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PALISADE CAPITAL MANAGEMENT LLC/NJ 13F 持仓明细(2026-03-31) · 小隐寺数据中心
PALISADE CAPITAL MANAGEMENT LLC/NJ
报告期 2026-03-31 · CIK 0001009006
持仓数
303
前50大市值合计
$1.64B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 16
增持 48
减持 71
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
SMTC
SEMTECH CORP
-$30.9M
435,636
-41%
减持
VERX
VERTEX INC
-$19.7M
579,945
-23%
减持
GPI
GROUP 1 AUTOMOTIVE INC
-$15.9M
64,131
-33%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
AVGO
BROADCOM INC
-$14.2M
115,906
-20%
增持
AZTA
AZENTA INC
-$10.5M
868,324
+7%
减持
PRG
PROG HOLDINGS INC
-$9.3M
577,356
-1%
增持
BRKR
BRUKER CORP
-$9.0M
674,925
+6%
清仓
—
NUVASIVE INC
-$8.8M
0
-100%
减持
AAPL
APPLE INC
-$8.5M
237,266
-3%
减持
BKE
BUCKLE INC
-$8.0M
564,900
-3%
减持
MLI
MUELLER INDS INC
-$7.8M
708,465
-9%
减持
NOG
NORTHERN OIL & GAS INC
-$7.6M
982,294
-2%
建仓
—
JAMF HLDG CORP
+$7.6M
622,783
清仓
GD
GENERAL DYNAMICS CORP
-$7.5M
0
-100%
减持
BLKB
BLACKBAUD INC
-$7.3M
586,006
-1%
清仓
NPO
ENPRO INC
-$7.2M
0
-100%
增持
FNV
FRANCO NEV CORP
+$7.1M
150,473
+6%
减持
SAIA
SAIA INC
-$7.1M
64,485
-1%
增持
RLJ
RLJ LODGING TR
-$7.0M
3,071,508
+0%
清仓
—
CHEGG INC
-$6.6M
0
-100%
减持
RVLV
REVOLVE GROUP INC
-$6.5M
528,343
-1%
增持
AHCO
ADAPTHEALTH CORP
+$6.4M
2,711,142
+12%
增持
IEUR
ISHARES TR
+$6.2M
165,222
+137%
减持
WHD
CACTUS INC
-$6.1M
350,655
-8%
清仓
—
RINGCENTRAL INC
-$6.1M
0
-100%
增持
CRSR
CORSAIR GAMING INC
+$6.0M
2,416,490
+3%
增持
RJF
RAYMOND JAMES FINL INC
-$5.9M
382,889
+1%
减持
ONTO
ONTO INNOVATION INC
-$5.7M
122,422
-1%
增持
HRTX
HERON THERAPEUTICS INC
+$5.6M
5,286,931
+35%
建仓
—
FUBOTV INC
+$5.6M
5,750,000
减持
—
ONESPAWORLD HOLDINGS LIMITED
-$5.4M
1,641,322
-1%
建仓
—
COINBASE GLOBAL INC
+$5.4M
5,500,000
增持
ACHC
ACADIA HEALTHCARE COMPANY IN
-$5.2M
613,332
+2%
清仓
SMMD
ISHARES TR
-$5.2M
0
-100%
建仓
—
MICROSTRATEGY INC
+$5.2M
3,650,000
减持
GOOG
ALPHABET INC
-$5.1M
136,816
-1%
增持
FLYW
FLYWIRE CORPORATION
-$5.0M
452,012
+0%
减持
LRN
STRIDE INC
-$4.9M
200,191
-31%
清仓
—
TECHTARGET INC
-$4.9M
0
-100%
减持
AVNT
AVIENT CORPORATION
-$4.8M
1,108,414
-2%
增持
NVDA
NVIDIA CORPORATION
-$4.8M
237,560
+4%
减持
IWM
ISHARES TR
-$4.8M
7,595
-73%
增持
FOUR
SHIFT4 PMTS INC
-$4.6M
343,867
+9%
增持
LFUS
LITTELFUSE INC
-$4.5M
183,400
+6%
增持
ITGR
INTEGER HLDGS CORP
+$4.3M
205,379
+36%
增持
LKQ
LKQ CORP
+$4.3M
737,562
+0%
减持
RBA
RB GLOBAL INC
