PEREGRINE CAPITAL MANAGEMENT LLC — 13F holdings

PEREGRINE CAPITAL MANAGEMENT LLC reported 282 holdings worth $3.08B in its 13F filing for Q2 2026, filed July 17, 2026. That's up 14.2% from $2.70B in Q1 2026, when it reported 290 holdings. Its 10 largest positions make up 24.0% of the portfolio.

PEREGRINE CAPITAL MANAGEMENT LLC's largest positions in Q2 2026

  1. GOOGL ALPHABET INC — $103M (3.4%) · cut 19%
  2. AMZN AMAZON COM INC — $103M (3.4%) · cut 16%
  3. NET CLOUDFLARE INC — $94.4M (3.1%) · cut 4%
  4. CRWD CROWDSTRIKE HLDGS INC — $89.4M (2.9%) · cut 17%
  5. SNOW SNOWFLAKE INC — $70.9M (2.3%) · cut 6%
  6. ARES ARES MANAGEMENT CORPORATION — $64.6M (2.1%) · unchanged
  7. LLY ELI LILLY & CO — $60.9M (2.0%) · added 10%
  8. NOW SERVICENOW INC — $55.2M (1.8%) · added 5%
  9. UBER UBER TECHNOLOGIES INC — $49.4M (1.6%) · unchanged
  10. V VISA INC — $47.8M (1.6%) · cut 13%
  11. DXCM DEXCOM INC — $44.8M (1.5%) · added 8%
  12. RDDT REDDIT INC — $44.6M (1.4%) · added 19%
  13. CDNS CADENCE DESIGN SYSTEM INC — $41.0M (1.3%) · added 35%
  14. MA MASTERCARD INCORPORATED — $40.3M (1.3%) · cut 15%
  15. VEEV VEEVA SYS INC — $40.0M (1.3%) · added 9%
  16. ISRG INTUITIVE SURGICAL INC — $39.3M (1.3%) · unchanged
  17. PCOR PROCORE TECHNOLOGIES INC — $37.5M (1.2%) · added 15%
  18. SHOP SHOPIFY INC — $37.5M (1.2%) · added 59%
  19. DKNG DRAFTKINGS INC NEW — $33.3M (1.1%) · added 10%
  20. ARGX ARGENX SE — $27.6M (0.9%) · new position

What PEREGRINE CAPITAL MANAGEMENT LLC bought in Q2 2026

23 new positions and 73 positions added to.

  1. ARGX ARGENX SE — new position, about $27.6M
  2. SHOP SHOPIFY INC — added, about $13.8M
  3. BTSG BRIGHTSPRING HEALTH SVCS INC — new position, about $12.9M
  4. RGEN REPLIGEN CORP — new position, about $12.3M
  5. EXTR EXTREME NETWORKS — new position, about $12.2M
  6. SMTC SEMTECH CORP — new position, about $11.1M
  7. LFUS LITTELFUSE INC — new position, about $10.8M
  8. CDNS CADENCE DESIGN SYSTEM INC — added, about $10.6M
  9. MIRM MIRUM PHARMACEUTICALS INC — new position, about $10.4M
  10. SEI SOLARIS ENERGY INFRAS INC — new position, about $9.00M

What PEREGRINE CAPITAL MANAGEMENT LLC sold in Q2 2026

31 positions sold out and 156 reduced.

  1. GOOGL ALPHABET INC — cut 19%, about $24.9M
  2. AMZN AMAZON COM INC — cut 16%, about $19.1M
  3. CRWD CROWDSTRIKE HLDGS INC — cut 17%, about $18.5M
  4. PLNT PLANET FITNESS INC — sold out, about $18.1M
  5. ACA ARCOSA INC — sold out, about $16.0M
  6. WMS ADVANCED DRAIN SYS INC DEL — sold out, about $13.0M
  7. SEZL SEZZLE INC — cut 76%, about $11.1M
  8. PENG PENGUIN SOLUTIONS INC — cut 63%, about $10.8M
  9. FROG JFROG LTD — cut 31%, about $8.88M
  10. TWST TWIST BIOSCIENCE CORP — cut 37%, about $8.34M

PEREGRINE CAPITAL MANAGEMENT LLC portfolio value by quarter

What does PEREGRINE CAPITAL MANAGEMENT LLC own?

Its largest positions in Q2 2026 were GOOGL, AMZN, NET, CRWD, SNOW, out of 282 holdings worth $3.08B.

What did PEREGRINE CAPITAL MANAGEMENT LLC buy last quarter?

In Q2 2026 it opened 23 new positions and added to 73; the largest buys were ARGX, SHOP, BTSG.

What did PEREGRINE CAPITAL MANAGEMENT LLC sell last quarter?

In Q2 2026 it sold out of 31 positions and reduced 156, including PLNT, ACA, WMS.