13F HOLDINGS REPORT
PEREGRINE INVESTMENT MANAGEMENT INC
Quarter ended Q2 2025 · Filed July 15, 2025 · Accession 0002053303-25-000004
Total Value
$156.5M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SiTime Corp. | SITM | 67,870 | $14.5M | 9.24% |
| 2 | Astera Labs Inc. | ALAB | 146,040 | $13.2M | 8.44% |
| 3 | Meta Platforms Inc. | META | 16,390 | $12.1M | 7.73% |
| 4 | Copart Inc. | CPRT | 212,480 | $10.4M | 6.66% |
| 5 | Broadcom Inc. | AVGO | 36,670 | $10.1M | 6.46% |
| 6 | Direxion Daily Small Cap Bull 3X Shares | 25459W847 | 300,000 | $10.1M | 6.43% |
| 7 | Amazon.com Inc. | AMZN | 45,170 | $9.9M | 6.33% |
| 8 | Lam Research Corp. | LRCX | 101,360 | $9.9M | 6.30% |
| 9 | Microsoft Corp. | MSFT | 19,247 | $9.6M | 6.12% |
| 10 | Evercore Partners Inc. | EVR | 25,810 | $7.0M | 4.45% |
| 11 | Lumentum Holdings Inc. | LITE | 69,700 | $6.6M | 4.23% |
| 12 | Impinj Inc. | PI | 58,890 | $6.5M | 4.18% |
| 13 | Universal Display Corp. | OLED | 40,560 | $6.3M | 4.00% |
| 14 | Lattice Semiconductor Corp. | LSCC | 127,330 | $6.2M | 3.99% |
| 15 | Salesforce Inc. | CRM | 20,000 | $5.5M | 3.49% |
| 16 | Sociedad Quimica y Minera de Chile SA | 833635105 | 138,180 | $4.9M | 3.11% |
| 17 | MongoDB Inc. | MDB | 22,000 | $4.6M | 2.95% |
| 18 | Beam Therapeutics Inc. | BEAM | 264,260 | $4.5M | 2.87% |
| 19 | Reddit Inc. | RDDT | 24,000 | $3.6M | 2.31% |
| 20 | Cognex Corp. | CGNX | 34,060 | $1.1M | 0.69% |