOLE | COM | 600K | SH | $4.18M 2.05% | 0.00 | 0.00 | 0.00 |