Stock Taper 
NICHOLAS INVESTMENT PARTNERS, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Argan, Inc. | AGX | 14.19K | $11.33M |
 Microsoft Corporation | MSFT | 14.18K | $5.29M |
 AppFolio Inc. | APPF | 14.07K | $2.26M |
 Rocket Lab USA, Inc. | RKLB | 13.34K | $1.36M |
 Praxis Precision Medicines, Inc. | PRAX | 13.11K | $4.39M |
 The Goldman Sachs Group, Inc. | GS | 13K | $13.15M |
 Saia, Inc. | SAIA | 13K | $5.47M |
 Monolithic Power Systems, Inc. | MPWR | 12.13K | $16.77M |
 Ross Stores, Inc. | ROST | 12.02K | $2.56M |
 Microchip Technology Incorporated | MCHP | 11.52K | $1.05M |
 HCI Group, Inc. | HCI | 11K | $1.93M |
 Vertiv Holdings Co | VRT | 10.92K | $3.66M |
 Marathon Petroleum Corporation | MPC | 10.6K | $2.71M |
 InterDigital, Inc. | IDCC | 10.3K | $2.92M |
 Netflix, Inc. | NFLX | 10.04K | $716.93K |
 Tapestry, Inc. | TPR | 9.92K | $1.45M |
 C.H. Robinson Worldwide, Inc. | CHRW | 9.89K | $1.86M |
 Synopsys, Inc. | SNPS | 7.73K | $3.45M |
 Hilton Worldwide Holdings Inc. | HLT | 7.18K | $2.37M |
 United Therapeutics Corporation | UTHR | 7.14K | $3.87M |