PEREGRINE INVESTMENT MANAGEMENT INC

TORONTO, A6 · CIK 2053303 · 13F filing filed 2026-07-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityPEREGRINE INVESTMENT MANAGEMENT INC. (CA)

Others nearbyToronto

$234.7m reported value +84.5% vs Q1 2026

26positions

50.2%in top 10

11 new 5 added 4 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICRON TECHNOLOGY INC COM MU	MU	15,000	$17.3m7.38%	7.38%	New
2	ADVANCED MICRO DEVICES INC COM AMD	AMD	24,000	$13.9m5.94%	5.94%	New
3	XOMETRY INC CLASS A COM XMTR	XMTR	136,000	$13.1m5.59%	5.59%	Reduced -79.1k	-79,100 -36.8%
4	LIGHTPATH TECHNOLOGIES INC COM CL A LPTH	LPTH	660,000	$10.8m4.60%	4.60%	Added +260.0k	+260,000 65.0%
5	SITIME CORP COM SITM	SITM	14,420	$10.8m4.58%	4.58%	Reduced -6.0k	-6,000 -29.4%
6	LATTICE SEMICONDUCTOR CORP COM LSCC	LSCC	69,720	$10.7m4.54%	4.54%	Unchanged
7	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	30,000	$10.6m4.53%	4.53%	New
8	AMAZON COM INC COM AMZN	AMZN	42,740	$10.2m4.34%	4.34%	Unchanged
9	TIMKEN CO COM TKR	TKR	70,000	$10.2m4.33%	4.33%	Unchanged
10	IMPINJ INC COM PI	PI	71,010	$10.2m4.33%	4.33%	Added +518	+518 0.7%
11	SEA LTD SPONSORD ADS SE	SE	100,000	$9.6m4.08%	4.08%	New
12	TEXAS INSTRS INC COM TXN	TXN	32,000	$9.5m4.06%	4.06%	New
13	BROADCOM INC COM AVGO	AVGO	24,960	$9.4m4.02%	4.02%	Unchanged
14	GE AEROSPACE COM NEW GE	GE	25,180	$9.4m4.01%	4.01%	Added +180	+180 0.7%
15	ROUNDHILL ETF TRUST MEMORY ETF DRAM	DRAM	125,000	$9.2m3.93%	3.93%	New
16	ROCKET COS INC COM CL A RKT	RKT	575,000	$9.1m3.86%	3.86%	New
17	ARISTA NETWORKS INC COM SHS ANET	ANET	50,000	$8.5m3.62%	3.62%	New
18	NVIDIA CORPORATION COM NVDA	NVDA	40,890	$8.2m3.49%	3.49%	Added +10.0k	+10,000 32.4%
19	META PLATFORMS INC CL A META	META	13,770	$7.8m3.30%	3.30%	Unchanged
20	JFROG LTD ORD SHS FROG	FROG	80,000	$7.3m3.10%	3.10%	New
21	MONGODB INC CL A MDB	MDB	20,400	$6.9m2.92%	2.92%	Added +10.0k	+10,000 96.2%
22	ALPHABET INC CAP STK CL A GOOGL	GOOGL	16,680	$6.0m2.54%	2.54%	Unchanged
23	EVERCORE INC CLASS A EVR	EVR	17,210	$5.9m2.50%	2.50%	Reduced -4.0k	-4,000 -18.9%
24	SPHERE ENTERTAINMENT CO CL A SPHR	SPHR	30,000	$5.2m2.21%	2.21%	New
25	VAIL RESORTS INC COM MTN	MTN	20,000	$2.7m1.16%	1.16%	New
26	BEAM THERAPEUTICS INC COM BEAM	BEAM	70,000	$2.4m1.02%	1.02%	Reduced -190.1k	-190,050 -73.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NETFLIX INC NFLX	NFLX	90,000	$8.7m90.0k shares
AEROVIRONMENT INC AVAV	AVAV	40,000	$7.3m40.0k shares
MICROCHIP TECHNOLOGY INC. MCHP	MCHP	85,000	$5.5m85.0k shares
CREDO TECHNOLOGY GROUP HOLDI CRDO	CRDO	44,170	$4.1m44.2k shares
DATADOG INC DDOG	DDOG	35,000	$4.1m35.0k shares