NICHOLAS INVESTMENT PARTNERS, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRS | 45K | $11.09M |
 | MTSI | 44K | $5.52M |
 | EXE | 42K | $4.49M |
 | DINO | 42K | $2.21M |
 | COOP | 42K | $8.79M |
 | AS | 41K | $1.42M |
 | DSGX | 40K | $3.81M |
 | CVX | 40K | $6.21M |
 | C | 40K | $4.06M |
 | TJX | 39K | $5.63M |
 | CVLT | 38K | $7.24M |
 | APPF | 37K | $10.28M |
 | FOUR | 37K | $2.85M |
 | MSFT | 34K | $17.85M |
 | NTRA | 34K | $5.53M |
 | TSM | 33K | $9.19M |
 | ANET | 32K | $4.65M |
 | OKLO | 31K | $3.47M |
 | TFII | 31K | $2.71M |
 | NFG | 30K | $2.81M |
Carpenter Technology Corporation
CRS
Shares Held
45K
Value
$11.09M
MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
44K
Value
$5.52M
Expand Energy Corporation
EXE
Shares Held
42K
Value
$4.49M
HF Sinclair Corporation
DINO
Shares Held
42K
Value
$2.21M
Mr. Cooper Group Inc.
COOP
Shares Held
42K
Value
$8.79M
Amer Sports, Inc.
AS
Shares Held
41K
Value
$1.42M
The Descartes Systems Group Inc.
DSGX
Shares Held
40K
Value
$3.81M
Chevron Corporation
CVX
Shares Held
40K
Value
$6.21M
Citigroup Inc.
C
Shares Held
40K
Value
$4.06M
The TJX Companies, Inc.
TJX
Shares Held
39K
Value
$5.63M
Commvault Systems, Inc.
CVLT
Shares Held
38K
Value
$7.24M
AppFolio, Inc.
APPF
Shares Held
37K
Value
$10.28M
Shift4 Payments, Inc.
FOUR
Shares Held
37K
Value
$2.85M
Microsoft Corporation
MSFT
Shares Held
34K
Value
$17.85M
Natera, Inc.
NTRA
Shares Held
34K
Value
$5.53M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
33K
Value
$9.19M
Arista Networks, Inc.
ANET
Shares Held
32K
Value
$4.65M
Oklo Inc.
OKLO
Shares Held
31K
Value
$3.47M
TFI International Inc.
TFII
Shares Held
31K
Value
$2.71M
National Fuel Gas Company
NFG
Shares Held
30K
Value
$2.81M