Nicholas Investment Partners, LP Q1 2021 Filing

Filed May 14, 2021

Portfolio Value

$1.4B

Holdings

184

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (184 positions)

StockValue
CLARCLARUS CORP NEW
$4.4M
GMGENERAL MTRS CO
$4.2M
HOUSREALOGY HLDGS CORP
$4.2M
MTCHMATCH GROUP INC NEW
$4.0M
RGENREPLIGEN CORP
$4.0M
PYPLPAYPAL HLDGS INC
$4.0M
ESTAESTABLISHMENT LABS HLDGS INC
$3.9M
LVSLAS VEGAS SANDS CORP
$3.9M
APTVAPTIV PLC
$3.6M
PEB 1.75 12/15/26PEBBLEBROOK HOTEL TR
$3.5M
PACWUSDGREAT WESTN NATL BK PORTLAND
$3.5M
BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC
$3.5M
TWITTER INC
$3.5M
SFMSPROUTS FMRS MKT INC
$3.4M
BCBEURPRIMO WATER CORPORATION
$3.4M
TEAMATLASSIAN CORP PLC
$3.2M
ALXOALX ONCOLOGY HLDGS INC
$3.2M
TREXTREX CO INC
$3.0M
CSGPCOSTAR GROUP INC
$3.0M
MERITOR INC
$3.0M
ZYNGA INC
$3.0M
CRWDCROWDSTRIKE HLDGS INC
$3.0M
$2.9M
MCHPMICROCHIP TECHNOLOGY INC.
$2.9M
RNGRINGCENTRAL INC
$2.9M
APLEAPPLE HOSPITALITY REIT INC
$2.8M
Z 2.75 05/15/25ZILLOW GROUP INC
$2.8M
REALTHE REALREAL INC
$2.7M
AEISADVANCED ENERGY INDS
$2.6M
SHOPSHOPIFY INC
$2.6M
TCBITEXAS CAP BANCSHARES INC
$2.6M
WDC 1.5 02/01/24WESTERN DIGITAL CORP.
$2.6M
LMCA 1.375 10/15/23LIBERTY MEDIA CORP DEL
$2.5M
ROKUROKU INC
$2.5M
LYVLIVE NATION ENTERTAINMENT IN
$2.4M
ERIIENERGY RECOVERY INC
$2.4M
KLACKLA CORP
$2.4M
SNPSSYNOPSYS INC
$2.2M
ELLAUDER ESTEE COS INC
$2.2M
LINDLINDBLAD EXPEDITIONS HLDGS I
$2.1M
EVAUSDENVIVA PARTNERS LP
$2.1M
NEO 1.25 05/01/25NEOGENOMICS INC
$2.0M
$2.0M
DWDMORGAN STANLEY
$1.9M
AFIBACUTUS MED INC
$1.9M
DKNG1USDDRAFTKINGS INC
$1.9M
VCVISTEON CORP
$1.9M
MCRIMONARCH CASINO & RESORT INC
$1.7M
GNRCGENERAC HLDGS INC
$1.7M
ADIANALOG DEVICES INC
$1.6M
MSFTMICROSOFT CORP
$1.6M
CM LIFE SCIENCES II INC
$1.6M
CDNSCADENCE DESIGN SYSTEM INC
$1.6M
AMZNAMAZON COM INC
$1.5M
SPLKCHFSPLUNK INC
$1.5M
NEO 0.25 01/15/28NEOGENOMICS INC
$1.4M
ODFLOLD DOMINION FREIGHT LINE IN
$1.3M
GRWGGROWGENERATION CORP
$1.3M
ADBEADOBE SYSTEMS INCORPORATED
$1.2M
GDENGOLDEN ENTMT INC
$1.2M
GOLDEN NUGGET ONLINE GAMIN
$1.1M
DALDELTA AIR LINES INC DEL
$1.0M
ZMZOOM VIDEO COMMUNICATIONS IN
$968K
INTUINTUIT
$961K
LPLALPL FINL HLDGS INC
$915K
GOOGALPHABET INC
$914K
ULTAULTA BEAUTY INC
$887K
SAIASAIA INC
$838K
TPRTAPESTRY INC
$833K
BALLBALL CORP
$795K
FAST ACQUISITION CORP
$735K
HLTHILTON WORLDWIDE HLDGS INC
$717K
TERTERADYNE INC
$707K
JBHTHUNT J B TRANS SVCS INC
$691K
EPAMEPAM SYS INC
$677K
AMDADVANCED MICRO DEVICES INC
$648K
FT2FIRST HORIZON CORPORATION
$615K
DOCUDOCUSIGN INC
$608K
ZBRAZEBRA TECHNOLOGIES CORPORATI
$597K
BURLBURLINGTON STORES INC
$575K
BWABORGWARNER INC
$546K
TRMBTRIMBLE INC
$531K
TVTX 2.5 09/15/25RETROPHIN INC
$512K
VACMARRIOTT VACTINS WORLDWID CO
$238K
PreviousPage 2 of 2