PALISADE CAPITAL MANAGEMENT, LP
Sector Allocation
- Technology32.4%$742.7M
- Healthcare14.0%$322.1M
- Financials13.3%$304.3M
- Industrials10.7%$246.5M
- Consumer Discretionary8.4%$194.1M
- Other4.0%$92.4M
- Materials3.7%$84.0M
- Energy3.4%$77.4M
- Consumer Staples3.0%$68.9M
- Real Estate2.9%$67.2M
AUM History
13fpro.ai/research/fund/palisade-capital-management-lp-1009006
Conviction and streaks
Concentrating · top 10 = 20.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
APH
$77.5MAAPL
$73.6MNVDA
$56.4MGOOG
$47.3MHEI.A
$45.7MAMD
$44.7MMSFT
$36.4MJPM
$35.5MLFUS
$31.6MAME
$31.0MAIT
$30.9MAVGO
$30.3MV
$29.2MIDA
$27.1MRJF
$26.8MGOOGL
$26.2MDHR
$24.8MAMZN
$24.3MWSFS
$21.5MONTO
$19.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/palisade-capital-management-lp-1009006
PALISADE CAPITAL MANAGEMENT, LP 13F holdings — Q2 2026
$2.3B portfolio (-23.5% QoQ) · 294 holdings · Q2 2026 13F · top 10 are 21% of the stock portfolio
$77.5M
3.4% of stocks
-1%This quarter-9.9%Since filed10+ qtrsHeld$73.6M
3.2% of stocks
+4%This quarter+12.4%Since filed10+ qtrsHeld$56.4M
2.5% of stocks
+11%This quarter-4.1%Since filed10+ qtrsHeld$47.3M
2.1% of stocks
-0.6%This quarter-8.5%Since filed10+ qtrsHeld$45.7M
2.0% of stocks
+0.4%This quarter-17.3%Since filed10+ qtrsHeld$44.7M
1.9% of stocks
-10%This quarter+3.3%Since filed10+ qtrsHeld$36.4M
1.6% of stocks
+5%This quarter+7.5%Since filed10+ qtrsHeld$35.5M
1.6% of stocks
-8%This quarter-7.9%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 8 qtrs in a row$31.6M
1.4% of stocks
-59%This quarter-20.4%Since filed10+ qtrsHeld$31.0M
1.4% of stocks
+1%This quarter-4.7%Since filed10+ qtrsHeld
All holdings — PALISADE CAPITAL MANAGEMENT, LP (Q2 2026)
294 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | APPLIED INDUSTRIAL TECHNOLOGIES INC | Consumer Discretionary | $30.9M | 1.4% | 91K | -51% | 10+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Broadcom Inc. | Technology | $30.3M | 1.3% | 80K | +3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | VISA INC. | Financials | $29.2M | 1.3% | 85K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | IDACORP INC | Utilities | $27.1M | 1.2% | 179K | -52% | 10+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | RAYMOND JAMES FINANCIAL INC | Financials | $26.8M | 1.2% | 176K | -46% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Alphabet Inc. | Technology | $26.2M | 1.1% | 73K | -0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | DANAHER CORP /DE/ | Healthcare | $24.8M | 1.1% | 130K | -15% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | AMAZON COM INC | Consumer Discretionary | $24.3M | 1.1% | 102K | +6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | WSFS FINANCIAL CORP | Financials | $21.5M | 0.9% | 280K | -52% | 10+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ONTO INNOVATION INC. | Technology | $19.9M | 0.9% | 53K | -67% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | SEMTECH CORP | Technology | $19.1M | 0.8% | 118K | -75% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | JOHN WILEY & SONS, INC. | Communication Services | $18.0M | 0.8% | 371K | -53% | 10+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | HEALTHCARE SERVICES GROUP INC | Healthcare | $17.8M | 0.8% | 727K | -52% | 10+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | AbbVie Inc. | Healthcare | $17.8M | 0.8% | 71K | -0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | FRANCO NEVADA Corp | Materials | $17.5M | 0.8% | 84K | -32% | 10+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $17.5M | 0.8% | 26K | -31% | |||
