PALISADE CAPITAL MANAGEMENT, LP
FORT LEE NJ · SEC CIK 0001009006
$30.03亿2026Q1 申报市值
303持仓数
17.0%前十大占比 · 第一大 2.1%
26 / 100新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IGSB 加仓+$1,689.81万
PLXS 加仓+$1,252.53万
AIR 新建仓+$969.40万
SEI 新建仓+$878.72万
BWIN 新建仓+$797.42万
2026Q1 卖出最多 按季末市值估算
DIGITALBRIDGE GR 清仓-$2,599.76万
CLEARWATER ANALY 清仓-$2,454.67万
IWM 减仓-$1,172.46万
SMMD 清仓-$1,144.34万
SAIA 减仓-$1,019.27万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CNMD | CONMED CORP | $228.59万 | 0.08% | 2,355,000 | -92,000 | -3.8% | -$8.93万 | 减仓 |
| MCD | MCDONALDS CORP | $234.34万 | 0.08% | 7,540 | -34 | -0.4% | -$1.06万 | 减仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $243.03万 | 0.08% | 2,700,000 | 1,662,000 | 160.1% | $149.60万 | 加仓 |
| NTNX | NUTANIX INC | $246.69万 | 0.08% | 2,410,000 | 2,410,000 | — | $246.69万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $247.70万 | 0.08% | 65,461 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC | $251.41万 | 0.08% | 2,645,000 | -98,000 | -3.6% | -$9.31万 | 减仓 |
| — | CRACKER BARREL OLD CTRY STOR | $252.67万 | 0.08% | 2,560,000 | 610,000 | 31.3% | $60.21万 | 加仓 |
| GEV | GE VERNOVA INC | $258.39万 | 0.09% | 2,960 | 49 | 1.7% | $4.28万 | 加仓 |
| — | PEBBLEBROOK HOTEL TR | $263.95万 | 0.09% | 2,702,000 | 352,000 | 15.0% | $34.39万 | 加仓 |
| — | MICROCHIP TECHNOLOGY INC. | $264.53万 | 0.09% | 2,665,000 | 2,665,000 | — | $264.53万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $265.66万 | 0.09% | 12,840 | 1,141 | 9.8% | $23.61万 | 加仓 |
| TDOC | TELADOC HEALTH INC | $265.82万 | 0.09% | 2,780,000 | -124,000 | -4.3% | -$11.86万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $271.16万 | 0.09% | 40,130 | -8,360 | -17.2% | -$56.49万 | 减仓 |
| MIDD | MIDDLEBY CORP | $273.25万 | 0.09% | 20,610 | -1,768 | -7.9% | -$23.44万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $273.66万 | 0.09% | 37,131 | -7,598 | -17.0% | -$56.00万 | 减仓 |
| ADBE | ADOBE INC | $273.95万 | 0.09% | 11,270 | 1,181 | 11.7% | $28.71万 | 加仓 |
| HP | HELMERICH & PAYNE INC | $276.48万 | 0.09% | 76,735 | -5,081 | -6.2% | -$18.31万 | 减仓 |
| ATR | APTARGROUP INC | $281.09万 | 0.09% | 22,305 | -4,040 | -15.3% | -$50.91万 | 减仓 |
| THG | HANOVER INS GROUP INC | $282.16万 | 0.09% | 16,277 | -3,656 | -18.3% | -$63.38万 | 减仓 |
| SCI | SERVICE CORP INTL | $283.11万 | 0.09% | 34,312 | -7,759 | -18.4% | -$64.02万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.10% | 4 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $287.54万 | 0.10% | 14,811 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $295.87万 | 0.10% | 3,497 | 252 | 7.8% | $21.32万 | 加仓 |
| UIS | UNISYS CORP | $300.12万 | 0.10% | 1,449,837 | -41,455 | -2.8% | -$8.58万 | 减仓 |
| CNC | CENTENE CORP DEL | $301.12万 | 0.10% | 91,972 | -15,318 | -14.3% | -$50.15万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $307.81万 | 0.10% | 3,193,000 | -963,000 | -23.2% | -$92.83万 | 减仓 |
| — | NCL CORP LTD | $312.04万 | 0.10% | 3,180,000 | 173,000 | 5.8% | $16.98万 | 加仓 |
| ARMK | ARAMARK | $315.13万 | 0.10% | 77,733 | -17,612 | -18.5% | -$71.40万 | 减仓 |
| — | BILL HOLDINGS INC | $323.43万 | 0.11% | 3,356,000 | -103,000 | -3.0% | -$9.93万 | 减仓 |
| RBA | RB GLOBAL INC | $328.65万 | 0.11% | 34,288 | -7,027 | -17.0% | -$67.35万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $328.98万 | 0.11% | 3,680,000 | 1,680,000 | 84.0% | $150.19万 | 重新持有 |
| ETSY | ETSY INC | $331.85万 | 0.11% | 3,388,000 | -12,000 | -0.4% | -$1.18万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $344.13万 | 0.11% | 25,894 | 0 | 0.0% | — | 不变 |
