PEREGRINE INVESTMENT MANAGEMENT INC

Fundamental concentrated ★Highest signal CIK 2053303
League rank
#71
in Fundamental concentrated · #85 overall
Long book
$127.2M
Q1 2026
Positions
20
Top-10 weight
61%
concentration
Last quarter
+39.7%
SPY +14.8%
Turnover
50%
of book per quarter

Strategy in plain words

auto-generated from filings

PEREGRINE INVESTMENT MANAGEMENT INC is a concentrated fundamental stock-picker, running a $127.2M US long book across 20 positions.

The portfolio is concentrated: the top 10 names carry 61% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: AMAZON.COM INC, XOMETRY INC-A, NETFLIX INC, META PLATFORMS INC-CLASS A, BROADCOM INC.

Over the last 6 quarters its long book ran on average 7.7pp per quarter ahead of the S&P 500, beating the index in 4 of 6 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2024
-18.4%
Q1 2025
+22.0%
Q2 2025
+32.1%
Q3 2025
+8.1%
Q4 2025
-9.3%
Q1 2026
+39.7%

Sector allocation

Technology
53%
Industrials
17%
Services media
14%
Consumer discretionary
7%
Financials
5%
Healthcare
5%

Long book by quarter

$172.4M
Q4 2024
$134.0M
Q1 2025
$156.5M
Q2 2025
$203.5M
Q3 2025
$161.0M
Q4 2025
$127.2M
Q1 2026

What does PEREGRINE INVESTMENT own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AMZN AMAZON.COM INCConsumer discretionary42.7K$8.9M7.0%-2.8%
XMTR XOMETRY INC-AServices media215.1K$8.8M6.9%+98.9%
NFLX NETFLIX INCServices media90.0K$8.7M6.8%New
META META PLATFORMS INC-CLASS ATechnology13.8K$7.9M6.2%+24.2%
AVGO BROADCOM INCTechnology25.0K$7.7M6.1%-2.8%
AVAV AEROVIRONMENT INCIndustrials40.0K$7.3M5.8%New
PI IMPINJ INCTechnology70.5K$7.2M5.7%+73.4%
GE GENERAL ELECTRICIndustrials25.0K$7.1M5.6%New
SITM SITIME CORPTechnology20.4K$7.1M5.5%-39.1%
TKR TIMKEN COIndustrials70.0K$7.0M5.5%New
LSCC LATTICE SEMICONDUCTOR CORPTechnology69.7K$6.5M5.1%-28.5%
EVR EVERCORE INC - AFinancials21.2K$6.3M5.0%-15.5%
BEAM BEAM THERAPEUTICS INCHealthcare260.1K$6.2M4.9%+1.1%
MCHP MICROCHIP TECHNOLOGY INCTechnology85.0K$5.5M4.3%New
NVDA NVIDIA CORPTechnology30.9K$5.4M4.2%-2.8%
GOOGL ALPHABET INC-CL ATechnology16.7K$4.8M3.8%-31.6%
CRDO CREDO TECHNOLOGY GROUP HOLDITechnology44.2K$4.1M3.3%-2.8%
DDOG DATADOG INC - CLASS ATechnology35.0K$4.1M3.2%New
LPTH LIGHTPATH TECHNOLOGIES INC-ATechnology400.0K$4.0M3.2%New
MDB MONGODB INCTechnology10.4K$2.5M2.0%-60.2%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 15, 202620$127.2M canonicalSEC ↗
Q4 202513F-HRFeb 4, 202619$161.0M canonicalSEC ↗
Q3 202513F-HRNov 6, 202523$203.5M canonicalSEC ↗
Q2 202513F-HRJul 15, 202520$156.5M canonicalSEC ↗
Q1 202513F-HRMay 1, 202522$134.0M canonicalSEC ↗
Q4 202413F-HRJan 30, 202524$172.4M canonicalSEC ↗