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Holdings (Monthly) Guide ↗

Nicholas Partners Small Cap Growth Fund

· Advisors' Inner Circle Iii
Monthly Holdings $150M AUM 95 positions Period Mar 2026 Filed Jun 1, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 BWX TECHNOLOGIES, INC. 05605H100 Mar 2026 34,282 $7.0M 4.69% EC
2 REVOLUTION MEDICINES, INC. 76155X100 Mar 2026 45,757 $4.4M 2.98% EC
3 MODINE MANUFACTURING COMPANY 607828100 Mar 2026 19,415 $4.2M 2.82% EC
4 INSMED INCORPORATED 457669307 Mar 2026 23,487 $3.8M 2.57% EC
5 KRATOS DEFENSE & SECURITY SOLUTIONS, INC. 50077B207 Mar 2026 52,428 $3.7M 2.48% EC
6 STERLING INFRASTRUCTURE, INC. 859241101 Mar 2026 9,025 $3.7M 2.46% EC
7 PAR PACIFIC HOLDINGS, INC. 69888T207 Mar 2026 54,968 $3.4M 2.31% EC
8 EMBRAER S.A. 29082A107 Mar 2026 57,592 $3.4M 2.29% EC
9 FTAI Aviation Ltd. G3730V105 Mar 2026 13,228 $3.2M 2.17% EC
10 BRIDGEBIO PHARMA, INC. 10806X102 Mar 2026 43,183 $3.2M 2.15% EC
11 N/A N/A Mar 2026 3,173,845 $3.2M 2.13% STIV
12 WINTRUST FINANCIAL CORPORATION 97650W108 Mar 2026 22,512 $3.1M 2.09% EC
13 TFI International Inc. 87241L109 Mar 2026 27,772 $3.0M 2.02% EC
14 LINCOLN EDUCATIONAL SERVICES CORPORATION 533535100 Mar 2026 72,810 $3.0M 1.98% EC
15 Tanger Inc. 875465106 Mar 2026 84,074 $2.9M 1.91% EC
16 CARPENTER TECHNOLOGY CORPORATION 144285103 Mar 2026 7,227 $2.8M 1.91% EC
17 BLOOM ENERGY CORPORATION N/A Mar 2026 20,769 $2.8M 1.88% EC
18 CENTURY ALUMINUM COMPANY 156431108 Mar 2026 46,933 $2.8M 1.84% EC
19 CALLAWAY GOLF COMPANY 131193104 Mar 2026 180,959 $2.5M 1.68% EC
20 Nuvalent, Inc 670703107 Mar 2026 24,289 $2.5M 1.67% EC
21 SPHERE ENTERTAINMENT CO. 55826T102 Mar 2026 20,818 $2.4M 1.64% EC
22 Xenon Pharmaceuticals Inc 98420N105 Mar 2026 41,400 $2.4M 1.61% EC
23 ADVANCED ENERGY INDUSTRIES, INC. N/A Mar 2026 7,284 $2.4M 1.57% EC
24 LATTICE SEMICONDUCTOR CORPORATION 518415104 Mar 2026 25,176 $2.3M 1.56% EC
25 MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. 55405Y100 Mar 2026 10,457 $2.3M 1.56% EC
26 FABRINET G3323L100 Mar 2026 4,369 $2.3M 1.53% EC
27 CONSTRUCTION PARTNERS, INC. 21044C107 Mar 2026 18,597 $2.1M 1.38% EC
28 ROCKET LAB CORPORATION 773121108 Mar 2026 32,163 $2.1M 1.38% EC
29 POWELL INDUSTRIES, INC. 739128106 Mar 2026 3,549 $1.9M 1.29% EC
30 Rush Street Interactive Inc 782011100 Mar 2026 85,342 $1.9M 1.24% EC
31 PLANET LABS PBC 72703X106 Mar 2026 66,036 $1.8M 1.24% EC
32 AXSOME THERAPEUTICS, INC. 05464T104 Mar 2026 10,770 $1.8M 1.22% EC
33 NOVA LTD M7516K103 Mar 2026 3,962 $1.7M 1.15% EC
34 OSI SYSTEMS, INC. 671044105 Mar 2026 6,163 $1.6M 1.10% EC
35 SiTime Corp 82982T106 Mar 2026 4,679 $1.6M 1.08% EC
36 Apogee Therapeutics Inc 03770N101 Mar 2026 18,179 $1.5M 1.02% EC
37 PIPER SANDLER COMPANIES 724078209 Mar 2026 19,232 $1.5M 0.99% EC
38 STEVEN MADDEN, LTD. 556269108 Mar 2026 43,230 $1.5M 0.98% EC
39 NEXTPOWER INC. N/A Mar 2026 11,940 $1.4M 0.96% EC
40 Enliven Therapeutics Inc N/A Mar 2026 35,883 $1.4M 0.94% EC
41 Roivant Sciences Ltd G76279101 Mar 2026 50,663 $1.4M 0.94% EC
42 MIRUM PHARMACEUTICALS, INC. 604749101 Mar 2026 15,174 $1.4M 0.94% EC
43 ABIVAX SA 00370M103 Mar 2026 11,757 $1.3M 0.88% EC
44 Credo Technology Group Holding Ltd G25457105 Mar 2026 13,586 $1.3M 0.85% EC
45 IDEAYA Biosciences Inc 45166A102 Mar 2026 37,030 $1.2M 0.83% EC
