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PEREGRINE CAPITAL MANAGEMENT LLC

Q2 2026 13F filing

Updated 55 days ago

282 disclosed positions worth $3.1B

Portfolio value
$3.1B
Total holdings
282
New positions
23
Closed positions
31
Increased
73
Decreased
166
Turnover
19.1%
Filed
2026-07-17

Full holdings

Every line item disclosed in Q2 2026

G

ALPHABET INC CAP STK CL A

-19.5%
Value
$103.2M
Shares
288.9K
% Port
3.35%
A

AMAZON.COM INC

-15.6%
Value
$103.2M
Shares
433.0K
% Port
3.35%
?
3.N/A

CLOUDFLARE

-4.3%
Value
$94.4M
Shares
384.8K
% Port
3.07%
C

CROWDSTRIKE HOLDINGS

-17.2%
Value
$89.4M
Shares
117.2K
% Port
2.91%
S

SNOWFLAKE INC. CLASS A

-5.6%
Value
$70.9M
Shares
278.7K
% Port
2.30%
A

ARES MANAGEMENT CORPORATION

-0.8%
Value
$64.6M
Shares
579.9K
% Port
2.10%
L
7.LLY

ELI LILLY AND CO

+10.1%
Value
$60.9M
Shares
50.8K
% Port
1.98%
N
8.NOW

SERVICENOW, INC

+4.8%
Value
$55.2M
Shares
555.6K
% Port
1.79%
U

UBER TECHNOLOGIES INC

-0.8%
Value
$49.4M
Shares
685.3K
% Port
1.61%
V
10.V

VISA INC CLASS A

-12.8%
Value
$47.8M
Shares
139.5K
% Port
1.55%
D
11.DXCM

DEXCOM

+7.8%
Value
$44.8M
Shares
664.6K
% Port
1.45%
R
12.RDDT

REDDIT INC. CLASS A

+19.3%
Value
$44.6M
Shares
256.9K
% Port
1.45%
C
13.CDNS

CADENCE DESIGN SYSTEMS

+34.9%
Value
$41M
Shares
109.3K
% Port
1.33%
M
14.MA

MASTERCARD INCORPORATED CL A

-14.7%
Value
$40.3M
Shares
78.4K
% Port
1.31%
V
15.VEEV

VEEVA SYSTEMS

+8.7%
Value
$40M
Shares
225.4K
% Port
1.30%
I
16.ISRG

INTUITIVE SURGICAL INC

-0.8%
Value
$39.3M
Shares
98.9K
% Port
1.28%
P
17.PCOR

PROCORE TECHNOLOGIES

+14.9%
Value
$37.5M
Shares
922.9K
% Port
1.22%
S
18.SHOP

SHOPIFY, INC. CLASS A

+58.6%
Value
$37.5M
Shares
328.2K
% Port
1.22%
D
19.DKNG

DRAFTKINGS INC. CLASS A

+10.2%
Value
$33.3M
Shares
1.32M
% Port
1.08%
A
20.ARGX

ARGENX SE SPONSORED ADR

Value
$27.6M
Shares
29.7K
% Port
0.90%
N
21.NFLX

NETFLIX INC.

+44.4%
Value
$26.7M
Shares
373.6K
% Port
0.87%
S
22.SNPS

SYNOPSYS INC.

+11.8%
Value
$23.2M
Shares
51.9K
% Port
0.75%
E
23.ESI

ELEMENT SOLUTIONS

-13.5%
Value
$21.6M
Shares
453.3K
% Port
0.70%
M
24.MTSI

MACOM TECH SOLUTIONS

-15.2%
Value
$21.5M
Shares
56.5K
% Port
0.70%
?
25.N/A

SPX TECHNOLOGIES

-4.8%
Value
$21.2M
Shares
86.4K
% Port
0.69%
F
26.FTI

TECHNIPFMC PLC

+4.5%
Value
$20.5M
Shares
309.5K
% Port
0.67%
A
27.AEIS

ADVANCED ENERGY INDUSTRIES

-11.8%
Value
$20.3M
Shares
54.4K
% Port
0.66%
S
28.SYNA

SYNAPTICS INCORPORATED

-24.6%
Value
$19.9M
Shares
160.5K
% Port
0.65%
F
29.FROG

JFROG LTD

-31.1%
Value
$19.7M
Shares
216.3K
% Port
0.64%
C
30.CSGP

COSTAR GROUP INC

-0.9%
Value
$19.6M
Shares
692.8K
% Port
0.64%
W
31.WDAY

WORKDAY INC. CLASS A

-0.7%
Value
$19.6M
Shares
160.2K
% Port
0.64%
D
32.DOCN

DIGITALOCEAN HOLDINGS

-23.8%
Value
$18.9M
Shares
120.2K
% Port
0.61%
E
33.ESE

ESCO TECHNOLOGIES

-7.4%
Value
$18.6M
Shares
53.1K
% Port
0.60%
L
34.LGN

LEGENCE CORP

-5.8%
Value
$17.6M
Shares
206.5K
% Port
0.57%
M
35.MYRG

MYR GROUP

-27.8%
Value
$17.5M
Shares
34.9K
% Port
0.57%
M
36.MRCY

MERCURY SYSTEMS

-0.8%
Value
$16.5M
Shares
135.1K
% Port
0.54%
M
37.MOD

MODINE MANUFACTURING

-18.2%
Value
$16.3M
Shares
61.2K
% Port
0.53%
A
38.AAON

AAON INC

-1.9%
Value
$15.4M
Shares
121.5K
% Port
0.50%
F
39.FORM

FORMFACTOR

-28.0%
Value
$15.1M
Shares
94.4K
% Port
0.49%
V
40.VIAV

VIAVI SOLUTIONS

-14.4%
Value
$15M
Shares
314.7K
% Port
0.49%
P
41.PFGC

PERFORMANCE FOOD GROUP

+15.0%
Value
$15M
Shares
133.9K
% Port
0.49%
F
42.FCFS

FIRSTCASH HOLDINGS

+4.5%
Value
$14.8M
Shares
68.5K
% Port
0.48%
K
43.KEX

KIRBY CORPORATION

+5.4%
Value
$14.8M
Shares
108.7K
% Port
0.48%
B
44.BCC

BOISE CASCADE

+7.7%
Value
$14.7M
Shares
189.8K
% Port
0.48%
F
45.FLUT

FLUTTER ENTERTAINMENT PLC

-0.2%
Value
$14.4M
Shares
141.0K
% Port
0.47%
T
46.TWST

TWIST BIOSCIENCE CORP

-36.9%
Value
$14.3M
Shares
139.0K
% Port
0.46%
T
47.TEAM

ATLASSIAN CORP CLASS A

+60.2%
Value
$14.3M
Shares
183.5K
% Port
0.46%
S
48.SFB

STIFEL FINANCIAL

+4.0%
Value
$14.2M
Shares
202.9K
% Port
0.46%
S
49.SKY

CHAMPION HOMES

+3.5%
Value
$14.1M
Shares
159.7K
% Port
0.46%
?
50.N/A

ALLEGRO MICROSYSTEMS

-22.8%
Value
$14M
Shares
200.4K
% Port
0.45%