+$4.2M
441,655
-1%
减持
HEI/A
HEICO CORP NEW
+$4.1M
186,336
-2%
增持
SM
SM ENERGY CO
+$4.1M
1,226,895
+45%
建仓
RDNT
RADNET INC
+$4.0M
80,178
增持
—
MARRIOTT VACATIONS WORLDWIDE
+$3.9M
6,250,000
+213%
增持
RLI
RLI CORP
-$3.9M
574,807
+89%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
-$3.9M
237,520
-1%
增持
—
JETBLUE AIRWAYS CORP
+$3.8M
6,500,000
+160%
减持
VNT
VONTIER CORPORATION
-$3.8M
918,651
-1%
减持
—
UBER TECHNOLOGIES INC
-$3.7M
2,569,000
-60%
增持
MSFT
MICROSOFT CORP
-$3.7M
82,300
+0%
减持
CSTL
CASTLE BIOSCIENCES INC
-$3.6M
489,968
-3%
减持
—
CHEESECAKE FACTORY INC
-$3.5M
650,000
-85%
增持
ROP
ROPER TECHNOLOGIES INC
+$3.5M
41,368
+3%
建仓
—
ZIFF DAVIS INC
+$3.5M
3,700,000
减持
PFGC
PERFORMANCE FOOD GROUP CO
-$3.5M
480,945
-2%
增持
EBS
EMERGENT BIOSOLUTIONS INC
-$3.4M
1,141,589
+22%
减持
—
CSG SYS INTL INC
+$3.4M
466,836
-4%
增持
BL
BLACKLINE INC
-$3.4M
485,414
+10%
减持
TXRH
TEXAS ROADHOUSE INC
-$3.3M
215,674
-1%
减持
GOOGL
ALPHABET INC
-$3.3M
88,064
-1%
减持
—
SEA LTD
-$3.2M
7,926,000
-33%
清仓
—
EURONET WORLDWIDE INC
-$3.2M
0
-100%
增持
HCSG
HEALTHCARE SVCS GROUP INC
-$3.2M
2,237,866
+1%
减持
AMZN
AMAZON COM INC
-$3.1M
107,106
-0%
增持
—
TELADOC HEALTH INC
+$3.0M
5,700,000
+128%
增持
NVO
NOVO-NORDISK A S
-$3.0M
200,972
+2%
增持
DHR
DANAHER CORPORATION
-$3.0M
136,993
+1%
减持
UIS
UNISYS CORP
-$2.9M
1,497,809
-3%
增持
—
SNAP INC
+$2.9M
6,595,000
+94%
减持
CFR
CULLEN FROST BANKERS INC
-$2.9M
275,517
-1%
减持
—
TYLER TEX INDPT SCH DIST
-$2.8M
2,466,000
-48%
减持
V
VISA INC
+$2.8M
84,906
-1%
建仓
—
NCL CORP LTD
+$2.7M
2,800,000
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$2.7M
177,684
-1%
减持
VRRM
VERRA MOBILITY CORP
-$2.7M
1,401,450
-1%
减持
PRMB
PRIMO BRANDS CORPORATION
+$2.7M
1,763,585
-9%
减持
PB
PROSPERITY BANCSHARES INC
-$2.6M
527,205
-1%
增持
DH
DEFINITIVE HEALTHCARE CORP
-$2.6M
2,265,198
+1%
增持
RGEN
REPLIGEN CORP
-$2.6M
273,497
+5%
减持
EGP
EASTGROUP PPTYS INC
+$2.6M
226,687
-3%
增持
VSTS
VESTIS CORPORATION
-$2.6M
912,704
+20%
增持
KKR
KKR & CO INC
-$2.5M
85,193
+2%
减持
COLB
COLUMBIA BKG SYS INC
-$2.5M
1,074,071
-1%
增持
ATKR
ATKORE INC
-$2.5M
107,037
+1%
清仓
—
CRACKER BARREL OLD CTRY STOR
-$2.4M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.4M
31,224
-1%
增持
—
PEABODY ENGR CORP
+$2.3M
3,688,000
+210%
减持
RNST
RENASANT CORP
-$2.3M
985,056
-1%
建仓
—
WAYFAIR INC
+$2.3M
2,400,000
减持
WSFS
WSFS FINL CORP
-$2.3M
748,002
-3%
减持
