Filed: 8/14/2026ACC: 0001009006-26-000003
📋 What this filing means
PALISADE CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 294 equity positions with a total reported market value of $2.30B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
294
Positions
$2.30B
Total AUM (reported)
248.87M
Total Shares
Allocation by class
COM$1.49B65.0%
CL A$226.50M9.9%
CAP STK CL C$47.31M2.1%
COM CL A$46.37M2.0%
COM NEW$37.13M1.6%
COM SHS$27.23M1.2%
CAP STK CL A$26.16M1.1%
Portfolio Concentration
Top 3$207.59M9.0%
4–10$272.19M11.9%
11–25$351.24M15.3%
Rest$1.46B63.8%
Top 3 weight
9.0%
Top 10 weight
20.9%
Voting Authority Distribution
Total shares with voting rights: 248.87M
Sole
Full voting authority
143.57M
shares
% of voting shares57.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
105.30M
shares
% of voting shares42.3%
Investment Discretion (by position count)
Sole294
Shared0
Other0
Dominant voting typeSole · 57.7% of voting shares
Institutional Holdings294
Rows:
AMPHENOL CORP
SOLEShares439.74K
TypeSH
Market value$77.54M
3.38%
Sole
787.00
Shared
0.00
None
438.95K
APPLE INC
SOLEShares254.43K
TypeSH
Market value$73.62M
3.21%
Sole
695.00
Shared
0.00
None
253.74K
NVIDIA CORPORATION
SOLEShares282.02K
TypeSH
Market value$56.43M
2.46%
Sole
1.15K
Shared
0.00
None
280.87K
ALPHABET INC
SOLEShares133.89K
TypeSH
Market value$47.31M
2.06%
Sole
0.00
Shared
0.00
None
133.89K
HEICO CORP NEW
SOLEShares177.12K
TypeSH
Market value$45.68M
1.99%
Sole
292.00
Shared
0.00
None
176.82K
ADVANCED MICRO DEVICES INC
SOLEShares77.02K
TypeSH
Market value$44.74M
1.95%
Sole
0.00
Shared
0.00
None
77.02K
MICROSOFT CORP
SOLEShares97.50K
TypeSH
Market value$36.37M
1.58%
Sole
401.00
Shared
0.00
None
97.10K
JPMORGAN CHASE & CO
SOLEShares108.56K
TypeSH
Market value$35.53M
1.55%
Sole
284.00
Shared
0.00
None
108.27K
LITTELFUSE INC
SOLEShares69.36K
TypeSH
Market value$31.58M
1.38%
Sole
44.40K
Shared
0.00
None
24.96K
AMETEK INC
SOLEShares128.04K
TypeSH
Market value$30.98M
1.35%
Sole
685.00
Shared
0.00
None
127.36K
APPLIED INDL TECHNOLOGIES IN
SOLEShares91.37K
TypeSH
Market value$30.90M
1.35%
Sole
74.49K
Shared
0.00
None
16.88K
BROADCOM INC
SOLEShares80.21K
TypeSH
Market value$30.30M
1.32%
Sole
349.00
Shared
0.00
None
79.86K
VISA INC
SOLEShares85.05K
TypeSH
Market value$29.18M
1.27%
Sole
293.00
Shared
0.00
None
84.76K
IDACORP INC
SOLEShares179.23K
TypeSH
Market value$27.12M
1.18%
Sole
158.79K
Shared
0.00
None
20.45K
RAYMOND JAMES FINL INC
SOLEShares176.43K
TypeSH
Market value$26.82M
1.17%
Sole
90.52K
Shared
0.00
None
85.91K
ALPHABET INC
SOLEShares73.21K
TypeSH
Market value$26.16M
1.14%
Sole
612.00
Shared
0.00
None
72.59K
DANAHER CORP DEL
SOLEShares130.14K
TypeSH
Market value$24.79M
1.08%
Sole
424.00
Shared
0.00
None
129.72K
AMAZON COM INC
SOLEShares102.05K
TypeSH
Market value$24.32M
1.06%
Sole
568.00
Shared
0.00
None
101.48K
WSFS FINL CORP
SOLEShares279.63K
TypeSH
Market value$21.46M
0.93%
