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
BWXT
BWXT

BWX TECHNOLOGIES INC

COM
05605H100
$47.85 M
4 %

259,529

---

KRATOS DEFENSE & SEC SOLUTIO

COM NEW
50077B207
$37.87 M
3 %

414,462

RSI
RSI

RUSH STREET INTERACTIVE INC

COM
782011100
$28.19 M
2 %

1,376,501

INSM
INSM

INSMED INC

COM PAR $.01
457669307
$25.99 M
2 %

180,451

ERJ
ERJ

EMBRAER S.A.

SPONSORED ADS
29082A107
$24.88 M
2 %

411,614

REVG
REVG

REV GROUP INC

COM
749527107
$23.32 M
2 %

411,499

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$22.73 M
2 %

121,843

AVGO
AVGO

BROADCOM INC

COM
11135F101
$22.68 M
2 %

68,761

GEV
GEV

GE VERNOVA INC

COM
36828A101
$18.70 M
1 %

30,410

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$17.85 M
1 %

34,466

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