Fund Holdings — PEREGRINE CAPITAL MANAGEMENT LLC

Total Portfolio Value
$2.70B
Total Bought
$320.45M
Total Sold
$828.83M
Net Transaction
-$508.38M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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NETFLIX INC.(NFLX)0258,722+258,722024,8760.92%+24,876
SHOPIFY, INC. CLASS A(SHOP)0206,918+206,918024,5450.91%+24,545
DIGITALOCEAN HOLDINGS(DOCN)0157,724+157,724013,5300.50%+13,530
VIAVI SOLUTIONS(VIAV)0367,441+367,441012,2280.45%+12,228
EVOLV TECHNOLOGIES HOLDINGS(EVLV)01,606,982+1,606,98209,7220.36%+9,722
CSW INDUSTRIALS(CSW)035,510+35,51009,2530.34%+9,253
DESCARTES SYSTEMS GROUP(DSGX)0121,176+121,17608,6710.32%+8,671
REGAL REXNORD CORP(RRX)045,709+45,70908,5590.32%+8,559
BIOMARIN PHARMACEUTICAL(BMRN)0146,923+146,92308,3000.31%+8,300
SIGNET JEWELERS LTD
SHS
096,734+96,73408,1880.30%+8,188
COGENT BIOSCIENCES(COGT)0201,959+201,95907,7730.29%+7,773
ASTRONICS CORP0113,520+113,52007,5750.28%+7,575
ARCUTIS BIOTHERAPEUTICS(ARQT)0306,272+306,27207,2160.27%+7,216
EDGEWISE THERAPEUTICS(EWTX)0208,672+208,67206,5730.24%+6,573
MATADOR RESOURCES COMPANY(MTDR)0103,473+103,47306,5370.24%+6,537
HERC HOLDINGS(HRI)062,618+62,61806,2340.23%+6,234
BALDWIN INSURANCE GROUP(BWIN)0266,910+266,91005,8560.22%+5,856
NEWAMSTERDAM PHARMA CO NV
ORDINARY SHARES
0178,493+178,49305,7140.21%+5,714
STANDARDAERO(SARO)0207,884+207,88405,3700.20%+5,370
SLM CORP(SLM)0236,080+236,08005,0540.19%+5,054
ASSOCIATED BANC-CORP0192,350+192,35004,9740.18%+4,974
NICOLET BANKSHARES INC.033,230+33,23004,9390.18%+4,939
UPBOUND GROUP INC.(UPBD)0273,370+273,37004,9340.18%+4,934
SCOTTS MIRACLE-GRO COMPANY CLASS A(SMG)079,000+79,00004,8040.18%+4,804
SEACOAST BANKING CORP OF FLORIDA(SBCF)0156,890+156,89004,7520.18%+4,752
SERVISFIRST BANCSHARES(SFBS)064,980+64,98004,7320.18%+4,732
VAIL RESORTS INC.(MTN)035,890+35,89004,6050.17%+4,605
ESCO TECHNOLOGIES(ESE)59,87557,315-2,56011,69916,1270.60%+4,428
TECHNIPFMC PLC(FTI)361,468296,264-65,20416,10720,4810.76%+4,374
MODINE MANUFACTURING(MOD)90,06174,869-15,19212,02416,2250.60%+4,201
ADVANCED ENERGY INDUSTRIES77,32361,641-15,68216,18919,8920.74%+3,703
STEWART INFORMATION SERVICES(STC)054,742+54,74203,3710.13%+3,371
APOGEE ENTERPRISES095,190+95,19003,1930.12%+3,193
COLLEGIUM PHARMACEUTICAL(COLL)096,306+96,30603,1850.12%+3,185
CHEMOURS CO.(CC)366,361334,117-32,2444,3197,3610.27%+3,041
FORMFACTOR(FORM)181,590131,096-50,49410,12912,7150.47%+2,586
LEGENCE CORP(LGN)240,889219,282-21,60710,36812,3810.46%+2,013
MYR GROUP(MYRG)54,11548,285-5,83011,82413,6320.51%+1,808
VIRTU FINANCIAL(VIRT)198,997190,691-8,3066,6318,3870.31%+1,756
DARLING INGREDIENTS INC(DAR)171,407127,347-44,0606,1717,8760.29%+1,706
CRESCENT ENERGY COMPANY CLASS A(CRGY)418,844381,990-36,8543,5145,1570.19%+1,643
SM ENERGY COMPANY(SM)155,322141,661-13,6612,9054,4170.16%+1,512
ALKERMES PLC(ALKS)254,333244,007-10,3267,1168,6280.32%+1,512
FIRSTCASH HOLDINGS(FCFS)68,37765,564-2,81310,89812,3260.46%+1,428
TWIST BIOSCIENCE CORP(TWST)288,283220,079-68,2049,14410,4580.39%+1,314
ELEMENT SOLUTIONS(ESI)668,857523,976-144,88116,71517,8890.66%+1,174
BENCHMARK ELECTRONICS(BHE)136,309124,349-11,9605,8296,9710.26%+1,142
