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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 23
增持 30
减持 79
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
RBA
RB GLOBAL INC
-$39.7M
43,277
-90%
减持
APH
AMPHENOL CORP NEW
+$19.4M
631,649
-4%
减持
PRMB
PRIMO BRANDS CORPORATION
-$17.6M
1,519,471
-14%
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。
增持
NVDA
NVIDIA CORPORATION
+$16.1M
264,832
+11%
清仓
—
EASTERLY GOVT PPTYS INC
-$14.7M
0
-100%
建仓
DEA
EASTERLY GOVT PPTYS INC
+$11.8M
531,995
增持
MSFT
MICROSOFT CORP
+$11.0M
84,188
+2%
减持
HCSG
HEALTHCARE SVCS GROUP INC
+$10.1M
2,176,003
-3%
减持
AVGO
BROADCOM INC
+$10.1M
107,090
-8%
减持
RLI
RLI CORP
-$9.9M
501,941
-13%
减持
WWD
WOODWARD INC
+$8.8M
153,889
-3%
建仓
NCNO
NCINO INC
+$7.9M
283,657
减持
ACIW
ACI WORLDWIDE INC
-$7.8M
860,803
-0%
减持
HEI/A
HEICO CORP NEW
+$7.7M
181,832
-2%
减持
CAKE
CHEESECAKE FACTORY INC
+$7.6M
603,783
-3%
减持
SM
SM ENERGY CO
-$7.5M
1,181,890
-4%
增持
SMTC
SEMTECH CORP
+$7.1M
490,235
+13%
清仓
—
FIVE9 INC
-$6.5M
0
-100%
减持
AVNT
AVIENT CORPORATION
-$6.4M
1,076,629
-3%
增持
RDNT
RADNET INC
+$6.4M
181,813
+127%
增持
FA
FIRST ADVANTAGE CORP NEW
+$6.3M
1,704,021
+9%
增持
CCC
CCC INTELLIGENT SOLUTIONS HL
+$5.7M
3,778,130
+14%
增持
VRRM
VERRA MOBILITY CORP
+$5.6M
1,463,945
+4%
减持
SAIA
SAIA INC
-$5.3M
62,731
-3%
建仓
BV
BRIGHTVIEW HLDGS INC
+$5.2M
314,165
减持
NVO
NOVO-NORDISK A S
-$5.1M
128,515
-36%
减持
FOUR
SHIFT4 PMTS INC
+$5.1M
334,604
-3%
清仓
—
LYFT INC
-$5.0M
0
-100%
减持
—
ONESPAWORLD HOLDINGS LIMITED
+$5.0M
1,594,941
-3%
减持
JPM
JPMORGAN CHASE & CO.
+$4.9M
125,397
-2%
减持
LKQ
LKQ CORP
-$4.7M
719,715
-2%
减持
AHCO
ADAPTHEALTH CORP
-$4.6M
2,632,725
-3%
减持
LFUS
LITTELFUSE INC
+$4.4M
178,646
-3%
减持
RJF
RAYMOND JAMES FINL INC
+$4.4M
375,559
-2%
减持
AAPL
APPLE INC
-$4.4M
235,384
-1%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$4.3M
88,522
+929%
清仓
—
TANDEM DIABETES CARE INC
-$4.3M
0
-100%
减持
CVX
CHEVRON CORP NEW
-$4.3M
11,652
-67%
清仓
—
LIVONGO HEALTH INC
-$4.2M
0
-100%
减持
AZTA
AZENTA INC
-$4.2M
839,463
-3%
减持
LRN
STRIDE INC
-$4.2M
145,282
-27%
减持
TRUP
TRUPANION INC
+$4.1M
237,777
-3%
减持
VSTS
VESTIS CORPORATION
-$4.0M
887,004
-3%
增持
META
META PLATFORMS INC
+$3.9M
23,693
+1%
建仓
—
MERITAGE HOMES CORP
+$3.9M
4,000,000
增持
—
EXXON MOBIL CORP
+$3.7M
38,123
+983%
减持
FTV
FORTIVE CORP
-$3.6M
160,883
-1%
