UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
Report for the Calendar Year or Quarter Ended:
06-30-2023
Check here if Amendment: ☐ Amendment Number:
This Amendment (Check only one.):☐ is a restatement.
☐ adds new holdings entries.

Institutional Investment Manager Filing this Report:

Name:
Nicholas Investment Partners, LP
Address:
P.O. BOX 9267
RANCHO SANTA FE, CA 92067
Form 13F File Number:
028-12426

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.


Person Signing this Report on Behalf of Reporting Manager:
Name:
Catherine Newcomb
Title:
Chief Compliance Officer
Phone:
858-759-4545


Signature, Place, and Date of Signing:

/s/Catherine Newcomb
                         [Signature]
Rancho Santa Fe, CALIFORNIA
                 [City, State]
08-09-2023
                           [Date]
                          

Report Type (Check only one.):

☐ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 

☐ 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 

☒ 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)



List of Other Managers Reporting for this Manager
[If there are no entries in this list, omit this section.]



Form 13F File NumberNameCIK
028-12592
Bank of New York Mellon Corp
0001390777

Form 13F Summary Page

Report Summary:

Number of Other Included Managers:
0
Form 13F Information table Entry Total:
190
Form 13F Information table Value Total:
1462469750
          (thousands)

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]

  
NONE


UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADOBE SYSTEMS INCORPORATEDCOM00724F101382,879783SHSOLE783 0 0
ADVANCED MICRO DEVICES INCCOM0079031076,123,80253,760SHSOLE53,760 0 0
AECOMCOM00766T1002,509,44929,631SHSOLE29,631 0 0
AIRBNB INCCOM CL A009066101765,7565,975SHSOLE5,975 0 0
AIRBNB INCNOTE 3/1009066AB71,831,2002,100,000PRNSOLE2,100,000 0 0
ALNYLAM PHARMACEUTICALS INCCOM02043Q10717,161,26990,351SHSOLE90,351 0 0
ALPHABET INCCAP STK CL C02079K1071,872,49515,479SHSOLE15,479 0 0
AMAZON COM INCCOM0231351062,318,58317,786SHSOLE17,786 0 0
APELLIS PHARMACEUTICALS INCCOM03753U10637,753,571414,419SHSOLE414,419 0 0
APPFOLIO INCCOM CL A03783C1004,204,17524,423SHSOLE24,423 0 0
APPLE INCCOM0378331006,116,26231,532SHSOLE31,532 0 0
ARCBEST CORPCOM03937C1059,440,83495,555SHSOLE95,555 0 0
ARES MANAGEMENT CORPORATIONCL A COM STK03990B1019,259,71796,105SHSOLE96,105 0 0
ARGENX SESPONSORED ADR04016X10137,185,69895,414SHSOLE95,414 0 0
ARRAY TECHNOLOGIES INCNOTE 1.000%12/004271TAB6858,000750,000PRNSOLE750,000 0 0
ARS PHARMACEUTICALS INCCOM82835W1081,842,500275,000SHSOLE275,000 0 0
ASCENDIS PHARMA A/SNOTE 2.250% 4/004351PAD32,722,5003,000,000PRNSOLE3,000,000 0 0
ASCENDIS PHARMA A/SSPONSORED ADR04351P10115,226,853170,609SHSOLE170,609 0 0
ASML HOLDING N VN Y REGISTRY SHSN070592103,404,1514,697SHSOLE4,697 0 0