ALLEGRO MICROSYSTEMS(ALGM)270,888259,764-11,1247,1468,1900.30%+1,044
GENERAC HOLDINGS(GNRC)57,26445,280-11,9847,8098,8450.33%+1,035
ANDERSONS INC82,68175,406-7,2754,3965,4130.20%+1,016
NORTHERN OIL AND GAS INC(NOG)191,858175,049-16,8094,1195,1170.19%+997
GUARDIAN PHARMACY SERVICES(GRDN)221,056201,603-19,4536,6527,5920.28%+941
A10 NETWORKS240,813219,619-21,1944,2605,0780.19%+818
VALVOLINE(VVV)246,950236,396-10,5547,1767,9620.30%+785
STONEX GROUP INC.(SNEX)49,52567,765+18,2404,7115,4650.20%+754
V2X INC(VVX)92,56984,428-8,1415,0505,7830.21%+734
ASTEC INDUSTRIES INC.113,038103,086-9,9524,8975,5500.21%+653
PVH CORP(PVH)77,02583,260+6,2355,1625,8080.22%+646
HEALTHEQUITY(HQY)108,753126,231+17,4789,96310,5490.39%+586
RUSH ENTERPRISES INC CLASS A(RUSHA)90,35282,401-7,9514,8745,4480.20%+574
KNIGHT-SWIFT TRANSPORTATION(KNX)163,800157,326-6,4748,5639,0590.34%+495
MACOM TECH SOLUTIONS(MTSI)83,50166,610-16,89114,30214,7920.55%+490
XENON PHARMACEUTICALS(XENE)174,851143,136-31,7157,8378,3230.31%+487
FLOWCO HOLDINGS(FLOC)478,648458,523-20,1258,9709,4460.35%+476
SCHOLAR ROCK HOLDING(SRRK)152,854146,606-6,2486,7337,2070.27%+474
ADAPTHEALTH CORP(AHCO)512,484467,704-44,7805,1045,5660.21%+461
ISHARES RUSSELL 1000 GROWTH ETF01,026+1,02604370.02%+437
NEW JERSEY RESOURCES CORP(NJR)106,82397,466-9,3574,9275,3530.20%+426
AAON INC129,079123,807-5,2729,84210,2450.38%+403
LIBERTY ENERGY INC CLASS A(LBRT)301,984206,456-95,5285,5755,9460.22%+371
BURLINGTON STORES(BURL)45,98341,781-4,20213,28213,5950.50%+313
ACADEMY SPORTS AND OUTDOORS(ASO)166,353152,750-13,6038,3118,6230.32%+312
STEEL DYNAMICS(STLD)78,83675,722-3,11413,35913,6300.51%+271
CABOT CORPORATION(CBT)79,14872,219-6,9295,2465,4390.20%+193
AMERANT BANCORP INC. CLASS A233,969213,377-20,5924,5654,7030.17%+138
ITRON INC(ITRI)103,474108,732+5,2589,6099,7460.36%+137
KIRBY CORPORATION(KEX)123,333103,161-20,17213,58913,7080.51%+119
CEDAR FAIR L.P.(FUN)120,869110,261-10,6081,8541,9570.07%+103
HAEMONETICS CORPORATION(HAE)28,61042,163+13,5532,2932,3760.09%+83
ALPHA AND OMEGA SEMICONDUCTOR LTD(AOSL)177,422161,821-15,6013,5153,5860.13%+71
MARINEMAX INC(HZO)144,467131,749-12,7183,5003,5650.13%+65
TENNANT COMPANY(TNC)61,44969,065+7,6164,5294,5860.17%+57
LIONSGATE STUDIOS CORP(LION)586,984563,305-23,6795,3595,4020.20%+43
KINIKSA PHARMACEUTICALS(KNSA)210,910181,360-29,5508,7008,7320.32%+32
SOUTHSTATE BANK CORP0160+1600150.00%+15
CARPENTER TECHNOLOGY(CRS)110110035430.00%+9
BUNGE GLOBAL SA(BG)150150013190.00%+6
RADIAN GROUP(RDN)340510+17012170.00%+5
SAMSARA INC. CLASS A(IOT)0122+122040.00%+4
CAVA GROUP INC.(CAVA)16016009130.00%+4
CIRCLE INTERNET GROUP CL A(CRCL)030+30030.00%+3
TD SYNNEX CORPORATION(SNX)150150023250.00%+3
WESCO INTERNATIONAL INC(WCC)9090022250.00%+3
BORGWARNER INC255255011140.00%+2
AGCO CORP190190020220.00%+2
NOV INC(NOV)660660010120.00%+2
BALL CORPORATION290290015170.00%+2
EASTGROUP PPTY INC(EGP)8080014150.00%+1
CACI INTERNATIONAL INC CLASS A(CACI)4545024240.00%0
EQUITY LIFESTYLE PROPERTIES INC.(ELS)220220013140.00%0
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PEREGRINE CAPITAL MANAGEMENT LLC — 13F Holdings — Q1 2026 | TickerTrail