Nicholas Investment Partners, LP Buys Essent Group, Pluralsight Inc, Caesars Entertainment Corp, Sells Zuora Inc, Wynn Resorts, EPAM Systems Inc

Del Mar, CA, based Investment company Nicholas Investment Partners, LP (Current Portfolio) buys Essent Group, Pluralsight Inc, Caesars Entertainment Corp, Smartsheet Inc, Avalara Inc, sells Zuora Inc, Wynn Resorts, EPAM Systems Inc, Las Vegas Sands Corp, Melco Resorts and Entertainment during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Nicholas Investment Partners, LP. As of 2019Q2, Nicholas Investment Partners, LP owns 161 stocks with a total value of $969 million. These are the details of the buys and sells.

For the details of Nicholas Investment Partners, LP's stock buys and sells, go to https://www.gurufocus.com/guru/nicholas+investment+partners%2C+lp/current-portfolio/portfolioportfolio

These are the top 5 holdings of Nicholas Investment Partners, LP
  1. Las Vegas Sands Corp (LVS) - 975,000 shares, 5.95% of the total portfolio. Shares reduced by 22%
  2. Melco Resorts and Entertainment Ltd (MLCO) - 2,354,778 shares, 5.28% of the total portfolio. Shares reduced by 21.51%
  3. Kemper Corp (KMPR) - 297,503 shares, 2.65% of the total portfolio. Shares added by 19.04%
  4. Nomad Foods Ltd (NOMD) - 1,058,303 shares, 2.33% of the total portfolio. Shares reduced by 4.06%
  5. Chegg Inc (CHGG) - 417,488 shares, 1.66% of the total portfolio. Shares added by 42.33%
New Purchase: Essent Group Ltd (ESNT)

Nicholas Investment Partners, LP initiated holding in Essent Group Ltd. The purchase prices were between $44.4 and $49.59, with an estimated average price of $47.06. The stock is now traded at around $47.13. The impact to a portfolio due to this purchase was 1.06%. The holding were 219,020 shares as of .

New Purchase: Smartsheet Inc (SMAR)

Nicholas Investment Partners, LP initiated holding in Smartsheet Inc. The purchase prices were between $38.03 and $48.87, with an estimated average price of $42.46. The stock is now traded at around $48.31. The impact to a portfolio due to this purchase was 0.88%. The holding were 176,874 shares as of .

New Purchase: Guardant Health Inc (GH)

Nicholas Investment Partners, LP initiated holding in Guardant Health Inc. The purchase prices were between $63.94 and $91.11, with an estimated average price of $76.29. The stock is now traded at around $103.08. The impact to a portfolio due to this purchase was 0.84%. The holding were 93,916 shares as of .

New Purchase: Anadarko Petroleum Corp (APC)

Nicholas Investment Partners, LP initiated holding in Anadarko Petroleum Corp. The purchase prices were between $44.47 and $75.86, with an estimated average price of $67.07. The stock is now traded at around $72.77. The impact to a portfolio due to this purchase was 0.73%. The holding were 100,000 shares as of .

New Purchase: Frontdoor Inc (FTDR)

Nicholas Investment Partners, LP initiated holding in Frontdoor Inc. The purchase prices were between $33.54 and $43.55, with an estimated average price of $38.38. The stock is now traded at around $49.93. The impact to a portfolio due to this purchase was 0.68%. The holding were 150,924 shares as of .

New Purchase: Zendesk Inc (ZEN)

Nicholas Investment Partners, LP initiated holding in Zendesk Inc. The purchase prices were between $78.42 and $92.66, with an estimated average price of $85.9. The stock is now traded at around $76.34. The impact to a portfolio due to this purchase was 0.64%. The holding were 69,889 shares as of .

Added: Pluralsight Inc (PS)

Nicholas Investment Partners, LP added to a holding in Pluralsight Inc by 530.94%. The purchase prices were between $29.07 and $35.49, with an estimated average price of $32.12. The stock is now traded at around $16.60. The impact to a portfolio due to this purchase was 1.02%. The holding were 385,588 shares as of .

Added: Caesars Entertainment Corp (CZR)

Nicholas Investment Partners, LP added to a holding in Caesars Entertainment Corp by 218.48%. The purchase prices were between $8.61 and $11.82, with an estimated average price of $9.47. The stock is now traded at around $11.52. The impact to a portfolio due to this purchase was 0.95%. The holding were 1,131,022 shares as of .

Added: Avalara Inc (AVLR)

Nicholas Investment Partners, LP added to a holding in Avalara Inc by 307.57%. The purchase prices were between $54.8 and $74.62, with an estimated average price of $64.49. The stock is now traded at around $89.31. The impact to a portfolio due to this purchase was 0.85%. The holding were 150,391 shares as of .

Added: Americold Realty Trust (COLD)

Nicholas Investment Partners, LP added to a holding in Americold Realty Trust by 157.12%. The purchase prices were between $30 and $34.13, with an estimated average price of $31.68. The stock is now traded at around $35.41. The impact to a portfolio due to this purchase was 0.79%. The holding were 388,356 shares as of .

Added: CACI International Inc (CACI)

Nicholas Investment Partners, LP added to a holding in CACI International Inc by 171.57%. The purchase prices were between $181.38 and $209.66, with an estimated average price of $197.67. The stock is now traded at around $211.54. The impact to a portfolio due to this purchase was 0.76%. The holding were 57,051 shares as of .

Added: Square Inc (SQ)

Nicholas Investment Partners, LP added to a holding in Square Inc by 262.74%. The purchase prices were between $60.62 and $77.05, with an estimated average price of $69.8. The stock is now traded at around $65.00. The impact to a portfolio due to this purchase was 0.64%. The holding were 117,001 shares as of .

Sold Out: Zuora Inc (ZUO)

Nicholas Investment Partners, LP sold out a holding in Zuora Inc. The sale prices were between $13.26 and $22.87, with an estimated average price of $18.99.

Sold Out: EPAM Systems Inc (EPAM)

Nicholas Investment Partners, LP sold out a holding in EPAM Systems Inc. The sale prices were between $162.87 and $179.36, with an estimated average price of $172.14.

Sold Out: Western Alliance Bancorp (WAL)

Nicholas Investment Partners, LP sold out a holding in Western Alliance Bancorp. The sale prices were between $41.15 and $49.05, with an estimated average price of $44.64.

Sold Out: Grand Canyon Education Inc (LOPE)

Nicholas Investment Partners, LP sold out a holding in Grand Canyon Education Inc. The sale prices were between $114.11 and $128.95, with an estimated average price of $119.31.

Sold Out: Keysight Technologies Inc (KEYS)

Nicholas Investment Partners, LP sold out a holding in Keysight Technologies Inc. The sale prices were between $71.42 and $92.79, with an estimated average price of $84.8.

Sold Out: Innovative Industrial Properties Inc (IIPR)

Nicholas Investment Partners, LP sold out a holding in Innovative Industrial Properties Inc. The sale prices were between $76.9 and $134.71, with an estimated average price of $91.46.



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