EdgeMarket › What Palisade Capital Management, Lp reported owning
What Palisade Capital Management, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.0BPositions
303Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 62.3M | 2.1% | 245.3K | 309.35 | +36.9% |
| LFUS LITTELFUSE INC /DE | 57.5M | 1.9% | 169.5K | 412.26 | +65.4% |
| APH AMPHENOL CORP /DE/ | 56.2M | 1.9% | 444.9K | 157.01 | +44.5% |
| IDA IDACORP INC | 53.8M | 1.8% | 376.2K | 137.20 | +8.3% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 53.0M | 1.8% | 1.0M | 52.11 | -1.4% |
| AIT APPLIED INDUSTRIAL TECHNOLOGIES INC | 49.1M | 1.6% | 185.1K | 341.62 | +30.2% |
| MLI MUELLER INDUSTRIES INC | 48.6M | 1.6% | 438.3K | 63.22 | +37.9% |
| RJF RAYMOND JAMES FINANCIAL INC | 47.3M | 1.6% | 326.4K | 175.20 | +7.8% |
| NVDA NVIDIA CORP | 44.2M | 1.5% | 253.3K | 214.72 | +22.4% |
| GOOG Alphabet Inc. | 38.6M | 1.3% | 134.7K | 341.75 | +70.7% |
| WSFS WSFS FINANCIAL CORP | 38.4M | 1.3% | 587.3K | 79.88 | +43.3% |
| unmapped CUSIP 422806208 | 37.2M | 1.2% | 176.5K | — | — |
| WWD Woodward, Inc. | 37.2M | 1.2% | 104.1K | 343.26 | +39.4% |
| SMTC SEMTECH CORP | 37.0M | 1.2% | 481.0K | 124.09 | +156.0% |
| NGVT Ingevity Corp | 35.1M | 1.2% | 492.6K | 70.27 | +28.4% |
| JPM JPMORGAN CHASE & CO | 34.8M | 1.2% | 118.3K | 351.58 | +20.3% |
| MSFT MICROSOFT CORP | 34.3M | 1.1% | 92.7K | 483.24 | -4.4% |
| EGP EASTGROUP PROPERTIES INC | 32.8M | 1.1% | 177.0K | 201.00 | +21.9% |
| ONTO ONTO INNOVATION INC. | 32.4M | 1.1% | 157.8K | 293.33 | +176.9% |
| PB PROSPERITY BANCSHARES INC | 31.8M | 1.1% | 473.1K | 72.77 | +7.5% |
| AVNT AVIENT CORP | 31.6M | 1.1% | 870.5K | 44.66 | +25.9% |
| FNV FRANCO NEVADA Corp | 30.7M | 1.0% | 124.3K | 265.74 | +49.0% |
| SM SM Energy Co | 30.3M | 1.0% | 972.3K | 37.20 | +45.8% |
| CFR CULLEN/FROST BANKERS, INC. | 30.1M | 1.0% | 219.4K | 164.19 | +29.8% |
| OSW ONESPAWORLD HOLDINGS Ltd | 29.9M | 1.0% | 1.3M | 26.68 | +22.9% |
| WLY JOHN WILEY & SONS, INC. | 29.8M | 1.0% | 780.8K | 51.58 | +29.3% |
| ACIW ACI WORLDWIDE, INC. | 29.1M | 1.0% | 708.4K | 51.86 | +10.1% |
| DHR DANAHER CORP /DE/ | 29.0M | 1.0% | 153.0K | 218.85 | +3.5% |
| RGEN REPLIGEN CORP | 28.3M | 0.9% | 240.6K | 181.13 | +49.0% |
| HCSG HEALTHCARE SERVICES GROUP INC | 28.2M | 0.9% | 1.5M | 22.77 | +49.5% |
| VNT Vontier Corp | 28.2M | 0.9% | 794.1K | 32.98 | -21.6% |
| RNST RENASANT CORP | 28.0M | 0.9% | 773.8K | 41.50 | +10.4% |
| PRMB Primo Brands Corp | 27.2M | 0.9% | 1.4M | 23.12 | -7.8% |
| COLB COLUMBIA BANKING SYSTEM, INC. | 27.1M | 0.9% | 989.7K | 30.81 | +20.3% |
| AME AMETEK INC/ | 27.1M | 0.9% | 126.3K | 239.55 | +30.7% |
| AHCO AdaptHealth Corp. | 25.7M | 0.9% | 2.2M | 5.63 | -39.7% |
| NVST Envista Holdings Corp | 25.2M | 0.8% | 995.1K | 27.20 | +31.3% |
| V VISA INC. | 25.2M | 0.8% | 83.3K | 371.04 | +7.9% |
| FULT FULTON FINANCIAL CORP | 24.2M | 0.8% | 1.2M | 23.64 | +27.1% |
| AVGO Broadcom Inc. | 24.1M | 0.8% | 77.9K | 368.45 | +26.5% |
| RLI RLI CORP | 23.2M | 0.8% | 406.8K | 65.38 | -3.7% |
| TDY TELEDYNE TECHNOLOGIES INC | 23.1M | 0.8% | 38.1K | 636.15 | +17.4% |
| CMC COMMERCIAL METALS Co | 23.0M | 0.8% | 374.4K | 66.31 | +17.5% |
| NOG NORTHERN OIL & GAS, INC. | 22.7M | 0.8% | 778.1K | 27.34 | +17.6% |
| PFGC Performance Food Group Co | 22.5M | 0.7% | 262.3K | 104.98 | +3.8% |
| BKE BUCKLE INC | 22.5M | 0.7% | 446.2K | 43.81 | -20.4% |
| BLKB BLACKBAUD INC | 22.3M | 0.7% | 577.4K | 47.52 | -26.4% |
| CCC CCC Intelligent Solutions Holdings Inc. | 22.0M | 0.7% | 3.7M | 7.46 | -24.0% |
| GOOGL Alphabet Inc. | 21.1M | 0.7% | 73.4K | 344.82 | +73.0% |
| BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC. | 20.9M | 0.7% | 254.7K | 72.88 | -40.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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