HoldingsChannel.com
Nicholas Investment Partners LP Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
LAS VEGAS SANDS CORP 975,000 -275,000 $57,613
     LVS975,000-275,000$57,613
MELCO RESORTS AND ENTMT LTD 2,354,778 -645,222 $51,146
     MLCO2,354,778-645,222$51,146
KEMPER CORP DEL 297,503 +47,585 $25,672
     KMPR297,503+47,585$25,672
NOMAD FOODS LTD 1,058,303 -44,729 $22,605
     NOMD1,058,303-44,729$22,605
CAESARS ENTMT CORP      $16,792
     CZR1,131,022+775,890$13,369
     NOTE 52,000,000UNCH$3,423
CHEGG INC 417,488 +124,157 $16,111
     CHGG417,488+124,157$16,111
SIMPLY GOOD FOODS CO 658,265 -12,159 $15,851
     SMPL658,265-12,159$15,851
MONOLITHIC PWR SYS INC 113,363 -4,854 $15,392
     MPWR113,363-4,854$15,392
CALLAWAY GOLF CO 846,906 +63,275 $14,533
     ELY846,906+63,275$14,533
SAGE THERAPEUTICS INC 77,616 -2,562 $14,211
     SAGE77,616-2,562$14,211
EXACT SCIENCES CORP      $13,765
     EXAS81,353-2,862$9,603
     NOTE 03,300,000+3,300,000$4,162
EVERBRIDGE INC      $12,764
     EVBG130,797-8,054$11,696
     NOTE 1400,000UNCH$1,068
AMERICOLD RLTY TR 388,356 +237,316 $12,591
     COLD388,356+237,316$12,591
MICROCHIP TECHNOLOGY INC      $12,196
     MCHP77,784+17,611$6,744
     NOTE 24,630,000-800,000$5,452
TELADOC HEALTH INC      $12,090
     TDOC150,117+62,873$9,969
     NOTE 11,430,000+1,430,000$2,121
SQUARE INC      $11,988
     SQ117,001+84,746$8,486
     NOTE 02,935,000+2,935,000$3,502
PLURALSIGHT INC 385,588 +324,475 $11,691
     PS385,588+324,475$11,691
CACI INTL INC 57,051 +36,043 $11,672
     CACI57,051+36,043$11,672
AVALARA INC 150,391 +113,492 $10,858
     AVLR150,391+113,492$10,858
KEURIG DR PEPPER INC 371,673 -64,012 $10,741
     KDP371,673-64,012$10,741
PLANET FITNESS INC 144,381 +43,820 $10,459
     PLNT144,381+43,820$10,459
ESSENT GROUP LTD 219,020 +219,020 $10,292
     ESNT219,020+219,020$10,292
FIVE BELOW INC 84,143 -3,559 $10,099
     FIVE84,143-3,559$10,099
BLUEPRINT MEDICINES CORP 106,956 +32,505 $10,089
     BPMC106,956+32,505$10,089
FRESHPET INC 220,606 -986 $10,040
     FRPT220,606-986$10,040
SKYWEST INC 165,170 -7,553 $10,021
     SKYW165,170-7,553$10,021
INSULET CORP      $9,875
     PODD53,585+11,199$6,397
     NOTE 12,450,000+2,450,000$3,478
WENDYS CO 477,066 -141,213 $9,341
     WEN477,066-141,213$9,341
SAREPTA THERAPEUTICS INC      $9,297
     SRPT54,155-1,636$8,229
     DBCV 1480,000UNCH$1,068
NOVOCURE LTD 146,106 -26,211 $9,238
     NVCR146,106-26,211$9,238
MATADOR RES CO 463,150 +76,847 $9,207
     MTDR463,150+76,847$9,207
VEEVA SYS INC 54,257 +60 $8,796
     VEEV54,257+60$8,796
NEW RELIC INC      $8,736
     NEWR61,885+61,885$5,354
     NOTE 03,170,000+3,170,000$3,382
SMARTSHEET INC 176,874 +176,874 $8,561
     SMAR176,874+176,874$8,561
TERRENO RLTY CORP 170,825 +43,734 $8,377
     TRNO170,825+43,734$8,377
WRIGHT MED GROUP N V 278,322 +75,963 $8,300
     WMGI278,322+75,963$8,300
BOOZ ALLEN HAMILTON HLDG COR 125,310 +29,418 $8,297
     BAH125,310+29,418$8,297
ARRAY BIOPHARMA INC 176,570 -1,184,537 $8,180
     ARRY176,570-4,537$8,180
ZENDESK INC      $8,135
     ZEN69,889+69,889$6,222
     NOTE 01,250,000-600,000$1,913
AMARIN CORP PLC 419,457 +140,319 $8,133
     AMRN419,457+140,319$8,133
GUARDANT HEALTH INC 93,916 +93,916 $8,108
     GH93,916+93,916$8,108
ILLUMINA INC      $7,963
     ILMN13,838-780$5,094
     NOTE 01,860,000+1,860,000$2,869
HOSTESS BRANDS INC 550,691 +102,988 $7,952
     TWNK550,691+102,988$7,952
RAPID7 INC 136,005 -20,466 $7,867
     RPD136,005-20,466$7,867
BURLINGTON STORES INC 46,187 +15,866 $7,859
     BURL46,187+15,866$7,859
ON SEMICONDUCTOR CORP      $7,769
     NOTE 14,260,000+75,000$5,190
     ON127,618-11,300$2,579
UPLAND SOFTWARE INC 167,543 +120,222 $7,628
     UPLD167,543+120,222$7,628
EDWARDS LIFESCIENCES CORP 41,276 +2,444 $7,625
     EW41,276+2,444$7,625
WORKDAY INC      $7,336
     WDAY24,758+1,554$5,090
     NOTE 01,500,000-1,730,000$2,246
SERVICENOW INC      $7,135
     NOW22,209+73$6,098
     NOTE 6 0500,000UNCH$1,037

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 06/30/2019: $1,090,176
At 03/31/2019: $1,121,344

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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