NICHOLAS INVESTMENT PARTNERS, LP

HTTP://NICPARTNERS.COM RANCHO SANTA FE, CA Investment Advisor How do I update this listing?

Also known as:

  • WAGONHOUND INVESTMENTS LP

Nicholas Investment Partners is based out of Rancho Santa Fe. Nicholas Investment Partners is a large advisory firm with 29 clients and discretionary assets under management (AUM) of $1,276,424,065 (Form ADV from 2019-03-29). Their last reported 13F filing for Q1 2019 included $1,121,344,000 in managed 13F securities and a top 10 holdings concentration of 27.66%. Nicholas Investment Partners's largest holding is Las Vegas Sands Corp with shares held of 1,250,000. Nicholas Investment Partners has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 54 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $1.121 Billion
  • Prior Market Value $930.148 Million
  • New Purchases55 stocks
  • Additional Purchases68 stocks
  • Sold out of56 stocks
  • Reduced holdings in78 stocks
  • Top 10 Holdings % 27.66 %
  • Turnover % [1]:53.37%
  • Turnover Alt % [2]: 30.79 %
  • Time Held Top20:2.20 quarters
  • Time Held Top10:2.80 quarters
  • Time Held All:4.14 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 5.42%
Performance Last 4 Quarters: -8.83%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
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Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR/A (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR/A (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR/A (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR/A (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Bank of New York Mellon Corp
JACKSON NATIONAL ASSET MANAGEMENT LLC

View Last Form Adv Compilation Report on Record

NICHOLAS INVESTMENT PARNTERS, L.P.
Classified as Hedge Fund
6451 EL SICOMORO STREET
RANCHO SANTA FE CA    92067
Country: United States

