Peregrine Capital Management LLC 13F Holdings · Q2 2026
Peregrine Capital Management LLC reported 282 securities worth $3.08B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AMZN (3.35%), GOOGL (3.35%), NET (3.07%). Among its top 25 positions this quarter: 1 new, 11 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON.COM INC | $103.2M | 3.35% | 433,027 | Trimmed |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | $103.2M | 3.35% | 288,916 | Trimmed |
| 3 | NET | CLOUDFLARE | $94.4M | 3.07% | 384,759 | Trimmed |
| 4 | CRWD | CROWDSTRIKE HOLDINGS | $89.4M | 2.91% | 117,191 | Trimmed |
| 5 | SNOW | SNOWFLAKE INC. CLASS A | $70.9M | 2.30% | 278,701 | Trimmed |
| 6 | ARES | ARES MANAGEMENT CORPORATION | $64.6M | 2.10% | 579,930 | Trimmed |
| 7 | LLY | ELI LILLY AND CO | $60.9M | 1.98% | 50,785 | Added |
| 8 | NOW | SERVICENOW, INC | $55.2M | 1.79% | 555,593 | Added |
| 9 | UBER | UBER TECHNOLOGIES INC | $49.4M | 1.61% | 685,270 | Trimmed |
| 10 | V | VISA INC CLASS A | $47.8M | 1.55% | 139,458 | Trimmed |
| 11 | DXCM | DEXCOM | $44.8M | 1.45% | 664,581 | Added |
| 12 | RDDT | REDDIT INC. CLASS A | $44.6M | 1.45% | 256,904 | Added |
| 13 | CDNS | CADENCE DESIGN SYSTEMS | $41.0M | 1.33% | 109,303 | Added |
| 14 | MA | MASTERCARD INCORPORATED CL A | $40.3M | 1.31% | 78,383 | Trimmed |
| 15 | VEEV | VEEVA SYSTEMS | $40.0M | 1.30% | 225,382 | Added |
| 16 | ISRG | INTUITIVE SURGICAL INC | $39.3M | 1.28% | 98,922 | Trimmed |
| 17 | PCOR | PROCORE TECHNOLOGIES | $37.5M | 1.22% | 922,897 | Added |
| 18 | SHOP | SHOPIFY, INC. CLASS A | $37.5M | 1.22% | 328,206 | Added |
| 19 | DKNG | DRAFTKINGS INC. CLASS A | $33.3M | 1.08% | 1.3M | Added |
| 20 | ARGX | ARGENX SE SPONSORED ADR | $27.6M | 0.90% | 29,732 | New |
| 21 | NFLX | NETFLIX INC. | $26.7M | 0.87% | 373,591 | Added |
| 22 | SNPS | SYNOPSYS INC. | $23.2M | 0.75% | 51,940 | Added |
| 23 | ESI | ELEMENT SOLUTIONS | $21.6M | 0.70% | 453,344 | Trimmed |
| 24 | MTSI | MACOM TECH SOLUTIONS | $21.5M | 0.70% | 56,469 | Trimmed |
| 25 | SPXC | SPX TECHNOLOGIES | $21.2M | 0.69% | 86,409 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR