PEREGRINE INVESTMENT MANAGEMENT INC — 13F holdings

PEREGRINE INVESTMENT MANAGEMENT INC reported 26 holdings worth $235M in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

1. MU MICRON TECHNOLOGY INC — $17.3M (7.4%)
2. AMD ADVANCED MICRO DEVICES INC — $13.9M (5.9%)
3. XMTR XOMETRY INC — $13.1M (5.6%)
4. LPTH LightPath Technologies Inc — $10.8M (4.6%)
5. SITM SITIME CORP — $10.8M (4.6%)
6. LSCC LATTICE SEMICONDUCTOR CORP — $10.7M (4.5%)
7. ARM ARM HOLDINGS PLC — $10.6M (4.5%)
8. AMZN AMAZON COM INC — $10.2M (4.3%)
9. TKR TIMKEN CO — $10.2M (4.3%)
10. PI IMPINJ INC — $10.2M (4.3%)