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Portfolio (Quarterly) Guide ↗

PEREGRINE CAPITAL MANAGEMENT LLC

· CIK 0000764529
13F Portfolio $3.1B AUM 282 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 73 Added 162 Reduced 31 Exited
Page 12 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HAE HAEMONETICS CORPORATION Healthcare 59,966.0 $4.5M 0.15% +18K +42.2% $75.00 +42.1%
222 TMDX TRANSMEDICS GROUP Healthcare 67,544.0 $4.5M 0.15% +10K +18.1% $66.42 +38.8%
223 AHCO ADAPTHEALTH CORP Healthcare 430,185.0 $4.5M 0.15% -38K -8.0% $10.42 -45.6%
224 STC STEWART INFORMATION SERVICES Financial Services 67,829.0 $4.5M 0.14% +13K +23.9% $66.02 +5.9%
225 URBN URBAN OUTFITTERS INC Consumer Cyclical 63,132.0 $4.5M 0.14% -5K -8.0% $70.86 +17.1%
226 HZO MARINEMAX INC Consumer Cyclical 121,154.0 $4.4M 0.14% -11K -8.0% $36.62 +42.3%
227 ABG ASBURY AUTOMOTIVE GROUP Consumer Cyclical 21,934.0 $4.4M 0.14% -2K -8.1% $201.08 +4.4%
228 FUL H.B. FULLER COMPANY Basic Materials 74,990.0 $4.4M 0.14% -7K -8.0% $58.29 -0.4%
229 CC CHEMOURS CO. Basic Materials 205,404.0 $4.2M 0.14% -129K -38.5% $20.52 -23.1%
230 BZH BEAZER HOMES USA INC Consumer Cyclical 145,377.0 $4.1M 0.13% -62K -29.8% $28.05 +18.1%
231 CNX CNX RESOURCES CORPORATION Energy 118,070.0 $4.0M 0.13% -21K -14.9% $33.93 +6.3%
232 GPOR GULFPORT ENERGY CORPORATION Energy 23,386.0 $4.0M 0.13% +328.0 +1.4% $169.70 +2.6%
233 BV BRIGHTVIEW HOLDINGS Industrials 277,990.0 $3.9M 0.13% -24K -8.0% $14.17 -22.1%
234 VSCO VICTORIA'S SECRET AND CO. Consumer Cyclical 46,136.0 $3.9M 0.12% -28K -37.6% $83.48 +4.4%
235 DX DYNEX CAPITAL INC Real Estate 291,132.0 $3.8M 0.12% -25K -8.0% $13.11 -1.8%
236 LBRT LIBERTY ENERGY INC CLASS A Energy 143,674.0 $3.8M 0.12% -63K -30.4% $26.19 -29.3%
237 CARS CARS.COM INC. Consumer Cyclical 324,364.0 $3.5M 0.12% +45K +16.2% $10.94 +9.4%
238 SEZL SEZZLE INC Financial Services 20,465.0 $3.5M 0.11% -65K -76.0% $171.63 -28.0%
239 MH MCGRAW HILL, INC. Consumer Defensive 351,658.0 $3.3M 0.11% +53K +17.6% $9.47 +37.7%
240 WGO WINNEBAGO INDUSTRIES INC Consumer Cyclical 100,491.0 $3.1M 0.10% -9K -8.0% $31.24 -1.4%
Page 12 of 15  ·  282 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Healthcare 17.7%
Financial Services 14.4%
Industrials 11.2%
Consumer Cyclical 10.9%
Communication Services 6.5%
Real Estate 2.3%
Energy 2.3%
Basic Materials 2.3%
Consumer Defensive 1.7%