PIER 88 INVESTMENT PARTNERS LLC Q4 2025 Filing

Filed February 4, 2026

Portfolio Value

$447.3M

Holdings

117

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (117 positions)

StockValue
GPN 1.5 03/01/31GLOBAL PMTS INC
$25.4M
$25.3M
VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP
$24.0M
NEE 7.234 11/01/27NEXTERA ENERGY INC
$22.3M
PPL 2.875 03/15/28PPL CAP FDG INC
$21.7M
$20.6M
MTH 1.75 05/15/28MERITAGE HOMES CORP
$18.2M
BAC 7.25 PERP LBANK AMERICA CORP 7.25 PERCENTAGE CNV PFD L
$17.6M
HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C 7.625 MAND CONV
$17.3M
FOUR 0.5 08/01/27SHIFT4 PMTS INC
$17.0M
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A
$16.9M
KKR 6.25 03/01/28 DKKR & CO INC 6.25 CON SER D
$16.8M
ARES 6.75 10/01/27 BARES MANAGEMENT CORPORATION 6.75 SE B PFD
$16.6M
AWK 3.625 06/15/26AMERICAN WTR CAP CORP
$14.9M
UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC
$14.9M
EEFT 0.75 03/15/49EURONET WORLDWIDE INC
$13.6M
APO 6.75 07/31/26APOLLO GLOBAL MGMT INC SER A MAND CNV
$13.0M
ON 0.5 03/01/29ON SEMICONDUCTOR CORP
$9.4M
LNT 3.875 03/15/26ALLIANT ENERGY CORP
$7.5M
F 0 03/15/26FORD MTR CO
$5.8M
MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC. DEP
$5.3M
DKNG 0 03/15/28DRAFTKINGS INC NEW
$5.3M
MOG/AMOOG INC
$5.1M
ATDATI INC
$4.7M
ITTITT INC
$4.5M
CCLCARNIVAL CORP
$4.2M
WELLWELLTOWER INC
$3.9M
T7DTRANSDIGM GROUP INC
$3.2M
MDTMEDTRONIC PLC
$2.9M
CFGCITIZENS FINL GROUP INC
$2.8M
HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC
$2.7M
DDOG 0 12/01/29DATADOG INC
$2.3M
PRO 2.25 09/15/27PROS HOLDINGS INC
$2.2M
GOOGLALPHABET INC CAP STK
$2.0M
LSCCLATTICE SEMICONDUCTOR CORP
$1.9M
COHRCOHERENT CORP
$1.7M
6RJ0ROCKET LAB CORP
$1.7M
NTRANATERA INC
$1.6M
LGNDLIGAND PHARMACEUTICALS INC
$1.6M
$1.6M
ONON SEMICONDUCTOR CORP
$1.3M
HALOHALOZYME THERAPEUTICS INC
$1.3M
SLABSILICON LABORATORIES INC
$1.3M
MPWRMONOLITHIC PWR SYS INC
$1.2M
SYNASYNAPTICS INC
$1.2M
OKTAOKTA INC
$1.2M
DNLIDENALI THERAPEUTICS INC
$1.1M
NETCLOUDFLARE INC
$1.1M
NOWSERVICENOW INC
$1.1M
NBIXNEUROCRINE BIOSCIENCES INC
$1.1M
FRSHFRESHWORKS INC
$1.1M
WTTRSELECT WATER SOLUTIONS INC
$1.0M
ANETARISTA NETWORKS INC
$1.0M
DDOGDATADOG INC
$984K
KRYSKRYSTAL BIOTECH INC
$978K
ATROASTRONICS CORP
$939K
SDGRSCHRODINGER INC
$909K
CERTCERTARA INC
$889K
WDCWESTERN DIGITAL CORP
$830K
IESCIES HLDGS INC
$816K
ETSYETSY INC
$792K
JPXAEROVIRONMENT INC
$776K
MNDYMONDAY
$776K
KVYOKLAVIYO INC
$770K
MPMP MATERIALS CORP
$769K
STXSEAGATE TECHNOLOGY HLDNGS PL
$732K
PRGSPROGRESS SOFTWARE CORP
$725K
ABSIABSCI CORPORATION
$718K
BEBLOOM ENERGY CORP
$706K
RDVTRED VIOLET INC
$704K
GHGUARDANT HEALTH INC
$696K
TYLTYLER TECHNOLOGIES INC
$649K
FOURSHIFT4 PMTS INC
$630K
MDGLMADRIGAL PHARMACEUTICALS INC
$628K
SESEA LTD
$612K
DOVDOVER CORP
$600K
TOSTTOAST INC
$583K
WIXWIX
$576K
CHWYCHEWY INC
$574K
IM8NINSMED INC
$565K
EEFTEURONET WORLDWIDE INC
$561K
SAILSAILPOINT INC
$542K
ALABASTERA LABS INC
$542K
EXPE 0 02/15/26EXPEDIA GROUP INC
$525K
IWMISHARES TR
$516K
TEMTEMPUS AI INC
$491K
DCIDONALDSON INC
$478K
DKNGDRAFTKINGS INC NEW
$477K
EVEXEVE HLDG INC
$471K
SMCOTIDAL TRUST
$469K
ZSZSCALER INC
$467K
FPIFARMLAND PARTNERS INC
$454K
IWOISHARES TR
$452K
JOBYJOBY AVIATION INC
$450K
MLB1MERCADOLIBRE INC
$443K
USARUSA RARE EARTH INC
$412K
COINCOINBASE GLOBAL INC
$402K
TYL 0.25 03/15/26TYLER TECHNOLOGIES INC
$399K
RXRXRECURSION PHARMACEUTICALS IN
$397K
ACHRARCHER AVIATION INC
$395K
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