减持
TXRH
TEXAS ROADHOUSE INC
+$3.4M
209,793
-3%
建仓
—
UPSTART HLDGS INC
+$3.3M
3,500,000
减持
BKE
BUCKLE INC
+$3.3M
549,541
-3%
清仓
—
CLOUDFLARE INC
-$3.2M
0
-100%
增持
PRG
PROG HOLDINGS INC
+$3.2M
631,744
+9%
减持
EGP
EASTGROUP PPTYS INC
-$3.2M
219,910
-3%
增持
FISV
FISERV INC
-$3.1M
124,710
+12%
建仓
—
AMERICAN AIRLINES GROUP INC
+$3.1M
3,100,000
减持
BL
BLACKLINE INC
+$3.1M
469,781
-3%
建仓
—
AFFIRM HLDGS INC
+$3.1M
3,300,000
减持
PFGC
PERFORMANCE FOOD GROUP CO
+$3.0M
466,778
-3%
减持
NOG
NORTHERN OIL & GAS INC
-$2.9M
946,840
-4%
减持
ONTO
ONTO INNOVATION INC
-$2.8M
118,959
-3%
减持
AMSF
AMERISAFE INC
-$2.8M
258,915
-4%
建仓
—
PDD HOLDINGS INC
+$2.8M
2,865,000
减持
VNT
VONTIER CORPORATION
+$2.8M
893,452
-3%
增持
FLYW
FLYWIRE CORPORATION
+$2.7M
601,831
+33%
清仓
—
UBER TECHNOLOGIES INC
-$2.7M
0
-100%
建仓
—
SHIFT4 PMTS INC
+$2.7M
2,500,000
建仓
RAL
RALLIANT CORP
+$2.6M
53,624
减持
GOOG
ALPHABET INC
+$2.6M
134,874
-1%
减持
PACK
RANPAK HOLDINGS CORP
-$2.5M
1,205,101
-4%
减持
RLJ
RLJ LODGING TR
-$2.5M
2,988,148
-3%
减持
GPI
GROUP 1 AUTOMOTIVE INC
+$2.5M
61,730
-4%
增持
—
BLACKSTONE MORTGAGE TRUST IN
+$2.4M
3,069,000
+439%
减持
COLB
COLUMBIA BKG SYS INC
-$2.4M
1,041,616
-3%
建仓
—
ALARM COM HLDGS INC
+$2.4M
2,500,000
建仓
—
REDFIN CORP
+$2.4M
2,633,000
减持
NMFC
NEW MTN FIN CORP
-$2.4M
494,413
-28%
增持
DHR
DANAHER CORPORATION
+$2.3M
153,845
+12%
增持
—
PEABODY ENGR CORP
+$2.3M
5,938,000
+61%
建仓
—
MKS INC.
+$2.3M
2,300,000
减持
AMZN
AMAZON COM INC
+$2.2M
102,925
-4%
建仓
—
ACCURAY INC DEL
+$2.2M
2,300,000
减持
NVST
ENVISTA HOLDINGS CORPORATION
+$2.2M
1,210,996
-3%
减持
—
ICON PLC
-$2.2M
64,297
-2%
建仓
CHD
CHURCH & DWIGHT CO INC
+$2.1M
21,979
减持
DBRG
DIGITALBRIDGE GROUP INC
+$2.1M
1,682,428
-3%
减持
KWR
QUAKER HOUGHTON
-$2.1M
127,082
-4%
减持
—
HILLENBRAND INC
-$2.0M
428,122
-3%
建仓
TKO
TKO GROUP HOLDINGS INC
+$2.0M
11,009
清仓
—
PALO ALTO NETWORKS INC
-$2.0M
0
-100%
清仓
—
AIR TRANS SVCS GROUP INC
-$2.0M
0
-100%
清仓
—
NEOGENOMICS INC
-$2.0M
0
-100%
减持
DH
DEFINITIVE HEALTHCARE CORP
+$2.0M
2,183,143
-4%
建仓
—
COINBASE GLOBAL INC
+$2.0M
1,500,000
建仓
—
BURLINGTON STORES INC
+$1.9M
1,500,000
增持
CSTL
CASTLE BIOSCIENCES INC
+$1.9M
575,116
+17%
建仓
—
LUMENTUM HLDGS INC
+$1.9M
1,250,000
减持
IDA
IDACORP INC
-$1.9M
462,923
-3%
增持
BDX
BECTON DICKINSON & CO
-$1.9M
55,429
+11%
减持
BLFS
BIOLIFE SOLUTIONS INC
-$1.8M
919,459
-3%
减持
RGEN
