小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 25
增持 40
减持 63
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
IGSB
ISHARES TR
+$23.7M
446,032
增持
SMTC
SEMTECH CORP
+$18.3M
566,293
+16%
清仓
TRUP
TRUPANION INC
-$13.2M
0
-100%
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。
清仓
—
SOLAREDGE TECHNOLOGIES INC
-$12.4M
0
-100%
减持
TXRH
TEXAS ROADHOUSE INC
-$12.3M
162,795
-22%
减持
PRMB
PRIMO BRANDS CORPORATION
-$11.8M
1,503,864
-1%
增持
NGVT
INGEVITY CORP
+$11.6M
594,074
+21%
减持
CAKE
CHEESECAKE FACTORY INC
-$11.6M
480,896
-20%
减持
AAPL
APPLE INC
+$11.3M
234,170
-1%
建仓
MYRG
MYR GROUP INC DEL
+$11.2M
53,887
减持
GOOG
ALPHABET INC
+$8.9M
134,865
-0%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$8.5M
135,305
清仓
FTV
FORTIVE CORP
-$8.4M
0
-100%
减持
CNC
CENTENE CORP DEL
-$8.3M
117,813
-49%
清仓
—
WAYFAIR INC
-$8.1M
0
-100%
建仓
PHR
PHREESIA INC
+$8.1M
344,359
减持
PFGC
PERFORMANCE FOOD GROUP CO
-$8.0M
315,518
-32%
清仓
—
INTEGRA LIFESCIENCES HLDGS C
-$7.9M
0
-100%
清仓
—
OKTA INC
-$7.8M
0
-100%
清仓
—
NICE LTD
-$7.7M
0
-100%
增持
RJF
RAYMOND JAMES FINL INC
+$7.7M
378,059
+1%
减持
NVDA
NVIDIA CORPORATION
+$7.5M
264,459
-0%
建仓
—
EATON CORP PLC
+$7.4M
19,799
减持
FOUR
SHIFT4 PMTS INC
-$7.3M
333,763
-0%
清仓
ATKR
ATKORE INC
-$7.3M
0
-100%
减持
GPI
GROUP 1 AUTOMOTIVE INC
-$7.0M
45,608
-26%
建仓
—
INNOVIVA INC
+$7.0M
7,100,000
清仓
—
PACIRA BIOSCIENCES INC
-$6.8M
0
-100%
减持
BKE
BUCKLE INC
+$6.8M
540,353
-2%
减持
IDA
IDACORP INC
+$6.7M
455,491
-2%
减持
VERX
VERTEX INC
-$6.7M
618,133
-1%
建仓
WMT
WALMART INC
+$6.5M
63,277
清仓
—
WIX COM LTD
-$6.3M
0
-100%
增持
COLB
COLUMBIA BKG SYS INC
+$6.2M
1,188,808
+14%
增持
SAIA
SAIA INC
+$6.2M
78,088
+24%
减持
FNV
FRANCO NEV CORP
+$6.1M
132,388
-7%
建仓
—
SHAKE SHACK INC
+$5.7M
6,000,000
减持
MLI
MUELLER INDS INC
+$5.6M
591,226
-13%
增持
DBRG
DIGITALBRIDGE GROUP INC
+$5.6M
1,966,426
+17%
减持
FISV
FISERV INC
-$5.6M
123,435
-1%
增持
—
HILLENBRAND INC
+$5.6M
524,297
+22%
增持
EBS
EMERGENT BIOSOLUTIONS INC
+$5.6M
1,426,019
+30%
减持
APH
AMPHENOL CORP NEW
+$5.5M
548,430
-13%
减持
ACIW
ACI WORLDWIDE INC
+$5.4M
851,899
-1%
减持
GOOGL
ALPHABET INC
+$5.3M
85,086
-3%
增持
KWR
QUAKER HOUGHTON
+$5.3M
147,837
+16%
增持
TKO
TKO GROUP HOLDINGS INC
+$5.0M
34,825
+216%
增持
—
CLEARWATER ANALYTICS HLDGS I
+$5.0M
954,765
+72%
增持
MSFT
MICROSOFT CORP
+$5.0M
90,453
+7%
减持
LKQ
LKQ CORP
-$4.9M
710,402
-1%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
+$4.9M
223,132
