Stock Taper 
NICHOLAS INVESTMENT PARTNERS, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 JPMorgan Chase & Co. | JPM | 19.97K | $6.54M |
 GE Vernova Inc. | GEV | 20.53K | $24.12M |
 Hut 8 Corp. | HUT | 21.19K | $2.45M |
 Inhibrx Biosciences Inc. | INBX | 21.44K | $2.03M |
 Arista Networks, Inc. | ANET | 21.72K | $3.69M |
 Constellium SE | CSTM | 21.79K | $694.58K |
 Lam Research Corporation | LRCX | 24.3K | $10.53M |
 Crane Company | CR | 24.52K | $5.47M |
 Insmed Incorporated | INSM | 25.36K | $2.7M |
 SiTime Corporation | SITM | 27.56K | $20.55M |
 Onto Innovation Inc. | ONTO | 29.95K | $11.34M |
 Sterling Infrastructure, Inc. | STRL | 30.12K | $25.28M |
 Graham Corporation | GHM | 30.73K | $3.8M |
 Alphabet Inc. | GOOG | 31.2K | $11.02M |
 Marvell Technology, Inc. | MRVL | 31.43K | $9.36M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 36.13K | $13.74M |
 Ascendis Pharma A/S | ASND | 38.16K | $10.18M |
 The TJX Companies, Inc. | TJX | 38.95K | $5.9M |
 Chevron Corporation | CVX | 40K | $6.63M |
 Citigroup Inc. | C | 40K | $5.6M |