PALISADE CAPITAL MANAGEMENT, LP Q1 2022 Filing

Filed May 9, 2022

Portfolio Value

$4.4T

Holdings

421

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (421 positions)

StockValue
MTN 0 01/01/26VAIL RESORTS INC
$1.9B
$1.9B
OSH 0 03/15/26OAK STR HEALTH INC
$1.9B
EXAS 0.375 03/15/27EXACT SCIENCES CORP
$1.9B
DKS 3.25 04/15/25DICKS SPORTING GOODS INC
$1.9B
PCRX 0.75 08/01/25PACIRA BIOSCIENCES INC
$1.9B
PGPROCTER AND GAMBLE CO
$1.8B
AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC
$1.7B
ALRM 0 01/15/26ALARM COM HLDGS INC
$1.7B
FOUR 0 12/15/25SHIFT4 PMTS INC
$1.7B
ATI 3.5 06/15/25ALLEGHENY TECHNOLOGIES INC
$1.7B
$1.7B
HBANHUNTINGTON BANCSHARES INC
$1.6B
VAC 0 01/15/26MARRIOTT VACATIONS WORLDWIDE
$1.6B
$1.6B
APLS 3.5 09/15/26APELLIS PHARMACEUTICALS INC
$1.6B
IIIV 1 02/15/25I3 VERTICALS LLC
$1.6B
BILL 0 12/01/25BILL COM HLDGS INC
$1.6B
BANDBANDWIDTH INC
$1.6B
LPSN 0 12/15/26LIVEPERSON INC
$1.6B
NTRSNORTHERN TR CORP
$1.5B
RDFN 0 10/15/25REDFIN CORP
$1.5B
HOPE BANCORP INC
$1.5B
EAELECTRONIC ARTS INC
$1.5B
ILMN 0 08/15/23ILLUMINA INC
$1.5B
ALTAIR ENGR INC
$1.4B
NVCR 0 11/01/25NOVOCURE LTD
$1.4B
BBIO 2.25 02/01/29BRIDGEBIO PHARMA INC
$1.4B
$1.4B
AMD 2.125 09/01/26ADVANCED MICRO DEVICES INC
$1.4B
SUPERNUS PHARMACEUTICALS
$1.3B
THERAVANCE BIOPHARMA INC
$1.3B
ELAN 5 02/01/23ELANCO ANIMAL HEALTH INC
$1.3B
PXD 0.25 05/15/25PIONEER NAT RES CO
$1.2B
NVST 2.375 06/01/25ENVISTA HOLDINGS CORPORATION
$1.2B
BYND 0 03/15/27BEYOND MEAT INC
$1.2B
T7DTRANSDIGM GROUP INC
$1.1B
Z 1.375 09/01/26ZILLOW GROUP INC
$1.1B
COPCONOCOPHILLIPS
$1.1B
VSH 2.25 06/15/25VISHAY INTERTECHNOLOGY INC
$1.0B
BABAALIBABA GROUP HLDG LTD
$981.0M
CVXCHEVRON CORP NEW
$967.0M
IVVISHARES TR
$959.0M
DVNDEVON ENERGY CORP NEW
$943.0M
CRNC 3 06/01/25CERENCE INC
$943.0M
$924.0M
BXMT 4.75 03/15/23BLACKSTONE MORTGAGE TRUST IN
$886.0M
APDAIR PRODS & CHEMS INC
$858.0M
NXPINXP SEMICONDUCTORS N V
$855.0M
BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC
$821.0M
MOALTRIA GROUP INC
$796.0M
CNPCENTERPOINT ENERGY INC
$756.0M
RTXRAYTHEON TECHNOLOGIES CORP
$749.0M
ATVIEURACTIVISION BLIZZARD INC
$694.0M
INFNEURINFINERA CORP
$672.0M
APPLIED OPTOELECTRONICS INC
$669.0M
ECPG 3.25 10/01/25ENCORE CAP GROUP INC
$642.0M
RHRH
$603.0M
JDJD.COM INC
$585.0M
PRAAPRA GROUP INC
$520.0M
MASMASCO CORP
$510.0M
DEODIAGEO PLC
$491.0M
GSGOLDMAN SACHS GROUP INC
$487.0M
VSTVISTRA CORP
$484.0M
FANGDIAMONDBACK ENERGY INC
$484.0M
AAL 6.5 07/01/25AMERICAN AIRLINES GROUP INC
$480.0M
EDCONSOLIDATED EDISON INC
$473.0M
PWRQUANTA SVCS INC
$472.0M
IJRISHARES TR
$465.0M
SPYSPDR S&P 500 ETF TR
$452.0M
HSICHENRY SCHEIN INC
$450.0M
$446.0M
WIX 0 08/15/25WIX COM LTD
$434.0M
AMTAMERICAN TOWER CORP NEW
$427.0M
MCHP 0.125 11/15/24MICROCHIP TECHNOLOGY INC.
$399.0M
YELPYELP INC
$385.0M
HPHELMERICH & PAYNE INC
$381.0M
GMGENERAL MTRS CO
$376.0M
FSLY 0 03/15/26FASTLY INC
$376.0M
KLACKLA CORP
$375.0M
JECUSDJACOBS ENGR GROUP INC
$353.0M
IJHISHARES TR
$352.0M
ABTABBOTT LABS
$348.0M
BOKFBOK FINL CORP
$348.0M
SPWR 4 01/15/23SUNPOWER CORP
$346.0M
QDELUSDQUIDEL CORP
$337.0M
ACNACCENTURE PLC IRELAND
$334.0M
BKNGBOOKING HOLDINGS INC
$329.0M
ATRAPTARGROUP INC
$305.0M
IBMINTERNATIONAL BUSINESS MACHS
$301.0M
MUMICRON TECHNOLOGY INC
$296.0M
SGENUSDSEAGEN INC
$288.0M
IDIINTERDIGITAL INC
$287.0M
LYFTLYFT INC
$286.0M
DCIDONALDSON INC
$282.0M
ARMKARAMARK
$280.0M
CDKCDK GLOBAL INC
$274.0M
FRCBFIRST REP BK SAN FRANCISCO C
$272.0M
PAGPENSKE AUTOMOTIVE GRP INC
$268.0M
GLPIGAMING & LEISURE PPTYS INC
$268.0M
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