Stock Taper 
NICHOLAS INVESTMENT PARTNERS, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ross Stores, Inc. | ROST | 12.02K | $2.56M |
 Monolithic Power Systems, Inc. | MPWR | 12.13K | $16.77M |
 Saia, Inc. | SAIA | 13K | $5.47M |
 The Goldman Sachs Group, Inc. | GS | 13K | $13.15M |
 Praxis Precision Medicines, Inc. | PRAX | 13.11K | $4.39M |
 Rocket Lab USA, Inc. | RKLB | 13.34K | $1.36M |
 AppFolio Inc. | APPF | 14.07K | $2.26M |
 Microsoft Corporation | MSFT | 14.18K | $5.29M |
 Argan, Inc. | AGX | 14.19K | $11.33M |
 Cadence Design Systems, Inc. | CDNS | 14.86K | $5.58M |
 SharkNinja, Inc. | SN | 15.3K | $2.33M |
 Fabrinet | FN | 15.32K | $8.61M |
 Apple Inc. | AAPL | 15.51K | $4.49M |
 PENN Entertainment, Inc. | PENN | 15.57K | $332.68K |
 Tesla, Inc. | TSLA | 15.63K | $6.58M |
 FormFactor, Inc. | FORM | 16.9K | $2.7M |
 Moog Inc. | MOG-A | 17.16K | $7.27M |
 Nova Ltd. | NVMI | 18.25K | $9.91M |
 DigitalOcean Holdings, Inc. | DOCN | 19K | $2.98M |
 Sanmina Corporation | SANM | 19.8K | $5.01M |