EdgeMarket › What Peregrine Capital Management Llc reported owning
What Peregrine Capital Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.7BPositions
290Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
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| GOOGL Alphabet Inc. | 103.2M | 3.8% | 358.7K | 344.82 | +73.0% |
| NET Cloudflare, Inc. | 82.9M | 3.1% | 401.8K | 293.14 | +51.7% |
| ARES Ares Management Corp | 63.8M | 2.4% | 584.7K | 141.25 | -21.1% |
| NOW ServiceNow, Inc. | 55.4M | 2.1% | 530.3K | 128.48 | -27.8% |
| CRWD CrowdStrike Holdings, Inc. | 55.2M | 2.0% | 141.5K | 191.95 | +83.2% |
| UBER Uber Technologies, Inc | 49.7M | 1.8% | 690.9K | 78.80 | -15.9% |
| V VISA INC. | 48.4M | 1.8% | 160.0K | 371.04 | +7.9% |
| ISRG INTUITIVE SURGICAL INC | 46.0M | 1.7% | 99.7K | 378.81 | -21.2% |
| MA Mastercard Inc | 45.9M | 1.7% | 91.8K | 580.63 | -2.0% |
| PCOR PROCORE TECHNOLOGIES, INC. | 45.8M | 1.7% | 803.4K | 63.49 | -1.3% |
| SNOW Snowflake Inc. | 44.5M | 1.7% | 295.2K | 332.78 | +70.8% |
| LLY ELI LILLY & Co | 42.4M | 1.6% | 46.1K | 1,255.40 | +78.0% |
| DXCM DEXCOM INC | 38.7M | 1.4% | 616.5K | 92.34 | +13.1% |
| VEEV VEEVA SYSTEMS INC | 36.4M | 1.4% | 207.3K | 247.90 | -12.7% |
| RDDT Reddit, Inc. | 29.0M | 1.1% | 215.3K | 153.29 | -29.8% |
| CSGP COSTAR GROUP, INC. | 28.2M | 1.0% | 699.2K | 32.26 | -63.4% |
| DKNG DraftKings Inc. | 25.9M | 1.0% | 1.2M | 26.17 | -42.7% |
| PLNT Planet Fitness, Inc. | 25.8M | 1.0% | 346.3K | 54.20 | -49.6% |
| NFLX NETFLIX INC | 24.9M | 0.9% | 258.7K | 79.59 | -34.4% |
| SHOP SHOPIFY INC. | 24.5M | 0.9% | 206.9K | 149.25 | +8.7% |
| CDNS CADENCE DESIGN SYSTEMS INC | 22.5M | 0.8% | 81.0K | 319.02 | -7.7% |
| WDAY Workday, Inc. | 21.0M | 0.8% | 161.4K | 200.01 | -12.1% |
| FTI TechnipFMC plc | 20.5M | 0.8% | 296.3K | 77.45 | +122.8% |
| AEIS ADVANCED ENERGY INDUSTRIES INC | 19.9M | 0.7% | 61.6K | 285.83 | +93.5% |
| SNPS SYNOPSYS INC | 18.4M | 0.7% | 46.5K | 397.87 | -33.8% |
| SPXC SPX Technologies, Inc. | 18.2M | 0.7% | 90.8K | 207.20 | +11.2% |
| ESI Element Solutions Inc | 17.9M | 0.7% | 524.0K | 35.31 | +41.0% |
| MOD MODINE MANUFACTURING CO | 16.2M | 0.6% | 74.9K | 197.68 | +46.5% |
| ESE ESCO TECHNOLOGIES INC | 16.1M | 0.6% | 57.3K | 287.24 | +50.8% |
| PATK PATRICK INDUSTRIES INC | 15.1M | 0.6% | 136.2K | 83.41 | -25.0% |
| SYNA SYNAPTICS Inc | 14.9M | 0.6% | 212.8K | 97.66 | +46.3% |
| MTSI MACOM Technology Solutions Holdings, Inc. | 14.8M | 0.5% | 66.6K | 266.61 | +120.1% |
| FROG JFrog Ltd | 14.7M | 0.5% | 314.0K | 92.13 | +106.3% |
| SF STIFEL FINANCIAL CORP | 14.4M | 0.5% | 195.0K | 80.96 | +9.4% |
| FLUT Flutter Entertainment plc | 14.4M | 0.5% | 141.3K | 102.61 | -65.2% |
| KEX KIRBY CORP | 13.7M | 0.5% | 103.2K | 139.93 | +43.4% |
| MYRG MYR GROUP INC. | 13.6M | 0.5% | 48.3K | 310.87 | +71.3% |
| STLD STEEL DYNAMICS INC | 13.6M | 0.5% | 75.7K | 228.68 | +82.3% |
| BURL Burlington Stores, Inc. | 13.6M | 0.5% | 41.8K | 326.50 | +17.7% |
| DOCN DigitalOcean Holdings, Inc. | 13.5M | 0.5% | 157.7K | 115.64 | +282.8% |
| BCC BOISE CASCADE Co | 13.4M | 0.5% | 176.3K | 82.47 | -2.4% |
| FORM FORMFACTOR INC | 12.7M | 0.5% | 131.1K | 114.16 | +309.2% |
| AORT ARTIVION, INC. | 12.6M | 0.5% | 342.8K | 28.08 | -34.7% |
| LGN Legence Corp. | 12.4M | 0.5% | 219.3K | 59.37 | — |
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| VIAV VIAVI SOLUTIONS INC. | 12.2M | 0.5% | 367.4K | 38.90 | +268.7% |
| ESNT Essent Group Ltd. | 12.1M | 0.5% | 207.8K | 68.07 | +9.2% |
| FLS FLOWSERVE CORP | 12.1M | 0.4% | 164.6K | 79.39 | +52.2% |
| MNDY monday.com Ltd. | 12.1M | 0.4% | 174.7K | 90.73 | -47.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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