13F HOLDINGS REPORT
PEREGRINE INVESTMENT MANAGEMENT INC
Quarter ended Q4 2024 · Filed January 30, 2025 · Accession 0002053303-25-000001
Total Value
$172.4M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Astera Labs Inc. | ALAB | 80,790 | $10.7M | 6.21% |
| 2 | Amazon.com Inc. | AMZN | 48,470 | $10.6M | 6.17% |
| 3 | Copart Inc. | CPRT | 175,220 | $10.1M | 5.83% |
| 4 | Direxion Daily Small Cap Bull 3X Shares | 25459W847 | 240,000 | $10.1M | 5.83% |
| 5 | Reddit Inc. | RDDT | 58,000 | $9.5M | 5.50% |
| 6 | Microsoft Corp. | MSFT | 22,187 | $9.4M | 5.42% |
| 7 | Broadcom Inc. | AVGO | 40,000 | $9.3M | 5.38% |
| 8 | Lam Research Corp. | LRCX | 125,650 | $9.1M | 5.26% |
| 9 | Meta Platforms Inc. | META | 15,280 | $8.9M | 5.19% |
| 10 | Cognex Corp. | CGNX | 224,270 | $8.0M | 4.67% |
| 11 | SiTime Corp. | SITM | 36,260 | $7.8M | 4.51% |
| 12 | Lattice Semiconductor Corp. | LSCC | 135,730 | $7.7M | 4.46% |
| 13 | Universal Display Corp. | OLED | 52,399 | $7.7M | 4.44% |
| 14 | Lumentum Holdings Inc. | LITE | 86,390 | $7.3M | 4.21% |
| 15 | SharkNinja Inc. | SN | 65,480 | $6.4M | 3.70% |
| 16 | Intuit Inc. | INTU | 9,040 | $5.7M | 3.30% |
| 17 | Sociedad Quimica y Minera de Chile SA | 833635105 | 151,390 | $5.5M | 3.19% |
| 18 | lululemon athletica Inc. | LULU | 12,600 | $4.8M | 2.79% |
| 19 | Vertiv Holdings Co. | VRT | 37,190 | $4.2M | 2.45% |
| 20 | Evercore Partners Inc. | EVR | 15,080 | $4.2M | 2.42% |
| 21 | Nova Ltd | NVMI | 21,020 | $4.1M | 2.40% |
| 22 | Beam Therapeutics Inc. | BEAM | 158,550 | $3.9M | 2.28% |
| 23 | Impinj Inc. | PI | 26,000 | $3.8M | 2.19% |
| 24 | MongoDB Inc. | MDB | 16,180 | $3.8M | 2.19% |