NICHOLAS INVESTMENT PARTNERS, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GEV | 30K | $18.70M |
 | CWST | 30K | $2.85M |
 | CR | 29K | $5.37M |
 | PLMR | 29K | $3.33M |
 | GATX | 28K | $4.89M |
 | WIX | 28K | $4.94M |
 | FN | 26K | $9.50M |
 | CLH | 25K | $5.89M |
 | CDNS | 25K | $8.74M |
 | ESTC | 23K | $1.95M |
 | GOOG | 23K | $5.62M |
 | NET | 20K | $4.39M |
 | COP | 20K | $1.89M |
 | JPM | 20K | $6.30M |
 | SNOW | 20K | $4.49M |
 | ABVX | 19K | $1.65M |
 | TSLA | 19K | $8.55M |
 | NVMI | 19K | $5.95M |
 | HCI | 18K | $3.36M |
 | POWL | 17K | $5.32M |
GE Vernova Inc.
GEV
Shares Held
30K
Value
$18.70M
Casella Waste Systems, Inc.
CWST
Shares Held
30K
Value
$2.85M
Crane Company
CR
Shares Held
29K
Value
$5.37M
Palomar Holdings, Inc.
PLMR
Shares Held
29K
Value
$3.33M
GATX Corporation
GATX
Shares Held
28K
Value
$4.89M
Wix.com Ltd.
WIX
Shares Held
28K
Value
$4.94M
Fabrinet
FN
Shares Held
26K
Value
$9.50M
Clean Harbors, Inc.
CLH
Shares Held
25K
Value
$5.89M
Cadence Design Systems, Inc.
CDNS
Shares Held
25K
Value
$8.74M
Elastic N.V.
ESTC
Shares Held
23K
Value
$1.95M
Alphabet Inc.
GOOG
Shares Held
23K
Value
$5.62M
Cloudflare, Inc.
NET
Shares Held
20K
Value
$4.39M
ConocoPhillips
COP
Shares Held
20K
Value
$1.89M
JPMorgan Chase & Co.
JPM
Shares Held
20K
Value
$6.30M
Snowflake Inc.
SNOW
Shares Held
20K
Value
$4.49M
Abivax S.A.
ABVX
Shares Held
19K
Value
$1.65M
Tesla, Inc.
TSLA
Shares Held
19K
Value
$8.55M
Nova Ltd.
NVMI
Shares Held
19K
Value
$5.95M
HCI Group, Inc.
HCI
Shares Held
18K
Value
$3.36M
Powell Industries, Inc.
POWL
Shares Held
17K
Value
$5.32M