PALISADE CAPITAL MANAGEMENT, LP
FORT LEE NJ · SEC CIK 0001009006
$22.96亿2026Q2 申报市值
294持仓数
20.9%前十大占比 · 第一大 3.4%
18 / 33新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MTD 新建仓+$1,356.72万
CTAS 新建仓+$1,219.46万
DPZ 加仓+$1,059.99万
UMBF 新建仓+$679.74万
HCA 新建仓+$646.52万
2026Q2 卖出最多 按季末市值估算
SMTC 减仓-$5,875.12万
IGSB 清仓-$5,296.38万
LFUS 减仓-$4,557.72万
ONTO 减仓-$3,986.21万
MLI 减仓-$3,688.51万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PAG | PENSKE AUTOMOTIVE GRP INC | $162.09万 | 0.07% | 9,058 | -2,384 | -20.8% | -$42.66万 | 减仓 |
| CRNC | CERENCE INC | $167.63万 | 0.07% | 1,819,000 | 0 | 0.0% | — | 不变 |
| — | WAYFAIR INC | $170.62万 | 0.07% | 1,720,000 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P | $172.14万 | 0.07% | 38,658 | -10,378 | -21.2% | -$46.21万 | 减仓 |
| WEX | WEX INC | $178.00万 | 0.08% | 12,616 | 1,163 | 10.2% | $16.41万 | 加仓 |
| — | MAKEMYTRIP LIMITED MAURITIUS | $182.15万 | 0.08% | 2,000,000 | 2,000,000 | — | $182.15万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $184.44万 | 0.08% | 11,127 | -1,713 | -13.3% | -$28.39万 | 减仓 |
| MCD | MCDONALDS CORP | $188.92万 | 0.08% | 6,989 | -551 | -7.3% | -$14.89万 | 减仓 |
| — | EPR PPTYS | $190.57万 | 0.08% | 58,749 | 0 | 0.0% | — | 不变 |
| BOKF | BOK FINL CORP | $191.75万 | 0.08% | 13,807 | -3,663 | -21.0% | -$50.87万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $197.19万 | 0.09% | 31,779 | -8,351 | -20.8% | -$51.82万 | 减仓 |
| ITOT | ISHARES TR | $197.95万 | 0.09% | 12,050 | 1,330 | 12.4% | $21.85万 | 加仓 |
| HP | HELMERICH & PAYNE INC | $198.77万 | 0.09% | 60,711 | -16,024 | -20.9% | -$52.46万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $200.56万 | 0.09% | 20,000 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $206.05万 | 0.09% | 27,126 | -7,186 | -20.9% | -$54.58万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $212.99万 | 0.09% | 11,773 | -2 | -0.0% | -$362 | 减仓 |
| ATR | APTARGROUP INC | $221.14万 | 0.10% | 17,663 | -4,642 | -20.8% | -$58.12万 | 减仓 |
| ADBE | ADOBE INC | $222.94万 | 0.10% | 10,874 | -396 | -3.5% | -$8.12万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $226.45万 | 0.10% | 1,700 | 0 | 0.0% | — | 不变 |
| UIS | UNISYS CORP | $229.33万 | 0.10% | 626,582 | -823,255 | -56.8% | -$301.31万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $232.73万 | 0.10% | 63,312 | -2,149 | -3.3% | -$7.90万 | 减仓 |
| KLAC | KLA CORP | $233.67万 | 0.10% | 7,745 | 175 | 2.3% | $5.28万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $245.03万 | 0.11% | 29,338 | -7,793 | -21.0% | -$65.09万 | 减仓 |
| XYZ | BLOCK INC | $249.20万 | 0.11% | 32,790 | -3,837 | -10.5% | -$29.16万 | 减仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $250.24万 | 0.11% | 2,700,000 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $250.61万 | 0.11% | 21,480 | 21,480 | — | $250.61万 | 新建仓 |
| ETSY | ETSY INC | $255.85万 | 0.11% | 2,800,000 | 2,800,000 | — | $255.85万 | 新建仓 |
| ELF | E L F BEAUTY INC | $260.46万 | 0.11% | 35,197 | -32,651 | -48.1% | -$241.62万 | 减仓 |
| WMT | WALMART INC | $268.01万 | 0.12% | 23,663 | -40,014 | -62.8% | -$453.20万 | 减仓 |
| — | PEBBLEBROOK HOTEL TR | $268.31万 | 0.12% | 2,702,000 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC | $270.02万 | 0.12% | 2,780,000 | 0 | 0.0% | — | 不变 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $271.89万 | 0.12% | 203,057 | -264,037 | -56.5% | -$353.55万 | 减仓 |