Business Phone: 858-759-4545
Fax: 858-756-6542
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Partnership
Organized in: DE
Number of employees: 14
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 120,560,000
Total Number of Clients: 29
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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NICHOLAS INVESTMENT PARTNERS, L.P.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
NICHOLAS INVESTMENT PARTNERS, LLC GENERAL PARTNER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
WAGONHOUND INVESTMENTS, L.P. GENERAL PARTNER direct 2006-03-01
SOMHEGYI NICHOLAS, CATHERINE, CHARLOTTE CHIEF INVESTMENT OFFICER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
NICHOLAS INVESTMENT PARTNERS, L.P. CHIEF INVESTMENT OFFICER direct 2006-03-01
NICHOLAS INVESTMENT PARTNERS, L.P. MANAGING PARTNER, AS SINGLE MEMBER OF CCN WY LLC indirect 2017-02-01
NICHOLAS APPLEGATE CAPITAL MANAGEMENT A CA LP CHIEF INVESTMENT OFFICER GLOBAL EQUITY MANAGEMENT / LIMITED PARTNER direct 1992-01-01 2000-11-09
NICHOLAS APPLEGATE CAPITAL MANAGEMENT A CA LP CHIEF INVESTMENT OFFICER direct 1992-01-01 2002-07-22
NICHOLAS-APPLEGATE CAPITAL MANAGEMENT LLC LEAD PORTFOLIO MANAGER GLOBAL EQUITIES direct 1992-01-01 2003-03-27
WAGONHOUND INVESTMENTS, L.P. MANAGER indirect 2003-11-01 2007-11-08
NICHOLAS INVESTMENT PARNTERS, L.P. CHIEF INVESTMENT OFFICER, MANAGING PARTNER direct 2008-06-01 2010-04-01
WAGONHOUND INVESTMENTS, L.P. TRUSTEE indirect 1994-09-01 2011-03-31
WAGONHOUND INVESTMENTS, L.P. BENEFICIAL OWNER indirect 1994-09-01 2011-03-31
NICHOLAS INVESTMENT PARNTERS, L.P. MANAGER indirect 2003-11-01 2012-04-02
NICHOLAS INVESTMENT PARTNERS, L.P. CHIEF INVESTMENT OFFICER, MANAGING PARTNER direct 2006-03-01 2017-05-16
NICHOLAS, ARTHUR, EDWARD SENIOR ADVISOR 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
NICHOLAS INVESTMENT PARTNERS, L.P. SENIOR ADVISOR direct 2006-03-01
NICHOLAS INVESTMENT PARTNERS, L.P. LIMITED PARTNER, AS SINGLE MEMBER OF AEN WY LLC indirect 2017-02-01
NICHOLAS APPLEGATE CAPITAL MANAGEMENT A CA LP MANAGING PARTNER direct 1984-06-01 2000-11-09
NICHOLAS APPLEGATE CAPITAL MANAGEMENT A CA LP CHAIRMAN direct 1984-06-01 2003-03-27
WAGONHOUND INVESTMENTS, L.P. MANAGER indirect 2003-11-01 2007-11-08
NICHOLAS INVESTMENT PARNTERS, L.P. MANAGER indirect 2003-11-01 2009-10-12
NICHOLAS INVESTMENT PARNTERS, L.P. SENIOR PORTFOLIO MANAGER, LIMITED PARTNER direct 2008-05-01 2010-03-30
NICHOLAS INVESTMENT PARTNERS, L.P. SENIOR PARTNER, LIMITED PARTNER direct 2008-05-01 2010-04-01
WAGONHOUND INVESTMENTS, L.P. TRUSTEE indirect 1995-12-01 2011-03-31
WAGONHOUND INVESTMENTS, L.P. BENEFICIAL OWNER indirect 1995-12-01 2011-03-31
WAGONHOUND INVESTMENTS, L.P. MANAGER indirect 2001-01-01 2011-03-31
WAGONHOUND INVESTMENTS, L.P. MANAGER indirect 2001-01-01 2011-03-31
NICHOLAS INVESTMENT PARNTERS, L.P. MEMBER indirect 2003-11-01 2012-04-02
NICHOLAS INVESTMENT PARTNERS, L.P. SENIOR PARTNER, LIMITED PARTNER direct 2006-03-01 2017-05-16
DEMARCO, LAURA, STANLEY DIRECTOR OF CLIENT SERVICE 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
NICHOLAS INVESTMENT PARNTERS, L.P. HEAD OF SALES direct 2007-11-01
NICHOLAS INVESTMENT PARTNERS, L.P. DEAD OF SALES & CLIENT SERVICE, LIMITED PARTNER direct 2007-11-01
NICHOLAS INVESTMENT PARNTERS, L.P. HEAD OF SALES & CLIENT SERVICE, LIMITED PARTNER direct 2007-11-01
NICHOLAS INVESTMENT PARTNERS, L.P. HEAD OF SALES & CLIENT SERVICE, LIMITED PARTNER direct 2008-01-01
NICHOLAS INVESTMENT PARTNERS, L.P. HEAD OF SALES & CLIENT SERVICE direct 2008-01-01
WYLIE, JOHN, DAVID PORTFOLIO MANAGER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAPITALWORKS INVESTMENT PARTNERS LLC CHIEF COMPLIANCE OFFICER - PARTNER-PORTFOLIO MANAGER direct 1998-03-01
NICHOLAS INVESTMENT PARTNERS, L.P. PORTFOLIO MANAGER direct 2008-01-01
CAPITALWORKS INVESTMENT PARTNERS LLC PARTNER-PORTFOLIO MANAGER direct 1998-03-01 2005-03-31
BERKELEY CAPITAL MANAGEMENT LLC CHIEF INVESTMENT OFFICER-HARLINGWOOD DIVISION direct 2007-04-01 2007-05-03
