Institutions / Palisade Capital Management, LP
Palisade Capital Management, LP
CIK 1009006 · Institution · as of Mar 31, 2026
Portfolio value
$3.00B
Positions
303
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$3.00B-11.0%Positions
303-20.1%Top holdings
Mar 31, 2026View all 303 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $62.25M | 2.1% |
| Littelfuse Inc /De | $57.50M | 1.9% |
| Amphenol Corp /De | $56.22M | 1.9% |
| IDACORP Inc | $53.78M | 1.8% |
| iShares Tr | $52.96M | 1.8% |
| Applied Industrial Technologies Inc | $49.10M | 1.6% |
| Mueller Industries Inc | $48.56M | 1.6% |
| Raymond James Financial Inc | $47.26M | 1.6% |
| NVIDIA Corp | $44.17M | 1.5% |
| Alphabet Inc. | $38.64M | 1.3% |
| Wsfs Financial Corp | $38.44M | 1.3% |
| Heico Corp | $37.25M | 1.2% |
| Woodward Inc | $37.25M | 1.2% |
| Semtech Corp | $36.98M | 1.2% |
| Ingevity Corp | $35.09M | 1.2% |
| JPMorgan Chase & Co | $34.80M | 1.2% |
| Microsoft Corp | $34.32M | 1.1% |
| Eastgroup Properties Inc | $32.76M | 1.1% |
| Onto Innovation Inc. | $32.37M | 1.1% |
| Prosperity Bancshares Inc | $31.78M | 1.1% |
| Avient Corp | $31.60M | 1.1% |
| Franco Nev Corp | $30.70M | 1.0% |
| SM Energy Co | $30.31M | 1.0% |
| CULLEN/FROST Bankers, Inc. | $30.07M | 1.0% |
| Onespaworld Holdings Limited | $29.93M | 1.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | DigitalBridge Group, Inc. Common stock | $-26.00M | -1.7M -100.00% | 0 | medium |
| Q1 2026 as of | Exit | Clearwater Analytics Holdings, Inc. Common stock | $-24.55M | -1.0M -100.00% | 0 | medium |
| Q1 2026 as of | Add | 464288646 Common stock | $16.90M | +322K +46.85% | 1,007,682 1.76% of portfolio | medium |
| Q1 2026 as of | Add | Plexus Corp Common stock | $12.53M | +62K +453.81% | 75,468 0.51% of portfolio | medium |
| Q1 2026 as of | Trim | 464287655 Common stock | $-11.72M | -47K -91.98% | 4,125 0.03% of portfolio | medium |
| Q1 2026 as of | Exit | 46435G268 Common stock | $-11.44M | -153K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Saia Inc Common stock | $-10.19M | -29K -37.15% | 49,099 0.57% of portfolio | medium |
| Q1 2026 as of | New | Aar Corp Common stock | $9.69M | +89K | 88,562 0.32% of portfolio | medium |
| Q1 2026 as of | New | Solaris Energy Infrastructure, Inc. Common stock | $8.79M | +155K | 155,499 0.29% of portfolio | medium |
| Q1 2026 as of | Trim | Amphenol Corp /De Common stock | $-8.57M | -68K -13.23% | 444,923 1.87% of portfolio | medium |