Peregrine Investment Management Inc
Net buyer this quarter
$235M
26
+$50.8M
50.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MU | $17.3M | 7.38% | 0.00% | New | Q2 2026 |
 AMD | $13.9M | 5.94% | 0.00% | New | Q2 2026 |
 XMTR | $13.1M | 5.59% | 0.29% | -36.8% | Q3 2025 |
 LPTH | $10.8M | 4.60% | 1.05% | +65.0% | Q1 2026 |
 SITM | $10.8M | 4.58% | 0.05% | -29.4% | Q4 2024 |
 LSCC | $10.7M | 4.54% | 0.05% | Not reported | Q4 2024 |
 ARM | $10.6M | 4.53% | 0.00% | New | Q2 2026 |
 AMZN | $10.2M | 4.34% | 0.00% | Not reported | Q4 2024 |
 TKR | $10.2M | 4.33% | 0.10% | Not reported | Q1 2026 |
 PI | $10.2M | 4.33% | 0.23% | +0.7% | Q4 2024 |
 SE | $9.58M | 4.08% | 0.06% | New | Q2 2026 |
 TXN | $9.54M | 4.06% | 0.00% | New | Q2 2026 |
 AVGO | $9.43M | 4.02% | 0.00% | Not reported | Q4 2024 |
 GE | $9.41M | 4.01% | 0.00% | +0.7% | Q1 2026 |
 DRAM | $9.23M | 3.93% | Not reported | New | Q2 2026 |
 RKT | $9.06M | 3.86% | Not reported | New | Q2 2026 |
 ANET | $8.49M | 3.62% | 0.00% | New | Q2 2026 |
 NVDA | $8.18M | 3.49% | 0.00% | +32.4% | Q1 2025 |
 META | $7.76M | 3.30% | Not reported | Not reported | Q4 2024 |
 FROG | $7.27M | 3.10% | 0.07% | New | Q2 2026 |
 MDB | $6.85M | 2.92% | 0.03% | +96.2% | Q4 2024 |
 GOOGL | $5.96M | 2.54% | 0.00% | Not reported | Q4 2025 |
 EVR | $5.88M | 2.50% | Not reported | -18.9% | Q4 2024 |
 SPHR | $5.19M | 2.21% | Not reported | New | Q2 2026 |
 MTN | $2.72M | 1.16% | 0.06% | New | Q2 2026 |
 BEAM | $2.4M | 1.02% | 0.07% | -73.1% | Q4 2024 |
| Q1 2026 | |||||
| AMZN | $8.9M | 7.00% | 0.00% | -2.8% | Q4 2024 |
| XMTR | $8.78M | 6.91% | 0.47% | +98.9% | Q3 2025 |
 NFLX | $8.65M | 6.80% | 0.00% | New | Q1 2026 |
| META | $7.88M | 6.19% | Not reported | +24.2% | Q4 2024 |
| AVGO | $7.73M | 6.07% | 0.00% | -2.8% | Q4 2024 |
 AVAV | $7.32M | 5.76% | 0.08% | New | Q1 2026 |
| PI | $7.24M | 5.69% | 0.23% | +73.5% | Q4 2024 |
| GE | $7.09M | 5.58% | 0.00% | New | Q1 2026 |
| SITM | $7.05M | 5.54% | 0.08% | -39.1% | Q4 2024 |
| TKR | $7.04M | 5.53% | 0.10% | New | Q1 2026 |
| LSCC | $6.47M | 5.08% | 0.05% | -28.5% | Q4 2024 |
| EVR | $6.33M | 4.98% | Not reported | -15.5% | Q4 2024 |
| BEAM | $6.2M | 4.87% | 0.25% | +1.1% | Q4 2024 |
 MCHP | $5.49M | 4.32% | 0.02% | New | Q1 2026 |
| NVDA | $5.39M | 4.24% | 0.00% | -2.8% | Q1 2025 |
| GOOGL | $4.8M | 3.77% | 0.00% | -31.6% | Q4 2025 |