NICHOLAS INVESTMENT PARNTERS, L.P. PORTFOLIO MANAGER direct 2007-11-01 2008-03-04
NICHOLAS INVESTMENT PARNTERS, L.P. PORTFOLIO MANAGER, LIMITED PARTNER direct 2007-11-01 2010-04-01
NICHOLAS INVESTMENT PARTNERS, L.P. PORTFOLIO MANAGER, LIMITED PARTNER direct 2008-01-01 2017-05-16
WISEMAN, TAMMY, LYNN MARKETING MANAGER 03/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
NICHOLAS INVESTMENT PARNTERS, L.P. MARKETING MANAGER, LIMITED PARTNER direct 2009-03-01
NICHOLAS INVESTMENT PARTNERS, L.P. MARKETING MANAGER direct 2009-03-01
SIRIANI, CHRISTOPHER, PAUL PRESIDENT, COO, CCO 04/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
NICHOLAS INVESTMENT PARTNERS, L.P. CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER direct 2011-04-01
NICHOLAS INVESTMENT PARTNERS, L.P. PRESIDENT, COO, CCO, LIMITED PARTNER direct 2011-04-01
NICHOLAS INVESTMENT PARTNERS, L.P. PRESIDENT, COO, CCO direct 2011-04-01
FREEMAN INVESTMENT MANAGEMENT CO., LLC MEMBER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS direct 2009-02-01
WHEATLEY, LISA, GABLE SR RESEARCH ANALYST 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
NICHOLAS INVESTMENT PARTNERS, L.P. SR RESEARCH ANALYST, LIMITED PARTNER direct 2015-07-01
NICHOLAS INVESTMENT PARTNERS, L.P. SR RESEARCH ANALYST direct 2015-07-01
NIP 3 LP LIMITED PARTNER 02/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
NICHOLAS INVESTMENT PARTNERS, L.P. LIMITED PARTNER direct 2017-02-01
REISON, ALEXANDER, STEPHEN HEAD TRADER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
NICHOLAS INVESTMENT PARTNERS, L.P. HEAD TRADER direct 2017-01-01
SOMHEGYI NICHOLAS, CATHERINE, CHARLOTTE MANAGING PARTNER, AS SINGLE MEMBER OF CCN WY LLC NIP 3 LP 02/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
NICHOLAS INVESTMENT PARTNERS, L.P. CHIEF INVESTMENT OFFICER direct 2006-03-01
NICHOLAS INVESTMENT PARTNERS, L.P. MANAGING PARTNER, AS SINGLE MEMBER OF CCN WY LLC indirect 2017-02-01
NICHOLAS APPLEGATE CAPITAL MANAGEMENT A CA LP CHIEF INVESTMENT OFFICER GLOBAL EQUITY MANAGEMENT / LIMITED PARTNER direct 1992-01-01 2000-11-09
NICHOLAS APPLEGATE CAPITAL MANAGEMENT A CA LP CHIEF INVESTMENT OFFICER direct 1992-01-01 2002-07-22
NICHOLAS-APPLEGATE CAPITAL MANAGEMENT LLC LEAD PORTFOLIO MANAGER GLOBAL EQUITIES direct 1992-01-01 2003-03-27
WAGONHOUND INVESTMENTS, L.P. MANAGER indirect 2003-11-01 2007-11-08
NICHOLAS INVESTMENT PARNTERS, L.P. CHIEF INVESTMENT OFFICER, MANAGING PARTNER direct 2008-06-01 2010-04-01
WAGONHOUND INVESTMENTS, L.P. TRUSTEE indirect 1994-09-01 2011-03-31
WAGONHOUND INVESTMENTS, L.P. BENEFICIAL OWNER indirect 1994-09-01 2011-03-31
NICHOLAS INVESTMENT PARNTERS, L.P. MANAGER indirect 2003-11-01 2012-04-02
NICHOLAS INVESTMENT PARTNERS, L.P. CHIEF INVESTMENT OFFICER, MANAGING PARTNER direct 2006-03-01 2017-05-16
NICHOLAS, ARTHUR, EDWARD LIMITED PARTNER, AS SINGLE MEMBER OF AEN WY LLC NIP 3 LP 02/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
NICHOLAS INVESTMENT PARTNERS, L.P. SENIOR ADVISOR direct 2006-03-01
NICHOLAS INVESTMENT PARTNERS, L.P. LIMITED PARTNER, AS SINGLE MEMBER OF AEN WY LLC indirect 2017-02-01
NICHOLAS APPLEGATE CAPITAL MANAGEMENT A CA LP MANAGING PARTNER direct 1984-06-01 2000-11-09
NICHOLAS APPLEGATE CAPITAL MANAGEMENT A CA LP CHAIRMAN direct 1984-06-01 2003-03-27
WAGONHOUND INVESTMENTS, L.P. MANAGER indirect 2003-11-01 2007-11-08
NICHOLAS INVESTMENT PARNTERS, L.P. MANAGER indirect 2003-11-01 2009-10-12
NICHOLAS INVESTMENT PARNTERS, L.P. SENIOR PORTFOLIO MANAGER, LIMITED PARTNER direct 2008-05-01 2010-03-30
NICHOLAS INVESTMENT PARTNERS, L.P. SENIOR PARTNER, LIMITED PARTNER direct 2008-05-01 2010-04-01
WAGONHOUND INVESTMENTS, L.P. TRUSTEE indirect 1995-12-01 2011-03-31
WAGONHOUND INVESTMENTS, L.P. BENEFICIAL OWNER indirect 1995-12-01 2011-03-31
WAGONHOUND INVESTMENTS, L.P. MANAGER indirect 2001-01-01 2011-03-31
WAGONHOUND INVESTMENTS, L.P. MANAGER indirect 2001-01-01 2011-03-31
NICHOLAS INVESTMENT PARNTERS, L.P. MEMBER indirect 2003-11-01 2012-04-02
NICHOLAS INVESTMENT PARTNERS, L.P. SENIOR PARTNER, LIMITED PARTNER direct 2006-03-01 2017-05-16

