Holders — by stockHoldings — by fund
PEREGRINE INVESTMENT MANAGEMENT INC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002053303
$234.7M
disclosed book value
26
positions
7.4%
largest position share
Positions, as of 2026-06-30
top 26 of 26 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MUMicron Technology Inc. | 15,000 | $17.3M | 7.4% |
| 2 | AMDAdvanced Micro Devices Inc. | 24,000 | $13.9M | 5.9% |
| 3 | XMTRXometry Inc. | 136,000 | $13.1M | 5.6% |
| 4 | LPTHLightPath Technologies Inc. | 660,000 | $10.8M | 4.6% |
| 5 | SITMSiTime Corp. | 14,420 | $10.8M | 4.6% |
| 6 | LSCCLattice Semiconductor Corp. | 69,720 | $10.7M | 4.5% |
| 7 | ARMARM Holdings PLC | 30,000 | $10.6M | 4.5% |
| 8 | AMZNAmazon.com Inc. | 42,740 | $10.2M | 4.3% |
| 9 | TKRThe Timken Co. | 70,000 | $10.2M | 4.3% |
| 10 | PIImpinj Inc. | 71,010 | $10.2M | 4.3% |
| 11 | SESea Ltd | 100,000 | $9.6M | 4.1% |
| 12 | TXNTexas Instruments Inc. | 32,000 | $9.5M | 4.1% |
| 13 | AVGOBroadcom Inc. | 24,960 | $9.4M | 4% |
| 14 | GEGeneral Electric Co. | 25,180 | $9.4M | 4% |
| 15 | DRAMRoundhill Memory ETF | 125,000 | $9.2M | 3.9% |
| 16 | RKTRocket Cos Inc. | 575,000 | $9.1M | 3.9% |
| 17 | ANETArista Networks Inc. | 50,000 | $8.5M | 3.6% |
| 18 | NVDANVIDIA Corp. | 40,890 | $8.2M | 3.5% |
| 19 | METAMeta Platforms Inc. | 13,770 | $7.8M | 3.3% |
| 20 | FROGJFrog Ltd | 80,000 | $7.3M | 3.1% |
| 21 | MDBMongoDB Inc. | 20,400 | $6.9M | 2.9% |
| 22 | GOOGLAlphabet Inc. Class A | 16,680 | $6.0M | 2.5% |
| 23 | EVREvercore Partners Inc. | 17,210 | $5.9M | 2.5% |
| 24 | SPHRSphere Entertainment Co. | 30,000 | $5.2M | 2.2% |
| 25 | MTNVail Resorts Inc. | 20,000 | $2.7M | 1.2% |
| 26 | BEAMBeam Therapeutics Inc. | 70,000 | $2.4M | 1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.