PALISADE CAPITAL MANAGEMENT, LP Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$3.4B

Holdings

379

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (379 positions)

StockValue
APHAMPHENOL CORP NEW
$69.3M
AAPLAPPLE INC
$63.6M
RJFRAYMOND JAMES FINL INC
$56.2M
MLIMUELLER INDS INC
$53.3M
IDAIDACORP INC
$51.5M
AITAPPLIED INDL TECHNOLOGIES IN
$51.3M
NVDANVIDIA CORPORATION
$49.5M
HEIHEICO CORP NEW
$45.2M
MSFTMICROSOFT CORP
$44.6M
SMTCSEMTECH CORP
$43.3M
GOOGALPHABET INC
$42.7M
LFUSLITTELFUSE INC
$41.0M
JPMJPMORGAN CHASE & CO.
$38.7M
RGENREPLIGEN CORP
$38.0M
HCSGHEALTHCARE SVCS GROUP INC
$36.9M
TSAACI WORLDWIDE INC
$36.4M
IGSBISHARES TR
$36.3M
WSFSWSFS FINL CORP
$35.0M
PBPROSPERITY BANCSHARES INC
$34.9M
DHRDANAHER CORPORATION
$34.7M
EGPEASTGROUP PPTYS INC
$34.1M
WWDWOODWARD INC
$33.9M
VNTVONTIER CORPORATION
$31.9M
NGVTINGEVITY CORP
$31.3M
VRRMVERRA MOBILITY CORP
$31.0M
BLKBBLACKBAUD INC
$30.9M
CFRCULLEN FROST BANKERS INC
$29.9M
VVISA INC
$29.8M
CCCCCC INTELLIGENT SOLUTIONS HL
$29.7M
COLBCOLUMBIA BKG SYS INC
$29.7M
OSWONESPAWORLD HOLDINGS LIMITED
$29.2M
RNSTRENASANT CORP
$29.0M
AVNTAVIENT CORPORATION
$28.1M
CMCCOMMERCIAL METALS CO
$28.0M
RLIRLI CORP
$27.8M
AVGOBROADCOM INC
$27.0M
FNVFRANCO NEV CORP
$26.9M
AMEAMETEK INC
$26.5M
DBRGDIGITALBRIDGE GROUP INC
$26.0M
BKEBUCKLE INC
$25.8M
FAFIRST ADVANTAGE CORP NEW
$25.6M
SAIASAIA INC
$25.5M
ONTOONTO INNOVATION INC
$25.5M
PFGCPERFORMANCE FOOD GROUP CO
$25.4M
PRMBPRIMO BRANDS CORPORATION
$25.3M
WLYWILEY JOHN & SONS INC
$25.2M
GOOGLALPHABET INC
$25.1M
CWANCLEARWATER ANALYTICS HLDGS I
$24.5M
FULTFULTON FINL CORP PA
$24.4M
PFSIPENNYMAC FINL SVCS INC NEW
$24.2M
FOURSHIFT4 PMTS INC
$23.8M
NVSTENVISTA HOLDINGS CORPORATION
$23.2M
BRKRBRUKER CORP
$23.1M
BLBLACKLINE INC
$23.0M
AHCOADAPTHEALTH CORP
$22.8M
AMZNAMAZON COM INC
$22.8M
AZTAAZENTA INC
$22.6M
CUZCOUSINS PPTYS INC
$22.5M
CSTLCASTLE BIOSCIENCES INC
$22.1M
CAKECHEESECAKE FACTORY INC
$21.7M
TDYTELEDYNE TECHNOLOGIES INC
$21.0M
BLFSBIOLIFE SOLUTIONS INC
$19.6M
PRGPROG HOLDINGS INC
$19.2M
BFAMBRIGHT HORIZONS FAM SOL IN D
$19.2M
LKQ1LKQ CORP
$18.9M
RLJRLJ LODGING TR
$18.8M
ROCKGIBRALTAR INDS INC
$18.6M
SMSM ENERGY CO
$18.5M
TXRHTEXAS ROADHOUSE INC
$18.5M
METAMETA PLATFORMS INC
$18.4M
AMDADVANCED MICRO DEVICES INC
$18.2M
ITGRINTEGER HLDGS CORP
$17.8M
KWRQUAKER HOUGHTON
$17.6M
RVLVREVOLVE GROUP INC
$17.2M
ROPROPER TECHNOLOGIES INC
$17.1M
NOGNORTHERN OIL & GAS INC
$17.0M
ICEINTERCONTINENTAL EXCHANGE IN
$16.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$16.2M
ABBVABBVIE INC
$16.1M
EBSEMERGENT BIOSOLUTIONS INC
$15.6M
WABCWESTAMERICA BANCORPORATION
$15.2M
VERXVERTEX INC
$14.9M
HMNHORACE MANN EDUCATORS CORP N
$14.8M
MATWMATTHEWS INTL CORP
$14.2M
IEURISHARES TR
$13.9M
HDHOME DEPOT INC
$13.8M
COSTCOSTCO WHSL CORP NEW
$13.6M
WHDCACTUS INC
$13.3M
TMHCTAYLOR MORRISON HOME CORP
$12.8M
IWMISHARES TR
$12.7M
PWRQUANTA SVCS INC
$12.6M
NCNONCINO INC
$12.1M
NEENEXTERA ENERGY INC
$12.1M
ETNEATON CORP PLC
$12.0M
CRSRCORSAIR GAMING INC
$11.9M
KKRKKR & CO INC
$11.7M
MSAMSA SAFETY INC
$11.6M
RDNTRADNET INC
$11.5M
SMMDISHARES TR
$11.4M
ARCCARES CAPITAL CORP
$11.2M
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