Nicholas Investment Partners, LP
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$2.8B
Holdings
205
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR
Carry-forward filing.
Latest filing (2026-03-31) contained only unmappable securities. Holdings shown are carried forward from Q4 2025.
01
$BWXT
BWX TECHNOLOGIES INC
Q4 2025: Increased +0.5% (259.5k → 260.8k shares)
4.0%
02
$INSM
INSMED INC
Q3 2025: Sold 7.7% (195.4k → 180.5k shares)
2.2%
03
$KTOS
KRATOS DEFENSE & SEC SOLUTIO
Q4 2025: Sold 5.4% (414.5k → 392.0k shares)
2.0%
04
$GEV
GE VERNOVA INC
Q2 2025: Increased +14.1% (26.7k → 30.4k shares)
2.0%
05
$RVMD
REVOLUTION MEDICINES INC
Q4 2025: Increased +18.6% (267.9k → 317.7k shares)
1.9%
06
$EMBJ
EMBRAER S.A.
Q4 2025: Increased +4.2% (411.6k → 429.0k shares)
1.9%
07
$MOD
MODINE MFG CO
Q4 2025: Increased +5.8% (66.2k → 70.1k shares)
1.7%
08
$BBIO
BRIDGEBIO PHARMA INC
Q4 2025: Increased +4.8% (271.6k → 284.7k shares)
1.6%
09
$NVDA
NVIDIA CORPORATION
Q3 2025: Sold 1.0% (123.1k → 121.8k shares)
1.5%
10
$STRL
STERLING INFRASTRUCTURE INC
Held since at least Q1 2024
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:17 UTC.