Nicholas Investment Partners, LP just filed a portfolio update, which we received from a 13F disclosure. This
disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on
Sensa Market, and track
moves made by other funds.
Per our estimates, the largest stock moves were:
-
An increase of 6,288 shares of $CRM (~$2,147,307). This was a increase of ~846.30% from their previous position.
-
An increase of 11,566 shares of $DDOG (~$1,762,928). This was a increase of ~291.92% from their previous position.
-
A decrease of 198,524 shares of $HALO (~$11,470,969). This was a increase of ~-94.57% from their previous position.
-
A decrease of 20,239 shares of $CVCO (~$8,630,108). This was a increase of ~-90.77% from their previous position.
-
An increase of 1,938 shares of $NOW (~$2,198,201). This was a increase of ~223.53% from their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by
us, or other anomalies.
Check out Sensa Market's fund page for Nicholas Investment Partners, LP for more details.