PALISADE CAPITAL MANAGEMENT, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$3.7T
Holdings
367
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (367 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APHAMPHENOL CORP NEW | 548,430 | $67.9B | 1.84% | |
| 2 | RJFRAYMOND JAMES FINL INC | 378,059 | $65.3B | 1.77% | |
| 3 | IDAIDACORP INC | 455,491 | $60.2B | 1.64% | |
| 4 | MLIMUELLER INDS INC | 591,226 | $59.8B | 1.62% | |
| 5 | AAPLAPPLE INC | 234,170 | $59.6B | 1.62% | |
| 6 | AITAPPLIED INDL TECHNOLOGIES IN | 223,132 | $58.2B | 1.58% | |
| 7 | NVDANVIDIA CORPORATION | 264,459 | $49.3B | 1.34% | |
| 8 | MSFTMICROSOFT CORP | 90,453 | $46.9B | 1.27% | |
| 9 | HEIHEICO CORP NEW | 181,145 | $46.0B | 1.25% | |
| 10 | TSAACI WORLDWIDE INC | 851,899 | $45.0B | 1.22% | |
| 11 | LFUSLITTELFUSE INC | 167,457 | $43.4B | 1.18% | |
| 12 | SMTCSEMTECH CORP | 566,293 | $40.5B | 1.10% | |
| 13 | JPMJPMORGAN CHASE & CO. | 122,388 | $38.6B | 1.05% | |
| 14 | WSFSWSFS FINL CORP | 712,627 | $38.4B | 1.04% | |
| 15 | VRRMVERRA MOBILITY CORP | 1,549,839 | $38.3B | 1.04% | |
| 16 | WWDWOODWARD INC | 151,451 | $38.3B | 1.04% | |
| 17 | WLYWILEY JOHN & SONS INC | 942,110 | $38.1B | 1.04% | |
| 18 | VNTVONTIER CORPORATION | 881,867 | $37.0B | 1.01% | |
| 19 | HCSGHEALTHCARE SVCS GROUP INC | 2,152,522 | $36.2B | 0.98% | |
| 20 | EGPEASTGROUP PPTYS INC | 214,018 | $36.2B | 0.98% | |
| 21 | BLKBBLACKBAUD INC | 562,938 | $36.2B | 0.98% | |
| 22 | RGENREPLIGEN CORP | 261,798 | $35.0B | 0.95% | |
| 23 | AVNTAVIENT CORPORATION | 1,057,880 | $34.9B | 0.95% | |
| 24 | RNSTRENASANT CORP | 927,081 | $34.2B | 0.93% | |
| 25 | CCCCCC INTELLIGENT SOLUTIONS HL | 3,740,085 | $34.1B | 0.93% | |
| 26 | CFRCULLEN FROST BANKERS INC | 264,635 | $33.5B | 0.91% | |
| 27 | PBPROSPERITY BANCSHARES INC | 503,623 | $33.4B | 0.91% | |
| 28 | OSWONESPAWORLD HOLDINGS LIMITED | 1,574,982 | $33.3B | 0.90% | |
| 29 | PRMBPRIMO BRANDS CORPORATION | 1,503,864 | $33.2B | 0.90% | |
| 30 | GOOGALPHABET INC | 134,865 | $32.8B | 0.89% | |
| 31 | PFGCPERFORMANCE FOOD GROUP CO | 315,518 | $32.8B | 0.89% | |
| 32 | NGVTINGEVITY CORP | 594,074 | $32.8B | 0.89% | |
| 33 | RLIRLI CORP | 486,822 | $31.8B | 0.86% | |
| 34 | BKEBUCKLE INC | 540,353 | $31.7B | 0.86% | |
| 35 | COLBCOLUMBIA BKG SYS INC | 1,188,808 | $30.6B | 0.83% | |
| 36 | DHRDANAHER CORPORATION | 153,446 | $30.4B | 0.83% | |
| 37 | FNVFRANCO NEV CORP | 132,388 | $29.5B | 0.80% | |
| 38 | VVISA INC | 84,893 | $29.0B | 0.79% | |
| 39 | SMSM ENERGY CO | 1,159,841 | $29.0B | 0.79% | |
| 40 | CUZCOUSINS PPTYS INC | 977,266 | $28.3B | 0.77% | |
| 41 | CSGSCSG SYS INTL INC | 438,285 | $28.2B | 0.77% | |
| 42 | TXRHTEXAS ROADHOUSE INC | 162,795 | $27.0B | 0.73% | |
| 43 | FULTFULTON FINL CORP PA | 1,419,090 | $26.4B | 0.72% | |
| 44 | CAKECHEESECAKE FACTORY INC | 480,896 | $26.3B | 0.71% | |
| 45 | AVGOBROADCOM INC | 78,783 | $26.0B | 0.71% | |
| 46 | CMCCOMMERCIAL METALS CO | 452,990 | $25.9B | 0.70% | |
| 47 | FAFIRST ADVANTAGE CORP NEW | 1,685,447 | $25.9B | 0.70% | |
| 48 | FOURSHIFT4 PMTS INC | 333,763 | $25.8B | 0.70% | |
| 49 | PFSIPENNYMAC FINL SVCS INC NEW | 204,868 | $25.4B | 0.69% | |
