Stock Taper 
NICHOLAS INVESTMENT PARTNERS, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Insmed Incorporated | INSM | 25.36K | $2.7M |
 Crane Company | CR | 24.52K | $5.47M |
 Lam Research Corporation | LRCX | 24.3K | $10.53M |
 Constellium SE | CSTM | 21.79K | $694.58K |
 Arista Networks, Inc. | ANET | 21.72K | $3.69M |
 Inhibrx Biosciences Inc. | INBX | 21.44K | $2.03M |
 Hut 8 Corp. | HUT | 21.19K | $2.45M |
 GE Vernova Inc. | GEV | 20.53K | $24.12M |
 JPMorgan Chase & Co. | JPM | 19.97K | $6.54M |
 Sanmina Corporation | SANM | 19.8K | $5.01M |
 DigitalOcean Holdings, Inc. | DOCN | 19K | $2.98M |
 Nova Ltd. | NVMI | 18.25K | $9.91M |
 Moog Inc. | MOG-A | 17.16K | $7.27M |
 FormFactor, Inc. | FORM | 16.9K | $2.7M |
 Tesla, Inc. | TSLA | 15.63K | $6.58M |
 PENN Entertainment, Inc. | PENN | 15.57K | $332.68K |
 Apple Inc. | AAPL | 15.51K | $4.49M |
 Fabrinet | FN | 15.32K | $8.61M |
 SharkNinja, Inc. | SN | 15.3K | $2.33M |
 Cadence Design Systems, Inc. | CDNS | 14.86K | $5.58M |