Stock Taper 
NICHOLAS INVESTMENT PARTNERS, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MP Materials Corp. | MP | 108.52K | $6.08M |
 Modine Manufacturing Company | MOD | 111.26K | $29.71M |
 Sphere Entertainment Co. | SPHR | 114.4K | $19.79M |
 Zeta Global Holdings Corp. | ZETA | 115.78K | $2.28M |
 Amer Sports, Inc. | AS | 115.78K | $3.92M |
 CAVA Group, Inc. | CAVA | 119.88K | $9.41M |
 The Williams Companies, Inc. | WMB | 123.08K | $9.15M |
 Halliburton Company | HAL | 125.22K | $4.25M |
 NVIDIA Corporation | NVDA | 126.68K | $25.35M |
 Wintrust Financial Corporation | WTFC | 130.33K | $20.95M |
 Vaxcyte, Inc. | PCVX | 131.13K | $7.62M |
 Rhythm Pharmaceuticals, Inc. | RYTM | 139.27K | $15.46M |
 TFI International Inc. | TFII | 141.23K | $20.28M |
 Astronics Corporation | ATRO | 144.19K | $11.72M |
 Lattice Semiconductor Corporation | LSCC | 146.32K | $22.38M |
 Flowserve Corporation | FLS | 148.21K | $10.99M |
 Annaly Capital Management, Inc. | NLY | 167.31K | $3.74M |
 Mirum Pharmaceuticals, Inc. | MIRM | 172.69K | $20.22M |
 Core Scientific, Inc. | CORZ | 173.7K | $4.45M |
 Cameco Corporation | CCJ | 173.9K | $17.71M |