NICHOLAS INVESTMENT PARTNERS, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MRVL | 3K | $254.90K |
 | DDOG | 3K | $431.19K |
 | RL | 3K | $925.32K |
 | DASH | 3K | $802.37K |
 | LOAR | 3K | $232.64K |
 | BAH | 3K | $287.16K |
 | V | 2K | $800.88K |
 | BURL | 2K | $519.69K |
 | MSTR | 2K | $643.45K |
 | SAIA | 2K | $596.92K |
 | PODD | 2K | $574.86K |
 | ASML | 2K | $1.48M |
 | MA | 1K | $809.99K |
 | MELI | 1K | $3.09M |
 | INTU | 1K | $897.34K |
 | NFLX | 847 | $1.02M |
 | UTHR | 787 | $329.92K |
 | NOW | 623 | $573.33K |
 | FCNCA | 567 | $1.01M |
Marvell Technology, Inc.
MRVL
Shares Held
3K
Value
$254.90K
Datadog, Inc.
DDOG
Shares Held
3K
Value
$431.19K
Ralph Lauren Corporation
RL
Shares Held
3K
Value
$925.32K
DoorDash, Inc.
DASH
Shares Held
3K
Value
$802.37K
Loar Holdings Inc.
LOAR
Shares Held
3K
Value
$232.64K
Booz Allen Hamilton Holding Corporation
BAH
Shares Held
3K
Value
$287.16K
Visa Inc.
V
Shares Held
2K
Value
$800.88K
Burlington Stores, Inc.
BURL
Shares Held
2K
Value
$519.69K
MicroStrategy Incorporated
MSTR
Shares Held
2K
Value
$643.45K
Saia, Inc.
SAIA
Shares Held
2K
Value
$596.92K
Insulet Corporation
PODD
Shares Held
2K
Value
$574.86K
ASML Holding N.V.
ASML
Shares Held
2K
Value
$1.48M
Mastercard Incorporated
MA
Shares Held
1K
Value
$809.99K
MercadoLibre, Inc.
MELI
Shares Held
1K
Value
$3.09M
Intuit Inc.
INTU
Shares Held
1K
Value
$897.34K
Netflix, Inc.
NFLX
Shares Held
847
Value
$1.02M
United Therapeutics Corporation
UTHR
Shares Held
787
Value
$329.92K
ServiceNow, Inc.
NOW
Shares Held
623
Value
$573.33K
First Citizens BancShares, Inc.
FCNCA
Shares Held
567
Value
$1.01M