Nicholas Investment Partners, LP

Q2 2025 13F Holdings

  • Location
    rancho santa fe, CA
  • Num holdings

    211

  • Value ($000)

    $1,122,841

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001389574
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BWXT
BWXT

BWX TECHNOLOGIES INC

COM
05605H100
$38.25M
3 %

265,516

ERJ
ERJ

EMBRAER S.A.

SPONSORED ADS
29082A107
$23.09M
2 %

405,783

RSI
RSI

RUSH STREET INTERACTIVE INC

COM
782011100
$20.60M
2 %

1,382,505

REVG
REVG

REV GROUP INC

COM
749527107
$20.39M
2 %

428,508

INSM
INSM

INSMED INC

COM PAR $.01
457669307
$19.66M
2 %

195,394

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$19.44M
2 %

123,057

AVGO
AVGO

BROADCOM INC

COM
11135F101
$19.08M
2 %

69,221

---

KRATOS DEFENSE & SEC SOLUTIO

COM NEW
50077B207
$18.98M
2 %

408,517

VRNA
VRNA

VERONA PHARMA PLC

SPONSORED ADS
925050106
$18.81M
2 %

198,845

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$17.14M
2 %

34,466

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