46 SEACOAST BANKING CORPORATION OF FLORIDA 811707801 Mar 2026 39,684 $1.2M 0.80% EC
47 VIAVI SOLUTIONS INC. 925550105 Mar 2026 35,708 $1.2M 0.80% EC
48 THE GAP, INC. 364760108 Mar 2026 47,186 $1.1M 0.76% EC
49 SKYWEST, INC. 830879102 Mar 2026 12,250 $1.1M 0.75% EC
50 SEMTECH CORPORATION 816850101 Mar 2026 13,995 $1.1M 0.72% EC
51 ONTO INNOVATION INC. 683344105 Mar 2026 5,230 $1.1M 0.72% EC
52 THE CHEFS' WAREHOUSE, INC. 163086101 Mar 2026 17,592 $1.0M 0.70% EC
53 Crane Co 224408104 Mar 2026 6,031 $1.0M 0.69% EC
54 MP MATERIALS CORP 553368101 Mar 2026 21,223 $1.0M 0.69% EC
55 InterDigital, Inc. 45867G101 Mar 2026 3,230 $975K 0.65% EC
56 Once Upon A Farm PBC 68237F108 Mar 2026 55,579 $909K 0.61% EC
57 BOOT BARN HOLDINGS, INC. N/A Mar 2026 6,166 $902K 0.60% EC
58 APPLIED OPTOELECTRONICS, INC. 03823U102 Mar 2026 10,583 $895K 0.60% EC
59 Dianthus Therapeutics Inc 252828108 Mar 2026 10,222 $858K 0.57% EC
60 RAMBUS INC. 750917106 Mar 2026 9,871 $849K 0.57% EC
61 CYTOKINETICS, INCORPORATED 23282W605 Mar 2026 12,811 $844K 0.57% EC
62 Unity Software Inc 91332U101 Mar 2026 38,421 $843K 0.56% EC
63 iShares Russell 2000 Growth ETF 464287648 Mar 2026 2,625 $824K 0.55% EC
64 Scholar Rock Holding Corp 80706P103 Mar 2026 16,316 $802K 0.54% EC
65 NewAmsterdam Pharma Company NV N62509109 Mar 2026 24,915 $798K 0.53% EC
66 LENDINGCLUB CORPORATION 52603A208 Mar 2026 53,037 $759K 0.51% EC
67 ORMAT TECHNOLOGIES, INC. 686688102 Mar 2026 6,726 $753K 0.50% EC
68 Vera Therapeutics, Inc 92337R101 Mar 2026 18,597 $748K 0.50% EC
69 The Descartes Systems Group Inc. 249906108 Mar 2026 10,443 $747K 0.50% EC
70 GATX CORPORATION 361448103 Mar 2026 4,352 $743K 0.50% EC
71 COGENT BIOSCIENCES, INC. 19240Q201 Mar 2026 18,591 $716K 0.48% EC
72 LINDBLAD EXPEDITIONS HOLDINGS, INC. 535219109 Mar 2026 41,049 $710K 0.48% EC
73 PATRICK INDUSTRIES, INC. 703343103 Mar 2026 6,393 $710K 0.48% EC
74 SAIA, INC. 78709Y105 Mar 2026 2,018 $709K 0.47% EC
75 ARGAN, INC. N/A Mar 2026 1,287 $701K 0.47% EC
76 COMPASS, INC 20464U100 Mar 2026 95,555 $699K 0.47% EC
77 Palvella Therapeutics Inc 697947109 Mar 2026 5,360 $668K 0.45% EC
78 JOBY AVIATION, INC. G65163100 Mar 2026 80,422 $664K 0.44% EC
79 FLOWSERVE CORPORATION 34354P105 Mar 2026 9,003 $662K 0.44% EC
80 URANIUM ENERGY CORP. 916896103 Mar 2026 46,304 $625K 0.42% EC
81 JBT MAREL CORPORATION 477839104 Mar 2026 4,640 $593K 0.40% EC
82 CELCUITY INC. 15102K100 Mar 2026 4,344 $496K 0.33% EC
83 Solv Energy Inc 78475V103 Mar 2026 16,397 $492K 0.33% EC
84 Procore Technologies Inc 74275K108 Mar 2026 8,611 $491K 0.33% EC
85 Viridian Therapeutics Inc 92790C104 Mar 2026 24,230 $474K 0.32% EC
86 Kymera Therapeutics Inc 501575104 Mar 2026 5,636 $469K 0.31% EC
87 SANMINA CORPORATION 801056102 Mar 2026 3,531 $458K 0.31% EC
88 Astera Labs, Inc 04626A103 Mar 2026 4,133 $453K 0.30% EC
89 GRAHAM CORPORATION 384556106 Mar 2026 5,648 $446K 0.30% EC
90 ULTRA CLEAN HOLDINGS, INC. 90385V107 Mar 2026 6,955 $432K 0.29% EC
91 ABERCROMBIE & FITCH CO. N/A Mar 2026 4,670 $427K 0.29% EC
92 Praxis Precision Medicines Inc 74006W207 Mar 2026 767 $247K 0.17% EC
93 APPLIED DIGITAL CORPORATION N/A Mar 2026 9,190 $218K 0.15% EC
94 CORE SCIENTIFIC, INC. 21874A106 Mar 2026 12,153 $182K 0.12% EC
95 TERAWULF INC. 88080T104 Mar 2026 12,557 $181K 0.12% EC