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
NICHOLAS HEALTHCARE OPPORTUNITIES, L.P. United States 805-6031505618 Hedge Fund 14,504,053 250,000
NICHOLAS INVESTMENT PARTNERS CONVERTIBLES FUND L.P. United States 805-7915437020 Other Private Fund LONG-ONLY, UNLEVERED 14,491,950 250,000
PRONGHORN FF&E L.P. United States 805-3072734619 Hedge Fund 90,150,446 250,000

NICHOLAS INVESTMENT PARTNERS, L.P.

ownership team - last updated 2018-05-24
Name Title Start Date Direct/Indirect % Ownership
WISEMAN, TAMMY, LYNN MARKETING MANAGER 03/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
NICHOLAS INVESTMENT PARNTERS, L.P. MARKETING MANAGER, LIMITED PARTNER direct 2009-03-01
NICHOLAS INVESTMENT PARTNERS, L.P. MARKETING MANAGER direct 2009-03-01
NICHOLAS INVESTMENT PARTNERS, LLC GENERAL PARTNER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
WAGONHOUND INVESTMENTS, L.P. GENERAL PARTNER direct 2006-03-01
SOMHEGYI NICHOLAS, CATHERINE, CHARLOTTE CHIEF INVESTMENT OFFICER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
NICHOLAS INVESTMENT PARTNERS, L.P. CHIEF INVESTMENT OFFICER direct 2006-03-01
NICHOLAS INVESTMENT PARTNERS, L.P. MANAGING PARTNER, AS SINGLE MEMBER OF CCN WY LLC indirect 2017-02-01
NICHOLAS APPLEGATE CAPITAL MANAGEMENT A CA LP CHIEF INVESTMENT OFFICER GLOBAL EQUITY MANAGEMENT / LIMITED PARTNER direct 1992-01-01 2000-11-09
NICHOLAS APPLEGATE CAPITAL MANAGEMENT A CA LP CHIEF INVESTMENT OFFICER direct 1992-01-01 2002-07-22
NICHOLAS-APPLEGATE CAPITAL MANAGEMENT LLC LEAD PORTFOLIO MANAGER GLOBAL EQUITIES direct 1992-01-01 2003-03-27
WAGONHOUND INVESTMENTS, L.P. MANAGER indirect 2003-11-01 2007-11-08
NICHOLAS INVESTMENT PARNTERS, L.P. CHIEF INVESTMENT OFFICER, MANAGING PARTNER direct 2008-06-01 2010-04-01
WAGONHOUND INVESTMENTS, L.P. TRUSTEE indirect 1994-09-01 2011-03-31
WAGONHOUND INVESTMENTS, L.P. BENEFICIAL OWNER indirect 1994-09-01 2011-03-31
NICHOLAS INVESTMENT PARNTERS, L.P. MANAGER indirect 2003-11-01 2012-04-02
NICHOLAS INVESTMENT PARTNERS, L.P. CHIEF INVESTMENT OFFICER, MANAGING PARTNER direct 2006-03-01 2017-05-16
NICHOLAS, ARTHUR, EDWARD SENIOR ADVISOR 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
NICHOLAS INVESTMENT PARTNERS, L.P. SENIOR ADVISOR direct 2006-03-01
NICHOLAS INVESTMENT PARTNERS, L.P. LIMITED PARTNER, AS SINGLE MEMBER OF AEN WY LLC indirect 2017-02-01
NICHOLAS APPLEGATE CAPITAL MANAGEMENT A CA LP MANAGING PARTNER direct 1984-06-01 2000-11-09
NICHOLAS APPLEGATE CAPITAL MANAGEMENT A CA LP CHAIRMAN direct 1984-06-01 2003-03-27
WAGONHOUND INVESTMENTS, L.P. MANAGER indirect 2003-11-01 2007-11-08
NICHOLAS INVESTMENT PARNTERS, L.P. MANAGER indirect 2003-11-01 2009-10-12
NICHOLAS INVESTMENT PARNTERS, L.P. SENIOR PORTFOLIO MANAGER, LIMITED PARTNER direct 2008-05-01 2010-03-30
NICHOLAS INVESTMENT PARTNERS, L.P. SENIOR PARTNER, LIMITED PARTNER direct 2008-05-01 2010-04-01
