Stock Taper 
NICHOLAS INVESTMENT PARTNERS, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Simon Property Group, Inc. | SPG | 49.29K | $11.02M |
 Applied Digital Corp. | APLD | 48.87K | $1.82M |
 Advanced Energy Industries, Inc. | AEIS | 45.68K | $17.03M |
 Ormat Technologies, Inc. | ORA | 45.29K | $4.93M |
 Applied Optoelectronics, Inc. | AAOI | 45.06K | $6.68M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 44.93K | $21.46M |
 Carpenter Technology Corporation | CRS | 43.65K | $26.93M |
 HF Sinclair Corporation | DINO | 42.15K | $2.94M |
 Expand Energy Corporation | EXE | 41K | $3.74M |
 Chevron Corporation | CVX | 40K | $6.63M |
 Citigroup Inc. | C | 40K | $5.6M |
 The TJX Companies, Inc. | TJX | 38.95K | $5.9M |
 Ascendis Pharma A/S | ASND | 38.16K | $10.18M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 36.13K | $13.74M |
 Marvell Technology, Inc. | MRVL | 31.43K | $9.36M |
 Alphabet Inc. | GOOG | 31.2K | $11.02M |
 Graham Corporation | GHM | 30.73K | $3.8M |
 Sterling Infrastructure, Inc. | STRL | 30.12K | $25.28M |
 Onto Innovation Inc. | ONTO | 29.95K | $11.34M |
 SiTime Corporation | SITM | 27.56K | $20.55M |