PALISADE CAPITAL MANAGEMENT, LP 13F Holdings
CIK 0001009006 · FORT LEE, NJ
As of Sep 30, 2025, PALISADE CAPITAL MANAGEMENT, LP reported 367 positions worth $3.4B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| AMPHENOL CORP-CL A | APH | Technology | 548,430 | $67.9M | 1.98% |
| RAYMOND JAMES FINANCIAL INC | RJF | Financial Services | 378,059 | $65.3M | 1.91% |
| IDACORP INC | IDA | Utilities | 455,491 | $60.2M | 1.76% |
| MUELLER INDUSTRIES INC | MLI | Industrials | 591,226 | $59.8M | 1.75% |
| APPLE INC | AAPL | Technology | 234,170 | $59.6M | 1.74% |
| APPLIED INDUSTRIAL TECHNOLOGIES INC | AIT | Industrials | 223,132 | $58.2M | 1.70% |
| NVIDIA CORP | NVDA | Technology | 264,459 | $49.3M | 1.44% |
| MICROSOFT CORP | MSFT | Technology | 90,453 | $46.9M | 1.37% |
| HEICO CORP | HEI.A | Industrials | 181,145 | $46.0M | 1.35% |
| ACI WORLDWIDE INC | ACIW | Technology | 851,899 | $45.0M | 1.31% |
| LITTELFUSE INC | LFUS | Technology | 167,457 | $43.4M | 1.27% |
| SEMTECH CORP | SMTC | Technology | 566,293 | $40.5M | 1.18% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 122,388 | $38.6M | 1.13% |
| WSFS FINANCIAL CORP | WSFS | Financial Services | 712,627 | $38.4M | 1.12% |
| VERRA MOBILITY CORP | VRRM | Industrials | 1,549,839 | $38.3M | 1.12% |
| WOODWARD INC | WWD | Industrials | 151,451 | $38.3M | 1.12% |
| JOHN WILEY & SONS INC | WLY | Consumer Cyclical | 942,110 | $38.1M | 1.12% |
| VONTIER CORP | VNT | Technology | 881,867 | $37.0M | 1.08% |
| HEALTHCARE SERVICES GROUP INC | HCSG | Healthcare | 2,152,522 | $36.2M | 1.06% |
| EASTGROUP PROPERTIES INC | EGP | Real Estate | 214,018 | $36.2M | 1.06% |
| BLACKBAUD INC | BLKB | Technology | 562,938 | $36.2M | 1.06% |
| REPLIGEN CORP | RGEN | Healthcare | 261,798 | $35.0M | 1.02% |
| AVIENT CORP | AVNT | Basic Materials | 1,057,880 | $34.9M | 1.02% |
| RENASANT CORP | RNST | Financial Services | 927,081 | $34.2M | 1.00% |
| CCC INTELLIGENT SOLUTIONS HOLDINGS INC | CCC | Technology | 3,740,085 | $34.1M | 1.00% |