13F HOLDINGS REPORT
PEREGRINE INVESTMENT MANAGEMENT INC
Quarter ended Q1 2025 · Filed May 1, 2025 · Accession 0002053303-25-000003
Total Value
$134.0M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Copart Inc. | CPRT | 182,480 | $10.3M | 7.71% |
| 2 | Lam Research Corp. | LRCX | 130,630 | $9.5M | 7.09% |
| 3 | Astera Labs Inc. | ALAB | 150,000 | $9.0M | 6.68% |
| 4 | Microsoft Corp. | MSFT | 23,107 | $8.7M | 6.47% |
| 5 | NVIDIA Corp. | NVDA | 75,000 | $8.1M | 6.07% |
| 6 | SiTime Corp. | SITM | 52,870 | $8.1M | 6.03% |
| 7 | Meta Platforms Inc. | META | 13,390 | $7.7M | 5.76% |
| 8 | Universal Display Corp. | OLED | 54,240 | $7.6M | 5.65% |
| 9 | Lattice Semiconductor Corp. | LSCC | 141,400 | $7.4M | 5.53% |
| 10 | Sociedad Quimica y Minera de Chile SA | 833635105 | 157,140 | $6.2M | 4.66% |
| 11 | Cognex Corp. | CGNX | 203,320 | $6.1M | 4.53% |
| 12 | Amazon.com Inc. | AMZN | 30,170 | $5.7M | 4.28% |
| 13 | Lumentum Holdings Inc. | LITE | 89,170 | $5.6M | 4.15% |
| 14 | Impinj Inc. | PI | 58,890 | $5.3M | 3.99% |
| 15 | Evercore Partners Inc. | EVR | 23,710 | $4.7M | 3.53% |
| 16 | Beam Therapeutics Inc. | BEAM | 224,260 | $4.4M | 3.27% |
| 17 | SharkNinja Inc. | SN | 47,840 | $4.0M | 2.98% |
| 18 | lululemon athletica Inc. | LULU | 13,120 | $3.7M | 2.77% |
| 19 | Broadcom Inc. | AVGO | 21,670 | $3.6M | 2.71% |
| 20 | MongoDB Inc. | MDB | 18,940 | $3.3M | 2.48% |
| 21 | Reddit Inc. | RDDT | 30,000 | $3.1M | 2.35% |
| 22 | CyberArk Software Ltd | M2682V108 | 5,300 | $1.8M | 1.34% |