§ 13F · FUND PROFILE
PALISADE CAPITAL MANAGEMENT, LP.
AUM · $3.3B (13F)Positions · 234Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$110M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP | 440K | $78M | 3.4% | −1% |
| 2 | AAPL | APPLE INC | 254K | $74M | 3.2% | +4% |
| 3 | NVDA | NVIDIA CORPORATION | 282K | $56M | 2.5% | +11% |
| 4 | GOOG | ALPHABET INC | 134K | $47M | 2.1% | −1% |
| 5 | HEI/A | HEICO CORP NEW | 177K | $46M | 2.0% | ±0% |
| 6 | AMD | ADVANCED MICRO DEVICES INC | 77K | $45M | 1.9% | −10% |
| 7 | MSFT | MICROSOFT CORP | 98K | $36M | 1.6% | +5% |
| 8 | JPM | JPMORGAN CHASE & CO | 109K | $36M | 1.5% | −8% |
| 9 | LFUS | LITTELFUSE INC | 69K | $32M | 1.4% | −59% |
| 10 | AME | AMETEK INC | 128K | $31M | 1.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PALISADE SIGNAL
AC read
PALISADE CAPITAL MANAGEMENT, LP is a Other fund managing $3.3 billion in assets. The fund runs a broad portfolio of 234 positions.
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