Nicholas Investment Partners, LP - Q42025 Holdings

Nicholas Investment Partners, LP holds 199 stocks with a total portfolio value of $ 1.37B as of Q42025. In Q42025, Nicholas Investment Partners, LP added 37 new positions, increased stakes in 64 stocks, reduced 41 holdings, and fully exited 41 positions. The largest holding is Bwx Technologies Inc (BWXT), representing 3.28% of the total portfolio.