 CRDO | $4.15M | 3.26% | 0.02% | -2.8% | Q4 2025 |
 DDOG | $4.13M | 3.25% | 0.04% | New | Q1 2026 |
| LPTH | $4.01M | 3.15% | 0.65% | New | Q1 2026 |
| MDB | $2.55M | 2.00% | 0.01% | -60.2% | Q4 2024 |
| Q4 2025 | |||||
| SITM | $11.8M | 7.35% | 0.13% | -37.7% | Q4 2024 |
 ALAB | $11.3M | 7.05% | 0.04% | -29.7% | Q4 2024 |
| MDB | $11M | 6.81% | 0.03% | -4.0% | Q4 2024 |
 SQM | $10.2M | 6.36% | 0.06% | -32.1% | Q4 2024 |
| AMZN | $10.1M | 6.30% | 0.00% | -4.0% | Q4 2024 |
 CRCL | $10M | 6.24% | Not reported | +26.7% | Q3 2025 |
| AVGO | $8.89M | 5.52% | 0.00% | -30.9% | Q4 2024 |
 ALB | $8.78M | 5.46% | 0.05% | -17.2% | Q3 2025 |
| EVR | $8.54M | 5.31% | Not reported | -4.0% | Q4 2024 |
| GOOGL | $7.63M | 4.74% | 0.00% | New | Q4 2025 |
| META | $7.32M | 4.55% | Not reported | -33.3% | Q4 2024 |
| LSCC | $7.17M | 4.45% | 0.07% | -24.0% | Q4 2024 |
| BEAM | $7.13M | 4.43% | 0.25% | -4.0% | Q4 2024 |
 MSFT | $7.12M | 4.42% | 0.00% | -23.5% | Q4 2024 |
| PI | $7.07M | 4.39% | 0.13% | -22.8% | Q4 2024 |
| CRDO | $6.54M | 4.06% | 0.03% | New | Q4 2025 |
| XMTR | $6.43M | 3.99% | 0.23% | +35.2% | Q3 2025 |
| NVDA | $5.93M | 3.68% | 0.00% | +38.2% | Q1 2025 |
| Q3 2025 | |||||
| ALAB | $19M | 9.34% | 0.06% | -33.5% | Q4 2024 |
| SITM | $16.2M | 7.96% | 0.21% | -20.7% | Q4 2024 |
| CRCL | $13.3M | 6.51% | Not reported | New | Q3 2025 |
| AVGO | $12.3M | 6.02% | 0.00% | +1.4% | Q4 2024 |
| META | $12.2M | 6.00% | Not reported | +1.4% | Q4 2024 |
| AMZN | $10.1M | 4.94% | 0.00% | +1.4% | Q4 2024 |
| MSFT | $9.97M | 4.90% | 0.00% | Not reported | Q4 2024 |
| PI | $9.52M | 4.68% | 0.17% | -10.6% | Q4 2024 |
| SQM | $9.42M | 4.63% | 0.08% | +58.6% | Q4 2024 |
| LSCC | $9.4M | 4.62% | 0.09% | +0.7% | Q4 2024 |
| EVR | $8.82M | 4.34% | Not reported | +1.4% | Q4 2024 |
| MDB | $8.45M | 4.15% | 0.03% | +23.8% | Q4 2024 |
 LITE | $7.35M | 3.61% | 0.06% | -35.2% | Q4 2024 |
 OLED | $7.26M | 3.57% | 0.11% | +24.7% | Q4 2024 |
| BEAM | $6.5M | 3.19% | 0.26% | +1.4% | Q4 2024 |
| ALB | $6.08M | 2.99% | 0.06% | New | Q3 2025 |
 LRCX | $5.63M | 2.77% | 0.00% | -58.5% | Q4 2024 |
 RDDT | $5.56M | 2.73% | Not reported | +0.7% | Q4 2024 |
| XMTR | $4.36M | 2.14% | 0.17% | New | Q3 2025 |
 CPRT | $4.29M | 2.11% | 0.01% | -55.1% | Q4 2024 |
| NVDA | $4.29M | 2.11% | 0.00% | Not reported | Q1 2025 |
 ASPN | $4.18M | 2.05% | 0.73% | New | Q3 2025 |