Nicholas Investment Partners, LP - Q42025 Holdings

Nicholas Investment Partners, LP holds 205 stocks with a total portfolio value of $ 1.37B as of Q42025. In Q42025, Nicholas Investment Partners, LP added 40 new positions, increased stakes in 66 stocks, reduced 41 holdings, and fully exited 46 positions. The largest holding is Bwx Technologies Inc (BWXT), representing 3.28% of the total portfolio.