NICHOLAS INVESTMENT PARTNERS, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LNG | 17K | $4.06M |
 | RMBS | 17K | $1.73M |
 | MPC | 16K | $3.02M |
 | XYL | 16K | $2.30M |
 | SN | 15K | $1.54M |
 | WING | 15K | $3.69M |
 | VRT | 14K | $2.08M |
 | CYBR | 13K | $6.44M |
 | GS | 13K | $10.35M |
 | UBER | 13K | $1.26M |
 | AAPL | 12K | $3.15M |
 | ZS | 12K | $3.62M |
 | MPWR | 12K | $10.97M |
 | SNPS | 12K | $5.77M |
 | ISRG | 11K | $4.74M |
 | LRCX | 10K | $1.35M |
 | AXON | 10K | $7.02M |
 | TPR | 10K | $1.10M |
 | SHOP | 10K | $1.42M |
 | CRWD | 9K | $4.49M |
Cheniere Energy, Inc.
LNG
Shares Held
17K
Value
$4.06M
Rambus Inc.
RMBS
Shares Held
17K
Value
$1.73M
Marathon Petroleum Corporation
MPC
Shares Held
16K
Value
$3.02M
Xylem Inc.
XYL
Shares Held
16K
Value
$2.30M
SharkNinja, Inc.
SN
Shares Held
15K
Value
$1.54M
Wingstop Inc.
WING
Shares Held
15K
Value
$3.69M
Vertiv Holdings Co
VRT
Shares Held
14K
Value
$2.08M
CyberArk Software Ltd.
CYBR
Shares Held
13K
Value
$6.44M
The Goldman Sachs Group, Inc.
GS
Shares Held
13K
Value
$10.35M
Uber Technologies, Inc.
UBER
Shares Held
13K
Value
$1.26M
Apple Inc.
AAPL
Shares Held
12K
Value
$3.15M
Zscaler, Inc.
ZS
Shares Held
12K
Value
$3.62M
Monolithic Power Systems, Inc.
MPWR
Shares Held
12K
Value
$10.97M
Synopsys, Inc.
SNPS
Shares Held
12K
Value
$5.77M
Intuitive Surgical, Inc.
ISRG
Shares Held
11K
Value
$4.74M
Lam Research Corporation
LRCX
Shares Held
10K
Value
$1.35M
Axon Enterprise, Inc.
AXON
Shares Held
10K
Value
$7.02M
Tapestry, Inc.
TPR
Shares Held
10K
Value
$1.10M
Shopify Inc.
SHOP
Shares Held
10K
Value
$1.42M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
9K
Value
$4.49M