| 50 | ROCKGIBRALTAR INDS INC | 403,775 | $25.4B | 0.69% | |
| 51 | AMEAMETEK INC | 131,353 | $24.7B | 0.67% | |
| 52 | BLBLACKLINE INC | 464,660 | $24.7B | 0.67% | |
| 53 | NVSTENVISTA HOLDINGS CORPORATION | 1,197,277 | $24.4B | 0.66% | |
| 54 | BRKRBRUKER CORP | 746,082 | $24.2B | 0.66% | |
| 55 | IGSBISHARES TR | 446,032 | $23.7B | 0.64% | |
| 56 | SAIASAIA INC | 78,088 | $23.4B | 0.63% | |
| 57 | AHCOADAPTHEALTH CORP | 2,602,492 | $23.3B | 0.63% | |
| 58 | BLFSBIOLIFE SOLUTIONS INC | 908,440 | $23.2B | 0.63% | |
| 59 | AZTAAZENTA INC | 802,427 | $23.0B | 0.63% | |
| 60 | NOGNORTHERN OIL & GAS INC | 928,985 | $23.0B | 0.63% | |
| 61 | DBRGDIGITALBRIDGE GROUP INC | 1,966,426 | $23.0B | 0.62% | |
| 62 | ITGRINTEGER HLDGS CORP | 222,196 | $23.0B | 0.62% | |
| 63 | LKQ1LKQ CORP | 710,402 | $21.7B | 0.59% | |
| 64 | TDYTELEDYNE TECHNOLOGIES INC | 36,983 | $21.7B | 0.59% | |
| 65 | RLJRLJ LODGING TR | 2,955,752 | $21.3B | 0.58% | |
| 66 | LRNSTRIDE INC | 142,806 | $21.3B | 0.58% | |
| 67 | AMZNAMAZON COM INC | 95,912 | $21.1B | 0.57% | |
| 68 | ROPROPER TECHNOLOGIES INC | 41,857 | $20.9B | 0.57% | |
| 69 | CRSRCORSAIR GAMING INC | 2,324,826 | $20.7B | 0.56% | |
| 70 | GOOGLALPHABET INC | 85,086 | $20.7B | 0.56% | |
| 71 | PRGPROG HOLDINGS INC | 625,493 | $20.2B | 0.55% | |
| 72 | GPIGROUP 1 AUTOMOTIVE INC | 45,608 | $20.0B | 0.54% | |
| 73 | KWRQUAKER HOUGHTON | 147,837 | $19.5B | 0.53% | |
| 74 | ICEINTERCONTINENTAL EXCHANGE IN | 112,083 | $18.9B | 0.51% | |
| 75 | BFAMBRIGHT HORIZONS FAM SOL IN D | 170,777 | $18.5B | 0.50% | |
| 76 | WABCWESTAMERICA BANCORPORATION | 369,176 | $18.5B | 0.50% | |
| 77 | ACHCACADIA HEALTHCARE COMPANY IN | 739,104 | $18.3B | 0.50% | |
| 78 | HDHOME DEPOT INC | 43,310 | $17.5B | 0.48% | |
| 79 | METAMETA PLATFORMS INC | 23,746 | $17.4B | 0.47% | |
| 80 | CWANCLEARWATER ANALYTICS HLDGS I | 954,765 | $17.2B | 0.47% | |
| 81 | HMNHORACE MANN EDUCATORS CORP N | 360,622 | $16.3B | 0.44% | |
| 82 | TMHCTAYLOR MORRISON HOME CORP | 244,813 | $16.2B | 0.44% | |
| 83 | FISVFISERV INC | 123,435 | $15.9B | 0.43% | |
| 84 | ABBVABBVIE INC | 68,372 | $15.8B | 0.43% | |
| 85 | VERXVERTEX INC | 618,133 | $15.3B | 0.42% | |
| 86 | BRK/BBERKSHIRE HATHAWAY INC DEL | 30,317 | $15.2B | 0.41% | |
| 87 | ONTOONTO INNOVATION INC | 117,517 | $15.2B | 0.41% | |
| 88 | MATWMATTHEWS INTL CORP | 619,561 | $15.0B | 0.41% | |
| 89 | COSTCOSTCO WHSL CORP NEW | 15,865 | $14.7B | 0.40% | |
| 90 | CSTLCASTLE BIOSCIENCES INC | 638,656 | $14.5B | 0.40% | |
| 91 | HIHILLENBRAND INC | 524,297 | $14.2B | 0.39% | |
| 92 | MSAMSA SAFETY INC | 81,829 | $14.1B | 0.38% | |
| 93 | AMDADVANCED MICRO DEVICES INC | 84,969 | $13.7B | 0.37% | |
| 94 | RDNTRADNET INC | 179,954 | $13.7B | 0.37% | |
| 95 | RVLVREVOLVE GROUP INC | 637,010 | $13.6B | 0.37% | |
| 96 | WHDCACTUS INC | 331,898 | $13.1B | 0.36% | |
| 97 | EBSEMERGENT BIOSOLUTIONS INC | 1,426,019 | $12.6B | 0.34% | |
| 98 | IEURISHARES TR | 183,221 | $12.5B | 0.34% | |
| 99 | PWRQUANTA SVCS INC | 29,986 | $12.4B | 0.34% | |
| 100 | DEAEASTERLY GOVT PPTYS INC | 522,368 | $12.0B | 0.33% |
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