| THG | HANOVER INS GROUP INC | $276.39万 | 0.12% | 12,908 | -3,369 | -20.7% | -$72.14万 | 减仓 |
| — | MICROCHIP TECHNOLOGY INC. | $293.07万 | 0.13% | 2,665,000 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.13% | 4 | 0 | 0.0% | — | 不变 |
| MHO | M/I HOMES INC | $300.34万 | 0.13% | 18,679 | 18,679 | — | $300.34万 | 新建仓 |
| AMSF | AMERISAFE INC | $314.48万 | 0.14% | 92,958 | -113,385 | -54.9% | -$383.58万 | 减仓 |
| RBA | RB GLOBAL INC | $315.95万 | 0.14% | 27,132 | -7,156 | -20.9% | -$83.33万 | 减仓 |
| — | BILL HOLDINGS INC | $324.12万 | 0.14% | 3,356,000 | 0 | 0.0% | — | 不变 |
| CNMD | CONMED CORP | $327.62万 | 0.14% | 3,355,000 | 1,000,000 | 42.5% | $97.65万 | 加仓 |
| MIDD | MIDDLEBY CORP | $329.76万 | 0.14% | 19,171 | -1,439 | -7.0% | -$24.75万 | 减仓 |
| GEV | GE VERNOVA INC | $333.55万 | 0.15% | 2,839 | -121 | -4.1% | -$14.22万 | 减仓 |
| DCI | DONALDSON INC | $333.79万 | 0.15% | 37,183 | -9,815 | -20.9% | -$88.11万 | 减仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $334.26万 | 0.15% | 11,480 | -15,031 | -56.7% | -$437.66万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $344.00万 | 0.15% | 3,401 | -96 | -2.7% | -$9.71万 | 减仓 |
| NCNO | NCINO INC | $346.35万 | 0.15% | 211,835 | -232,128 | -52.3% | -$379.53万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $347.13万 | 0.15% | 3,300,000 | 1,057,000 | 47.1% | $111.19万 | 重新持有 |
| ARMK | ARAMARK | $351.27万 | 0.15% | 61,734 | -15,999 | -20.6% | -$91.03万 | 减仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $354.40万 | 0.15% | 39,709 | 39,709 | — | $354.40万 | 新建仓 |
| — | SNAP INC | $358.30万 | 0.16% | 3,742,000 | 0 | 0.0% | — | 不变 |
| PD | PAGERDUTY INC | $358.31万 | 0.16% | 3,824,000 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INC | $361.10万 | 0.16% | 41,872 | -54,901 | -56.7% | -$473.47万 | 减仓 |
| — | MERIT MED SYS INC | $366.35万 | 0.16% | 3,400,000 | 3,400,000 | — | $366.35万 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $371.20万 | 0.16% | 3,980,000 | 300,000 | 8.2% | $27.98万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $374.09万 | 0.16% | 10,065 | 10,065 | — | $374.09万 | 新建仓 |
| — | BANK OF AMER CORP | $379.32万 | 0.17% | 3,024 | -762 | -20.1% | -$95.58万 | 减仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $388.05万 | 0.17% | 212,282 | -294,089 | -58.1% | -$537.59万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $389.18万 | 0.17% | 3,999,000 | 250,000 | 6.7% | $24.33万 | 加仓 |
| HRI | HERC HLDGS INC | $403.88万 | 0.18% | 28,176 | 28,176 | — | $403.88万 | 新建仓 |
| LYFT | LYFT INC | $408.52万 | 0.18% | 3,900,000 | 500,000 | 14.7% | $52.38万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $412.46万 | 0.18% | 11,979 | -177 | -1.5% | -$6.09万 | 减仓 |
| ICLR | ICON PUB LTD CO | $412.80万 | 0.18% | 23,764 | -34,386 | -59.1% | -$597.32万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $423.72万 | 0.18% | 4,550,000 | 2,550,000 | 127.5% | $237.47万 | 加仓 |
| BL | BLACKLINE INC | $424.90万 | 0.19% | 4,600,000 | 3,145,000 | 216.2% | $290.50万 | 重新持有 |
