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
APDAIR PRODS & CHEMS INC
$966K
PTON 0 02/15/26PELOTON INTERACTIVE INC
$964K
EXAS 0.375 03/15/27EXACT SCIENCES CORP
$957K
$950K
AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC
$949K
NVCR 0 11/01/25NOVOCURE LTD
$943K
$926K
BILL 0 04/01/27BILL HOLDINGS INC
$911K
AXON 0.5 12/15/27AXON ENTERPRISE INC
$907K
MARA 1 12/01/26MARA HOLDINGS INC
$901K
STX 3.5 06/01/28SEAGATE HDD CAYMAN
$900K
NXPINXP SEMICONDUCTORS N V
$878K
WKC 3.25 07/01/28WORLD KINECT CORPORATION
$871K
STZCONSTELLATION BRANDS INC
$870K
BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL INC
$869K
PENN 2.75 05/15/26PENN ENTERTAINMENT INC
$857K
BE 3 06/01/29BLOOM ENERGY CORP
$849K
GQ9SPDR GOLD TR
$796K
EDCONSOLIDATED EDISON INC
$780K
BILL 0 12/01/25BILL HOLDINGS INC
$725K
WWAYFAIR INC
$676K
CAKE 0.375 06/15/26CHEESECAKE FACTORY INC
$670K
TCOM 0.75 06/15/29TRIP COM GROUP LTD
$666K
IBMINTERNATIONAL BUSINESS MACHS
$659K
SPYSPDR S&P 500 ETF TR
$644K
BACVERIZON COMMUNICATIONS INC
$639K
PGPROCTER AND GAMBLE CO
$632K
JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD
$626K
EAELECTRONIC ARTS INC
$623K
$622K
GBX 2.875 04/15/28GREENBRIER COS INC
$607K
FSLY 0 03/15/26FASTLY INC
$599K
UPSUNITED PARCEL SERVICE INC
$598K
$535K
MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC.
$498K
RGEN 1 12/15/28REPLIGEN CORP
$496K
$493K
U 0 11/15/26UNITY SOFTWARE INC
$482K
TNDM 1.5 03/15/29 2024TANDEM DIABETES CARE INC
$481K
IMCR 2.5 02/01/30IMMUNOCORE HLDGS PLC
$456K
SPB 3.375 06/01/29SPECTRUM BRANDS INC
$454K
JJACOBS SOLUTIONS INC
$399K
FSKFS KKR CAP CORP
$384K
CAMT 0 12/01/26CAMTEK LTD
$383K
WOLF 1.75 05/01/26WOLFSPEED INC
$378K
AMTAMERICAN TOWER CORP NEW
$354K
NCLHNORWEGIAN CRUISE LINE HLDG L
$340K
WOLF 1.875 12/01/29WOLFSPEED INC
$328K
GILDGILEAD SCIENCES INC
$322K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$321K
BILLBILL HOLDINGS INC
$312K
RNG 0 03/15/26RINGCENTRAL INC
$308K
LLYELI LILLY & CO
$305K
WOLF 0.25 02/15/28WOLFSPEED INC
$299K
RTXRTX CORPORATION
$258K
GDGENERAL DYNAMICS CORP
$248K
CSWCCAPITAL SOUTHWEST CORP
$237K
NFLXNETFLIX INC
$235K
NVST 1.75 08/15/28ENVISTA HOLDINGS CORPORATION
$233K
HIMSHIMS & HERS HEALTH INC
$224K
MLMMARTIN MARIETTA MATLS INC
$220K
FWONALIBERTY MEDIA CORP DEL
$215K
IWFISHARES TR
$209K
MRKMERCK & CO INC
$205K
EZPWEZCORP INC
$179K
EVH 1.5 10/15/25EVOLENT HEALTH INC
$145K
REALTHE REALREAL INC
$48K
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