PALISADE CAPITAL MANAGEMENT, LP Q2 2019 Filing
Filed August 6, 2019
Portfolio Value
$3.2T
Holdings
408
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (408 positions)
| Stock | Value |
|---|---|
ALTREURALTAIR ENGR INC | $10.8B |
—BECTON DICKINSON & CO | $10.7B |
—TWITTER INC | $10.6B |
—ALLSCRIPTS HEALTHCARE SOLUTN | $10.5B |
CAKECHEESECAKE FACTORY INC | $10.3B |
FISVFISERV INC | $10.2B |
ZTSZOETIS INC | $10.1B |
—SQUARE INC | $9.8B |
—SERVICENOW INC | $9.8B |
—TUTOR PERINI CORP | $9.5B |
HRTXHERON THERAPEUTICS INC | $9.4B |
—PORTFOLIO RECOVERY ASSOCS IN | $9.2B |
—CAESARS ENTMT CORP | $9.1B |
—ECHO GLOBAL LOGISTICS INC | $8.7B |
GOOGALPHABET INC | $8.7B |
UNPUNION PACIFIC CORP | $8.7B |
CVXCHEVRON CORP NEW | $8.4B |
—INTRICON CORP | $8.2B |
—WORKDAY INC | $8.2B |
—SEACOR HOLDINGS INC | $8.2B |
—GREENBRIER COS INC | $8.2B |
TRUPTRUPANION INC | $8.2B |
NEENEXTERA ENERGY INC | $8.0B |
—PACIRA BIOSCIENCES | $7.8B |
—LIGAND PHARMACEUTICALS INC | $7.7B |
—SPIRIT RLTY CAP INC NEW | $7.6B |
—EXACT SCIENCES CORP | $7.6B |
—DISH NETWORK CORP | $7.6B |
—ARES CAP CORP | $7.5B |
MPCMARATHON PETE CORP | $7.5B |
—HURON CONSULTING GROUP INC | $7.4B |
—PRICELINE GRP INC | $7.1B |
MSFTMICROSOFT CORP | $7.1B |
—CLEVELAND CLIFFS INC | $7.0B |
—ATLAS AIR WORLDWIDE HLDGS IN | $6.9B |
BACVERIZON COMMUNICATIONS INC | $6.9B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.9B |
SSNCSS&C TECHNOLOGIES HLDGS INC | $6.8B |
SRJSPARTANNASH CO | $6.7B |
—GUIDEWIRE SOFTWARE INC | $6.6B |
—ELECTRONICS FOR IMAGING INC | $6.5B |
—PURE STORAGE INC | $6.5B |
—CEMEX SAB DE CV | $6.5B |
—HERCULES CAPITAL INC | $6.4B |
—COLONY CAP INC | $6.4B |
NXPINXP SEMICONDUCTORS N V | $6.3B |
—ENCORE CAP GROUP INC | $6.3B |
—COLONY CAP INC | $6.3B |
—NEVRO CORP | $6.2B |
—NXP SEMICONDUCTORS N V | $6.2B |
—HORIZON PHARMA INVT LTD | $6.2B |
XLNXEURXILINX INC | $6.1B |
—ETSY INC | $6.1B |
—WAYFAIR INC | $6.0B |
—INPHI CORP | $6.0B |
ROPROPER TECHNOLOGIES INC | $6.0B |
—PLANTRONICS INC NEW | $6.0B |
—CSG SYS INTL INC | $6.0B |
—EXACT SCIENCES CORP | $5.9B |
TDOC 1.375 05/15/25TELADOC HEALTH INC | $5.9B |
—ADVANCED MICRO DEVICES INC | $5.9B |
—LUMENTUM HLDGS INC | $5.8B |
—NOVELLUS SYS INC | $5.8B |
—SAREPTA THERAPEUTICS INC | $5.8B |
—FIREEYE INC | $5.7B |
—MACQUARIE INFRASTRUCTURE COR | $5.6B |
—TPG SPECIALTY LENDING INC | $5.5B |
MDLZMONDELEZ INTL INC | $5.5B |
—HUBSPOT INC | $5.4B |
MCDMCDONALDS CORP | $5.3B |
—ENCORE CAP GROUP INC | $5.3B |
METAFACEBOOK INC | $5.3B |
STZCONSTELLATION BRANDS INC | $5.2B |
PCTYPAYLOCITY HLDG CORP | $5.1B |
—WRIGHT MED GROUP INC | $5.1B |
—RTI INTL METALS INC | $5.1B |
—SEACOR HOLDINGS INC | $5.1B |
ARCCARES CAP CORP | $4.9B |
—ROVI CORP | $4.9B |
MNRUSDMONMOUTH REAL ESTATE INVT CO | $4.9B |
—ALLEGHENY TECHNOLOGIES INC | $4.9B |
—DANAHER CORPORATION | $4.9B |
FNFFIDELITY NATIONAL FINANCIAL | $4.8B |
—TTM TECHNOLOGIES INC | $4.7B |
—DERMIRA INC | $4.7B |
—EVOLENT HEALTH INC | $4.7B |
HONHONEYWELL INTL INC | $4.7B |
—SILICON LABORATORIES INC | $4.7B |
NVONOVO-NORDISK A S | $4.6B |
—NUTANIX INC | $4.6B |
—MACQUARIE INFRASTRUCTURE COR | $4.6B |
—ISIS PHARMACEUTICALS INC DEL | $4.6B |
—TWITTER INC | $4.5B |
—HERBALIFE LTD | $4.5B |
—RADIUS HEALTH INC | $4.5B |
—CALAMP CORP | $4.5B |
BKIEURBLACK KNIGHT INC | $4.5B |
—FIREEYE INC | $4.5B |
—INPHI CORP | $4.5B |
DEAEASTERLY GOVT PPTYS INC | $4.5B |