PALISADE CAPITAL MANAGEMENT, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$3.4T
Holdings
379
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (379 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APHAMPHENOL CORP NEW | 512,773 | $69.3B | 2.05% | |
| 2 | AAPLAPPLE INC | 233,800 | $63.6B | 1.88% | |
| 3 | RJFRAYMOND JAMES FINL INC | 349,907 | $56.2B | 1.67% | |
| 4 | MLIMUELLER INDS INC | 463,985 | $53.3B | 1.58% | |
| 5 | IDAIDACORP INC | 406,779 | $51.5B | 1.53% | |
| 6 | AITAPPLIED INDL TECHNOLOGIES IN | 199,853 | $51.3B | 1.52% | |
| 7 | NVDANVIDIA CORPORATION | 265,235 | $49.5B | 1.47% | |
| 8 | HEIHEICO CORP NEW | 179,084 | $45.2B | 1.34% | |
| 9 | MSFTMICROSOFT CORP | 92,256 | $44.6B | 1.32% | |
| 10 | SMTCSEMTECH CORP | 587,696 | $43.3B | 1.28% | |
| 11 | GOOGALPHABET INC | 136,080 | $42.7B | 1.27% | |
| 12 | LFUSLITTELFUSE INC | 162,128 | $41.0B | 1.22% | |
| 13 | JPMJPMORGAN CHASE & CO. | 120,249 | $38.7B | 1.15% | |
| 14 | RGENREPLIGEN CORP | 232,196 | $38.0B | 1.13% | |
| 15 | HCSGHEALTHCARE SVCS GROUP INC | 1,927,445 | $36.9B | 1.09% | |
| 16 | TSAACI WORLDWIDE INC | 760,346 | $36.4B | 1.08% | |
| 17 | IGSBISHARES TR | 686,181 | $36.3B | 1.08% | |
| 18 | WSFSWSFS FINL CORP | 633,974 | $35.0B | 1.04% | |
| 19 | PBPROSPERITY BANCSHARES INC | 505,575 | $34.9B | 1.04% | |
| 20 | DHRDANAHER CORPORATION | 151,658 | $34.7B | 1.03% | |
| 21 | EGPEASTGROUP PPTYS INC | 191,536 | $34.1B | 1.01% | |
| 22 | WWDWOODWARD INC | 112,075 | $33.9B | 1.00% | |
| 23 | VNTVONTIER CORPORATION | 856,699 | $31.9B | 0.94% | |
| 24 | NGVTINGEVITY CORP | 529,585 | $31.3B | 0.93% | |
| 25 | VRRMVERRA MOBILITY CORP | 1,383,319 | $31.0B | 0.92% | |
| 26 | BLKBBLACKBAUD INC | 488,033 | $30.9B | 0.92% | |
| 27 | CFRCULLEN FROST BANKERS INC | 236,110 | $29.9B | 0.89% | |
| 28 | VVISA INC | 84,889 | $29.8B | 0.88% | |
| 29 | CCCCCC INTELLIGENT SOLUTIONS HL | 3,740,484 | $29.7B | 0.88% | |
| 30 | COLBCOLUMBIA BKG SYS INC | 1,062,037 | $29.7B | 0.88% | |
| 31 | OSWONESPAWORLD HOLDINGS LIMITED | 1,407,997 | $29.2B | 0.87% | |
| 32 | RNSTRENASANT CORP | 822,499 | $29.0B | 0.86% | |
| 33 | AVNTAVIENT CORPORATION | 899,709 | $28.1B | 0.83% | |
| 34 | CMCCOMMERCIAL METALS CO | 404,826 | $28.0B | 0.83% | |
| 35 | RLIRLI CORP | 434,283 | $27.8B | 0.82% | |
| 36 | AVGOBROADCOM INC | 77,959 | $27.0B | 0.80% | |
| 37 | FNVFRANCO NEV CORP | 129,664 | $26.9B | 0.80% | |
| 38 | AMEAMETEK INC | 128,940 | $26.5B | 0.78% | |
| 39 | DBRGDIGITALBRIDGE GROUP INC | 1,694,756 | $26.0B | 0.77% | |
| 40 | BKEBUCKLE INC | 482,384 | $25.8B | 0.76% | |
| 41 | FAFIRST ADVANTAGE CORP NEW | 1,765,111 | $25.6B | 0.76% | |
| 42 | SAIASAIA INC | 78,115 | $25.5B | 0.76% | |
| 43 | ONTOONTO INNOVATION INC | 161,503 | $25.5B | 0.76% | |
| 44 | PFGCPERFORMANCE FOOD GROUP CO | 282,275 | $25.4B | 0.75% | |
| 45 | PRMBPRIMO BRANDS CORPORATION | 1,545,065 | $25.3B | 0.75% | |
| 46 | WLYWILEY JOHN & SONS INC | 822,197 | $25.2B | 0.75% | |
| 47 | GOOGLALPHABET INC | 80,105 | $25.1B | 0.74% | |
| 48 | CWANCLEARWATER ANALYTICS HLDGS I | 1,017,690 | $24.5B | 0.73% | |
| 49 | FULTFULTON FINL CORP PA | 1,261,416 | $24.4B | 0.72% | |