Sole
248.26K
Shared
0.00
None
31.36K
ONTO INNOVATION INC
SOLEShares52.51K
TypeSH
Market value$19.87M
0.87%
Sole
46.28K
Shared
0.00
None
6.23K
SEMTECH CORP
SOLEShares117.97K
TypeSH
Market value$19.09M
0.83%
Sole
103.85K
Shared
0.00
None
14.12K
WILEY JOHN & SONS INC
SOLEShares370.85K
TypeSH
Market value$17.99M
0.78%
Sole
327.58K
Shared
0.00
None
43.27K
HEALTHCARE SVCS GROUP INC
SOLEShares726.58K
TypeSH
Market value$17.84M
0.78%
Sole
641.49K
Shared
0.00
None
85.09K
ABBVIE INC
SOLEShares70.91K
TypeSH
Market value$17.84M
0.78%
Sole
0.00
Shared
0.00
None
70.91K
FRANCO NEV CORP
SOLEShares84.19K
TypeSH
Market value$17.55M
0.76%
Sole
266.00
Shared
0.00
None
83.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMPHENOL CORPSOLE | CL A | 439.74K | SH | $77.54M 3.38% | 787.00 | 0.00 | 438.95K |
APPLE INCSOLE | COM | 254.43K | SH | $73.62M 3.21% | 695.00 | 0.00 | 253.74K |
NVIDIA CORPORATIONSOLE | COM | 282.02K | SH | $56.43M 2.46% | 1.15K | 0.00 | 280.87K |
ALPHABET INCSOLE | CAP STK CL C | 133.89K | SH | $47.31M 2.06% | 0.00 | 0.00 | 133.89K |
HEICO CORP NEWSOLE | CL A | 177.12K | SH | $45.68M 1.99% | 292.00 | 0.00 | 176.82K |
ADVANCED MICRO DEVICES INCSOLE | COM | 77.02K | SH | $44.74M 1.95% | 0.00 | 0.00 | 77.02K |
MICROSOFT CORPSOLE | COM | 97.50K | SH | $36.37M 1.58% | 401.00 | 0.00 | 97.10K |
JPMORGAN CHASE & COSOLE | COM | 108.56K | SH | $35.53M 1.55% | 284.00 | 0.00 | 108.27K |
LITTELFUSE INCSOLE | COM | 69.36K | SH | $31.58M 1.38% | 44.40K | 0.00 | 24.96K |
AMETEK INCSOLE | COM | 128.04K | SH | $30.98M 1.35% | 685.00 | 0.00 | 127.36K |
APPLIED INDL TECHNOLOGIES INSOLE | COM | 91.37K | SH | $30.90M 1.35% | 74.49K | 0.00 | 16.88K |
BROADCOM INCSOLE | COM | 80.21K | SH | $30.30M 1.32% | 349.00 | 0.00 | 79.86K |
VISA INCSOLE | COM CL A | 85.05K | SH | $29.18M 1.27% | 293.00 | 0.00 | 84.76K |
IDACORP INCSOLE | COM | 179.23K | SH | $27.12M 1.18% | 158.79K | 0.00 | 20.45K |
RAYMOND JAMES FINL INCSOLE | COM | 176.43K | SH | $26.82M 1.17% | 90.52K | 0.00 | 85.91K |
ALPHABET INCSOLE | CAP STK CL A | 73.21K | SH | $26.16M 1.14% | 612.00 | 0.00 | 72.59K |
DANAHER CORP DELSOLE | COM | 130.14K | SH | $24.79M 1.08% | 424.00 | 0.00 | 129.72K |
AMAZON COM INCSOLE | COM | 102.05K | SH | $24.32M 1.06% | 568.00 | 0.00 | 101.48K |
WSFS FINL CORPSOLE | COM | 279.63K | SH | $21.46M 0.93% | 248.26K | 0.00 | 31.36K |
ONTO INNOVATION INCSOLE | COM | 52.51K | SH | $19.87M 0.87% | 46.28K | 0.00 | 6.23K |
SEMTECH CORPSOLE | COM | 117.97K | SH | $19.09M 0.83% | 103.85K | 0.00 | 14.12K |
WILEY JOHN & SONS INCSOLE | CL A | 370.85K | SH | $17.99M 0.78% | 327.58K | 0.00 | 43.27K |
HEALTHCARE SVCS GROUP INCSOLE | COM | 726.58K | SH | $17.84M 0.78% | 641.49K | 0.00 | 85.09K |
ABBVIE INCSOLE | COM | 70.91K | SH | $17.84M 0.78% | 0.00 | 0.00 | 70.91K |
FRANCO NEV CORPSOLE | COM | 84.19K | SH | $17.55M 0.76% | 266.00 | 0.00 | 83.92K |
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