Peregrine Investment Management Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), Peregrine Investment Management Inc. reported 24 stock positions worth $172.4 million. Its top holding was Astera Labs (ALAB) at 6.2% of the portfolio, followed by Amazon.com (AMZN, 6.2%) and Copart (CPRT, 5.8%).

Most Recent 13F
Q2 2026
Location
TORONTO, A6
CIK
0002053303
Portfolio Value
$172.4M (Q4 2024)
SEC Filing
0002053303-25-000001 ↗ filed Jan 30, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $172.4M $172.4M Q4 2024 Q1 2025: $134.0M Q1 2025 Q2 2025: $156.5M Q2 2025 Q3 2025: $203.5M Q3 2025 Q4 2025: $161.0M Q4 2025 Q1 2026: $127.2M Q1 2026 Q2 2026: $234.7M Q2 2026

Holdings 24 stocks · $172.4M

ALAB Astera Labs Inc. 6.21% 80,790 $10.7M —
AMZN Amazon.com Inc. 6.17% 48,470 $10.6M —
CPRT Copart Inc. 5.83% 175,220 $10.1M —
TNA Dir Dai SML Ca Bul 3X Et-Usd 5.83% 240,000 $10.1M —
RDDT Reddit Inc. Class A 5.50% 58,000 $9.5M —
MSFT Microsoft Corp. 5.42% 22,187 $9.4M —
AVGO Broadcom Inc. 5.38% 40,000 $9.3M —
LRCX Lam Research Corp. 5.26% 125,650 $9.1M —
META Meta Platforms Inc. Class A 5.19% 15,280 $8.9M —
CGNX Cognex Corp. 4.67% 224,270 $8.0M —
SITM Sitime Corp. 4.51% 36,260 $7.8M —
LSCC Lattice Semiconductor Corp. 4.46% 135,730 $7.7M —
OLED Universal Display Corp. 4.44% 52,399 $7.7M —
LITE Lumentum Holdings Inc. 4.21% 86,390 $7.3M —
SN Sharkninja Inc. 3.70% 65,480 $6.4M —
INTU Intuit Inc. 3.30% 9,040 $5.7M —
SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE 3.19% 151,390 $5.5M —
LULU Lululemon Athletica Inc. 2.79% 12,600 $4.8M —
VRT Vertiv Holdings Co. Class A 2.45% 37,190 $4.2M —
EVR Evercore Inc. Class A 2.42% 15,080 $4.2M —
NVMI Nova Ltd. 2.40% 21,020 $4.1M —
BEAM Beam Therapeutics Inc. 2.28% 158,550 $3.9M —
PI Impinj Inc. 2.19% 26,000 $3.8M —
MDB Mongodb Inc. 2.19% 16,180 $3.8M —

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 26$234.7MMU, AMD, XMTR, LPTH, SITM
Q1 2026 20$127.2MAMZN, XMTR, NFLX, META, AVGO
Q4 2025 19$161.0MSITM, ALAB, MDB, SQM, AMZN
Q3 2025 23$203.5MALAB, SITM, CRCL, AVGO, META
Q2 2025 20$156.5MSITM, ALAB, META, CPRT, AVGO
Q1 2025 22$134.0MCPRT, LRCX, ALAB, MSFT, NVDA
Q4 2024 24$172.4MALAB, AMZN, CPRT, TNA, RDDT