ATLASSIAN CORPORATIONCL A049468101270,8451,614SHSOLE1,614 0 0
AXCELIS TECHNOLOGIES INCCOM NEW0545402082,718,05114,826SHSOLE14,826 0 0
AXSOME THERAPEUTICS INCCOM05464T10428,376,364394,884SHSOLE394,884 0 0
BAKER HUGHES COMPANYCL A05722G1004,200,242132,877SHSOLE132,877 0 0
BELLRING BRANDS INCCOMMON STOCK07831C1036,120,984167,240SHSOLE167,240 0 0
BENTLEY SYS INCNOTE 0.125% 1/108265TAB51,439,9621,400,000PRNSOLE1,400,000 0 0
BILL HOLDINGS INCCOM090043100337,3462,887SHSOLE2,887 0 0
BILL HOLDINGS INCNOTE 12/0090043AB62,535,3382,425,000PRNSOLE2,425,000 0 0
BIOHAVEN LTDCOMG1110E10710,166,000425,000SHSOLE425,000 0 0
BIOMARIN PHARMACEUTICAL INCNOTE 0.599% 8/009061GAH42,887,8682,940,000PRNSOLE2,940,000 0 0
BLACKSTONE SECD LENDING FDCOMMON STOCK09261X102907,01133,151SHSOLE33,151 0 0
BLOCK INCCL A852234103324,3964,873SHSOLE4,873 0 0
BLOCK INCNOTE 5/0852234AJ2413,000500,000PRNSOLE500,000 0 0
BOOZ ALLEN HAMILTON HLDG CORCL A0995021064,336,99938,862SHSOLE38,862 0 0
BOX INCCL A10316T1044,025,089137,001SHSOLE137,001 0 0
BROADCOM INCCOM11135F10110,973,85712,651SHSOLE12,651 0 0
CACI INTL INCCL A12719030417,311,60450,791SHSOLE50,791 0 0
CADENCE DESIGN SYSTEM INCCOM1273871087,545,44632,174SHSOLE32,174 0 0
CAMECO CORPCOM13321L1083,820,662121,949SHSOLE121,949 0 0
CANADIAN PACIFIC KANSAS CITYCOM13646K1083,324,00941,154SHSOLE41,154 0 0
CELSIUS HLDGS INCCOM NEW15118V20716,507,277110,646SHSOLE110,646 0 0
CHAMPIONX CORPORATIONCOM15872M10415,698,666505,756SHSOLE505,756 0 0
CHESAPEAKE ENERGY CORPCOM1651677355,146,32061,500SHSOLE61,500 0 0
CHEVRON CORP NEWCOM16676410012,800,42381,350SHSOLE81,350 0 0
CHINOOK THERAPEUTICS INCCOM16961L10635,678,234928,637SHSOLE928,637 0 0
CLEAN HARBORS INCCOM1844961075,579,93233,935SHSOLE33,935 0 0
COASTAL FINL CORP WACOM NEW19046P2091,493,23739,661SHSOLE39,661 0 0
CONFLUENT INCCLASS A COM20717M1035,064,443143,428SHSOLE143,428 0 0
CONOCOPHILLIPSCOM20825C1042,072,20020,000SHSOLE20,000 0 0
COPA HOLDINGS SACL AP310761054,184,90037,845SHSOLE37,845 0 0
COTY INCCOM CL A2220702033,914,279318,493SHSOLE318,493 0 0
CRANE COMPANYCOMMON STOCK2244081044,544,94250,998SHSOLE50,998 0 0
CRANE NXT COCOM2244411055,997,314106,260SHSOLE106,260 0 0
CROCS INCCOM2270461096,739,42959,938SHSOLE59,938 0 0
CYBERARK SOFTWARE LTDNOTE 11/123248VAB12,378,2502,100,000PRNSOLE2,100,000 0 0
CYMABAY THERAPEUTICS INCCOM23257D1037,631,570696,947SHSOLE696,947 0 0
CYTOKINETICS INCCOM NEW23282W60522,275,122682,867SHSOLE682,867 0 0
D R HORTON INCCOM23331A1092,987,97624,554SHSOLE24,554 0 0
DA32 LIFE SCNCE TEC ACQSTN CCLASS A COM23312M1062,052,000200,000SHSOLE200,000 0 0
DATADOG INCCL A COM23804L1031,067,22610,848SHSOLE10,848 0 0
DATADOG INCNOTE 0.125% 6/123804LAB92,792,2502,250,000PRNSOLE2,250,000 0 0
DAY ONE BIOPHARMACEUTICALS ICOM23954D10926,711,1052,237,111SHSOLE2,237,111 0 0
