Stock Taper

NICHOLAS INVESTMENT PARTNERS, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
YETI Holdings, Inc.YETI211.42K$10.48M
Viavi Solutions Inc.VIAV210.18K$10.04M
Cytokinetics, IncorporatedCYTK209.07K$17.81M
Unity Software Inc.U206.25K$5.89M
Rocket Companies, Inc.RKT200.03K$3.15M
Century Aluminum CompanyCENX198K$9.11M
Rigetti Computing, Inc.RGTI197.68K$3.82M
Dianthus Therapeutics, Inc.DNTH186.77K$18.21M
Bank of America CorporationBAC177.31K$10.1M
Cameco CorporationCCJ173.9K$17.71M
Core Scientific, Inc.CORZ173.7K$4.45M
Mirum Pharmaceuticals, Inc.MIRM172.69K$20.22M
Annaly Capital Management, Inc.NLY167.31K$3.74M
Flowserve CorporationFLS148.21K$10.99M
Lattice Semiconductor CorporationLSCC146.32K$22.38M
Astronics CorporationATRO144.19K$11.72M
TFI International Inc.TFII141.23K$20.28M
Rhythm Pharmaceuticals, Inc.RYTM139.27K$15.46M
Vaxcyte, Inc.PCVX131.13K$7.62M
Wintrust Financial CorporationWTFC130.33K$20.95M