Nicholas Investment Partners, LP

Q3 2025 13F Holdings

  • Location
    rancho santa fe, CA
  • Num holdings

    211

  • Value ($000)

    $1,307,849

  • Date Filed
    11/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BWXT

BWX TECHNOLOGIES INC

COM
05605H100
$47.85M
4 %

259,529

---

KRATOS DEFENSE & SEC SOLUTIO

COM NEW
50077B207
$37.87M
3 %

414,462

R
RSI

RUSH STREET INTERACTIVE INC

COM
782011100
$28.19M
2 %

1,376,501

I
INSM

INSMED INC

COM PAR $.01
457669307
$25.99M
2 %

180,451

E
ERJ

EMBRAER S.A.

SPONSORED ADS
29082A107
$24.88M
2 %

411,614

R
REVG

REV GROUP INC

COM
749527107
$23.32M
2 %

411,499

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$22.73M
2 %

121,843

A
AVGO

BROADCOM INC

COM
11135F101
$22.68M
2 %

68,761

G
GEV

GE VERNOVA INC

COM
36828A101
$18.70M
1 %

30,410

M
MSFT

MICROSOFT CORP

COM
594918104
$17.85M
1 %

34,466

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