| 50 | PFSIPENNYMAC FINL SVCS INC NEW | 183,469 | $24.2B | 0.72% | |
| 51 | FOURSHIFT4 PMTS INC | 377,410 | $23.8B | 0.70% | |
| 52 | NVSTENVISTA HOLDINGS CORPORATION | 1,070,485 | $23.2B | 0.69% | |
| 53 | BRKRBRUKER CORP | 489,999 | $23.1B | 0.68% | |
| 54 | BLBLACKLINE INC | 415,444 | $23.0B | 0.68% | |
| 55 | AHCOADAPTHEALTH CORP | 2,291,847 | $22.8B | 0.68% | |
| 56 | AMZNAMAZON COM INC | 98,843 | $22.8B | 0.68% | |
| 57 | AZTAAZENTA INC | 678,207 | $22.6B | 0.67% | |
| 58 | CUZCOUSINS PPTYS INC | 872,676 | $22.5B | 0.67% | |
| 59 | CSTLCASTLE BIOSCIENCES INC | 567,777 | $22.1B | 0.65% | |
| 60 | CAKECHEESECAKE FACTORY INC | 429,648 | $21.7B | 0.64% | |
| 61 | TDYTELEDYNE TECHNOLOGIES INC | 41,107 | $21.0B | 0.62% | |
| 62 | BLFSBIOLIFE SOLUTIONS INC | 811,010 | $19.6B | 0.58% | |
| 63 | PRGPROG HOLDINGS INC | 651,587 | $19.2B | 0.57% | |
| 64 | BFAMBRIGHT HORIZONS FAM SOL IN D | 189,366 | $19.2B | 0.57% | |
| 65 | LKQ1LKQ CORP | 625,603 | $18.9B | 0.56% | |
| 66 | RLJRLJ LODGING TR | 2,519,344 | $18.8B | 0.56% | |
| 67 | ROCKGIBRALTAR INDS INC | 375,674 | $18.6B | 0.55% | |
| 68 | SMSM ENERGY CO | 988,641 | $18.5B | 0.55% | |
| 69 | TXRHTEXAS ROADHOUSE INC | 111,360 | $18.5B | 0.55% | |
| 70 | METAMETA PLATFORMS INC | 27,877 | $18.4B | 0.55% | |
| 71 | AMDADVANCED MICRO DEVICES INC | 85,094 | $18.2B | 0.54% | |
| 72 | ITGRINTEGER HLDGS CORP | 227,283 | $17.8B | 0.53% | |
| 73 | KWRQUAKER HOUGHTON | 128,364 | $17.6B | 0.52% | |
| 74 | RVLVREVOLVE GROUP INC | 568,214 | $17.2B | 0.51% | |
| 75 | ROPROPER TECHNOLOGIES INC | 38,375 | $17.1B | 0.51% | |
| 76 | NOGNORTHERN OIL & GAS INC | 791,676 | $17.0B | 0.50% | |
| 77 | ICEINTERCONTINENTAL EXCHANGE IN | 103,971 | $16.8B | 0.50% | |
| 78 | BRK/BBERKSHIRE HATHAWAY INC DEL | 32,205 | $16.2B | 0.48% | |
| 79 | ABBVABBVIE INC | 70,488 | $16.1B | 0.48% | |
| 80 | EBSEMERGENT BIOSOLUTIONS INC | 1,265,766 | $15.6B | 0.46% | |
| 81 | WABCWESTAMERICA BANCORPORATION | 318,597 | $15.2B | 0.45% | |
| 82 | VERXVERTEX INC | 746,357 | $14.9B | 0.44% | |
| 83 | HMNHORACE MANN EDUCATORS CORP N | 320,733 | $14.8B | 0.44% | |
| 84 | MATWMATTHEWS INTL CORP | 542,645 | $14.2B | 0.42% | |
| 85 | IEURISHARES TR | 195,914 | $13.9B | 0.41% | |
| 86 | HDHOME DEPOT INC | 40,205 | $13.8B | 0.41% | |
| 87 | COSTCOSTCO WHSL CORP NEW | 15,720 | $13.6B | 0.40% | |
| 88 | WHDCACTUS INC | 290,658 | $13.3B | 0.39% | |
| 89 | TMHCTAYLOR MORRISON HOME CORP | 217,794 | $12.8B | 0.38% | |
| 90 | IWMISHARES TR | 51,404 | $12.7B | 0.37% | |
| 91 | PWRQUANTA SVCS INC | 29,971 | $12.6B | 0.37% | |
| 92 | NCNONCINO INC | 473,867 | $12.1B | 0.36% | |
| 93 | NEENEXTERA ENERGY INC | 150,574 | $12.1B | 0.36% | |
| 94 | ETNEATON CORP PLC | 37,550 | $12.0B | 0.35% | |
| 95 | CRSRCORSAIR GAMING INC | 2,007,437 | $11.9B | 0.35% | |
| 96 | KKRKKR & CO INC | 91,483 | $11.7B | 0.35% | |
| 97 | MSAMSA SAFETY INC | 72,373 | $11.6B | 0.34% | |
| 98 | RDNTRADNET INC | 161,137 | $11.5B | 0.34% | |
| 99 | SMMDISHARES TR | 152,701 | $11.4B | 0.34% | |
| 100 | ARCCARES CAPITAL CORP | 551,786 | $11.2B | 0.33% |
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