PALISADE CAPITAL MANAGEMENT, LP Q4 2019 Filing
Filed February 4, 2020
Portfolio Value
$3.5B
Holdings
410
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (410 positions)
| Stock | Value |
|---|---|
MNROMONRO INC | $12.1M |
ZTSZOETIS INC | $12.1M |
—VERINT SYS INC | $12.1M |
JNJJOHNSON & JOHNSON | $11.8M |
AIMCUSDALTRA INDL MOTION CORP | $11.6M |
ALTREURALTAIR ENGR INC | $11.6M |
CVETUSDCOVETRUS INC | $11.4M |
CPE3EURCALLON PETE CO DEL | $11.4M |
—BECTON DICKINSON & CO | $11.3M |
DISDISNEY WALT CO | $10.9M |
—II VI INC | $10.6M |
TRUPTRUPANION INC | $10.4M |
—PACIRA BIOSCIENCES | $10.1M |
—BROADCOM INC | $9.9M |
GOOGALPHABET INC | $9.7M |
—SYNAPTICS INC | $9.6M |
NEENEXTERA ENERGY INC | $9.4M |
—PORTFOLIO RECOVERY ASSOCS IN | $9.4M |
—ETSY INC | $9.3M |
UNPUNION PACIFIC CORP | $9.3M |
—SQUARE INC | $9.2M |
—ECHO GLOBAL LOGISTICS INC | $9.1M |
—SPLUNK INC | $9.0M |
—ENCORE CAP GROUP INC | $8.8M |
—CTRIP COM INTL LTD | $8.7M |
—ATLAS AIR WORLDWIDE HLDGS IN | $8.5M |
INTUINTUIT | $8.2M |
MSFTMICROSOFT CORP | $8.1M |
—SEACOR HOLDINGS INC | $7.9M |
—TUTOR PERINI CORP | $7.8M |
—COLONY CAP INC | $7.8M |
—SPIRIT RLTY CAP INC NEW | $7.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $7.7M |
—BIOMARIN PHARMACEUTICAL INC | $7.7M |
—LIGAND PHARMACEUTICALS INC | $7.7M |
—ARES CAP CORP | $7.7M |
—TWITTER INC | $7.6M |
—INTRICON CORP | $7.6M |
—DISH NETWORK CORP | $7.5M |
—DANAHER CORPORATION | $7.5M |
—HORIZON PHARMA INVT LTD | $7.4M |
—DEXCOM INC | $7.4M |
—LUMENTUM HLDGS INC | $7.3M |
AZTABROOKS AUTOMATION INC | $7.2M |
—WORKDAY INC | $7.1M |
TDOC 1.375 05/15/25TELADOC HEALTH INC | $7.0M |
—GUIDEWIRE SOFTWARE INC | $6.9M |
—NUANCE COMMUNICATIONS INC | $6.9M |
—PALO ALTO NETWORKS INC | $6.8M |
—MARRIOTT VACTINS WORLDWID CO | $6.8M |
—PURE STORAGE INC | $6.8M |
EBSEMERGENT BIOSOLUTIONS INC | $6.7M |
—PRICELINE GRP INC | $6.7M |
—HERCULES CAPITAL INC | $6.6M |
MNRUSDMONMOUTH REAL ESTATE INVT CO | $6.4M |
—TTM TECHNOLOGIES INC | $6.3M |
—CEMEX SAB DE CV | $6.3M |
—CSG SYS INTL INC | $6.2M |
—PLANTRONICS INC NEW | $6.0M |
XLNXEURXILINX INC | $6.0M |
BACVERIZON COMMUNICATIONS INC | $6.0M |
MDLZMONDELEZ INTL INC | $5.9M |
—NOVELLUS SYS INC | $5.9M |
—FIREEYE INC | $5.9M |
—IRONWOOD PHARMACEUTICALS INC | $5.8M |
—CLEVELAND CLIFFS INC | $5.8M |
FNFFIDELITY NATIONAL FINANCIAL | $5.8M |
—ADVANCED MICRO DEVICES INC | $5.8M |
ARCCARES CAP CORP | $5.8M |
—HUBSPOT INC | $5.7M |
PEPPEPSICO INC | $5.7M |
—ISTAR INC | $5.7M |
—TWILIO INC | $5.6M |
—NEVRO CORP | $5.6M |
MCDMCDONALDS CORP | $5.6M |
—SAREPTA THERAPEUTICS INC | $5.6M |
METAFACEBOOK INC | $5.6M |
—AEROJET ROCKETDYNE HLDGS INC | $5.6M |
—ISIS PHARMACEUTICALS INC DEL | $5.6M |
—LIVE NATION ENTERTAINMENT IN | $5.4M |
SBUXSTARBUCKS CORP | $5.2M |
NVONOVO-NORDISK A S | $5.2M |
—INPHI CORP | $5.2M |
—ALLSCRIPTS HEALTHCARE SOLUTN | $5.2M |
BKIEURBLACK KNIGHT INC | $5.1M |
—ROVI CORP | $5.0M |
—SEACOR HOLDINGS INC | $5.0M |
—DERMIRA INC | $5.0M |
—SILICON LABORATORIES INC | $5.0M |
HONHONEYWELL INTL INC | $5.0M |
—NUTANIX INC | $4.9M |
—WAYFAIR INC | $4.9M |
—NEW RELIC INC | $4.9M |
QCOMQUALCOMM INC | $4.8M |
NOCNORTHROP GRUMMAN CORP | $4.8M |
—EVOLENT HEALTH INC | $4.8M |
—WRIGHT MED GROUP INC | $4.7M |
—INTERDIGITAL INC | $4.7M |
—CALAMP CORP | $4.7M |
—LIBERTY MEDIA CORP DELAWARE | $4.7M |