| — | NCL CORP LTD | $427.61万 | 0.19% | 4,262,000 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $431.28万 | 0.19% | 74,564 | -8,941 | -10.7% | -$51.71万 | 减仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $431.62万 | 0.19% | 515,059 | -686,264 | -57.1% | -$575.09万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $432.16万 | 0.19% | 91,636 | -10,600 | -10.4% | -$49.99万 | 减仓 |
| VERX | VERTEX INC | $434.38万 | 0.19% | 4,850,000 | 3,396,000 | 233.6% | $304.15万 | 重新持有 |
| IJH | ISHARES TR | $434.93万 | 0.19% | 56,403 | 1,106 | 2.0% | $8.53万 | 加仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $436.55万 | 0.19% | 50,121 | -55,380 | -52.5% | -$482.36万 | 减仓 |
| ETSY | ETSY INC | $436.88万 | 0.19% | 4,617,000 | 2,200,000 | 91.0% | $208.17万 | 加仓 |
| TXN | TEXAS INSTRS INC | $441.47万 | 0.19% | 14,811 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC | $446.53万 | 0.19% | 14,095 | -1,773 | -11.2% | -$56.17万 | 减仓 |
| EVTC | EVERTEC INC | $450.43万 | 0.20% | 162,140 | -88,804 | -35.4% | -$246.70万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $451.51万 | 0.20% | 245,254 | -65,259 | -21.0% | -$120.14万 | 减仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $459.88万 | 0.20% | 173,017 | -190,436 | -52.4% | -$506.18万 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $462.55万 | 0.20% | 185,539 | -255,720 | -58.0% | -$637.51万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $465.12万 | 0.20% | 4,657,000 | 250,000 | 5.7% | $24.97万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $468.02万 | 0.20% | 64,751 | 4,435 | 7.4% | $32.06万 | 加仓 |
| — | TRIP COM GROUP LTD | $473.10万 | 0.21% | 4,800,000 | 4,233,000 | 746.6% | $417.22万 | 重新持有 |
| POWI | POWER INTEGRATIONS INC | $478.76万 | 0.21% | 57,159 | 57,159 | — | $478.76万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $480.05万 | 0.21% | 4,881,000 | 1,000,000 | 25.8% | $98.35万 | 加仓 |
| DBX | DROPBOX INC | $489.04万 | 0.21% | 4,845,000 | 2,200,000 | 83.2% | $222.06万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $493.33万 | 0.21% | 25,894 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $496.70万 | 0.22% | 18,867 | -6,547 | -25.8% | -$172.36万 | 减仓 |
| — | WELLS FARGO & CO | $512.72万 | 0.22% | 4,420 | -3,178 | -41.8% | -$368.65万 | 减仓 |
| BV | BRIGHTVIEW HLDGS INC | $519.24万 | 0.23% | 366,435 | -164,644 | -31.0% | -$233.30万 | 减仓 |
| — | BENTLEY SYS INC | $520.21万 | 0.23% | 5,416,000 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $520.64万 | 0.23% | 4,610,000 | 2,200,000 | 91.3% | $248.46万 | 加仓 |
| — | REDFIN CORP | $528.40万 | 0.23% | 5,487,000 | 550,000 | 11.1% | $52.97万 | 加仓 |
| MSA | MSA SAFETY INC | $530.58万 | 0.23% | 30,392 | -37,275 | -55.1% | -$650.75万 | 减仓 |
| CPRT | COPART INC | $535.20万 | 0.23% | 189,856 | 189,856 | — | $535.20万 | 新建仓 |
| IVV | ISHARES TR | $538.39万 | 0.23% | 7,189 | 123 | 1.7% | $9.21万 | 加仓 |
| CRSR | CORSAIR GAMING INC | $540.70万 | 0.24% | 559,151 | -1,061,929 | -65.5% | -$1,026.89万 | 减仓 |
| DCO | DUCOMMUN INC DEL | $543.28万 | 0.24% | 29,333 | 29,333 | — | $543.28万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $544.48万 | 0.24% | 113,575 | -1,468 | -1.3% | -$7.04万 | 减仓 |
| WRBY | WARBY PARKER INC | $549.41万 | 0.24% | 181,086 | -90,756 | -33.4% | -$275.35万 | 减仓 |
| CSTL | CASTLE BIOSCIENCES INC | $553.16万 | 0.24% | 231,931 | -303,953 | -56.7% | -$724.93万 | 减仓 |
| RVLV | REVOLVE GROUP INC | $573.98万 | 0.25% | 250,757 | -277,939 | -52.6% | -$636.20万 | 减仓 |