DESCARTES SYS GROUP INCCOM2499061086,797,89484,857SHSOLE84,857 0 0
DEXCOM INCNOTE 0.250%11/1252131AK34,003,0453,750,000PRNSOLE3,750,000 0 0
DICE THERAPEUTICS INCCOM23345J10419,334,375416,151SHSOLE416,151 0 0
DICKS SPORTING GOODS INCCOM2533931024,809,99836,387SHSOLE36,387 0 0
E L F BEAUTY INCCOM26856L1034,740,65941,501SHSOLE41,501 0 0
ELASTIC N VORD SHSN145061042,148,98233,515SHSOLE33,515 0 0
ENERGY RECOVERY INCCOM29270J1003,327,783119,062SHSOLE119,062 0 0
ESTABLISHMENT LABS HLDGS INCCOMG3124910836,775,989536,015SHSOLE536,015 0 0
EVERCORE INCCLASS A29977A1057,995,16164,691SHSOLE64,691 0 0
EVEREST RE GROUP LTDCOMG3223R1082,903,0758,492SHSOLE8,492 0 0
EXACT SCIENCES CORPNOTE 0.375% 3/130063PAB11,611,5631,500,000PRNSOLE1,500,000 0 0
EXXON MOBIL CORPCOM30231G10217,481,750163,000SHSOLE163,000 0 0
FEDERAL SIGNAL CORPCOM3138551083,466,13654,133SHSOLE54,133 0 0
FEDEX CORPCOM31428X1061,518,6356,126SHSOLE6,126 0 0
FIVE9 INCNOTE 0.500% 6/0338307AD33,398,1003,525,000PRNSOLE3,525,000 0 0
FLOWSERVE CORPCOM34354P105515,38213,873SHSOLE13,873 0 0
FLUENCE ENERGY INCCOM CL A34379V10314,136,836530,662SHSOLE530,662 0 0
FORD MTR CO DELNOTE 3/1345370CZ11,971,9001,800,000PRNSOLE1,800,000 0 0
GATES INDL CORP PLCORD SHSG391081083,875,756287,519SHSOLE287,519 0 0
GENERAC HLDGS INCCOM368736104825,4355,535SHSOLE5,535 0 0
GINKGO BIOWORKS HOLDINGS INCCL A SHS37611X100626,044336,583SHSOLE336,583 0 0
GOLDMAN SACHS GROUP INCCOM38141G1043,225,40010,000SHSOLE10,000 0 0
GRAPHIC PACKAGING HLDG COCOM3886891011,452,34960,439SHSOLE60,439 0 0
GUARDANT HEALTH INCNOTE 11/140131MAB5800,7591,120,000PRNSOLE1,120,000 0 0
HASHICORP INCCOM CL A4181001034,125,261157,573SHSOLE157,573 0 0
HCI GROUP INCNOTE 4.750% 6/040416EAF02,950,5003,000,000PRNSOLE3,000,000 0 0
HERITAGE CRYSTAL CLEAN INCCOM42726M1062,186,52957,860SHSOLE57,860 0 0
HUBSPOT INCCOM4435731001,194,0102,244SHSOLE2,244 0 0
HUNT J B TRANS SVCS INCCOM445658107517,2032,857SHSOLE2,857 0 0
ILLUMINA INCNOTE 8/1452327AK56,355,1316,400,000PRNSOLE6,400,000 0 0
IMMUNOCORE HLDGS PLCADS45258D105281,8124,700SHSOLE4,700 0 0
IMMUNOGEN INCCOM45253H10123,099,2761,224,127SHSOLE1,224,127 0 0
INSPIRE MED SYS INCCOM45773010937,394,308115,187SHSOLE115,187 0 0
INSULET CORPNOTE 0.375% 9/045784PAK75,226,1683,805,000PRNSOLE3,805,000 0 0
INTRA-CELLULAR THERAPIES INCCOM46116X10131,628,530499,503SHSOLE499,503 0 0
INTUITCOM461202103906,7581,979SHSOLE1,979 0 0
IRIDIUM COMMUNICATIONS INCCOM46269C10216,127,719259,622SHSOLE259,622 0 0
ISHARES TRRUS 2000 GRW ETF464287648416,8901,718SHSOLE1,718 0 0
IVERIC BIO INCCOM46583P10212,807,058325,548SHSOLE325,548 0 0
JPMORGAN CHASE & COCOM46625H1004,639,10031,897SHSOLE31,897 0 0
KARUNA THERAPEUTICS INCCOM48576A10033,813,420155,930SHSOLE155,930 0 0
KLA CORPCOM NEW4824801002,613,7735,389SHSOLE5,389 0 0
KORNIT DIGITAL LTDSHSM6372Q1132,243,25176,379SHSOLE76,379 0 0