REPLIGEN CORP
-$1.8M
265,188
-3%
减持
—
SEA LTD
-$1.8M
5,926,000
-25%
减持
—
ENVISTA HOLDINGS CORPORATION
-$1.8M
250,000
-89%
减持
—
JAMF HLDG CORP
-$1.8M
606,513
-3%
建仓
—
ITRON INC
+$1.8M
1,500,000
增持
—
TETRA TECH INC NEW
+$1.8M
2,312,000
+185%
减持
GOOGL
ALPHABET INC
+$1.8M
87,303
-1%
增持
VERX
VERTEX INC
+$1.8M
624,621
+8%
减持
PB
PROSPERITY BANCSHARES INC
-$1.7M
510,907
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.7M
30,655
-2%
增持
—
WESTERN DIGITAL CORP
+$1.7M
1,500,000
+100%
清仓
—
ZSCALER INC
-$1.7M
0
-100%
减持
ABBV
ABBVIE INC
-$1.7M
67,747
-0%
增持
ACHC
ACADIA HEALTHCARE COMPANY IN
-$1.7M
746,587
+22%
增持
IEUR
ISHARES TR
+$1.6M
174,712
+6%
减持
CNC
CENTENE CORP DEL
-$1.6M
229,653
-1%
建仓
—
BLACKLINE INC
+$1.6M
1,500,000
减持
WABC
WESTAMERICA BANCORPORATION
-$1.6M
381,514
-4%
清仓
—
BOOKING HOLDINGS INC
-$1.6M
0
-100%
清仓
IWM
ISHARES TR
-$1.5M
0
-100%
减持
PWR
QUANTA SVCS INC
+$1.5M
33,939
-24%
减持
EBS
EMERGENT BIOSOLUTIONS INC
+$1.5M
1,099,759
-4%
清仓
—
SNAP INC
-$1.4M
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.4M
2,924
+130%
增持
—
BOEING CO
+$1.3M
80,000
+14%
减持
WHD
CACTUS INC
-$1.3M
337,764
-4%
建仓
—
ALIBABA GROUP HLDG LTD
+$1.3M
1,000,000
减持
MSA
MSA SAFETY INC
+$1.3M
84,490
-4%
清仓
—
DROPBOX INC
-$1.2M
0
-100%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$1.2M
172,780
-3%
清仓
—
LUMENTUM HLDGS INC
-$1.2M
0
-100%
建仓
—
VERTEX INC
+$1.2M
1,000,000
减持
BRKR
BRUKER CORP
-$1.2M
655,303
-3%
清仓
—
MACOM TECH SOLUTIONS HLDGS I
-$1.2M
0
-100%
减持
WLY
WILEY JOHN & SONS INC
-$1.1M
953,036
-3%
减持
WSFS
WSFS FINL CORP
+$1.1M
726,008
-3%
减持
—
CSG SYS INTL INC
+$1.1M
449,181
-4%
减持
HRTX
HERON THERAPEUTICS INC
-$1.1M
5,086,903
-4%
减持
FULT
FULTON FINL CORP PA
-$1.1M
1,448,427
-4%
增持
UIS
UNISYS CORP
+$1.1M
1,758,525
+17%
清仓
—
AKAMAI TECHNOLOGIES INC
-$1.1M
0
-100%
减持
RVLV
REVOLVE GROUP INC
-$1.1M
513,662
-3%
增持
—
CLEARWATER ANALYTICS HLDGS I
-$1.1M
555,604
+12%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.0M
112,912
-1%
增持
—
VERINT SYSTEMS INC
+$997.6K
6,370,000
+19%
减持
—
JAZZ INVESTMENTS I LTD
-$989.4K
619,000
-60%
减持
CHCT
COMMUNITY HEALTHCARE TR INC
-$980.8K
433,291
-4%
增持
—
JETBLUE AIRWAYS CORP
+$969.5K
7,388,000
+14%
增持
FNF
FIDELITY NATIONAL FINANCIAL
-$964.6K
107,300
+0%
减持
—
CONMED CORP
-$962.2K
520,000
-66%
减持
ROP
ROPER TECHNOLOGIES INC
-$961.7K
41,331
-0%