WAGONHOUND INVESTMENTS, L.P. TRUSTEE indirect 1995-12-01 2011-03-31
WAGONHOUND INVESTMENTS, L.P. BENEFICIAL OWNER indirect 1995-12-01 2011-03-31
WAGONHOUND INVESTMENTS, L.P. MANAGER indirect 2001-01-01 2011-03-31
WAGONHOUND INVESTMENTS, L.P. MANAGER indirect 2001-01-01 2011-03-31
NICHOLAS INVESTMENT PARNTERS, L.P. MEMBER indirect 2003-11-01 2012-04-02
NICHOLAS INVESTMENT PARTNERS, L.P. SENIOR PARTNER, LIMITED PARTNER direct 2006-03-01 2017-05-16
DEMARCO, LAURA, STANLEY DIRECTOR OF CLIENT SERVICE 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
NICHOLAS INVESTMENT PARNTERS, L.P. HEAD OF SALES direct 2007-11-01
NICHOLAS INVESTMENT PARTNERS, L.P. DEAD OF SALES & CLIENT SERVICE, LIMITED PARTNER direct 2007-11-01
NICHOLAS INVESTMENT PARNTERS, L.P. HEAD OF SALES & CLIENT SERVICE, LIMITED PARTNER direct 2007-11-01
NICHOLAS INVESTMENT PARTNERS, L.P. HEAD OF SALES & CLIENT SERVICE, LIMITED PARTNER direct 2008-01-01
NICHOLAS INVESTMENT PARTNERS, L.P. HEAD OF SALES & CLIENT SERVICE direct 2008-01-01
WYLIE, JOHN, DAVID PORTFOLIO MANAGER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAPITALWORKS INVESTMENT PARTNERS LLC CHIEF COMPLIANCE OFFICER - PARTNER-PORTFOLIO MANAGER direct 1998-03-01
NICHOLAS INVESTMENT PARTNERS, L.P. PORTFOLIO MANAGER direct 2008-01-01
CAPITALWORKS INVESTMENT PARTNERS LLC PARTNER-PORTFOLIO MANAGER direct 1998-03-01 2005-03-31
BERKELEY CAPITAL MANAGEMENT LLC CHIEF INVESTMENT OFFICER-HARLINGWOOD DIVISION direct 2007-04-01 2007-05-03
NICHOLAS INVESTMENT PARNTERS, L.P. PORTFOLIO MANAGER direct 2007-11-01 2008-03-04
NICHOLAS INVESTMENT PARNTERS, L.P. PORTFOLIO MANAGER, LIMITED PARTNER direct 2007-11-01 2010-04-01
NICHOLAS INVESTMENT PARTNERS, L.P. PORTFOLIO MANAGER, LIMITED PARTNER direct 2008-01-01 2017-05-16
SIRIANI, CHRISTOPHER, PAUL PRESIDENT, COO, CCO 04/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
NICHOLAS INVESTMENT PARTNERS, L.P. CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER direct 2011-04-01
NICHOLAS INVESTMENT PARTNERS, L.P. PRESIDENT, COO, CCO, LIMITED PARTNER direct 2011-04-01
NICHOLAS INVESTMENT PARTNERS, L.P. PRESIDENT, COO, CCO direct 2011-04-01
FREEMAN INVESTMENT MANAGEMENT CO., LLC MEMBER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS direct 2009-02-01
WHEATLEY, LISA, GABLE SR RESEARCH ANALYST 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
NICHOLAS INVESTMENT PARTNERS, L.P. SR RESEARCH ANALYST, LIMITED PARTNER direct 2015-07-01
NICHOLAS INVESTMENT PARTNERS, L.P. SR RESEARCH ANALYST direct 2015-07-01
NIP 3 LP LIMITED PARTNER 02/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
NICHOLAS INVESTMENT PARTNERS, L.P. LIMITED PARTNER direct 2017-02-01
REISON, ALEXANDER, STEPHEN HEAD TRADER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
NICHOLAS INVESTMENT PARTNERS, L.P. HEAD TRADER direct 2017-01-01
