NICHOLAS INVESTMENT PARTNERS, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SPOT | 9K | $6.28M |
 | PANW | 9K | $1.80M |
 | DKNG | 9K | $325.34K |
 | ARGX | 8K | $6.09M |
 | CELH | 8K | $446.12K |
 | SMCI | 7K | $354.13K |
 | CW | 6K | $3.36M |
 | LYV | 6K | $991.84K |
 | WYNN | 5K | $669.95K |
 | ORCL | 5K | $1.43M |
 | CACI | 5K | $2.48M |
 | ODFL | 5K | $699.68K |
 | ASND | 4K | $856.87K |
 | EVR | 4K | $1.39M |
 | TDG | 4K | $5.36M |
 | KLAC | 4K | $4.29M |
 | TXRH | 4K | $638.51K |
 | AFRM | 4K | $272.37K |
 | CHRW | 4K | $479.16K |
 | DRI | 3K | $604.96K |
Spotify Technology S.A.
SPOT
Shares Held
9K
Value
$6.28M
Palo Alto Networks, Inc.
PANW
Shares Held
9K
Value
$1.80M
DraftKings Inc.
DKNG
Shares Held
9K
Value
$325.34K
argenx SE
ARGX
Shares Held
8K
Value
$6.09M
Celsius Holdings, Inc.
CELH
Shares Held
8K
Value
$446.12K
Super Micro Computer, Inc.
SMCI
Shares Held
7K
Value
$354.13K
Curtiss-Wright Corporation
CW
Shares Held
6K
Value
$3.36M
Live Nation Entertainment, Inc.
LYV
Shares Held
6K
Value
$991.84K
Wynn Resorts, Limited
WYNN
Shares Held
5K
Value
$669.95K
Oracle Corporation
ORCL
Shares Held
5K
Value
$1.43M
CACI International Inc
CACI
Shares Held
5K
Value
$2.48M
Old Dominion Freight Line, Inc.
ODFL
Shares Held
5K
Value
$699.68K
Ascendis Pharma A/S
ASND
Shares Held
4K
Value
$856.87K
Evercore Inc.
EVR
Shares Held
4K
Value
$1.39M
TransDigm Group Incorporated
TDG
Shares Held
4K
Value
$5.36M
KLA Corporation
KLAC
Shares Held
4K
Value
$4.29M
Texas Roadhouse, Inc.
TXRH
Shares Held
4K
Value
$638.51K
Affirm Holdings, Inc.
AFRM
Shares Held
4K
Value
$272.37K
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
4K
Value
$479.16K
Darden Restaurants, Inc.
DRI
Shares Held
3K
Value
$604.96K