Nicholas Investment Partners, LP Purchases in Q2 2025

Nicholas Investment Partners, LP

  • $910 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TPR
Tapestry, Inc.

Consumer Cyclical
8.46K
New
$60.6 - $87.81 $513K - $743K
8.46K $743K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
13.9K
+ 4.08%
$15.5 - $20.28 $215K - $281K
354K $7.17M
BSX
Boston Scientific Corp

Healthcare
4.49K
+ 14.23%
$89.7 - $107.41 $403K - $483K
36.1K $3.87M
DINO
Hf Sinclair Corp

Energy
15.4K
New
$25.91 - $41.85 $398K - $642K
15.4K $630K
NFLX
Netflix Inc

Communication Services
252
+ 52.17%
$855.86 - $1339.13 $216K - $337K
735 $984K
ASND
Ascendis Pharma A/S

Healthcare
2.64K
New
$137.41 - $179.1 $362K - $472K
2.64K $455K
DASH
Door Dash, Inc.

Communication Services
1.63K
New
$163.16 - $246.51 $265K - $401K
1.63K $401K
MA
Mastercard Inc

Financial Services
398
+ 38.79%
$479.92 - $590.74 $191K - $235K
1.42K $800K
V
Visa Inc.

Financial Services
631
+ 41.43%
$308.27 - $373.31 $195K - $236K
2.15K $764K
DSGX
Descartes Systems Group Inc

Technology
1.39K
+ 1.41%
$94.15 - $116.93 $131K - $162K
99.9K $10.2M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.68K
+ 30.72%
$107.83 - $119.94 $181K - $202K
7.15K $771K
DRI
Darden Restaurants Inc

Consumer Cyclical
423
+ 15.35%
$186.58 - $225.78 $78.9K - $95.5K
3.18K $692K
CHK
Chesapeake Energy Corp

Energy
1.24K
+ 3.03%
N/A
42.2K $3.62M
HUBS
Hubspot Inc

Technology
216
+ 12.41%
$487.07 - $672.24 $105K - $145K
1.96K $1.09M
NAMS
Newamsterdam Pharma CO Nv Shs
116K
New
N/A
116K $0
Boeing CO
20.3K
+ 14.19%
N/A
164K $0
Itron Inc
3.52M
New
N/A
3.52M $0
Ugi Corp New
2.5M
New
N/A
2.5M $0
Live Nation Entertainment In
3M
New
N/A
3M $0
Astera Labs Inc
13.5K
+ 29.49%
N/A
59.4K $0
Ftai Aviation LTD
9.15K
+ 19.16%
N/A
56.9K $0
Arista Networks Inc
31.9K
New
N/A
31.9K $0
Loar Holdings Inc
2.91K
New
N/A
2.91K $0
Voyager Technologies Inc
24.3K
New
N/A
24.3K $0
American Wtr Cap Corp
500K
+ 20.0%
N/A
3M $0
Amer Sports Inc
19.9K
New
N/A
19.9K $0
Alnylam Pharmaceuticals Inc
3.25M
New
N/A
3.25M $0
Alibaba Group Hldg LTD
5.1M
New
N/A
5.1M $0
Chart Inds Inc
32K
New
N/A
32K $0
Core Scientific Inc New
359K
New
N/A
359K $0
Qxo Inc
22K
New
N/A
22K $0
Qxo Inc
269K
New
N/A
269K $0
Ramaco Res Inc
202K
New
N/A
202K $0
On Semiconductor Corp
1.5M
New
N/A
1.5M $0
Rivian Automotive Inc
1.7M
New
N/A
1.7M $0
Rocket Lab Corp
168K
New
N/A
168K $0
ALCC
Alt C Acquisition Corp.

Financial Services
21.3K
New
N/A
21.3K $0
Disc Medicine Inc
54.4K
New
N/A
54.4K $0
Sharkninja Inc
14.1K
New
N/A
14.1K $0
Immunocore Hldgs PLC
1.9M
New
N/A
1.9M $0
Ge Vernova Inc
3.76K
+ 14.09%
N/A
30.4K $0
Soleno Therapeutics Inc
13.7K
New
N/A
13.7K $0
Uber Technologies Inc
1M
+ 16.42%
N/A
7.09M $0
EXLS
Exl Service Holdings, Inc.

Technology
9.9K
+ 6.1%
$41.85 - $48.48 $414K - $480K
172K $7.54M
Activity Summary
Buys All Purchases 95 New Holdings 51 Increased Positions 44 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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