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
$922K
LUV 1.25 05/01/25SOUTHWEST AIRLS CO
$921K
INTUINTUIT
$921K
$917K
$909K
BILL 0 04/01/27BILL HOLDINGS INC
$904K
AEIS 2.5 09/15/28ADVANCED ENERGY INDS
$901K
MARA 1 12/01/26MARA HOLDINGS INC
$894K
AXON 0.5 12/15/27AXON ENTERPRISE INC
$892K
BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL INC
$873K
WKC 3.25 07/01/28WORLD KINECT CORPORATION
$865K
$863K
$861K
NKENIKE INC
$860K
EDCONSOLIDATED EDISON INC
$860K
$848K
PENN 2.75 05/15/26PENN ENTERTAINMENT INC
$843K
TTEK 2.25 08/15/28TETRA TECH INC NEW
$837K
HOODROBINHOOD MKTS INC
$832K
PEPPEPSICO INC
$772K
AAOI 2.75 01/15/30APPLIED OPTOELECTRONICS INC
$769K
NXPINXP SEMICONDUCTORS N V
$764K
VREX 4 06/01/25VAREX IMAGING CORP
$747K
BILL 0 12/01/25BILL HOLDINGS INC
$720K
GSGOLDMAN SACHS GROUP INC
$694K
PGPROCTER AND GAMBLE CO
$674K
BACVERIZON COMMUNICATIONS INC
$670K
NVST 2.375 06/01/25ENVISTA HOLDINGS CORPORATION
$662K
UPSUNITED PARCEL SERVICE INC
$652K
CAKE 0.375 06/15/26CHEESECAKE FACTORY INC
$643K
GBX 2.875 04/15/28GREENBRIER COS INC
$632K
BABAALIBABA GROUP HLDG LTD
$605K
STX 3.5 06/01/28SEAGATE HDD CAYMAN
$603K
FSLY 0 03/15/26FASTLY INC
$593K
ELFE L F BEAUTY INC
$588K
$567K
EAELECTRONIC ARTS INC
$564K
SPYSPDR S&P 500 ETF TR
$559K
IBMINTERNATIONAL BUSINESS MACHS
$556K
BXMT 5.5 03/15/27BLACKSTONE MORTGAGE TRUST IN
$554K
MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC.
$540K
TMDX 1.5 06/01/28TRANSMEDICS GROUP INC
$539K
NOWSERVICENOW INC
$517K
IRTC 1.5 09/01/29IRHYTHM TECHNOLOGIES INC
$505K
$501K
RGEN 1 12/15/28REPLIGEN CORP
$491K
RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC
$487K
TNDM 1.5 03/15/29 2024TANDEM DIABETES CARE INC
$472K
X 5 11/01/26UNITED STATES STL CORP
$447K
IMCR 2.5 02/01/30IMMUNOCORE HLDGS PLC
$445K
XOMEXXON MOBIL CORP
$419K
JJACOBS SOLUTIONS INC
$414K
FSKFS KKR CAP CORP
$388K
COINCOINBASE GLOBAL INC
$370K
AMTAMERICAN TOWER CORP NEW
$348K
BILLBILL HOLDINGS INC
$333K
GILDGILEAD SCIENCES INC
$325K
CAMT 0 12/01/26CAMTEK LTD
$303K
WOLF 0.25 02/15/28WOLFSPEED INC
$296K
WOLF 1.875 12/01/29WOLFSPEED INC
$294K
SSRMSSR MINING IN
$289K
RNG 0 03/15/26RINGCENTRAL INC
$286K
NCLHNORWEGIAN CRUISE LINE HLDG L
$280K
LLYELI LILLY & CO
$264K
CSWCCAPITAL SOUTHWEST CORP
$240K
BLMN 5 05/01/25BLOOMIN BRANDS INC
$158K
EVH 1.5 10/15/25EVOLENT HEALTH INC
$144K
SOFISOFI TECHNOLOGIES INC
$128K
RUNSUNRUN INC
$67K
REALTHE REALREAL INC
$54K
VSH 2.25 06/15/25VISHAY INTERTECHNOLOGY INC
$13K
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