StockDriftsStockDriftsTop 50 Nicholas Investment Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BWXT | BWX TECHNOLOGIES INC | 3.86% | 261.9K | $53.5M | +0.40%(+1.03K) | $77.40(+164.49%) | 2026-03-31 | |
| INSM | INSMED INC | 2.15% | 182.5K | $29.8M | +1.18%(+2.13K) | $49.99(+118.34%) | 2026-03-31 | |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 1.99% | 390.9K | $27.6M | -0.28%(-1.11K) | $39.00(+33.56%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 1.92% | 30.4K | $26.5M | +0.00%(+0) | $196.29(+434.53%) | 2026-03-31 | |
| RVMD | REVOLUTION MEDICINES INC | 1.83% | 261.2K | $25.4M | -17.80%(-56.55K) | $43.60(+234.08%) | 2026-03-31 | |
| EMBJ | EMBRAER S.A. | 1.83% | 427.3K | $25.4M | -0.39%(-1.68K) | $30.52(+82.71%) | 2026-03-31 | |
| MOD | MODINE MFG CO | 1.66% | 106.1K | $23.0M | +51.50%(+36.08K) | $101.27(+167.85%) | 2026-03-31 | |
| BBIO | BRIDGEBIO PHARMA INC | 1.6% | 298.9K | $22.2M | +5.00%(+14.23K) | $73.69(-10.25%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.49% | 118.3K | $20.6M | -2.87%(-3.50K) | $28.34(+695.05%) | 2026-03-31 | |
| STRL | STERLING INFRASTRUCTURE INC | 1.46% | 49.7K | $20.2M | new | $356.75(+137.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.36% | +61.65% |
| Top 20 Holdings Unweighted | +14.64% | +50.66% |
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