PEREGRINE INVESTMENT MANAGEMENT INC 13F Holdings

CIK 0002053303 · TORONTO, A6

As of Sep 30, 2025, PEREGRINE INVESTMENT MANAGEMENT INC reported 23 positions worth $203.5M in its SEC Form 13F filing.

Top 23 holdings

SecurityTickerSectorSharesValue% of portfolio
ASTERA LABS INCALABTechnology97,070 9.0M9.34%
SITIME CORPSITMTechnology53,800 6.2M7.96%
CIRCLE INTERNET GROUP INCCRCLFinancial Services100,000 3.3M6.51%
BROADCOM INCAVGOTechnology37,170 2.3M6.02%
META PLATFORMS INCMETACommunication Services16,620 2.2M6.00%
AMAZON.COM INCAMZNEquity45,800 0.1M4.94%
MICROSOFT CORPMSFTTechnology19,247 0.0M4.90%
IMPINJ INCPITechnology52,673$9.5M4.68%
VALTERRA PLATINUM LTD FSPONSORED ADR 0.166666666667 ORD SHSANGPY—800,000$9.4M4.64%
CHEMICAL & MINING CO OF CHILE INCSQMBasic Materials219,150$9.4M4.63%
LATTICE SEMICONDUCTOR CORPLSCCTechnology128,220$9.4M4.62%
EVERCORE INCEVRFinancial Services26,160$8.8M4.34%
MONGODB INCMDBTechnology27,240$8.5M4.15%
LUMENTUM HOLDINGS INCLITETechnology45,190$7.4M3.61%
UNIVERSAL DISPLAY CORPOLEDTechnology50,560$7.3M3.57%
BEAM THERAPEUTICS INCBEAMHealthcare267,930$6.5M3.19%
ALBEMARLE CORPALBBasic Materials75,000$6.1M2.99%
LAM RESEARCH CORPLRCXTechnology42,080$5.6M2.77%
REDDIT INCRDDTCommunication Services24,170$5.6M2.73%
XOMETRY INCXMTRIndustrials80,000$4.4M2.14%
COPART INCCPRTIndustrials95,440$4.3M2.11%
NVIDIA CORPNVDATechnology23,000$4.3M2.11%
ASPEN AEROGELS INCASPNBasic Materials600,000$4.2M2.05%