PEREGRINE INVESTMENT MANAGEMENT INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Netflix Inc.(NFLX) | 0 | 90,000 | +90,000 | 0 | 8,653,500 | 6.80% | +8,653,500 |
| Aerovironment Inc. | 0 | 40,000 | +40,000 | 0 | 7,322,000 | 5.76% | +7,322,000 |
| General Electric Co.(GE) | 0 | 25,000 | +25,000 | 0 | 7,094,250 | 5.58% | +7,094,250 |
| The Timken Co.(TKR) | 0 | 70,000 | +70,000 | 0 | 7,039,900 | 5.53% | +7,039,900 |
| Microchip Technology Inc.(MCHP) | 0 | 85,000 | +85,000 | 0 | 5,491,850 | 4.32% | +5,491,850 |
| Datadog Inc.(DDOG) | 0 | 35,000 | +35,000 | 0 | 4,131,750 | 3.25% | +4,131,750 |
| LightPath Technologies Inc. | 0 | 400,000 | +400,000 | 0 | 4,012,000 | 3.15% | +4,012,000 |
| Xometry Inc.(XMTR) | 0 | 215,100 | +215,100 | 0 | 8,784,684 | 6.91% | +8,784,684 |
| Meta Platforms Inc.(META) | 0 | 13,770 | +13,770 | 0 | 7,878,230 | 6.19% | +7,878,230 |
| Impinj Inc.(PI) | 0 | 70,492 | +70,492 | 0 | 7,239,528 | 5.69% | +7,239,528 |
| NVIDIA Corp.(NVDA) | 0 | 30,890 | +30,890 | 0 | 5,387,216 | 4.24% | +5,387,216 |
| Lattice Semiconductor Corp.(LSCC) | 0 | 69,720 | +69,720 | 0 | 6,467,227 | 5.08% | +6,467,227 |
| Beam Therapeutics Inc.(BEAM) | 0 | 260,050 | +260,050 | 0 | 6,196,992 | 4.87% | +6,196,992 |
| Broadcom Inc.(AVGO) | 0 | 24,960 | +24,960 | 0 | 7,725,370 | 6.07% | +7,725,370 |
| Amazon.com Inc.(AMZN) | 0 | 42,740 | +42,740 | 0 | 8,901,460 | 7.00% | +8,901,460 |
| Evercore Partners Inc.(EVR) | 0 | 21,210 | +21,210 | 0 | 6,331,397 | 4.98% | +6,331,397 |
| Credo Technology Group Holding Ltd | 0 | 44,170 | +44,170 | 0 | 4,146,238 | 3.26% | +4,146,238 |
| Alphabet Inc. Class A(GOOG) | 0 | 16,680 | +16,680 | 0 | 4,796,501 | 3.77% | +4,796,501 |
| SiTime Corp.(SITM) | 0 | 20,420 | +20,420 | 0 | 7,052,047 | 5.54% | +7,052,047 |
| Microsoft Corp.(MSFT) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Valterra Platinum Ltd | 0 | 0 | 0 | 0 | 0 | — | 0 |
| MongoDB Inc.(MDB) | 0 | 10,400 | +10,400 | 0 | 2,545,608 | 2.00% | +2,545,608 |
| Albemarle Corp.(ALB) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Circle Internet Group Inc.(CRCL) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Sociedad Quimica y Minera de Chile SA(SQM) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Astera Labs Inc.(ALAB) | 0 | 0 | 0 | 0 | 0 | — | 0 |