Peregrine Investment Management Inc
Peregrine Investment Management Inc reported 26 holdings worth US$235M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Peregrine Investment Management Inc reported 26 holdings worth US$235M as of Jun 30, 2026. Largest: Micron Technology, Inc., Advanced Micro Devices Inc and Xometry, Inc. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 26
- Value as reported
- US$235M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Micron Technology, Inc. | 15,000 | US$17.3M | 7.4% |
| Advanced Micro Devices Inc | 24,000 | US$13.9M | 5.9% |
| Xometry, Inc. | 136K | US$13.1M | 5.6% |
| Lightpath Technologies, Inc. | 660K | US$10.8M | 4.6% |
| Sitime Corporation | 14,420 | US$10.8M | 4.6% |
| Lattice Semiconductor Corporation | 69,720 | US$10.7M | 4.5% |
| Amazon.com, Inc. | 42,740 | US$10.2M | 4.3% |
| Timken Company (the) | 70,000 | US$10.2M | 4.3% |
| Impinj, Inc. | 71,010 | US$10.2M | 4.3% |
| Texas Instruments Incorporated | 32,000 | US$9.54M | 4.1% |
| Broadcom Inc. | 24,960 | US$9.43M | 4.0% |
| Ge Aerospace | 25,180 | US$9.41M | 4.0% |
| Rocket Companies, Inc. | 575K | US$9.06M | 3.9% |
| Arista Networks, Inc. | 50,000 | US$8.49M | 3.6% |
| Nvidia Corporation | 40,890 | US$8.18M | 3.5% |
| Meta Platforms, Inc. | 13,770 | US$7.76M | 3.3% |
| Mongodb, Inc. | 20,400 | US$6.85M | 2.9% |
| Alphabet Inc (google) Class C | 16,680 | US$5.96M | 2.5% |
| Evercore Inc. | 17,210 | US$5.88M | 2.5% |
| Sphere Entertainment Co. | 30,000 | US$5.19M | 2.2% |
| Vail Resorts, Inc. | 20,000 | US$2.72M | 1.2% |
| Beam Therapeutics Inc. | 70,000 | US$2.4M | 1.0% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Aerovironment, Inc. | 0 | US$0 | 0.00% |
| Credo Technology Group Holding Ltd | 0 | US$0 | 0.00% |
| Datadog, Inc. | 0 | US$0 | 0.00% |
| Microchip Technology Incorporated | 0 | US$0 | 0.00% |
Source
View original at SEC
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