PALISADE CAPITAL MANAGEMENT, LP
CIK 1009006
13F filing for Q2 2026・No. 1,512
- Holdings
- US$2.3B
- Quarter change
- −US$706.82M
- Entries
- 294
- Net bought (estimate)
- −US$1.07B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 15
- Sold out 17
- Cut 167
- Added 48
- Corporate actions 0
- Unchanged 18
Largest holdings
248 stocks worth US$2.08B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| APHAMPHENOL CORPCL A | Cut | 439,741 | US$77.54M | 3.72% |
| AAPLAppleCOM | Added | 254,434 | US$73.62M | 3.54% |
| NVDANvidiaCOM | Added | 282,019 | US$56.43M | 2.71% |
| GOOGALPHABET INCCAP STK CL C | Cut | 133,889 | US$47.31M | 2.27% |
| HEI.AHEICO CORP NEWCL A | Added | 177,115 | US$45.68M | 2.19% |
| AMDAMDCOM | Cut | 77,021 | US$44.74M | 2.15% |
| MSFTMicrosoftCOM | Added | 97,505 | US$36.37M | 1.75% |
| JPMJPMORGAN CHASE & COCOM | Cut | 108,558 | US$35.53M | 1.71% |
| LFUSLITTELFUSE INCCOM | Cut | 69,359 | US$31.58M | 1.52% |
| AMEAMETEK INCCOM | Added | 128,040 | US$30.98M | 1.49% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.