KRYSTAL BIOTECH INCCOM50114710244,019,247374,951SHSOLE374,951 0 0
KURA SUSHI USA INCCL A COM5012701021,962,26721,111SHSOLE21,111 0 0
LAM RESEARCH CORPCOM5128071081,047,2191,629SHSOLE1,629 0 0
LANTHEUS HLDGS INCCOM51654410322,639,014269,769SHSOLE269,769 0 0
LAS VEGAS SANDS CORPCOM5178341074,768,29682,212SHSOLE82,212 0 0
LATTICE SEMICONDUCTOR CORPCOM51841510418,574,942193,348SHSOLE193,348 0 0
LEGEND BIOTECH CORPSPONSORED ADS52490G10240,946,318593,167SHSOLE593,167 0 0
LIBERTY MEDIA CORP DELCOM SER C FRMLA5312298543,580,16647,558SHSOLE47,558 0 0
LPL FINL HLDGS INCCOM50212V1001,313,0606,039SHSOLE6,039 0 0
MARTEN TRANS LTDCOM5730751081,161,25854,012SHSOLE54,012 0 0
MASTEC INCCOM5763231096,887,67858,385SHSOLE58,385 0 0
MERCK & CO INCCOM58933Y10528,262,934244,934SHSOLE244,934 0 0
MGIC INVT CORP WISCOM5528481038,971,910568,202SHSOLE568,202 0 0
MGP INGREDIENTS INC NEWCOM55303J1064,914,91946,245SHSOLE46,245 0 0
MGP INGREDIENTS INC NEWNOTE 1.875%11/155303JAB22,464,0002,000,000PRNSOLE2,000,000 0 0
MICROSOFT CORPCOM59491810412,836,31537,694SHSOLE37,694 0 0
MIRUM PHARMACEUTICALS INCCOM60474910123,674,129915,119SHSOLE915,119 0 0
MOBILEYE GLOBAL INCCOMMON CLASS A60741F104560,89414,599SHSOLE14,599 0 0
MONGODB INCCL A60937P1061,747,5294,252SHSOLE4,252 0 0
MONGODB INCNOTE 0.250% 1/160937PAD81,491,750750,000PRNSOLE750,000 0 0
MONOLITHIC PWR SYS INCCOM60983910519,473,67136,047SHSOLE36,047 0 0
NATERA INCNOTE 2.250% 5/0632307AB03,246,7392,250,000PRNSOLE2,250,000 0 0
NVIDIA CORPORATIONCOM67066G10410,440,98024,682SHSOLE24,682 0 0
OLD DOMINION FREIGHT LINE INCOM6795801004,289,10011,600SHSOLE11,600 0 0
ON HLDG AGNAMEN AKT AH5919C104607,29918,403SHSOLE18,403 0 0
ONTO INNOVATION INCCOM6833441052,109,03918,108SHSOLE18,108 0 0
ORACLE CORPCOM68389X105302,9652,544SHSOLE2,544 0 0
PALO ALTO NETWORKS INCCOM697435105888,9193,479SHSOLE3,479 0 0
PARSONS CORP DELCOM70202L1026,311,010131,097SHSOLE131,097 0 0
PARSONS CORP DELNOTE 0.250% 8/170202LAB82,174,5501,900,000PRNSOLE1,900,000 0 0
PIONEER NAT RES CONOTE 0.250% 5/1723787AP25,837,4912,655,000PRNSOLE2,655,000 0 0
POST HLDGS INCCOM737446104325,8043,760SHSOLE3,760 0 0
PROGRESS SOFTWARE CORPNOTE 1.000% 4/1743312AB6273,750250,000PRNSOLE250,000 0 0
REGAL REXNORD CORPORATIONCOM7587501035,346,48634,740SHSOLE34,740 0 0
ROIVANT SCIENCES LTDSHSG7627910122,834,4562,265,323SHSOLE2,265,323 0 0
SALESFORCE INCCOM79466L3021,682,2637,963SHSOLE7,963 0 0
SERVICENOW INCCOM81762P1022,402,4224,275SHSOLE4,275 0 0
SHIFT4 PMTS INCNOTE 12/182452JAB52,850,7502,625,000PRNSOLE2,625,000 0 0
SHOCKWAVE MED INCCOM82489T10432,251,045112,999SHSOLE112,999 0 0
SHOPIFY INCCL A82509L1072,331,09136,085SHSOLE36,085 0 0
SHOPIFY INCNOTE 0.125%11/082509LAA52,265,0002,500,000PRNSOLE2,500,000 0 0
SMARTSHEET INCCOM CL A83200N1033,438,80989,880SHSOLE89,880 0 0
SNOWFLAKE INCCL A8334451092,149,77212,216SHSOLE12,216 0 0
