Nicholas Investment Partners, LP Q3 2017 Filing

Filed November 13, 2017

Portfolio Value

$1.4T

Holdings

244

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (244 positions)

StockValue
NUANCE COMMUNICATIONS INC
$2.3B
ELLAUDER ESTEE COS INC
$2.2B
WEAWESTERN ALLIANCE BANCORP
$2.2B
HSKAEURHESKA CORP
$2.2B
AWMSKYWORKS SOLUTIONS INC
$2.2B
IPHIINPHI CORP
$2.2B
TSEMTOWER SEMICONDUCTOR LTD
$2.1B
AMD 2.125 09/01/26ADVANCED MICRO DEVICES INC
$2.1B
CLVSEURCLOVIS ONCOLOGY INC
$2.1B
AMZNAMAZON COM INC
$2.0B
AM6AMICUS THERAPEUTICS INC
$2.0B
NVROEURNEVRO CORP
$2.0B
OLEDUNIVERSAL DISPLAY CORP
$2.0B
ELFE L F BEAUTY INC
$2.0B
DSGDESCARTES SYS GROUP INC
$1.9B
COHREURCOHERENT INC
$1.9B
MTSIMACOM TECH SOLUTIONS HLDGS I
$1.9B
PLXSPLEXUS CORP
$1.9B
TRVCCITIGROUP INC
$1.9B
PRICELINE GRP INC
$1.9B
PEGAPEGASYSTEMS INC
$1.8B
NTBBANK OF NT BUTTERFIELD&SON L
$1.8B
CEVACEVA INC
$1.8B
TYLTYLER TECHNOLOGIES INC
$1.7B
BLACK KNIGHT FINL SVCS INC
$1.7B
NXP SEMICONDUCTORS N V
$1.6B
AMERICAN TOWER CORP NEW
$1.6B
CVLGCOVENANT TRANSN GROUP INC
$1.6B
$1.6B
WPX ENERGY INC
$1.6B
DOCUSDPHYSICIANS RLTY TR
$1.5B
T MOBILE US INC
$1.3B
ORCLORACLE CORP
$1.2B
TALEND S A
$1.2B
MARRIOTT VACATIONS WRLDWDE C
$1.0B
JEF 3.875 11/01/29JEFFERIES GROUP INC NEW
$1.0B
ROYAL GOLD INC
$883.0M
FLEXION THERAPEUTICS INC
$881.0M
DIGIRAD CORP
$863.0M
ESNTESSENT GROUP LTD
$810.0M
CLOVIS ONCOLOGY INC
$771.0M
TOCAGEN INC
$623.0M
PLAYDAVE & BUSTERS ENTMT INC
$620.0M
METAFACEBOOK INC
$509.0M
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