| 27 | $NGVT | Ingevity Corp | Healthcare | $17.5M | 0.8% | 235K | -52% | |||
| 28 | $OSW | ONESPAWORLD HOLDINGS Ltd | Communication Services | $17.4M | 0.8% | 616K | -53% | |||
| 29 | $ETN | Eaton Corp plc | Industrials | $17.2M | 0.8% | 40K | +1.0% | |||
| 30 | $MLI | MUELLER INDUSTRIES INC | Materials | $17.0M | 0.7% | 138K | -68% | |||
| 31 | $ACIW | ACI WORLDWIDE, INC. | Technology | $16.8M | 0.7% | 334K | -53% | |||
| 32 | $PRMB | Primo Brands Corp | Consumer Staples | $16.7M | 0.7% | 683K | -53% | |||
| 33 | $EGP | EASTGROUP PROPERTIES INC | Real Estate | $16.7M | 0.7% | 82K | -54% | |||
| 34 | — | ISHARES TR - CORE MSCI EURO | — | $16.6M | 0.7% | 221K | +0.7% | |||
| 35 | $CFR | CULLEN/FROST BANKERS, INC. | Financials | $16.1M | 0.7% | 104K | -53% | |||
| 36 | $PRG | PROG Holdings, Inc. | Industrials | $15.9M | 0.7% | 342K | -44% | |||
| 37 | $PB | PROSPERITY BANCSHARES INC | Financials | $15.9M | 0.7% | 218K | -54% | |||
| 38 | $PWR | QUANTA SERVICES, INC. | Industrials | $15.8M | 0.7% | 22K | -24% | |||
| 39 | $AVNT | AVIENT CORP | Materials | $15.4M | 0.7% | 417K | -52% | |||
| 40 | — | ISHARES TR - CORE S&P SCP ETF | — | $15.0M | 0.7% | 101K | +3% | |||
| 41 | $RGEN | REPLIGEN CORP | Healthcare | $15.0M | 0.7% | 110K | -54% | |||
| 42 | $DPZ | DOMINOS PIZZA INC | Consumer Discretionary | $14.7M | 0.6% | 50K | +256% | |||
| 43 | $COLB | COLUMBIA BANKING SYSTEM, INC. | Financials | $14.6M | 0.6% | 457K | -54% | |||
| 44 | $META | Meta Platforms, Inc. | Technology | $14.6M | 0.6% | 26K | -2% | |||
| 45 | $FA | FIRST ADVANTAGE CORP | Technology | $14.5M | 0.6% | 805K | -53% | |||
| 46 | $LLY | ELI LILLY & Co | Healthcare | $14.5M | 0.6% | 12K | +28% | |||
| 47 | $RNST | RENASANT CORP | Financials | $14.5M | 0.6% | 340K | -56% | |||
| 48 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $14.3M | 0.6% | 29K | -6% | |||
| 49 | $NVST | Envista Holdings Corp | Healthcare | $14.1M | 0.6% | 534K | -46% | |||
| 50 | $PFGC | Performance Food Group Co | Consumer Staples | $13.7M | 0.6% | 123K | -53% | |||
| 51 | $RLI | RLI CORP | Financials | $13.7M | 0.6% | 231K | -43% | |||
| 52 | $MTD | METTLER TOLEDO INTERNATIONAL INC/ | Healthcare | $13.6M | 0.6% | 11K | New | |||
| 53 | $ACHC | Acadia Healthcare Company, Inc. | Healthcare | $13.5M | 0.6% | 457K | -26% | |||
| 54 | $RLJ | RLJ Lodging Trust | Real Estate | $13.4M | 0.6% | 1.13M | -54% | |||
| 55 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $12.9M | 0.6% | 14K | -15% | |||
| 56 | $BRKR | BRUKER CORP | Healthcare | $12.6M | 0.6% | 210K | -55% | |||
| 57 | $FULT | FULTON FINANCIAL CORP | Financials | $12.5M | 0.6% | 517K | -56% | |||
| 58 | $RDNT | RadNet, Inc. | Healthcare | $12.3M | 0.5% | 199K | -32% | |||
| 59 | $CTAS | CINTAS CORP | Consumer Discretionary | $12.2M | 0.5% | 72K | New | |||
| 60 | $AIR | AAR CORP | Industrials | $11.5M | 0.5% | 80K | -9% | |||
| 61 | $WWD | Woodward, Inc. | Technology | $11.5M | 0.5% | 27K | -74% | |||
