PALISADE CAPITAL MANAGEMENT, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$3.5B
Holdings
367
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (367 positions)
| Stock | Value |
|---|---|
APHAMPHENOL CORP NEW | $62.4M |
RJFRAYMOND JAMES FINL INC | $57.6M |
MLIMUELLER INDS INC | $54.2M |
IDAIDACORP INC | $53.4M |
AITAPPLIED INDL TECHNOLOGIES IN | $53.4M |
AAPLAPPLE INC | $48.3M |
HEIHEICO CORP NEW | $47.0M |
PRMBPRIMO BRANDS CORPORATION | $45.0M |
WLYWILEY JOHN & SONS INC | $42.5M |
MSFTMICROSOFT CORP | $41.9M |
NVDANVIDIA CORPORATION | $41.8M |
PFGCPERFORMANCE FOOD GROUP CO | $40.8M |
LFUSLITTELFUSE INC | $40.5M |
WSFSWSFS FINL CORP | $39.9M |
TSAACI WORLDWIDE INC | $39.5M |
TXRHTEXAS ROADHOUSE INC | $39.3M |
CAKECHEESECAKE FACTORY INC | $37.8M |
WWDWOODWARD INC | $37.7M |
VRRMVERRA MOBILITY CORP | $37.2M |
EGPEASTGROUP PPTYS INC | $36.8M |
BLKBBLACKBAUD INC | $36.6M |
JPMJPMORGAN CHASE & CO. | $36.4M |
RLIRLI CORP | $36.3M |
PBPROSPERITY BANCSHARES INC | $35.9M |
CCCCCC INTELLIGENT SOLUTIONS HL | $35.6M |
AVNTAVIENT CORPORATION | $34.8M |
CFRCULLEN FROST BANKERS INC | $34.4M |
RNSTRENASANT CORP | $34.1M |
FOURSHIFT4 PMTS INC | $33.2M |
RGENREPLIGEN CORP | $33.0M |
VNTVONTIER CORPORATION | $33.0M |
HCSGHEALTHCARE SVCS GROUP INC | $32.7M |
OSWONESPAWORLD HOLDINGS LIMITED | $32.5M |
DHRDANAHER CORPORATION | $30.4M |
VVISA INC | $30.1M |
CUZCOUSINS PPTYS INC | $29.7M |
AVGOBROADCOM INC | $29.5M |
CSGSCSG SYS INTL INC | $29.3M |
SMSM ENERGY CO | $29.2M |
FAFIRST ADVANTAGE CORP NEW | $28.3M |
BRKRBRUKER CORP | $27.0M |
GPIGROUP 1 AUTOMOTIVE INC | $27.0M |
NOGNORTHERN OIL & GAS INC | $26.8M |
LKQ1LKQ CORP | $26.6M |
BLBLACKLINE INC | $26.6M |
FULTFULTON FINL CORP PA | $26.1M |
AZTAAZENTA INC | $25.8M |
BKEBUCKLE INC | $24.9M |
AHCOADAPTHEALTH CORP | $24.8M |
ITGRINTEGER HLDGS CORP | $24.5M |
COLBCOLUMBIA BKG SYS INC | $24.4M |
ROCKGIBRALTAR INDS INC | $24.2M |
GOOGALPHABET INC | $23.9M |
NVSTENVISTA HOLDINGS CORPORATION | $23.7M |
ROPROPER TECHNOLOGIES INC | $23.4M |
FNVFRANCO NEV CORP | $23.4M |
AMZNAMAZON COM INC | $22.6M |
CMCCOMMERCIAL METALS CO | $22.5M |
AMEAMETEK INC | $22.4M |
CRSRCORSAIR GAMING INC | $22.1M |
SMTCSEMTECH CORP | $22.1M |
VERXVERTEX INC | $22.1M |
RLJRLJ LODGING TR | $21.8M |
FISVFISERV INC | $21.5M |
BFAMBRIGHT HORIZONS FAM SOL IN D | $21.4M |
NGVTINGEVITY CORP | $21.2M |
LRNSTRIDE INC | $21.1M |
ICEINTERCONTINENTAL EXCHANGE IN | $20.7M |
PFSIPENNYMAC FINL SVCS INC NEW | $20.6M |
BLFSBIOLIFE SOLUTIONS INC | $19.8M |
TMHCTAYLOR MORRISON HOME CORP | $19.8M |
PRGPROG HOLDINGS INC | $18.5M |
WABCWESTAMERICA BANCORPORATION | $18.5M |
METAMETA PLATFORMS INC | $17.5M |
DBRGDIGITALBRIDGE GROUP INC | $17.4M |
SAIASAIA INC | $17.2M |
TDYTELEDYNE TECHNOLOGIES INC | $16.9M |
ACHCACADIA HEALTHCARE COMPANY IN | $16.9M |
HMNHORACE MANN EDUCATORS CORP N | $15.9M |
GOOGLALPHABET INC | $15.4M |
MATWMATTHEWS INTL CORP | $15.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $14.9M |
HDHOME DEPOT INC | $14.9M |
WHDCACTUS INC | $14.8M |
KWRQUAKER HOUGHTON | $14.2M |
MSAMSA SAFETY INC | $14.2M |
TRUPTRUPANION INC | $13.2M |
PWRQUANTA SVCS INC | $12.8M |
ABBVABBVIE INC | $12.6M |
ARCCARES CAPITAL CORP | $12.5M |
CNCCENTENE CORP DEL | $12.5M |
SEDG 0 09/15/25SOLAREDGE TECHNOLOGIES INC | $12.4M |
CWANCLEARWATER ANALYTICS HLDGS I | $12.2M |
AMDADVANCED MICRO DEVICES INC | $12.1M |
ONTOONTO INNOVATION INC | $12.0M |
DEAEASTERLY GOVT PPTYS INC | $11.8M |
CSTLCASTLE BIOSCIENCES INC | $11.7M |
IEURISHARES TR | $11.6M |
KKRKKR & CO INC | $11.3M |
A3IAMERISAFE INC | $11.3M |
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