13F HOLDINGS REPORT
PEREGRINE INVESTMENT MANAGEMENT INC
Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0002053303-25-000006
Total Value
$203.5M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Astera Labs Inc. | ALAB | 97,070 | $19.0M | 9.34% |
| 2 | SiTime Corp. | SITM | 53,800 | $16.2M | 7.96% |
| 3 | Circle Internet Group Inc. | CRCL | 100,000 | $13.3M | 6.51% |
| 4 | Broadcom Inc. | AVGO | 37,170 | $12.3M | 6.02% |
| 5 | Meta Platforms Inc. | META | 16,620 | $12.2M | 6.00% |
| 6 | Amazon.com Inc. | AMZN | 45,800 | $10.1M | 4.94% |
| 7 | Microsoft Corp. | MSFT | 19,247 | $10.0M | 4.90% |
| 8 | Impinj Inc. | PI | 52,673 | $9.5M | 4.68% |
| 9 | Valterra Platinum Ltd | 03486T202 | 800,000 | $9.4M | 4.64% |
| 10 | Sociedad Quimica y Minera de Chile SA | 833635105 | 219,150 | $9.4M | 4.63% |
| 11 | Lattice Semiconductor Corp. | LSCC | 128,220 | $9.4M | 4.62% |
| 12 | Evercore Partners Inc. | EVR | 26,160 | $8.8M | 4.34% |
| 13 | MongoDB Inc. | MDB | 27,240 | $8.5M | 4.15% |
| 14 | Lumentum Holdings Inc. | LITE | 45,190 | $7.4M | 3.61% |
| 15 | Universal Display Corp. | OLED | 50,560 | $7.3M | 3.57% |
| 16 | Beam Therapeutics Inc. | BEAM | 267,930 | $6.5M | 3.19% |
| 17 | Albemarle Corp. | ALB-PA | 75,000 | $6.1M | 2.99% |
| 18 | Lam Research Corp. | LRCX | 42,080 | $5.6M | 2.77% |
| 19 | Reddit Inc. | RDDT | 24,170 | $5.6M | 2.73% |
| 20 | Xometry Inc. | XMTR | 80,000 | $4.4M | 2.14% |
| 21 | Copart Inc. | CPRT | 95,440 | $4.3M | 2.11% |
| 22 | NVIDIA Corp. | NVDA | 23,000 | $4.3M | 2.11% |
| 23 | Aspen Aerogels Inc. | ASPN | 600,000 | $4.2M | 2.05% |