Stock Taper 
NICHOLAS INVESTMENT PARTNERS, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 6.86K | $7.92M |
 Old Dominion Freight Line, Inc. | ODFL | 6.59K | $1.43M |
 Curtiss-Wright Corporation | CW | 6.25K | $4.74M |
 Shopify Inc. | SHOP | 6.08K | $693.87K |
 TransDigm Group Incorporated | TDG | 5.63K | $7.5M |
 Cloudflare, Inc. | NET | 5.37K | $1.32M |
 Ralph Lauren Corporation | RL | 4.63K | $1.86M |
 Darden Restaurants, Inc. | DRI | 4.48K | $923.34K |
 Texas Roadhouse, Inc. | TXRH | 4.38K | $846.73K |
 Teradyne, Inc. | TER | 4.01K | $1.94M |
 Datadog, Inc. | DDOG | 3.86K | $1.01M |
 Snowflake Inc. | SNOW | 3.74K | $951.32K |
 National Fuel Gas Company | NFG | 3.56K | $275.18K |
 Astera Labs, Inc. Common Stock | ALAB | 3.52K | $1.7M |
 BorgWarner Inc. | BWA | 3.48K | $230.81K |
 Advanced Micro Devices, Inc. | AMD | 3.14K | $1.82M |
 Evercore Inc. | EVR | 3.14K | $1.07M |
 argenx SE | ARGX | 2.9K | $2.69M |
 ASML Holding N.V. | ASML | 2.89K | $5.76M |
 Meta Platforms, Inc. | META | 2.8K | $1.58M |