Holdings
Nicholas Investment Partners, LP
As of Jun 30, 2026, Nicholas Investment Partners, LP reported 170 positions worth US$1.53B. Largest: Bwx Technologies, Inc., Revolution Medicines, Inc. and Callaway Golf Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Bwx Technologies, Inc. | 272K | US$53M | +10,528 | Jun 30, 2026 |
| Revolution Medicines, Inc. | 245K | US$45.8M | −16,572 | Jun 30, 2026 |
| Callaway Golf Company | 1.95M | US$36.7M | +828K | Jun 30, 2026 |
| Modine Manufacturing Company | 111K | US$29.7M | +5,127 | Jun 30, 2026 |
| Carpenter Technology Corporation | 43,653 | US$26.9M | +1,897 | Jun 30, 2026 |
| Lincoln Educational Services Corporation | 532K | US$26.5M | +72,426 | Jun 30, 2026 |
| Nvidia Corporation | 127K | US$25.3M | +8,335 | Jun 30, 2026 |
| Sterling Infrastructure, Inc. | 30,120 | US$25.3M | −19,568 | Jun 30, 2026 |
| Axsome Therapeutics, Inc. | 98,974 | US$24.2M | +17,496 | Jun 30, 2026 |
| Ge Vernova Inc. | 20,532 | US$24.1M | −9,878 | Jun 30, 2026 |