Stock Taper 
NICHOLAS INVESTMENT PARTNERS, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ultra Clean Holdings, Inc. | UCTT | 60.34K | $8.6M |
 ConocoPhillips | COP | 62.5K | $6.5M |
 XPO Logistics, Inc. | XPO | 63.58K | $13.05M |
 Nextpower Inc. | NXT | 63.77K | $7.6M |
 Cardinal Infrastructure Group Inc. | CDNL | 64.62K | $6.09M |
 Anheuser-Busch InBev SA/NV | BUD | 65.28K | $5.38M |
 Varonis Systems, Inc. | VRNS | 69.04K | $2.9M |
 Amazon.com, Inc. | AMZN | 75.05K | $17.89M |
 TeraWulf Inc. | WULF | 76.43K | $1.89M |
 Construction Partners, Inc. | ROAD | 79.29K | $9.42M |
 Delta Air Lines, Inc. | DAL | 80.35K | $7.53M |
 Semtech Corporation | SMTC | 84.48K | $13.67M |
 Scholar Rock Holding Corporation | SRRK | 90.33K | $4.97M |
 Riot Platforms, Inc. | RIOT | 91.45K | $2.5M |
 Axsome Therapeutics, Inc. | AXSM | 98.97K | $24.23M |
 Piper Sandler Companies | PIPR | 103.38K | $7.48M |
 Cipher Mining Inc. | CIFR | 103.6K | $2.54M |
 The Chefs' Warehouse, Inc. | CHEF | 104.46K | $10.04M |
 Exxon Mobil Corporation | XOM | 105.5K | $14.42M |
 Cohu, Inc. | COHU | 108.41K | $8.01M |