Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PEREGRINE INVESTMENT MANAGEMENT INC (CIK 2053303) reported $127.2M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($8.9M, 7.00%), XMTR ($8.8M, 6.91%), NFLX ($8.7M, 6.80%), META ($7.9M, 6.19%), AVGO ($7.7M, 6.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc. | $8.9M | 7.00% | 42,740 | Trimmed |
| 2 | XMTR | Xometry Inc. | $8.8M | 6.91% | 215,100 | Added |
| 3 | NFLX | Netflix Inc. | $8.7M | 6.80% | 90,000 | New |
| 4 | META | Meta Platforms Inc. | $7.9M | 6.19% | 13,770 | Added |
| 5 | AVGO | Broadcom Inc. | $7.7M | 6.07% | 24,960 | Trimmed |
| 6 | AVAV | Aerovironment Inc. | $7.3M | 5.76% | 40,000 | New |
| 7 | PI | Impinj Inc. | $7.2M | 5.69% | 70,492 | Added |
| 8 | GE | General Electric Co. | $7.1M | 5.58% | 25,000 | New |
| 9 | SITM | SiTime Corp. | $7.1M | 5.54% | 20,420 | Trimmed |
| 10 | TKR | The Timken Co. | $7.0M | 5.53% | 70,000 | New |
| 11 | LSCC | Lattice Semiconductor Corp. | $6.5M | 5.08% | 69,720 | Trimmed |
| 12 | EVR | Evercore Partners Inc. | $6.3M | 4.98% | 21,210 | Trimmed |
| 13 | BEAM | Beam Therapeutics Inc. | $6.2M | 4.87% | 260,050 | Added |
| 14 | MCHP | Microchip Technology Inc. | $5.5M | 4.32% | 85,000 | New |
| 15 | NVDA | NVIDIA Corp. | $5.4M | 4.24% | 30,890 | Trimmed |
| 16 | GOOGL | Alphabet Inc. Class A | $4.8M | 3.77% | 16,680 | Trimmed |
| 17 | CRDO | Credo Technology Group Holding Ltd | $4.1M | 3.26% | 44,170 | Trimmed |
| 18 | DDOG | Datadog Inc. | $4.1M | 3.25% | 35,000 | New |
| 19 | LPTH | LightPath Technologies Inc. | $4.0M | 3.15% | 400,000 | New |
| 20 | MDB | MongoDB Inc. | $2.5M | 2.00% | 10,400 | Trimmed |
| 21 | ALB | Albemarle Corp. | $0 | 0.00% | 0 | Exited |
| 22 | ANGPY | Valterra Platinum Ltd | $0 | 0.00% | 0 | Exited |
| 23 | ALAB | Astera Labs Inc. | $0 | 0.00% | 0 | Exited |
| 24 | CRCL | Circle Internet Group Inc. | $0 | 0.00% | 0 | Exited |
| 25 | MSFT | Microsoft Corp. | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31