Nicholas Investment Partners, LP Incresed Positions in Q2 2025

Nicholas Investment Partners, LP

  • $910 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
8.23K
+ 13.49%
$146.29 - $275.65 $1.2M - $2.27M
69.2K $19.1M
VRNA
Verona Pharma PLC

Healthcare
14.1K
+ 7.65%
$53.9 - $98.68 $761K - $1.39M
199K $18.8M
CRS
Carpenter Technology Corp

Industrials
10.1K
+ 29.45%
$151.3 - $276.38 $1.53M - $2.79M
44.3K $12.2M
CWST
Casella Waste Systems Inc

Industrials
42.9K
+ 89.36%
$103.78 - $120.37 $4.45M - $5.16M
90.8K $10.5M
SKYW
Skywest Inc

Industrials
36K
+ 39.56%
$79.41 - $103.84 $2.86M - $3.73M
127K $13.1M
MIR
Mirion Technologies, Inc.

Industrials
92.6K
+ 25.22%
$12.7 - $21.71 $1.18M - $2.01M
460K $9.9M
NTRA
Natera, Inc.

Healthcare
23.3K
+ 276.54%
$132.23 - $171.87 $3.08M - $4M
31.7K $5.35M
FOUR
Shift4 Payments, Inc.

Technology
40.9K
+ 904.62%
$72.5 - $99.11 $2.97M - $4.06M
45.4K $4.5M
ADMA
Adma Biologics, Inc.

Healthcare
258K
+ 55.89%
$17.6 - $24.51 $4.53M - $6.31M
718K $13.1M
AXON
Axon Enterprise, Inc.

Industrials
994
+ 11.3%
$497.13 - $827.94 $494K - $823K
9.79K $8.1M
CVLT
Commvault Systems Inc

Technology
15.6K
+ 122.71%
$139.35 - $190.99 $2.18M - $2.99M
28.4K $4.95M
FN
Fabrinet

Technology
3.42K
+ 19.24%
$171.03 - $298.93 $585K - $1.02M
21.2K $6.25M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.78K
+ 13.97%
$141.37 - $228.57 $535K - $864K
30.9K $6.99M
MELI
Mercadolibre Inc

Consumer Cyclical
854
+ 232.7%
$1794.73 - $2613.63 $1.53M - $2.23M
1.22K $3.19M
NVMI
Nova Ltd.

Technology
3.89K
+ 27.15%
$162.03 - $275.2 $630K - $1.07M
18.2K $5.01M
ALKT
Alkami Technology, Inc.

Technology
58.3K
+ 44.26%
$22.54 - $31.19 $1.31M - $1.82M
190K $5.73M
ACVA
Acv Auctions Inc.

Consumer Cyclical
94K
+ 29.36%
$12.82 - $17.04 $1.2M - $1.6M
414K $6.71M
AMZN
Amazon Com Inc

Consumer Cyclical
1.16K
+ 1.85%
$167.32 - $223.3 $194K - $258K
63.7K $14M
RVMD
Revolution Medicines, Inc.

Healthcare
52K
+ 85.08%
$31.13 - $41.98 $1.62M - $2.18M
113K $4.16M
MPWR
Monolithic Power Systems Inc

Technology
170
+ 1.45%
$455.19 - $737.73 $77.4K - $125K
11.9K $8.71M
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
11.4K
+ 6.61%
$38.39 - $51.11 $439K - $585K
184K $9.39M
CRWD
Crowd Strike Holdings, Inc.

Technology
201
+ 2.29%
$321.63 - $509.31 $64.6K - $102K
9K $4.58M
PIPR
Piper Sandler Companies

Financial Services
2.91K
+ 13.59%
$210.78 - $281.82 $613K - $819K
24.3K $6.75M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
62.4K
+ 137.26%
$21.27 - $26.73 $1.33M - $1.67M
108K $2.36M
KLAC
Kla Corp

Technology
152
+ 3.9%
$576.53 - $902.94 $87.6K - $137K
4.05K $3.63M
TGTX
Tg Therapeutics, Inc.

Healthcare
37.2K
+ 33.9%
$33.37 - $45.51 $1.24M - $1.69M
147K $5.29M
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
NFLX
Netflix Inc

Communication Services
252
+ 52.17%
$855.86 - $1339.13 $216K - $337K
735 $984K
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
American Wtr Cap Corp
500K
+ 20.0%
N/A
3M $0
Uber Technologies Inc
1M
+ 16.42%
N/A
7.09M $0
Astera Labs Inc
13.5K
+ 29.49%
N/A
59.4K $0
Boeing CO
20.3K
+ 14.19%
N/A
164K $0
Ftai Aviation LTD
9.15K
+ 19.16%
N/A
56.9K $0
Ge Vernova Inc
3.76K
+ 14.09%
N/A
30.4K $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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