PEREGRINE INVESTMENT MANAGEMENT INC: 13F holdings
CIK 20533032026Q2
| Positions | 26 |
|---|
| Reported value | $234.7m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 26 (+6 vs prior quarter) |
|---|
| Reported value | $234.7m (+84.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MU Micron Technology Inc. | 15,000 | $17.3m | 7.4% |
| AMD Advanced Micro Devices Inc. | 24,000 | $13.9m | 5.9% |
| XMTR Xometry Inc. | 136,000 | $13.1m | 5.6% |
| LPTH LightPath Technologies Inc. | 660,000 | $10.8m | 4.6% |
| SITM SiTime Corp. | 14,420 | $10.8m | 4.6% |
| LSCC Lattice Semiconductor Corp. | 69,720 | $10.7m | 4.5% |
| ARM ARM Holdings PLC | 30,000 | $10.6m | 4.5% |
| AMZN Amazon.com Inc. | 42,740 | $10.2m | 4.3% |
| TKR The Timken Co. | 70,000 | $10.2m | 4.3% |
| PI Impinj Inc. | 71,010 | $10.2m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2053303")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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