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)

StockValue
EVTCEVERTEC INC
$11.0M
COSTCOSTCO WHSL CORP NEW
$10.6M
NEENEXTERA ENERGY INC
$10.5M
HRTXHERON THERAPEUTICS INC
$10.5M
RDNTRADNET INC
$10.3M
WFC 7.5 PERP LWELLS FARGO CO NEW
$10.3M
RVLVREVOLVE GROUP INC
$10.3M
BDXBECTON DICKINSON & CO
$9.5M
ICLRICON PLC
$9.4M
NVONOVO-NORDISK A S
$8.9M
ENPH 0 03/01/26ENPHASE ENERGY INC
$8.7M
ZTSZOETIS INC
$8.6M
ABNB 0 03/15/26AIRBNB INC
$8.6M
HIHILLENBRAND INC
$8.6M
MTN 0 01/01/26VAIL RESORTS INC
$8.5M
DHDEFINITIVE HEALTHCARE CORP
$8.5M
FTVFORTIVE CORP
$8.4M
W 0.625 10/01/25WAYFAIR INC
$8.1M
UNPUNION PAC CORP
$8.0M
ORLYOREILLY AUTOMOTIVE INC
$8.0M
UISUNISYS CORP
$8.0M
NCNONCINO INC
$7.9M
IART 0.5 08/15/25INTEGRA LIFESCIENCES HLDGS C
$7.9M
$7.8M
$7.7M
TRIP 0.25 04/01/26TRIPADVISOR INC
$7.5M
ZBRAZEBRA TECHNOLOGIES CORPORATI
$7.4M
SPGIS&P GLOBAL INC
$7.3M
ATKRATKORE INC
$7.3M
NCLH 2.5 02/15/27NCL CORP LTD
$7.2M
CHCTCOMMUNITY HEALTHCARE TR INC
$7.2M
JBLU 0.5 04/01/26JETBLUE AIRWAYS CORP
$7.1M
FLYWFLYWIRE CORPORATION
$7.0M
EBSEMERGENT BIOSOLUTIONS INC
$7.0M
DPZDOMINOS PIZZA INC
$7.0M
$6.9M
PRPERMIAN RESOURCES CORP
$6.9M
MSTR 0.875 03/15/31MICROSTRATEGY INC
$6.9M
PCRX 0.75 08/01/25PACIRA BIOSCIENCES INC
$6.8M
FVRR 0 11/01/25FIVERR INTL LTD
$6.7M
QCOMQUALCOMM INC
$6.7M
MDLZMONDELEZ INTL INC
$6.5M
NMFC 7.5 10/15/25NEW MTN FIN CORP
$6.5M
VLTOVERALTO CORP
$6.4M
COIN 0.5 06/01/26COINBASE GLOBAL INC
$6.4M
WIX 0 08/15/25WIX COM LTD
$6.3M
BTU 3.25 03/01/28PEABODY ENGR CORP
$6.1M
VRNT 0.25 04/15/26VERINT SYSTEMS INC
$6.1M
VAC 3.25 12/15/27MARRIOTT VACATIONS WORLDWIDE
$6.1M
FNFFIDELITY NATIONAL FINANCIAL
$6.0M
$6.0M
NOCNORTHROP GRUMMAN CORP
$5.9M
JAMFJAMF HLDG CORP
$5.8M
$5.7M
$5.6M
BA 6 10/15/27BOEING CO
$5.5M
DAY 0.25 03/15/26DAYFORCE INC
$5.4M
TDOC 1.25 06/01/27TELADOC HEALTH INC
$5.3M
BAC 7.25 PERP LBANK AMERICA CORP
$5.2M
BVBRIGHTVIEW HLDGS INC
$5.2M
NMFCNEW MTN FIN CORP
$5.2M
SHWSHERWIN WILLIAMS CO
$5.2M
BSY 0.125 01/15/26BENTLEY SYS INC
$5.1M
VSTSVESTIS CORPORATION
$5.1M
BL 0 03/15/26BLACKLINE INC
$5.0M
MCHP 1.625 02/15/27MICROCHIP TECHNOLOGY INC.
$4.8M
RBARB GLOBAL INC
$4.6M
DOCN 0 12/01/26DIGITALOCEAN HLDGS INC
$4.5M
DBX 0 03/01/26DROPBOX INC
$4.4M
ATRAPTARGROUP INC
$4.4M
$4.4M
BURLBURLINGTON STORES INC
$4.3M
PACKRANPAK HOLDINGS CORP
$4.3M
VAC 0 01/15/26MARRIOTT VACATIONS WORLDWIDE
$4.3M
BOKFBOK FINL CORP
$4.2M
SSNCSS&C TECHNOLOGIES HLDGS INC
$4.2M
XOMEXXON MOBIL CORP
$4.1M
DCIDONALDSON INC
$4.1M
F 0 03/15/26FORD MTR CO
$4.1M
ARMKARAMARK
$4.1M
$4.0M
TMOTHERMO FISHER SCIENTIFIC INC
$4.0M
ON 0.5 03/01/29ON SEMICONDUCTOR CORP
$4.0M
CSWC 5.125 11/15/29CAPITAL SOUTHWEST CORP
$4.0M
MTH 1.75 05/15/28MERITAGE HOMES CORP
$3.9M
IVVISHARES TR
$3.6M
JNJJOHNSON & JOHNSON
$3.6M
SCISERVICE CORP INTL
$3.5M
ZD 1.75 11/01/26ZIFF DAVIS INC
$3.5M
THGHANOVER INS GROUP INC
$3.5M
LYV 3.125 01/15/29LIVE NATION ENTERTAINMENT IN
$3.5M
PAGPENSKE AUTOMOTIVE GRP INC
$3.4M
HSICHENRY SCHEIN INC
$3.4M
UPST 0.25 08/15/26UPSTART HLDGS INC
$3.3M
ADBEADOBE INC
$3.3M
GH 0 11/15/27GUARDANT HEALTH INC
$3.2M
TREE 0.5 07/15/25LENDINGTREE INC
$3.2M
$3.1M
AAL 6.5 07/01/25AMERICAN AIRLINES GROUP INC
$3.1M
AFRM 0 11/15/26AFFIRM HLDGS INC
$3.1M
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