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Nicholas Investment Partners, L.P.

Nicholas Investment Partners files Q2 2026 13F with 204 reported rows

August 14, 2026 filing Manager profile

Summary: Nicholas Investment Partners, L.P. filed a public Form 13F-HR on August 14, 2026 for the quarter ended June 30, 2026. The SEC package lists 204 information-table rows and a reported value-field total of 1,775,511,497, with the largest parsed reported value-field entries for BWX Technologies, Revolution Medicines, Callaway Golf, Modine Manufacturing, and Carpenter Technology.

Why it matters: The filing gives due-diligence readers a bounded public snapshot of Nicholas Investment Partners' reported listed-security holdings for the quarter, while remaining incomplete as a view of the adviser's full business, private holdings, performance, or investment outlook.

9AT filing context: Public SEC 13F context for period 2026-06-30 shows 204 information-table rows and a reported value-field total of 1,775,511,497; public adviser/profile context maps Nicholas Investment Partners, L.P. to CIK 0001389574 / CRD 140159 / SEC file 801-66532 and about $1.5B in reported regulatory AUM/profile scale.

Summary

Nicholas Investment Partners, L.P. filed a public Form 13F-HR on August 14, 2026 for the quarter ended June 30, 2026. The SEC package identifies Nicholas Investment Partners, LP as the filing manager and lists CRD 000140159, SEC adviser file 801-66532, and Form 13F file number 028-12426.

The associated SEC information table lists 204 reported rows and a reported value-field total of 1,775,511,497. The largest parsed reported value-field entries are BWX Technologies Inc, Revolution Medicines Inc, Callaway Golf Co, Modine Manufacturing Co, and Carpenter Technology Corp. This draft treats those figures as SEC 13F reported fields only, not as AUM, a complete portfolio, performance, strategy exposure, or investment advice.

Why it matters

For due-diligence readers, a new 13F can provide a delayed public snapshot of listed long securities and certain reportable instruments. In Nicholas Investment Partners’ case, the filing can help frame follow-up questions about reported issuer mix, changes from the prior quarter, and concentration among the largest reported entries.

The signal is bounded. Form 13F does not show the adviser’s full business, private-fund exposure, cash, short positions, non-reportable instruments, performance, investor demand, or operating quality. The reported value fields should be read as filing context only and should not be converted into total AUM or investment conclusions.

Source notes

9AT filing context

Public SEC 13F context for the quarter ended June 30, 2026 shows 204 information-table rows and a reported value-field total of 1,775,511,497. The parsed table’s largest reported value-field rows are BWX Technologies Inc, Revolution Medicines Inc, Callaway Golf Co, Modine Manufacturing Co, and Carpenter Technology Corp.

Public adviser/profile context reviewed by 9AT maps Nicholas Investment Partners, L.P. to CIK 0001389574, CRD 140159, SEC file 801-66532, and about $1.5 billion in reported regulatory AUM/profile scale. That adviser context is identity and scale background only; it does not validate the 13F holdings, imply investor demand, or support any investment recommendation.

What to watch

Watch future 13F filings for amendments, changes in row count, changes in the largest reported entries, and quarter-to-quarter shifts from the prior Nicholas filing refresh. Also watch public adviser filings for changes to the firm’s registration/profile context that may affect entity identity, profile scale, or reporting interpretation.

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