Palisade Capital Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.00B
Q ending 2026-03-31
Prior quarter
$3.37B
Q ending 2025-12-31
Change
-11.0% QoQ · -13.8% YoY
Positions
303
reported holdings
Largest positions
Top 100 of 303 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $62.3M | 245K |
| Littelfuse Inc | LFUS | Shares | $57.5M | 169K |
| Amphenol Corp | APH | Shares | $56.2M | 445K |
| Idacorp Inc | IDA | Shares | $53.8M | 376K |
| Ishares Tr | IGSB | Shares | $53.0M | 1.0M |
| Applied Indl Technologies In | AIT | Shares | $49.1M | 185K |
| Mueller Inds Inc | MLI | Shares | $48.6M | 438K |
| Raymond James Finl Inc | RJF | Shares | $47.3M | 326K |
| Nvidia Corporation | NVDA | Shares | $44.2M | 253K |
| Alphabet Inc | GOOG | Shares | $38.6M | 135K |
| Wsfs Finl Corp | WSFS | Shares | $38.4M | 587K |
| Heico Corp New | HEI/A | Shares | $37.2M | 176K |
| Woodward Inc | WWD | Shares | $37.2M | 104K |
| Semtech Corp | SMTC | Shares | $37.0M | 481K |
| Ingevity Corp | NGVT | Shares | $35.1M | 493K |
| Jpmorgan Chase & Co | JPM | Shares | $34.8M | 118K |
| Microsoft Corp | MSFT | Shares | $34.3M | 93K |
| Eastgroup Pptys Inc | EGP | Shares | $32.8M | 177K |
| Onto Innovation Inc | ONTO | Shares | $32.4M | 158K |
| Prosperity Bancshares Inc | PB | Shares | $31.8M | 473K |
| Avient Corporation | AVNT | Shares | $31.6M | 870K |
| Franco Nev Corp | FNV | Shares | $30.7M | 124K |
| Sm Energy Company | SM | Shares | $30.3M | 972K |
| Cullen Frost Bankers Inc | CFR | Shares | $30.1M | 219K |
| Onespaworld Holdings Limited | Shares | $29.9M | 1.3M | |
| Wiley John & Sons Inc | WLY | Shares | $29.8M | 781K |
| Aci Worldwide Inc | ACIW | Shares | $29.1M | 708K |
| Danaher Corp Del | DHR | Shares | $29.0M | 153K |
| Repligen Corp | RGEN | Shares | $28.3M | 241K |
| Healthcare Svcs Group Inc | HCSG | Shares | $28.2M | 1.5M |
| Vontier Corporation | VNT | Shares | $28.2M | 794K |
| Renasant Corp | RNST | Shares | $28.0M | 774K |
| Primo Brands Corporation | PRMB | Shares | $27.2M | 1.4M |
| Columbia Bkg Sys Inc | COLB | Shares | $27.1M | 990K |
| Ametek Inc | AME | Shares | $27.1M | 126K |
| Adapthealth Corp | AHCO | Shares | $25.7M | 2.2M |
| Envista Holdings Corporation | NVST | Shares | $25.2M | 995K |
| Visa Inc | V | Shares | $25.2M | 83K |
| Fulton Finl Corp Pa | FULT | Shares | $24.2M | 1.2M |
| Broadcom Inc | AVGO | Shares | $24.1M | 78K |
| Rli Corp | RLI | Shares | $23.2M | 407K |
| Teledyne Technologies Inc | TDY | Shares | $23.1M | 38K |
| Commercial Metals Co | CMC | Shares | $23.0M | 374K |
| Northern Oil & Gas Inc | NOG | Shares | $22.7M | 778K |
| Performance Food Group Co | PFGC | Shares | $22.5M | 262K |
| Buckle Inc | BKE | Shares | $22.5M | 446K |
| Blackbaud Inc | BLKB | Shares | $22.3M | 577K |
| Ccc Intelligent Solutions Hl | CCC | Shares | $22.0M | 3.7M |