| 62 | $CUZ | COUSINS PROPERTIES INC | Real Estate | $11.2M | 0.5% | 375K | -54% | |||
| 63 | $CMC | COMMERCIAL METALS Co | Materials | $11.2M | 0.5% | 178K | -52% | |||
| 64 | $NEE | NEXTERA ENERGY INC | Utilities | $11.2M | 0.5% | 127K | -14% | |||
| 65 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $11.1M | 0.5% | 15K | -6% | |||
| 66 | $SM | SM Energy Co | Energy | $11.0M | 0.5% | 422K | -57% | |||
| 67 | $HNGE | Hinge Health, Inc. | Technology | $11.0M | 0.5% | 132K | -51% | |||
| 68 | $VNT | Vontier Corp | Technology | $10.9M | 0.5% | 377K | -52% | |||
| 69 | $PLXS | PLEXUS CORP | Technology | $10.8M | 0.5% | 36K | -52% | |||
| 70 | $SEI | Solaris Energy Infrastructure, Inc. | Energy | $10.6M | 0.5% | 132K | -15% | |||
| 71 | $AHCO | AdaptHealth Corp. | Healthcare | $10.6M | 0.5% | 1.01M | -53% | |||
| 72 | $VLTO | Veralto Corp | Technology | $10.5M | 0.5% | 118K | +33% | |||
| 73 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $10.2M | 0.5% | 111K | +28% | |||
| 74 | $ICE | Intercontinental Exchange, Inc. | Financials | $10.2M | 0.4% | 83K | -20% | |||
| 75 | $CAKE | CHEESECAKE FACTORY INC | Consumer Discretionary | $10.0M | 0.4% | 126K | -62% | |||
| 76 | $BLFS | BIOLIFE SOLUTIONS INC | Healthcare | $10.0M | 0.4% | 353K | -54% | |||
| 77 | $SAIA | SAIA INC | Industrials | $9.8M | 0.4% | 23K | -52% | |||
| 78 | $MYRG | MYR GROUP INC. | Energy | $9.8M | 0.4% | 20K | -57% | |||
| 79 | $ITGR | Integer Holdings Corp | Healthcare | $9.6M | 0.4% | 103K | -54% | |||
| 80 | $TXRH | Texas Roadhouse, Inc. | Consumer Discretionary | $9.5M | 0.4% | 49K | -53% | |||
| 81 | $TKO | TKO Group Holdings, Inc. | Communication Services | $9.3M | 0.4% | 46K | -1% | |||
| 82 | $KKR | KKR & Co. Inc. | Financials | $9.1M | 0.4% | 99K | — | |||
| 83 | $CCC | CCC Intelligent Solutions Holdings Inc. | Technology | $9.0M | 0.4% | 1.74M | -52% | |||
| 84 | $BKE | BUCKLE INC | Consumer Discretionary | $9.0M | 0.4% | 212K | -52% | |||
| 85 | $BFAM | BRIGHT HORIZONS FAMILY SOLUTIONS INC. | Healthcare | $8.6M | 0.4% | 121K | -52% | |||
| 86 | $SE | Sea Ltd | Industrials | $8.6M | 0.4% | 8.66M | — | |||
| 87 | $KWR | QUAKER CHEMICAL CORP | Energy | $8.5M | 0.4% | 54K | -57% | |||
| 88 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $8.2M | 0.4% | 23K | -42% | |||
| 89 | — | MARRIOTT VACATIONS WORLDWIDE - NOTE 3.250%12/1 | — | $8.2M | 0.4% | 8.29M | +3% | |||
| 90 | $FOUR | Shift4 Payments, Inc. | Industrials | $8.1M | 0.3% | 167K | -52% | |||
| 91 | $ZD | ZIFF DAVIS, INC. | Communication Services | $7.9M | 0.3% | 7.98M | — | |||
| 92 | $UNP | UNION PACIFIC CORP | Industrials | $7.8M | 0.3% | 29K | -4% | |||
| 93 | $VSTS | Vestis Corp | Consumer Staples | $7.8M | 0.3% | 538K | -26% | |||
| 94 | $INVA | Innoviva, Inc. | Healthcare | $7.8M | 0.3% | 7.22M | +4% | |||
| 95 | $QCOM | QUALCOMM INC/DE | Technology | $7.7M | 0.3% | 42K | -0.2% | |||
| 96 | $ROCK | GIBRALTAR INDUSTRIES, INC. | Materials | $7.6M | 0.3% | 168K | -53% | |||
| 97 | $AZTA | Azenta, Inc. | Technology | $7.6M | 0.3% | 296K | -55% | |||
| 98 | $FLYW | Flywire Corp | Industrials | $7.5M | 0.3% | 427K | -52% | |||
| 99 | $JD | JD.com, Inc. | Consumer Discretionary | $7.3M | 0.3% | 7.41M | +7% | |||
| 100 | $HMN | HORACE MANN EDUCATORS CORP /DE/ | Financials | $7.3M | 0.3% | 141K | -52% | |||
