Stock Taper 
NICHOLAS INVESTMENT PARTNERS, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 TeraWulf Inc. | WULF | 76.43K | $1.89M |
 Amazon.com, Inc. | AMZN | 75.05K | $17.89M |
 Varonis Systems, Inc. | VRNS | 69.04K | $2.9M |
 Anheuser-Busch InBev SA/NV | BUD | 65.28K | $5.38M |
 Cardinal Infrastructure Group Inc. | CDNL | 64.62K | $6.09M |
 Nextpower Inc. | NXT | 63.77K | $7.6M |
 XPO Logistics, Inc. | XPO | 63.58K | $13.05M |
 ConocoPhillips | COP | 62.5K | $6.5M |
 Ultra Clean Holdings, Inc. | UCTT | 60.34K | $8.6M |
 Ryman Hospitality Properties, Inc. | RHP | 58.97K | $7.58M |
 Powell Industries, Inc. | POWL | 58.44K | $16.74M |
 Everus Construction Group, Inc. | ECG | 58.41K | $9.69M |
 FTAI Aviation Ltd. | FTAI | 56.34K | $15.24M |
 MaxLinear, Inc. | MXL | 55.96K | $7.16M |
 KLA Corporation | KLAC | 55.49K | $16.74M |
 Target Corporation | TGT | 55.15K | $7.2M |
 Kymera Therapeutics, Inc. | KYMR | 54.57K | $6.26M |
 Rambus Inc. | RMBS | 53.37K | $7.08M |
 Broadcom Inc. | AVGO | 52.41K | $19.8M |
 Palvella Therapeutics, Inc. | PVLA | 49.72K | $7.6M |