Stock Taper 
NICHOLAS INVESTMENT PARTNERS, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVIDIA Corporation | NVDA | 126.68K | $25.35M |
 Halliburton Company | HAL | 125.22K | $4.25M |
 The Williams Companies, Inc. | WMB | 123.08K | $9.15M |
 CAVA Group, Inc. | CAVA | 119.88K | $9.41M |
 Amer Sports, Inc. | AS | 115.78K | $3.92M |
 Zeta Global Holdings Corp. | ZETA | 115.78K | $2.28M |
 Sphere Entertainment Co. | SPHR | 114.4K | $19.79M |
 Modine Manufacturing Company | MOD | 111.26K | $29.71M |
 MP Materials Corp. | MP | 108.52K | $6.08M |
 Cohu, Inc. | COHU | 108.41K | $8.01M |
 Exxon Mobil Corporation | XOM | 105.5K | $14.42M |
 The Chefs' Warehouse, Inc. | CHEF | 104.46K | $10.04M |
 Cipher Mining Inc. | CIFR | 103.6K | $2.54M |
 Piper Sandler Companies | PIPR | 103.38K | $7.48M |
 Axsome Therapeutics, Inc. | AXSM | 98.97K | $24.23M |
 Riot Platforms, Inc. | RIOT | 91.45K | $2.5M |
 Scholar Rock Holding Corporation | SRRK | 90.33K | $4.97M |
 Semtech Corporation | SMTC | 84.48K | $13.67M |
 Delta Air Lines, Inc. | DAL | 80.35K | $7.53M |
 Construction Partners, Inc. | ROAD | 79.29K | $9.42M |