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 $234.7M across 26 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MU ($17.3M, 7.38%), AMD ($13.9M, 5.94%), XMTR ($13.1M, 5.59%), LPTH ($10.8M, 4.60%), SITM ($10.8M, 4.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc. | $17.3M | 7.38% | 15,000 | New |
| 2 | AMD | Advanced Micro Devices Inc. | $13.9M | 5.94% | 24,000 | New |
| 3 | XMTR | Xometry Inc. | $13.1M | 5.59% | 136,000 | Trimmed |
| 4 | LPTH | LightPath Technologies Inc. | $10.8M | 4.60% | 660,000 | Added |
| 5 | SITM | SiTime Corp. | $10.8M | 4.58% | 14,420 | Trimmed |
| 6 | LSCC | Lattice Semiconductor Corp. | $10.7M | 4.54% | 69,720 | Hold |
| 7 | ARM | ARM Holdings PLC | $10.6M | 4.53% | 30,000 | New |
| 8 | AMZN | Amazon.com Inc. | $10.2M | 4.34% | 42,740 | Hold |
| 9 | TKR | The Timken Co. | $10.2M | 4.33% | 70,000 | Hold |
| 10 | PI | Impinj Inc. | $10.2M | 4.33% | 71,010 | Added |
| 11 | SE | Sea Ltd | $9.6M | 4.08% | 100,000 | New |
| 12 | TXN | Texas Instruments Inc. | $9.5M | 4.06% | 32,000 | New |
| 13 | AVGO | Broadcom Inc. | $9.4M | 4.02% | 24,960 | Hold |
| 14 | GE | General Electric Co. | $9.4M | 4.01% | 25,180 | Added |
| 15 | DRAM | Roundhill Memory ETF | $9.2M | 3.93% | 125,000 | New |
| 16 | RKT | Rocket Cos Inc. | $9.1M | 3.86% | 575,000 | New |
| 17 | ANET | Arista Networks Inc. | $8.5M | 3.62% | 50,000 | New |
| 18 | NVDA | NVIDIA Corp. | $8.2M | 3.49% | 40,890 | Added |
| 19 | META | Meta Platforms Inc. | $7.8M | 3.30% | 13,770 | Hold |
| 20 | FROG | JFrog Ltd | $7.3M | 3.10% | 80,000 | New |
| 21 | MDB | MongoDB Inc. | $6.9M | 2.92% | 20,400 | Added |
| 22 | GOOGL | Alphabet Inc. Class A | $6.0M | 2.54% | 16,680 | Hold |
| 23 | EVR | Evercore Partners Inc. | $5.9M | 2.50% | 17,210 | Trimmed |
| 24 | MSGE | Sphere Entertainment Co. | $5.2M | 2.21% | 30,000 | New |
| 25 | MTN | Vail Resorts Inc. | $2.7M | 1.16% | 20,000 | New |
Source: SEC Form 13F filings · as of 2026-06-30