Stock Taper 
NICHOLAS INVESTMENT PARTNERS, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MercadoLibre, Inc. | MELI | 276 | $468.48K |
 Bloom Energy Corporation | BE | 684 | $207.05K |
 Coherent, Inc. | COHR | 788 | $310.84K |
 Credo Technology Group Holding Ltd | CRDO | 977 | $265.69K |
 Lumentum Holdings Inc. | LITE | 1.03K | $882.94K |
 Keysight Technologies, Inc. | KEYS | 1.57K | $548.91K |
 Spotify Technology S.A. | SPOT | 1.63K | $747.92K |
 Jones Lang LaSalle Incorporated | JLL | 1.7K | $527.53K |
 DoorDash, Inc. | DASH | 2.72K | $501.74K |
 Meta Platforms, Inc. | META | 2.8K | $1.58M |
 ASML Holding N.V. | ASML | 2.89K | $5.76M |
 argenx SE | ARGX | 2.9K | $2.69M |
 Evercore Inc. | EVR | 3.14K | $1.07M |
 Advanced Micro Devices, Inc. | AMD | 3.14K | $1.82M |
 BorgWarner Inc. | BWA | 3.48K | $230.81K |
 Astera Labs, Inc. Common Stock | ALAB | 3.52K | $1.7M |
 National Fuel Gas Company | NFG | 3.56K | $275.18K |
 Snowflake Inc. | SNOW | 3.74K | $951.32K |
 Datadog, Inc. | DDOG | 3.86K | $1.01M |
 Teradyne, Inc. | TER | 4.01K | $1.94M |