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Nicholas Investment Partners, LP

Location
RANCHO SANTA FE, CA
Portfolio Value
Mid $1,557,700,039
Diversification
Diversified
Filing Date
Global Rank
#1,529 / 8,700 ▲ 499
Top Industry
Biotechnology 17.5%
Period ended 2 months ago
Filed Aug 14, 2026 · 30d
26 quarters · since Mar 2020

Portfolio Concentration

174 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
3.4%
−1.0 pts
Top 5
12.3%
−1.2 pts
Top 10
20.4%
−2.4 pts
HHI
110
Sep 2023 → Jun 2026 · range 106 – 189
Diversified−9

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Technology 23.9% $373,047,332
Industrials 22.0% $342,419,788
Healthcare 17.7% $275,840,274
Consumer Cyclical 13.9% $216,631,634
Financial Services 6.2% $96,896,276
Energy 5.3% $82,376,102
Consumer Defensive 4.2% $65,224,244
Real Estate 2.9% $45,450,448
Communication Services 2.5% $38,998,825
Basic Materials 1.0% $15,882,600
Utilities 0.3% $4,932,516

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
152,026 7,695 $0

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
174 tracked positions · $1,557,700,039 total · filing declares 204 positions · $1,775,511,497 · as of Jun 30, 2026
Showing 1–50 of 174 positions by value · page 1 of 4
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.