SOMALOGIC INC*W EXP 08/31/20283444K1136,78727,148SHSOLE27,148 0 0
SPLUNK INCNOTE 1.125% 6/1848637AF12,035,5002,360,000PRNSOLE2,360,000 0 0
SPOTIFY USA INCNOTE 3/184921RAB62,803,3503,300,000PRNSOLE3,300,000 0 0
STANDEX INTL CORPCOM8542311074,782,95933,809SHSOLE33,809 0 0
SUNOPTA INCCOM8676EP1081,846,146275,956SHSOLE275,956 0 0
SUPER MICRO COMPUTER INCCOM86800U1048,134,02532,634SHSOLE32,634 0 0
SYMBOTIC INCCLASS A COM87151X10113,926,992325,321SHSOLE325,321 0 0
SYNOPSYS INCCOM8716071077,233,46616,613SHSOLE16,613 0 0
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS8740391002,204,19421,841SHSOLE21,841 0 0
TANGER FACTORY OUTLET CTRS ICOM8754651063,889,860176,251SHSOLE176,251 0 0
TAYLOR MORRISON HOME CORPCOM87724P10610,711,696219,637SHSOLE219,637 0 0
TEREX CORP NEWCOM8807791036,236,560104,238SHSOLE104,238 0 0
TESLA INCCOM88160R1011,207,0214,611SHSOLE4,611 0 0
TEXAS ROADHOUSE INCCOM8826811092,381,90821,214SHSOLE21,214 0 0
TFI INTL INCCOM87241L10914,928,304130,996SHSOLE130,996 0 0
TJX COS INC NEWCOM8725401091,535,03818,104SHSOLE18,104 0 0
TOLL BROTHERS INCCOM889478103534,2766,757SHSOLE6,757 0 0
TOPGOLF CALLAWAY BRANDS CORPCOM1311931047,157,592360,584SHSOLE360,584 0 0
TOPGOLF CALLAWAY BRANDS CORPNOTE 2.750% 5/0131193AE42,569,0901,990,000PRNSOLE1,990,000 0 0
TRACTOR SUPPLY COCOM892356106395,1061,787SHSOLE1,787 0 0
TRANSDIGM GROUP INCCOM8936411006,494,3577,263SHSOLE7,263 0 0
TRANSMEDICS GROUP INCCOM89377M10930,873,651367,631SHSOLE367,631 0 0
TREX CO INCCOM89531P1054,896,21774,683SHSOLE74,683 0 0
TRI POINTE HOMES INCCOM87265H1096,881,508209,419SHSOLE209,419 0 0
UBER TECHNOLOGIES INCCOM90353T1002,672,09361,897SHSOLE61,897 0 0
UBER TECHNOLOGIES INCNOTE 12/190353TAJ96,156,1796,750,000PRNSOLE6,750,000 0 0
ULTA BEAUTY INCCOM90384S303375,064797SHSOLE797 0 0
VAXCYTE INCCOM92243G10822,980,590460,164SHSOLE460,164 0 0
VERONA PHARMA PLCSPONSORED ADS92505010624,593,3251,163,355SHSOLE1,163,355 0 0
VERTEX PHARMACEUTICALS INCCOM92532F10028,193,62280,116SHSOLE80,116 0 0
VICI PPTYS INCCOM9256521095,204,997165,606SHSOLE165,606 0 0
VIKING THERAPEUTICS INCCOM92686J1061,116,95068,905SHSOLE68,905 0 0
VISTEON CORPCOM NEW92839U2063,973,11427,666SHSOLE27,666 0 0
WASTE CONNECTIONS INCCOM94106B1012,123,65414,858SHSOLE14,858 0 0
WEATHERFORD INTL PLCORD SHSG488331184,790,21072,120SHSOLE72,120 0 0
WINGSTOP INCCOM9741551037,936,14439,649SHSOLE39,649 0 0
WISDOMTREE INCCOM97717P1041,365,456199,046SHSOLE199,046 0 0
WIX COM LTDSHSM980681051,520,98619,440SHSOLE19,440 0 0
WW INTL INCCOM98262P101925,680137,750SHSOLE137,750 0 0
XENON PHARMACEUTICALS INCCOM98420N10530,458,043791,118SHSOLE791,118 0 0
XPO INCCOM983793100475,8948,066SHSOLE8,066 0 0
ZILLOW GROUP INCNOTE 1.375% 9/098954MAG62,012,0001,600,000PRNSOLE1,600,000 0 0
ZSCALER INCNOTE 0.125% 7/098980GAB83,671,3253,150,000PRNSOLE3,150,000 0 0