| 101 | $PSN | PARSONS CORP | Technology | $7.3M | 0.3% | 7.35M | +79% | |||
| 102 | $NOG | NORTHERN OIL & GAS, INC. | Energy | $7.2M | 0.3% | 7.50M | New | |||
| 103 | $SHAK | Shake Shack Inc. | Consumer Discretionary | $7.1M | 0.3% | 7.63M | +46% | |||
| 104 | $FOUR | Shift4 Payments, Inc. | Industrials | $7.1M | 0.3% | 7.39M | +16% | |||
| 105 | $LKQ | LKQ CORP | Consumer Discretionary | $7.0M | 0.3% | 268K | -56% | |||
| 106 | $UMBF | UMB FINANCIAL CORP | Financials | $6.8M | 0.3% | 48K | New | |||
| 107 | $ARCC | ARES CAPITAL CORP | Other | $6.7M | 0.3% | 363K | -0.5% | |||
| 108 | $DXCM | DEXCOM INC | Healthcare | $6.5M | 0.3% | 6.96M | +4% | |||
| 109 | $HCA | HCA Healthcare, Inc. | Healthcare | $6.5M | 0.3% | 17K | New | |||
| 110 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $6.4M | 0.3% | 47K | -1% | |||
| 111 | $VERX | Vertex, Inc. | Technology | $6.3M | 0.3% | 547K | -52% | |||
| 112 | $MTH | Meritage Homes CORP | Industrials | $6.2M | 0.3% | 6.04M | +89% | |||
| 113 | $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | Real Estate | $6.2M | 0.3% | 6.22M | +16% | |||
| 114 | $BLKB | BLACKBAUD INC | Technology | $6.2M | 0.3% | 208K | -64% | |||
| 115 | $AXSM | Axsome Therapeutics, Inc. | Healthcare | $6.2M | 0.3% | 25K | -38% | |||
| 116 | $WHD | Cactus, Inc. | Energy | $6.1M | 0.3% | 120K | -57% | |||
| 117 | $NOG | NORTHERN OIL & GAS, INC. | Energy | $6.1M | 0.3% | 338K | -57% | |||
| 118 | $MATW | MATTHEWS INTERNATIONAL CORP | Materials | $6.0M | 0.3% | 225K | -57% | |||
| 119 | $LGND | LIGAND PHARMACEUTICALS INC | Healthcare | $6.0M | 0.3% | 19K | -7% | |||
| 120 | $WK | WORKIVA INC | Technology | $6.0M | 0.3% | 6.41M | +52% | |||
| 121 | $CNC | CENTENE CORP | Healthcare | $5.9M | 0.3% | 92K | +0.3% | |||
| 122 | $JNJ | JOHNSON & JOHNSON | Healthcare | $5.9M | 0.3% | 23K | -0.3% | |||
| 123 | $BL | BLACKLINE, INC. | Technology | $5.9M | 0.3% | 211K | -52% | |||
| 124 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $5.9M | 0.3% | 12K | — | |||
| 125 | $RGEN | REPLIGEN CORP | Healthcare | $5.8M | 0.3% | 5.70M | New | |||
| 126 | $UPST | Upstart Holdings, Inc. | Financials | $5.8M | 0.3% | 5.86M | — | |||
| 127 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $5.8M | 0.3% | 12K | -3% | |||
| 128 | $RVLV | Revolve Group, Inc. | Consumer Discretionary | $5.7M | 0.3% | 251K | -53% | |||
| 129 | $CSTL | CASTLE BIOSCIENCES INC | Healthcare | $5.5M | 0.2% | 232K | -57% | |||
| 130 | $WRBY | Warby Parker Inc. | Healthcare | $5.5M | 0.2% | 181K | -33% | |||
| 131 | $NVO | NOVO NORDISK A S | Healthcare | $5.4M | 0.2% | 114K | -1% | |||
| 132 | $DCO | DUCOMMUN INC /DE/ | Industrials | $5.4M | 0.2% | 29K | New | |||
| 133 | $CRSR | Corsair Gaming, Inc. | Technology | $5.4M | 0.2% | 559K | -66% | |||
| 134 | — | ISHARES TR - CORE S&P500 ETF | — | $5.4M | 0.2% | 7,189 | +2% | |||
| 135 | $CPRT | COPART INC | Consumer Discretionary | $5.4M | 0.2% | 190K | New | |||
| 136 | $MSA | MSA Safety Inc | Healthcare | $5.3M | 0.2% | 30K | -55% | |||
| 137 | — | REDFIN CORP - NOTE 0.500% 4/0 | — | $5.3M | 0.2% | 5.49M | +11% | |||
| 138 | $NTNX | Nutanix, Inc. | Technology | $5.2M | 0.2% | 4.61M | +91% | |||
| 139 | $BSY | BENTLEY SYSTEMS INC | Technology | $5.2M | 0.2% | 5.42M | — | |||