-3%
减持
PFSI
PENNYMAC FINL SVCS INC NEW
+$4.7M
204,868
-1%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$4.7M
36,983
+12%
增持
FLYW
FLYWIRE CORPORATION
+$4.7M
866,168
+44%
减持
—
PEABODY ENGR CORP
-$4.6M
988,000
-83%
增持
—
JAMF HLDG CORP
+$4.6M
965,070
+59%
减持
RLI
RLI CORP
-$4.5M
486,822
-3%
减持
WLY
WILEY JOHN & SONS INC
-$4.4M
942,110
-1%
建仓
—
LUMENTUM HLDGS INC
+$4.2M
3,000,000
建仓
—
WORKIVA INC
+$4.1M
4,180,000
增持
COST
COSTCO WHSL CORP NEW
+$4.1M
15,865
+49%
减持
VNT
VONTIER CORPORATION
+$4.0M
881,867
-1%
建仓
—
CUSHMAN WAKEFIELD PLC
+$3.8M
240,452
减持
NOG
NORTHERN OIL & GAS INC
-$3.8M
928,985
-2%
减持
TMHC
TAYLOR MORRISON HOME CORP
-$3.6M
244,813
-24%
建仓
—
CABLE ONE INC
+$3.6M
3,700,000
建仓
—
SUMMIT HOTEL PPTYS
+$3.5M
3,600,000
减持
AVGO
BROADCOM INC
-$3.5M
78,783
-26%
减持
HCSG
HEALTHCARE SVCS GROUP INC
+$3.5M
2,152,522
-1%
建仓
—
Q2 HLDGS INC
+$3.5M
3,400,000
建仓
—
VARONIS SYS INC
+$3.5M
3,250,000
减持
CMC
COMMERCIAL METALS CO
+$3.4M
452,990
-2%
减持
BLFS
BIOLIFE SOLUTIONS INC
+$3.4M
908,440
-1%
减持
RDNT
RADNET INC
+$3.4M
179,954
-1%
增持
RVLV
REVOLVE GROUP INC
+$3.3M
637,010
+24%
增持
ABBV
ABBVIE INC
+$3.3M
68,372
+1%
增持
BV
BRIGHTVIEW HLDGS INC
+$3.2M
631,959
+101%
清仓
—
LENDINGTREE INC
-$3.2M
0
-100%
减持
ONTO
ONTO INNOVATION INC
+$3.2M
117,517
-1%
建仓
—
SNOWFLAKE INC
+$3.1M
2,000,000
增持
—
HERBALIFE LTD
+$3.1M
5,267,000
+163%
清仓
—
AMERICAN AIRLINES GROUP INC
-$3.1M
0
-100%
增持
NCNO
NCINO INC
+$2.9M
400,768
+41%
建仓
XLK
SELECT SECTOR SPDR TR
+$2.9M
10,272
减持
LFUS
LITTELFUSE INC
+$2.9M
167,457
-6%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$2.8M
170,777
-1%
增持
CSTL
CASTLE BIOSCIENCES INC
+$2.8M
638,656
+11%
减持
AZTA
AZENTA INC
-$2.8M
802,427
-4%
增持
BRKR
BRUKER CORP
-$2.8M
746,082
+14%
增持
HD
HOME DEPOT INC
+$2.7M
43,310
+7%
增持
—
BIOMARIN PHARMACEUTICAL INC
+$2.6M
3,700,000
+301%
清仓
RAL
RALLIANT CORP
-$2.6M
0
-100%
增持
ROP
ROPER TECHNOLOGIES INC
-$2.6M
41,857
+1%
减持
—
NCL CORP LTD
-$2.5M
4,521,000
-38%
减持
PB
PROSPERITY BANCSHARES INC
-$2.5M
503,623
-1%
增持
—
CONMED CORP
+$2.4M
3,020,000
+481%
减持
FA
FIRST ADVANTAGE CORP NEW
-$2.4M
1,685,447
-1%
建仓
—
JD.COM INC
+$2.4M
2,200,000
增持
VLTO
VERALTO CORP
+$2.3M
82,160
+29%
减持
PACK
RANPAK HOLDINGS CORP
+$2.3M
1,181,317
-2%
建仓
—
PEBBLEBROOK HOTEL TR
+$2.3M
2,400,000
清仓
—
OMNICELL COM
-$2.3M
0
-100%
增持
AME
AMETEK INC
+$2.3M
131,353
+6%
建仓
—
DEXCOM INC
+$2.3M
2,500,000
减持
JPM
JPMORGAN CHASE & CO.