| Alphabet Inc | GOOGL | Shares | $21.1M | 73K |
| Bright Horizons Fam Sol In D | BFAM | Shares | $20.9M | 255K |
| Amazon Com Inc | AMZN | Shares | $20.1M | 97K |
| First Advantage Corp New | FA | Shares | $20.1M | 1.7M |
| Integer Hldgs Corp | ITGR | Shares | $19.6M | 223K |
| Cousins Pptys Inc | CUZ | Shares | $18.4M | 814K |
| Verra Mobility Corp | VRRM | Shares | $18.3M | 1.3M |
| Rlj Lodging Tr | RLJ | Shares | $18.3M | 2.5M |
| Cheesecake Factory Inc | CAKE | Shares | $18.3M | 334K |
| Lkq Corp | LKQ | Shares | $18.0M | 614K |
| Prog Holdings Inc | PRG | Shares | $17.5M | 609K |
| Advanced Micro Devices Inc | AMD | Shares | $17.5M | 86K |
| Saia Inc | SAIA | Shares | $17.2M | 49K |
| Texas Roadhouse Inc | TXRH | Shares | $17.1M | 103K |
| Bruker Corp | BRKR | Shares | $16.8M | 465K |
| Blackline Inc | BL | Shares | $16.3M | 441K |
| Radnet Inc | RDNT | Shares | $16.3M | 291K |
| Intercontinental Exchange In | ICE | Shares | $16.3M | 103K |
| Costco Wholesale Corporation | COST | Shares | $16.2M | 16K |
| Westamerica Bancorporation | WABC | Shares | $15.9M | 305K |
| Quanta Svcs Inc | PWR | Shares | $15.8M | 29K |
| Abbvie Inc | ABBV | Shares | $15.5M | 71K |
| Ishares Tr | IEUR | Shares | $15.4M | 219K |
| Quaker Houghton | KWR | Shares | $15.4M | 124K |
| Plexus Corp | PLXS | Shares | $15.3M | 75K |
| Shift4 Pmts Inc | FOUR | Shares | $15.3M | 349K |
| Meta Platforms Inc | META | Shares | $15.2M | 27K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $14.6M | 30K |
| Biolife Solutions Inc | BLFS | Shares | $14.5M | 759K |
| Acadia Healthcare Company In | ACHC | Shares | $14.3M | 613K |
| Gibraltar Inds Inc | ROCK | Shares | $14.3M | 359K |
| Eaton Corp Plc | Shares | $14.3M | 40K | |
| Azenta Inc | AZTA | Shares | $13.9M | 659K |
| Nextera Energy Inc | NEE | Shares | $13.7M | 147K |
| Vertex Inc | VERX | Shares | $13.6M | 1.1M |
| Matthews Intl Corp | MATW | Shares | $13.4M | 521K |
| Home Depot Inc | HD | Shares | $13.3M | 41K |
| Cactus Inc | WHD | Shares | $13.2M | 279K |
| Castle Biosciences Inc | CSTL | Shares | $13.2M | 536K |
| Myr Group Inc | MYRG | Shares | $12.8M | 45K |
| Horace Mann Educators Corp N | HMN | Shares | $12.6M | 296K |
| Ishares Tr | IJR | Shares | $12.1M | 98K |
| Taylor Morrison Home Corp | TMHC | Shares | $12.0M | 206K |
| Revolve Group Inc | RVLV | Shares | $12.0M | 529K |
| Msa Safety Inc | MSA | Shares | $11.1M | 68K |
| Hinge Health Inc | HNGE | Shares | $10.5M | 272K |
| Flywire Corporation | FLYW | Shares | $10.4M | 896K |
| Emergent Biosolutions Inc | EBS | Shares | $10.0M | 1.2M |
| Aar Corp | AIR | Shares | $9.7M | 89K |
| Easterly Govt Pptys Inc | DEA | Shares | $9.5M | 441K |
| Tko Group Holdings Inc | TKO | Shares | $9.4M | 47K |
| Pennymac Finl Svcs Inc New | PFSI | Shares | $9.2M | 106K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.