| 140 | $BV | BrightView Holdings, Inc. | Consumer Staples | $5.2M | 0.2% | 366K | -31% | |||
| 141 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $5.1M | 0.2% | 4,420 | -42% | |||
| 142 | $ZBRA | ZEBRA TECHNOLOGIES CORP | Industrials | $5.0M | 0.2% | 19K | -26% | |||
| 143 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $4.9M | 0.2% | 26K | — | |||
| 144 | $DBX | DROPBOX, INC. | Technology | $4.9M | 0.2% | 4.84M | +83% | |||
| 145 | $AFRM | Affirm Holdings, Inc. | Financials | $4.8M | 0.2% | 4.88M | +26% | |||
| 146 | $POWI | POWER INTEGRATIONS INC | Technology | $4.8M | 0.2% | 57K | New | |||
| 147 | $TCOM | Trip.com Group Ltd | Consumer Discretionary | $4.7M | 0.2% | 4.80M | New | |||
| 148 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $4.7M | 0.2% | 65K | +7% | |||
| 149 | $NVST | Envista Holdings Corp | Healthcare | $4.7M | 0.2% | 4.66M | +6% | |||
| 150 | $DEA | Easterly Government Properties, Inc. | Real Estate | $4.6M | 0.2% | 186K | -58% |
What changed in Q2 2026
Against the previous quarter's 13F: 19 new, 69 added to, 167 trimmed, 30 sold out. Share-count changes; largest moves by dollar size first.
New positions (19)
$MTDMETTLER TOLEDO INTERNATIONAL INC/$13.6M
first bought this quarter
$CTASCINTAS CORP$12.2M
first bought this quarter
$UMBFUMB FINANCIAL CORP$6.8M
first bought this quarter
$HCAHCA Healthcare, Inc.$6.5M
first bought this quarter
$DCODUCOMMUN INC /DE/$5.4M
first bought this quarter
$CPRTCOPART INC$5.4M
first bought this quarter
+13 more in the Excel export
Added to (69)
$DPZDOMINOS PIZZA INC+256%
now $14.7M · held 10+ qtrs
now $56.4M · held 10+ qtrs
$PSNPARSONS CORP+79%
now $7.3M · held 6 qtrs, 2 adds in a row
$LLYELI LILLY & Co+28%
now $14.5M · held 8 qtrs, 5 adds in a row
$MTHMeritage Homes CORP+89%
now $6.2M · held 5 qtrs
now $73.6M · held 10+ qtrs, 2 adds in a row
+63 more in the Excel export
Trimmed (167)
$SMTCSEMTECH CORP-75%
now $19.1M · held 10+ qtrs, 4 trims in a row
now $31.6M · held 10+ qtrs
now $19.9M · held 10+ qtrs, 2 trims in a row
$MLIMUELLER INDUSTRIES INC-68%
now $17.0M · held 10+ qtrs, 9 trims in a row
$WWDWoodward, Inc.-74%
now $11.5M · held 10+ qtrs, 9 trims in a row
now $30.9M · held 10+ qtrs, 5 trims in a row
+161 more in the Excel export
Holdings by quarter
Every 13F PALISADE CAPITAL MANAGEMENT, LP has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow PALISADE CAPITAL MANAGEMENT?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of PALISADE CAPITAL MANAGEMENT's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-4.0%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 26% over the last 4
Top 10 weight
21%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
92%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
PALISADE CAPITAL MANAGEMENT, LP disclosed 294 positions worth $2.3B in its Form 13F-HR for Q2 2026, led by $APH (AMPHENOL CORP /DE/) at 3.4% of the equity portfolio, followed by $AAPL and $NVDA. During the quarter the fund opened 19 new positions and exited 30 — including a new stake in $MTD. The portfolio is most concentrated in Technology (32.4% of disclosed assets). All figures are sourced directly from PALISADE CAPITAL MANAGEMENT, LP’s Form 13F-HR filing with the SEC under CIK 1009006.
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