+$2.3M
122,388
-2%
减持
RGEN
REPLIGEN CORP
+$2.0M
261,798
-1%
增持
—
ICON PLC
+$2.0M
64,905
+1%
建仓
—
CRACKER BARREL OLD CTRY STOR
+$1.9M
2,000,000
减持
BL
BLACKLINE INC
-$1.9M
464,660
-1%
清仓
—
LUMENTUM HLDGS INC
-$1.9M
0
-100%
增持
CHCT
COMMUNITY HEALTHCARE TR INC
+$1.9M
595,470
+37%
增持
—
BILL HOLDINGS INC
+$1.9M
3,000,000
+200%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$1.8M
112,083
-1%
清仓
—
FIVE9 INC
-$1.7M
0
-100%
减持
NVO
NOVO-NORDISK A S
-$1.7M
128,422
-0%
减持
PRG
PROG HOLDINGS INC
+$1.7M
625,493
-1%
减持
WHD
CACTUS INC
-$1.7M
331,898
-2%
减持
AMD
ADVANCED MICRO DEVICES INC
+$1.7M
84,969
-0%
清仓
—
PERMIAN RES OPER LLC
-$1.6M
0
-100%
清仓
—
NCL CORP LTD
-$1.6M
0
-100%
增持
ITGR
INTEGER HLDGS CORP
-$1.5M
222,196
+12%
减持
AHCO
ADAPTHEALTH CORP
-$1.5M
2,602,492
-1%
减持
AMZN
AMAZON COM INC
-$1.5M
95,912
-7%
建仓
—
BOX INC
+$1.5M
1,500,000
减持
WSFS
WSFS FINL CORP
-$1.5M
712,627
-2%
减持
CCC
CCC INTELLIGENT SOLUTIONS HL
-$1.5M
3,740,085
-1%
减持
CUZ
COUSINS PPTYS INC
-$1.5M
977,266
-1%
建仓
—
OSI SYSTEMS INC
+$1.4M
1,000,000
减持
CRSR
CORSAIR GAMING INC
-$1.4M
2,324,826
-1%
清仓
—
CONFLUENT INC
-$1.4M
0
-100%
增持
PR
PERMIAN RESOURCES CORP
+$1.4M
646,831
+28%
减持
ACHC
ACADIA HEALTHCARE COMPANY IN
+$1.4M
739,104
-1%
减持
—
WESTERN DIGITAL CORP
+$1.3M
1,250,000
-17%
增持
HRTX
HERON THERAPEUTICS INC
-$1.3M
7,327,447
+44%
清仓
—
ALIBABA GROUP HLDG LTD
-$1.3M
0
-100%
增持
—
ZIFF DAVIS INC
+$1.3M
4,950,000
+34%
减持
UIS
UNISYS CORP
-$1.2M
1,729,105
-2%
清仓
—
ANYWHERE REAL ESTATE GROUP L
-$1.2M
0
-100%
清仓
—
MIDDLEBY CORP
-$1.2M
0
-100%
减持
ROCK
GIBRALTAR INDS INC
+$1.2M
403,775
-2%
增持
V
VISA INC
-$1.1M
84,893
+0%
增持
CHD
CHURCH & DWIGHT CO INC
+$1.1M
37,130
+69%
减持
—
CSG SYS INTL INC
-$1.1M
438,285
-2%
减持
VSTS
VESTIS CORPORATION
-$1.1M
876,411
-1%
增持
VRRM
VERRA MOBILITY CORP
+$1.1M
1,549,839
+6%
建仓
—
QXO INC
+$1.1M
20,000
建仓
—
BRUKER CORP
+$1.1M
4,000
减持
HEI/A
HEICO CORP NEW
-$1.0M
181,145
-0%
增持
—
SHIFT4 PMTS INC
+$1.0M
3,750,000
+50%
减持
ARCC
ARES CAPITAL CORP
-$1.0M
564,467
-1%
