NICHOLAS INVESTMENT PARTNERS, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RSI | 543K | $11.80M |
 | LINC | 460K | $18.69M |
 | COMP | 424K | $3.10M |
 | SKT | 409K | $13.89M |
 | JOBY | 394K | $3.26M |
 | KTOS | 391K | $27.56M |
 | PL | 338K | $9.44M |
 | BBIO | 299K | $22.20M |
 | CENX | 292K | $17.16M |
 | ROIV | 278K | $7.71M |
LENDINGCLUB ISSUANCE TR SER | LC | 266K | $3.82M |
 | BWXT | 262K | $53.55M |
 | RVMD | 261K | $25.40M |
 | PARR | 251K | $15.71M |
 | IDYA | 248K | $8.27M |
 | XENE | 247K | $14.37M |
 | RKT | 220K | $3.14M |
 | OFRM | 211K | $3.45M |
 | SBCF | 205K | $6.21M |
 | LIND | 199K | $3.44M |
Rush Street Interactive, Inc.
RSI
Shares Held
543K
Value
$11.80M
Lincoln Educational Services Corporation
LINC
Shares Held
460K
Value
$18.69M
Compass, Inc.
COMP
Shares Held
424K
Value
$3.10M
Tanger Inc.
SKT
Shares Held
409K
Value
$13.89M
Joby Aviation, Inc.
JOBY
Shares Held
394K
Value
$3.26M
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
391K
Value
$27.56M
Planet Labs PBC
PL
Shares Held
338K
Value
$9.44M
BridgeBio Pharma, Inc.
BBIO
Shares Held
299K
Value
$22.20M
Century Aluminum Company
CENX
Shares Held
292K
Value
$17.16M
Roivant Sciences Ltd.
ROIV
Shares Held
278K
Value
$7.71M
LENDINGCLUB ISSUANCE TR SER
LC
Shares Held
266K
Value
$3.82M
BWX Technologies, Inc.
BWXT
Shares Held
262K
Value
$53.55M
Revolution Medicines, Inc.
RVMD
Shares Held
261K
Value
$25.40M
Par Pacific Holdings, Inc.
PARR
Shares Held
251K
Value
$15.71M
IDEAYA Biosciences, Inc.
IDYA
Shares Held
248K
Value
$8.27M
Xenon Pharmaceuticals Inc.
XENE
Shares Held
247K
Value
$14.37M
Rocket Companies, Inc.
RKT
Shares Held
220K
Value
$3.14M
Once Upon A Farm Pbc
OFRM
Shares Held
211K
Value
$3.45M
Seacoast Banking Corporation of Florida
SBCF
Shares Held
205K
Value
$6.21M
Lindblad Expeditions Holdings, Inc.
LIND
Shares Held
199K
Value
$3.44M