HoldingsChannel.com
Nicholas Investment Partners LP Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
TELADOC HEALTH INC      $13,969
     TDOC63,824-15,919$9,893
     NOTE 11,405,000-2,195,000$4,076
REPLIGEN CORP      $13,176
     NOTE 06,265,000+750,000$6,600
     RGEN68,122-9,328$6,576
FRESHPET INC 193,228 +94,391 $12,341
     FRPT193,228+94,391$12,341
SPLUNK INC      $11,326
     NOTE 09,805,000-400,000$10,522
     SPLK6,371-5,190$804
MONOLITHIC PWR SYS INC 63,165 +1,490 $10,578
     MPWR63,165+1,490$10,578
SQUARE INC      $10,149
     NOTE 08,485,000-365,000$8,759
     SQ26,541+16,405$1,390
ILLUMINA INC      $9,472
     NOTE 04,750,000+3,000,000$5,802
     NOTE 8 13,835,000-615,000$3,670
CACI INTL INC 39,479 +6,231 $8,336
     CACI39,479+6,231$8,336
DISH NETWORK CORPORATION      $7,968
     NOTE 39,815,000+9,815,000$7,968
EXACT SCIENCES CORP      $7,622
     NOTE 07,000,000+7,000,000$5,492
     EXAS36,718-38,260$2,130
DANAHER CORPORATION      $7,594
     DHR.PRA5,120-595$5,338
     DHR16,296-7,912$2,256
LATTICE SEMICONDUCTOR CORP 422,636 +189,187 $7,531
     LSCC422,636+189,187$7,531
PAPA JOHNS INTL INC 137,350 -216,049 $7,330
     PZZA137,350-216,049$7,330
PALO ALTO NETWORKS INC      $6,790
     NOTE 07,035,000-2,300,000$6,790
NOVOCURE LTD 100,135 +14,300 $6,743
     NVCR100,135+14,300$6,743
SIMPLY GOOD FOODS CO 344,614 -51,943 $6,637
     SMPL344,614-51,943$6,637
KORNIT DIGITAL LTD 259,986 +100,796 $6,471
     KRNT259,986+100,796$6,471
SAREPTA THERAPEUTICS INC      $6,380
     SRPT34,963-753$3,420
     DBCV 11,950,000UNCH$2,960
CALLAWAY GOLF CO 615,784 -224,900 $6,293
     ELY615,784-224,900$6,293
EHEALTH INC 43,030 -27,145 $6,059
     EHTH43,030-27,145$6,059
ARGENX SE 42,335 +1,033 $5,577
     ARGX42,335+1,033$5,577
BIOMARIN PHARMACEUTICAL INC      $5,550
     NOTE 03,175,000+3,175,000$3,327
     BMRN26,302+26,302$2,223
BIOHAVEN PHARMACTL HLDG CO L 160,511 +16,794 $5,462
     BHVN160,511+16,794$5,462
LIBERTY MEDIA CORP DEL      $5,453
     NOTE 15,770,000+5,770,000$5,453
IOVANCE BIOTHERAPEUTICS INC 181,989 +42,411 $5,448
     IOVA181,989+42,411$5,448
CREE INC      $5,141
     NOTE 05,635,000+5,635,000$5,141
NUANCE COMMUNICATIONS INC      $5,030
     DBCV 15,270,000+5,270,000$5,030
NEOGENOMICS INC 179,570 -4,906 $4,958
     NEO179,570-4,906$4,958
TWILIO INC      $4,922
     TWLO30,290+18,341$2,711
     NOTE 01,585,000+935,000$2,211
HORIZON THERAPEUTICS PUB LTD 161,664 -32,775 $4,788
     HZNP161,664-32,775$4,788
ELASTIC N V 85,395 +69,925 $4,766
     ESTC85,395+69,925$4,766
DOCUSIGN INC      $4,720
     NOTE 03,360,000-500,000$4,720
BOOZ ALLEN HAMILTON HLDG COR 68,641 +7,786 $4,712
     BAH68,641+7,786$4,712
COSTAR GROUP INC 7,939 +5,520 $4,662
     CSGP7,939+5,520$4,662
CHEGG INC 130,117 -14,636 $4,656
     CHGG130,117-14,636$4,656
MICROCHIP TECHNOLOGY INC      $4,535
     NOTE 22,205,000-2,775,000$2,059
     MCHP20,256+8,068$1,373
     NOTE 11,075,000-1,585,000$1,103
TREX CO INC 55,448 +1,166 $4,444
     TREX55,448+1,166$4,444
VEEVA SYS INC 28,220 +474 $4,413
     VEEV28,220+474$4,413
COUPA SOFTWARE INC 31,429 +19,641 $4,392
     COUP31,429+19,641$4,392
BROADCOM INC 4,625 UNCH $4,330
     AVGOP4,625UNCH$4,330
ON SEMICONDUCTOR CORP      $4,246
     NOTE 14,275,000-2,250,000$4,246
FRONTDOOR INC 119,603 +2,041 $4,160
     FTDR119,603+2,041$4,160
PENUMBRA INC 25,460 -4,957 $4,107
     PEN25,460-4,957$4,107
DECIPHERA PHARMACEUTICALS IN 98,299 +98,299 $4,047
     DCPH98,299+98,299$4,047
FIRST REP BK SAN FRANCISCO C 48,105 -101,758 $3,958
     FRC48,105-101,758$3,958
GLOBAL BLOOD THERAPEUTICS IN 76,596 +9,281 $3,913
     GBT76,596+9,281$3,913
VIAVI SOLUTIONS INC      $3,881
     NOTE 12,620,000+900,000$2,762
     VIAV99,853+24$1,119
BURLINGTON STORES INC 24,362 +3,431 $3,860
     BURL24,362+3,431$3,860
NEUROCRINE BIOSCIENCES INC      $3,824
     NBIX27,668-1,742$2,395
     NOTE 21,115,000-335,000$1,429
GLOBAL PMTS INC 26,356 +13,083 $3,801
     GPN26,356+13,083$3,801

See Full List: All Stocks Held By Nicholas Investment Partners LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Nicholas Investment Partners LP

Size ($ in 1000's)
At 03/31/2020: $513,475
At 12/31/2019: $970,900

Combined Holding Report Includes:
Nicholas Investment Partners LP
Bank of New York Mellon Corp
JACKSON NATIONAL ASSET MANAGEMENT LLC

Nicholas Investment Partners LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Nicholas Investment Partners LP 13F filings. Link to 13F filings: SEC filings

Nicholas Investment Partners LP Top Holdings 13F Filings | www.HoldingsChannel.com

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