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Latest PALISADE CAPITAL MANAGEMENT LLC/NJ Stock Portfolio

PALISADE CAPITAL MANAGEMENT LLC/NJ Performance:
2025 Q3: 4.36%YTD: -0.12%2024: 12.39%
Performance for 2025 Q3 is 4.36%, and YTD is -0.12%, and 2024 is 12.39%.

About PALISADE CAPITAL MANAGEMENT LLC/NJ and 13F Hedge Fund Stock Holdings

PALISADE CAPITAL MANAGEMENT, LP is a hedge fund based in FORT LEE, NJ. On 24-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $4.2 Billions. In it's latest 13F Holdings report, PALISADE CAPITAL MANAGEMENT, LP reported an equity portfolio of $3.7 Billions as of 30 Sep, 2025.

The top stock holdings of PALISADE CAPITAL MANAGEMENT, LP are APH, RJF, IDA. The fund has invested 1.8% of it's portfolio in AMPHENOL CORP NEW and 1.8% of portfolio in RAYMOND JAMES FINL INC.

The fund managers got completely rid off TRUPANION INC (TRUP), FORTIVE CORP (FTV) and ATKORE INC (ATKR) stocks. They significantly reduced their stock positions in CENTENE CORP DEL (CNC), PERFORMANCE FOOD GROUP CO (PFGC) and BROADCOM INC (AVGO). PALISADE CAPITAL MANAGEMENT, LP opened new stock positions in ISHARES TR (AAXJ), MYR GROUP INC DEL (MYRG) and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to TKO GROUP HOLDINGS INC, BRIGHTVIEW HLDGS INC (BV) and CLEARWATER ANALYTICS HLDGS I (CWAN).

PALISADE CAPITAL MANAGEMENT LLC/NJ Annual Return Estimates Vs S&P 500

Our best estimate is that PALISADE CAPITAL MANAGEMENT, LP made a return of 4.36% in the last quarter. In trailing 12 months, it's portfolio return was 1.17%.

New Buys

Ticker$ Bought
ishares tr23,653,100
myr group inc del11,210,100
j p morgan exchange traded f8,512,020
phreesia inc8,099,320
eaton corp plc7,409,780
innoviva inc6,967,940
walmart inc6,521,310
shake shack inc5,677,800
New stocks bought by PALISADE CAPITAL MANAGEMENT LLC/NJ

Additions

Ticker% Inc.
conmed corp480
biomarin pharmaceutical inc300
tko group holdings inc216
bill holdings inc200
herbalife ltd163
brightview hldgs inc101
ringcentral inc93.75
clearwater analytics hldgs i71.84
Additions to existing portfolio by PALISADE CAPITAL MANAGEMENT LLC/NJ

Reductions

Ticker% Reduced
cheesecake factory inc-98.46
peabody engr corp-83.36
axon enterprise inc-50.00
ionis pharmaceuticals inc-50.00
impinj inc-50.00
centene corp del-48.7
chart inds inc-40.64
ncl corp ltd-37.62
PALISADE CAPITAL MANAGEMENT LLC/NJ reduced stake in above stock

Sold off

Ticker$ Sold
solaredge technologies inc-12,422,000
wayfair inc-8,138,070
integra lifesciences hldgs c-7,913,180
okta inc-7,777,780
nice ltd-7,670,200
pacira biosciences inc-6,788,310
wix com ltd-6,278,560
lendingtree inc-3,192,720
PALISADE CAPITAL MANAGEMENT LLC/NJ got rid off the above stocks

Sector Distribution

PALISADE CAPITAL MANAGEMENT, LP has about 23.9% of it's holdings in Technology sector.

Sector%
Technology23.9
Financial Services15.2
Industrials14.6
Healthcare11.8
Consumer Cyclical8.8
Others6.7
Real Estate4.3
Basic Materials3.7
Communication Services3.5
Consumer Defensive2.7
Energy2.6
Utilities2.2

Market Cap. Distribution

PALISADE CAPITAL MANAGEMENT, LP has about 32% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MID-CAP43.8
LARGE-CAP18.8
SMALL-CAP17.6
MEGA-CAP13.2
UNALLOCATED6.7

Stocks belong to which Index?

About 67.3% of the stocks held by PALISADE CAPITAL MANAGEMENT, LP either belong to S&P 500 or RUSSELL 2000 index.

Index%
RUSSELL 200041
Others32.7
S&P 50026.3
Top 5 Winners (%)%
PACK
ranpak holdings corp
57.4 %
HOOD
robinhood mkts inc
52.9 %
SMTC
semtech corp
46.8 %
HP
helmerich & payne inc
43.2 %
GOOG
alphabet inc
37.9 %
Top 5 Winners ($)$
APH
amphenol corp new
15.8 M
MLI
mueller inds inc
14.8 M
SMTC
semtech corp
12.9 M
AAPL
apple inc
11.6 M
GOOG
alphabet inc
8.9 M
Top 5 Losers (%)%
CNC
centene corp del
-34.3 %
HRTX
heron therapeutics inc
-30.9 %
VERX
vertex inc
-29.8 %
FSK
fs kkr cap corp
-27.5 %
MSTR
strategy inc
-24.3 %
Top 5 Losers ($)$
FOUR
shift4 pmts inc
-7.3 M
VERX
vertex inc
-6.6 M
BRKR
bruker corp
-5.7 M
CAKE
cheesecake factory inc
-4.8 M
LKQ
lkq corp
-4.7 M

PALISADE CAPITAL MANAGEMENT LLC/NJ Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PALISADE CAPITAL MANAGEMENT LLC/NJ

PALISADE CAPITAL MANAGEMENT, LP has 226 stocks in it's portfolio. About 15.2% of the portfolio is in top 10 stocks. FOUR proved to be the most loss making stock for the portfolio. APH was the most profitable stock for PALISADE CAPITAL MANAGEMENT, LP last quarter.

Last Reported on: 14 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions