FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,182.42-0.10%
XLE56.76-0.19%
STOXX50E5,860.32-0.39%
XLF51.820.78%
FTSE10,321.09-0.56%
IXIC24,876.710.16%
RUT2,784.77-0.08%
GSPC7,172.880.11%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:29 PM

Institutional Manager · CIK 0001389574

Nicholas Investment Partners, LP

RANCHO SANTA FE, CA · File #028-12426

Latest AUM
$1.37B
Positions
205
Top-10 Concentration
34.0%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
REDUCEREV GROUP INC749527107-362,403-$22.0M+$1.7M
NEWMADDEN STEVEN LTD556269108+422,075+$17.6M$0
NEWABERCROMBIE & FITCH COANF+130,197+$16.4M$0
REDUCERUSH STREET INTERACTIVE INCRSI-796,325-$15.5M-$1.4M
NEWCENTURY ALUM COCENX+290,960+$11.4M$0
ADDWINGSTOP INCWING+44,015+$10.5M-$193,616
EXITEDMR COOPER GROUP INC62482R107-41,680-$8.8M$0
ADDABIVAX SAAAVXF+63,640+$8.6M+$970,526
NEWAPOGEE THERAPEUTICS INCAPGE+112,924+$8.5M$0
EXITEDMOELIS & CO60786M105-119,117-$8.5M$0

Sector Allocation

Healthcare
17.9%$245.5M
Technology
17.8%$244.0M
Industrials
15.0%$205.8M
Energy
4.9%$67.3M
Financials
3.1%$43.3M
Real Estate
1.2%$16.8M
Materials
0.8%$11.4M
Utilities
0.4%$6.0M
Consumer Staples
0.0%$354,942

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1BWX TECHNOLOGIES INCBWXT260,834$45.1M5.79%
2INSMED INCINSM180,410$31.4M4.03%
3KRATOS DEFENSE & SEC SOLUTIO50077B207392,032$29.8M3.82%
4EMBRAER S.A.EMBJ428,972$27.6M3.55%
5REVOLUTION MEDICINES INCRVMDW317,711$25.3M3.25%
6BROADCOM INCAVGO68,761$23.8M3.06%
7NVIDIA CORPORATIONNVDA121,843$22.7M2.92%
8BRIDGEBIO PHARMA INCBBIO284,682$21.8M2.80%
9GE VERNOVA INCGEV30,410$19.9M2.55%
10MADDEN STEVEN LTD556269108422,075$17.6M2.26%
11MIRUM PHARMACEUTICALS INCMIRM213,391$16.9M2.16%
12AXSOME THERAPEUTICS INCAXSM91,564$16.7M2.15%
13MICROSOFT CORPMSFT34,466$16.7M2.14%
14WINTRUST FINL CORP97650W108117,590$16.4M2.11%
15SEAGATE HDD CAYMANSE4,880,000$16.4M2.10%
16ABERCROMBIE & FITCH COANF130,197$16.4M2.10%
17NUVALENT INCNUVL160,483$16.1M2.07%
18AMAZON COM INCAMZN69,325$16.0M2.05%
19PIPER SANDLER COMPANIESPIPR46,905$15.9M2.05%
20CAMECO CORPCCJ173,449$15.9M2.04%