PALISADE CAPITAL MANAGEMENT, LP Q1 2025 Filing

Filed April 29, 2025

Portfolio Value

$3.5B

Holdings

371

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (371 positions)

StockValue
ICLRICON PLC
$11.5M
BDXBECTON DICKINSON & CO
$11.4M
NEENEXTERA ENERGY INC
$11.4M
RVLVREVOLVE GROUP INC
$11.4M
PWRQUANTA SVCS INC
$11.3M
WFC 7.5 PERP LWELLS FARGO CO NEW
$11.2M
HIHILLENBRAND INC
$10.6M
COSTCOSTCO WHSL CORP NEW
$10.5M
IEURISHARES TR
$9.9M
KKRKKR & CO INC
$9.8M
CSTLCASTLE BIOSCIENCES INC
$9.8M
TRUPTRUPANION INC
$9.1M
VSTSVESTIS CORPORATION
$9.0M
AMDADVANCED MICRO DEVICES INC
$8.7M
ZTSZOETIS INC
$8.7M
ENPH 0 03/01/26ENPHASE ENERGY INC
$8.4M
ABNB 0 03/15/26AIRBNB INC
$8.3M
UNPUNION PAC CORP
$8.3M
CHCTCOMMUNITY HEALTHCARE TR INC
$8.2M
MTN 0 01/01/26VAIL RESORTS INC
$8.2M
W 0.625 10/01/25WAYFAIR INC
$8.1M
IART 0.5 08/15/25INTEGRA LIFESCIENCES HLDGS C
$7.8M
$7.7M
NMFCNEW MTN FIN CORP
$7.6M
JAMFJAMF HLDG CORP
$7.6M
TRIP 0.25 04/01/26TRIPADVISOR INC
$7.5M
$7.4M
$7.3M
NCLH 2.5 02/15/27NCL CORP LTD
$7.2M
DPZDOMINOS PIZZA INC
$7.1M
SPGIS&P GLOBAL INC
$7.1M
FNFFIDELITY NATIONAL FINANCIAL
$7.0M
UISUNISYS CORP
$6.9M
PACKRANPAK HOLDINGS CORP
$6.8M
PCRX 0.75 08/01/25PACIRA BIOSCIENCES INC
$6.7M
FVRR 0 11/01/25FIVERR INTL LTD
$6.7M
PRPERMIAN RESOURCES CORP
$6.6M
MDLZMONDELEZ INTL INC
$6.6M
ZBRAZEBRA TECHNOLOGIES CORPORATI
$6.6M
DHDEFINITIVE HEALTHCARE CORP
$6.5M
$6.5M
NMFC 7.5 10/15/25NEW MTN FIN CORP
$6.5M
QCOMQUALCOMM INC
$6.5M
$6.4M
ATKRATKORE INC
$6.4M
WIX 0 08/15/25WIX COM LTD
$6.2M
JBLU 0.5 04/01/26JETBLUE AIRWAYS CORP
$6.1M
NOCNORTHROP GRUMMAN CORP
$6.1M
CVXCHEVRON CORP NEW
$6.0M
VLTOVERALTO CORP
$5.9M
$5.9M
VAC 3.25 12/15/27MARRIOTT VACATIONS WORLDWIDE
$5.8M
BAC 7.25 PERP LBANK AMERICA CORP
$5.6M
$5.6M
EBSEMERGENT BIOSOLUTIONS INC
$5.5M
COIN 0.5 06/01/26COINBASE GLOBAL INC
$5.4M
SHWSHERWIN WILLIAMS CO
$5.4M
DAY 0.25 03/15/26DAYFORCE INC
$5.4M
TDOC 1.25 06/01/27TELADOC HEALTH INC
$5.2M
MSTR 0.875 03/15/31MICROSTRATEGY INC
$5.2M
VRNT 0.25 04/15/26VERINT SYSTEMS INC
$5.1M
F 0 03/15/26FORD MTR CO
$5.0M
BSY 0.125 01/15/26BENTLEY SYS INC
$5.0M
LYFTLYFT INC
$5.0M
TMOTHERMO FISHER SCIENTIFIC INC
$4.9M
BL 0 03/15/26BLACKLINE INC
$4.8M
DOCN 0 12/01/26DIGITALOCEAN HLDGS INC
$4.5M
DBX 0 03/01/26DROPBOX INC
$4.4M
TNDM 1.5 05/01/25TANDEM DIABETES CARE INC
$4.3M
FLYWFLYWIRE CORPORATION
$4.3M
BOKFBOK FINL CORP
$4.3M
TDOC 0.875 06/01/25LIVONGO HEALTH INC
$4.2M
VAC 0 01/15/26MARRIOTT VACATIONS WORLDWIDE
$4.2M
BURLBURLINGTON STORES INC
$4.2M
BA 6 10/15/27BOEING CO
$4.1M
$4.0M
SSNCSS&C TECHNOLOGIES HLDGS INC
$4.0M
RDNTRADNET INC
$4.0M
$4.0M
JNJJOHNSON & JOHNSON
$3.9M
ATRAPTARGROUP INC
$3.9M
CSWC 5.125 11/15/29CAPITAL SOUTHWEST CORP
$3.9M
BTU 3.25 03/01/28PEABODY ENGR CORP
$3.8M
DCIDONALDSON INC
$3.7M
ON 0.5 03/01/29ON SEMICONDUCTOR CORP
$3.7M
GH 0 11/15/27GUARDANT HEALTH INC
$3.6M
ZD 1.75 11/01/26ZIFF DAVIS INC
$3.5M
THGHANOVER INS GROUP INC
$3.4M
ADBEADOBE INC
$3.3M
MCHP 1.625 02/15/27MICROCHIP TECHNOLOGY INC.
$3.3M
SCISERVICE CORP INTL
$3.3M
NET 0 08/15/26CLOUDFLARE INC
$3.2M
BRK-BBERKSHIRE HATHAWAY INC DEL
$3.2M
ARMKARAMARK
$3.2M
IVVISHARES TR
$3.2M
TREE 0.5 07/15/25LENDINGTREE INC
$3.1M
LYV 3.125 01/15/29LIVE NATION ENTERTAINMENT IN
$3.1M
$3.1M
SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC
$3.1M
HSICHENRY SCHEIN INC
$3.0M
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