Stock Taper 
NICHOLAS INVESTMENT PARTNERS, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Texas Roadhouse, Inc. | TXRH | 4.38K | $846.73K |
 Darden Restaurants, Inc. | DRI | 4.48K | $923.34K |
 Ralph Lauren Corporation | RL | 4.63K | $1.86M |
 Cloudflare, Inc. | NET | 5.37K | $1.32M |
 TransDigm Group Incorporated | TDG | 5.63K | $7.5M |
 Shopify Inc. | SHOP | 6.08K | $693.87K |
 Curtiss-Wright Corporation | CW | 6.25K | $4.74M |
 Old Dominion Freight Line, Inc. | ODFL | 6.59K | $1.43M |
 Micron Technology, Inc. | MU | 6.86K | $7.92M |
 United Therapeutics Corporation | UTHR | 7.14K | $3.87M |
 Hilton Worldwide Holdings Inc. | HLT | 7.18K | $2.37M |
 Synopsys, Inc. | SNPS | 7.73K | $3.45M |
 C.H. Robinson Worldwide, Inc. | CHRW | 9.89K | $1.86M |
 Tapestry, Inc. | TPR | 9.92K | $1.45M |
 Netflix, Inc. | NFLX | 10.04K | $716.93K |
 InterDigital, Inc. | IDCC | 10.3K | $2.92M |
 Marathon Petroleum Corporation | MPC | 10.6K | $2.71M |
 Vertiv Holdings Co | VRT | 10.92K | $3.66M |
 HCI Group, Inc. | HCI | 11K | $1.93M |
 Microchip Technology Incorporated | MCHP | 11.52K | $1.05M |