SOMHEGYI NICHOLAS, CATHERINE, CHARLOTTE MANAGING PARTNER, AS SINGLE MEMBER OF CCN WY LLC NIP 3 LP 02/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
NICHOLAS INVESTMENT PARTNERS, L.P. CHIEF INVESTMENT OFFICER direct 2006-03-01
NICHOLAS INVESTMENT PARTNERS, L.P. MANAGING PARTNER, AS SINGLE MEMBER OF CCN WY LLC indirect 2017-02-01
NICHOLAS APPLEGATE CAPITAL MANAGEMENT A CA LP CHIEF INVESTMENT OFFICER GLOBAL EQUITY MANAGEMENT / LIMITED PARTNER direct 1992-01-01 2000-11-09
NICHOLAS APPLEGATE CAPITAL MANAGEMENT A CA LP CHIEF INVESTMENT OFFICER direct 1992-01-01 2002-07-22
NICHOLAS-APPLEGATE CAPITAL MANAGEMENT LLC LEAD PORTFOLIO MANAGER GLOBAL EQUITIES direct 1992-01-01 2003-03-27
WAGONHOUND INVESTMENTS, L.P. MANAGER indirect 2003-11-01 2007-11-08
NICHOLAS INVESTMENT PARNTERS, L.P. CHIEF INVESTMENT OFFICER, MANAGING PARTNER direct 2008-06-01 2010-04-01
WAGONHOUND INVESTMENTS, L.P. TRUSTEE indirect 1994-09-01 2011-03-31
WAGONHOUND INVESTMENTS, L.P. BENEFICIAL OWNER indirect 1994-09-01 2011-03-31
NICHOLAS INVESTMENT PARNTERS, L.P. MANAGER indirect 2003-11-01 2012-04-02
NICHOLAS INVESTMENT PARTNERS, L.P. CHIEF INVESTMENT OFFICER, MANAGING PARTNER direct 2006-03-01 2017-05-16
NICHOLAS, ARTHUR, EDWARD LIMITED PARTNER, AS SINGLE MEMBER OF AEN WY LLC NIP 3 LP 02/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
NICHOLAS INVESTMENT PARTNERS, L.P. SENIOR ADVISOR direct 2006-03-01
NICHOLAS INVESTMENT PARTNERS, L.P. LIMITED PARTNER, AS SINGLE MEMBER OF AEN WY LLC indirect 2017-02-01
NICHOLAS APPLEGATE CAPITAL MANAGEMENT A CA LP MANAGING PARTNER direct 1984-06-01 2000-11-09
NICHOLAS APPLEGATE CAPITAL MANAGEMENT A CA LP CHAIRMAN direct 1984-06-01 2003-03-27
WAGONHOUND INVESTMENTS, L.P. MANAGER indirect 2003-11-01 2007-11-08
NICHOLAS INVESTMENT PARNTERS, L.P. MANAGER indirect 2003-11-01 2009-10-12
NICHOLAS INVESTMENT PARNTERS, L.P. SENIOR PORTFOLIO MANAGER, LIMITED PARTNER direct 2008-05-01 2010-03-30
NICHOLAS INVESTMENT PARTNERS, L.P. SENIOR PARTNER, LIMITED PARTNER direct 2008-05-01 2010-04-01
WAGONHOUND INVESTMENTS, L.P. TRUSTEE indirect 1995-12-01 2011-03-31
WAGONHOUND INVESTMENTS, L.P. BENEFICIAL OWNER indirect 1995-12-01 2011-03-31
WAGONHOUND INVESTMENTS, L.P. MANAGER indirect 2001-01-01 2011-03-31
WAGONHOUND INVESTMENTS, L.P. MANAGER indirect 2001-01-01 2011-03-31
NICHOLAS INVESTMENT PARNTERS, L.P. MEMBER indirect 2003-11-01 2012-04-02
NICHOLAS INVESTMENT PARTNERS, L.P. SENIOR PARTNER, LIMITED PARTNER direct 2006-03-01 2017-05-16

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
NICHOLAS HEALTHCARE OPPORTUNITIES, L.P. United States 805-6031505618 Hedge Fund 14,867,914 250,000
NICHOLAS INVESTMENT PARTNERS CONVERTIBLES FUND L.P. United States 805-7915437020 Other Private Fund LONG-ONLY, UNLEVERED 15,028,765 250,000
PRONGHORN FF&E L.P. United States 805-3072734619 Hedge Fund 118,430,047 250,000

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