MSA
MSA SAFETY INC
-$2.2M
87,831
-4%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$2.2M
23,221
+2%
清仓
—
TECHTARGET INC
-$2.2M
0
-100%
减持
FULT
FULTON FINL CORP PA
-$2.2M
1,505,168
-1%
增持
—
DIGITALOCEAN HLDGS INC
+$2.2M
4,850,000
+83%
减持
—
MIDDLEBY CORP
-$2.2M
1,032,000
-66%
增持
KWR
QUAKER HOUGHTON
-$2.1M
131,900
+1%
减持
IDA
IDACORP INC
+$2.1M
476,233
-2%
增持
—
ICON PLC
-$2.1M
65,780
+1%
减持
CMC
COMMERCIAL METALS CO
-$2.1M
473,342
-2%
清仓
—
DUKE ENERGY CORP NEW
-$2.1M
0
-100%
增持
PWR
QUANTA SVCS INC
+$2.0M
44,551
+52%
减持
ACIW
ACI WORLDWIDE INC
+$2.0M
864,618
-1%
建仓
—
PARSONS CORP DEL
+$2.0M
2,000,000
减持
—
JAZZ INVESTMENTS I LTD
-$2.0M
1,560,000
-56%
减持
PACK
RANPAK HOLDINGS CORP
-$2.0M
1,252,551
-2%
减持
—
LIVE NATION ENTERTAINMENT IN
-$2.0M
2,257,000
-40%
减持
ABBV
ABBVIE INC
+$2.0M
68,082
-2%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$2.0M
8,602
-2%
减持
—
DATADOG INC
-$1.9M
847,000
-54%
清仓
—
SSR MINING IN
-$1.9M
0
-100%
减持
—
INSULET CORP
-$1.9M
717,000
-68%
建仓
—
GLOBAL PMTS INC
+$1.9M
2,000,000
增持
FA
FIRST ADVANTAGE CORP NEW
-$1.8M
1,562,809
+23%
减持
WWD
WOODWARD INC
+$1.7M
158,348
-3%
减持
INTU
INTUIT
-$1.7M
1,500
-64%
减持
PEP
PEPSICO INC
-$1.7M
5,147
-69%
建仓
—
FIVE9 INC
+$1.7M
2,000,000
增持
—
FORD MTR CO
+$1.7M
5,146,000
+49%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.7M
114,113
-6%
增持
—
BOEING CO
+$1.7M
70,000
+75%
增持
MATW
MATTHEWS INTL CORP
-$1.6M
654,062
+12%
增持
BDX
BECTON DICKINSON & CO
+$1.6M
49,900
+15%
减持
WABC
WESTAMERICA BANCORPORATION
-$1.6M
395,819
-4%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.6M
85,141
-0%
减持
—
CAMTEK LTD
-$1.6M
250,000
-80%
增持
ZTS
ZOETIS INC
+$1.5M
52,771
+19%
建仓
—
KKR & CO INC
+$1.5M
30,000
减持
CUZ
COUSINS PPTYS INC
-$1.5M
1,019,898
-1%
建仓
—
MICROSTRATEGY INC
+$1.4M
17,200
建仓
—
SUNRUN INC
+$1.4M
1,508,000
减持
—
MACOM TECH SOLUTIONS HLDGS I
-$1.4M
901,000
-44%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$1.4M
32,503
+2%
减持
—
BIOMARIN PHARMACEUTICAL INC
-$1.4M
923,000
-62%
建仓
—
RIVIAN AUTOMOTIVE INC
+$1.3M
1,500,000
清仓
—
BOX INC
-$1.3M
0
-100%
减持
AME
AMETEK INC
-$1.2M
125,418
-1%
增持
—
LENDINGTREE INC
+$1.2M
3,212,000
+61%
建仓
—
THE REALREAL INC
+$1.2M
1,500,000
清仓
—
ZILLOW GROUP INC
-$1.2M
0
-100%
减持
FISV
FISERV INC
+$1.2M
111,428
-2%
减持
—
AKAMAI TECHNOLOGIES INC
-$1.1M
1,092,000
-48%
清仓
—
I3 VERTICALS LLC
-$1.1M
0
-100%
