Stock Taper

NICHOLAS INVESTMENT PARTNERS, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Bank of America CorporationBAC177.31K$10.1M
Dianthus Therapeutics, Inc.DNTH186.77K$18.21M
Rigetti Computing, Inc.RGTI197.68K$3.82M
Century Aluminum CompanyCENX198K$9.11M
Rocket Companies, Inc.RKT200.03K$3.15M
Unity Software Inc.U206.25K$5.89M
Cytokinetics, IncorporatedCYTK209.07K$17.81M
Viavi Solutions Inc.VIAV210.18K$10.04M
YETI Holdings, Inc.YETI211.42K$10.48M
Seacoast Banking Corporation of FloridaSBCF215.01K$7.15M
D-Wave Quantum Inc.QBTS230.71K$5.53M
Revolution Medicines, Inc.RVMD244.59K$45.81M
Par Pacific Holdings, Inc.PARR250.54K$14.05M
Kontoor Brands, Inc.KTB261.12K$21.76M
Target Hospitality Corp.TH269.6K$5.49M
BWX Technologies, Inc.BWXT272.39K$53.02M
Steven Madden, Ltd.SHOO290.45K$12.23M
BridgeBio Pharma, Inc.BBIO311.49K$23.2M
Lindblad Expeditions Holdings, Inc.LIND339.5K$9.59M
Life Time Group Holdings, Inc.LTH348.73K$14.24M