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)

#StockSharesValue% PortfolioType
301
PFFISHARES TR
25,500$789.0M0.02%
302
SPYSPDR S&P 500 ETF TR
1,147$782.0M0.02%
303
BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD
500,000$776.0M0.02%
304
FOUR 6 05/01/28SHIFT4 PMTS INC
9,676$773.0M0.02%
305
IONS 1.75 06/15/28IONIS PHARMACEUTICALS INC
486,000$772.0M0.02%
306
WKC 3.25 07/01/28WORLD KINECT CORPORATION
730,000$770.0M0.02%
307
HGTYHAGERTY INC
56,271$756.0M0.02%
308
MGPI 1.875 11/15/41MGP INGREDIENTS INC NEW
733,000$709.0M0.02%
309
TCOM 0.75 06/15/29TRIP COM GROUP LTD
567,000$697.0M0.02%
310
AXPAMERICAN EXPRESS CO
1,868$691.0M0.02%
311
APDAIR PRODS & CHEMS INC
2,685$663.0M0.02%
312
AVAV 0 07/15/30AEROVIRONMENT INC
600,000$652.0M0.02%
313
JAZZ 3.125 09/15/30JAZZ INVESTMENTS I LTD
485,000$646.0M0.02%
314
BACVERIZON COMMUNICATIONS INC
15,163$617.0M0.02%
315
RNG 0 03/15/26RINGCENTRAL INC
620,000$613.0M0.02%
316
GBX 2.875 04/15/28GREENBRIER COS INC
552,000$595.0M0.02%
317
HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC
550,000$594.0M0.02%
318
KLACKLA CORP
489$594.0M0.02%
319
WT 3.25 08/15/29WISDOMTREE INC
485,000$583.0M0.02%
320485,000$583.0M0.02%
321
STZCONSTELLATION BRANDS INC
4,150$572.0M0.02%
322
AOAISHARES TR
6,135$549.0M0.02%
32310,000$545.0M0.02%
324
RGEN 1 12/15/28REPLIGEN CORP
485,000$531.0M0.02%
325
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,741$528.0M0.02%
326
PGPROCTER AND GAMBLE CO
3,671$526.0M0.02%
327
CLSK 0 06/15/30CLEANSPARK INC
500,000$516.0M0.02%
328
DINOHF SINCLAIR CORP
11,076$510.0M0.02%
329
LYV 2.875 01/15/30LIVE NATION ENTERTAINMENT IN
485,000$510.0M0.02%
330
PENG 2 08/15/30PENGUIN SOLUTIONS INC
500,000$509.0M0.02%
331
SCHWSCHWAB CHARLES CORP
5,050$504.0M0.01%
332
TNDM 1.5 03/15/29 2024TANDEM DIABETES CARE INC
485,000$497.0M0.01%
333
AORISHARES TR
7,359$478.0M0.01%
334
U 0 11/15/26UNITY SOFTWARE INC
486,000$468.0M0.01%
335
IMCR 2.5 02/01/30IMMUNOCORE HLDGS PLC
514,000$464.0M0.01%
336
SPB 3.375 06/01/29SPECTRUM BRANDS INC
485,000$458.0M0.01%
337
TSLATESLA INC
986$443.0M0.01%
338
BE 3 06/01/29BLOOM ENERGY CORP
100,000$424.0M0.01%
339
CMGCHIPOTLE MEXICAN GRILL INC
11,437$423.0M0.01%
340
BACBANK AMERICA CORP
7,619$419.0M0.01%
341
JJACOBS SOLUTIONS INC
3,033$401.0M0.01%
342
DWDMORGAN STANLEY
2,141$380.0M0.01%
343
NFLXNETFLIX INC
3,911$366.0M0.01%
344
MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC.
6,227$364.0M0.01%
345
EVH 4.5 08/15/31EVOLENT HEALTH INC
484,000$344.0M0.01%
346
CSCOCISCO SYS INC
4,474$344.0M0.01%
347
AZOAUTOZONE INC
100$339.0M0.01%
348
DUKDUKE ENERGY CORP NEW
2,886$338.0M0.01%
349
EVH 3.5 12/01/29EVOLENT HEALTH INC
485,000$325.0M0.01%
350
RTXRTX CORPORATION
1,765$323.0M0.01%
351
CRMSALESFORCE INC
1,210$320.0M0.01%
352
TTWOTAKE-TWO INTERACTIVE SOFTWAR
1,249$319.0M0.01%
353
CIENCIENA CORP
1,364$318.0M0.01%
354
PCEFINVESCO EXCH TRADED FD TR II
15,704$312.0M0.01%
355
GILDGILEAD SCIENCES INC
2,500$306.0M0.01%
356
AXON 0.5 12/15/27AXON ENTERPRISE INC
121,000$304.0M0.01%
357
GWWWW GRAINGER INC
289$291.0M0.01%
358
NOWSERVICENOW INC
1,900$291.0M0.01%
359
CBRECBRE GROUP INC
1,670$268.0M0.01%
360
AMTAMERICAN TOWER CORP NEW
1,500$263.0M0.01%
361
MLB1MERCADOLIBRE INC
129$259.0M0.01%
362
USMVISHARES TR
2,721$256.0M0.01%
363
PLDPROLOGIS INC.
1,966$250.0M0.01%
364
MLMMARTIN MARIETTA MATLS INC
400$249.0M0.01%
365
NUENUCOR CORP
1,515$247.0M0.01%
366
DISDISNEY WALT CO
2,168$246.0M0.01%
367
CSXCSX CORP
6,708$243.0M0.01%
368
LMAT 2.5 02/01/30LEMAITRE VASCULAR INC
242,000$240.0M0.01%
369
PEPPEPSICO INC
1,666$239.0M0.01%
370
IWFISHARES TR
493$233.0M0.01%
371
SBUXSTARBUCKS CORP
2,728$229.0M0.01%
372
RACEFERRARI N V
596$220.0M0.01%
373
MRSHMARSH & MCLENNAN COS INC
1,184$219.0M0.01%
374
FLRFLUOR CORP NEW
5,501$218.0M0.01%
375
MRKMERCK & CO INC
2,014$212.0M0.01%
376
OWLBLUE OWL CAPITAL INC
13,869$207.0M0.01%
377
UNHUNITEDHEALTH GROUP INC
620$204.0M0.01%
378
FWONALIBERTY MEDIA CORP DEL
2,061$203.0M0.01%
379
LYGLLOYDS BANKING GROUP PLC
11,553$61.0M0.00%
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