| PD | PAGERDUTY INC | $345.12万 | 0.11% | 3,824,000 | 2,024,000 | 112.4% | $182.67万 | 加仓 |
| LYFT | LYFT INC | $345.51万 | 0.12% | 3,400,000 | 2,915,000 | 601.0% | $296.22万 | 加仓 |
| — | SNAP INC | $354.09万 | 0.12% | 3,742,000 | -2,445,000 | -39.5% | -$231.36万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $361.40万 | 0.12% | 3,749,000 | 126,000 | 3.5% | $12.15万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $369.86万 | 0.12% | 60,316 | -74,989 | -55.4% | -$459.83万 | 重新持有 |
| IJH | ISHARES TR | $373.42万 | 0.12% | 55,297 | 19,818 | 55.9% | $133.83万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $375.97万 | 0.13% | 3,881,000 | 683,000 | 21.4% | $66.17万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $389.66万 | 0.13% | 12,156 | -3,423 | -22.0% | -$109.72万 | 减仓 |
| WK | WORKIVA INC | $393.69万 | 0.13% | 4,205,000 | 111,000 | 2.7% | $10.39万 | 加仓 |
| DCI | DONALDSON INC | $398.87万 | 0.13% | 46,998 | -10,635 | -18.5% | -$90.26万 | 减仓 |
| PSN | PARSONS CORP DEL | $403.73万 | 0.13% | 4,100,000 | 2,166,000 | 112.0% | $213.29万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $409.78万 | 0.14% | 20,525 | 20,525 | — | $409.78万 | 新建仓 |
| ELF | E L F BEAUTY INC | $411.23万 | 0.14% | 67,848 | 51,237 | 308.5% | $310.55万 | 加仓 |
| — | NCL CORP LTD | $421.72万 | 0.14% | 4,262,000 | -160,000 | -3.6% | -$15.83万 | 减仓 |
| NVO | NOVO-NORDISK A S | $422.78万 | 0.14% | 115,043 | -12,055 | -9.5% | -$44.30万 | 减仓 |
| — | COINBASE GLOBAL INC | $431.52万 | 0.14% | 4,349,000 | 108,000 | 2.5% | $10.72万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $437.67万 | 0.15% | 4,407,000 | 4,407,000 | — | $437.67万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $440.82万 | 0.15% | 4,500,000 | 351,000 | 8.5% | $34.38万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $445.77万 | 0.15% | 4,572,000 | -172,000 | -3.6% | -$16.77万 | 减仓 |
| — | BANK AMERICA CORP | $452.96万 | 0.15% | 3,786 | -492 | -11.5% | -$58.86万 | 减仓 |
| IVV | ISHARES TR | $461.59万 | 0.15% | 7,066 | -5,102 | -41.9% | -$333.29万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $466.71万 | 0.16% | 4,019,000 | 107,000 | 2.7% | $12.43万 | 加仓 |
| — | REDFIN CORP | $470.99万 | 0.16% | 4,937,000 | 1,407,000 | 39.9% | $134.23万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $474.17万 | 0.16% | 102,236 | -4,208 | -4.0% | -$19.52万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $481.32万 | 0.16% | 83,505 | -10,904 | -11.5% | -$62.85万 | 减仓 |
| — | HERON THERAPEUTICS INC | $491.31万 | 0.16% | 6,140,639 | -185,474 | -2.9% | -$14.84万 | 减仓 |
| SHAK | SHAKE SHACK INC | $496.33万 | 0.17% | 5,235,000 | -631,000 | -10.8% | -$59.83万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $501.91万 | 0.17% | 13,989 | -1,440 | -9.3% | -$51.67万 | 减仓 |
| — | BOEING CO | $513.34万 | 0.17% | 79,342 | 0 | 0.0% | — | 不变 |
| — | BENTLEY SYS INC | $515.33万 | 0.17% | 5,416,000 | 2,566,000 | 90.0% | $244.15万 | 加仓 |
| BURL | BURLINGTON STORES INC | $516.31万 | 0.17% | 15,868 | -2,027 | -11.3% | -$65.95万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $531.36万 | 0.18% | 25,414 | -2,629 | -9.4% | -$54.97万 | 减仓 |
| — | BLACKSTONE MORTGAGE TRUST IN | $534.63万 | 0.18% | 5,370,000 | 1,010,000 | 23.2% | $100.55万 | 加仓 |
| QCOM | QUALCOMM INC | $541.09万 | 0.18% | 42,017 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $558.93万 | 0.19% | 16,353 | 348 | 2.2% | $11.89万 | 加仓 |
| — | UPSTART HLDGS INC | $569.98万 | 0.19% | 5,861,000 | -210,000 | -3.5% | -$20.42万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $571.90万 | 0.19% | 23,396 | 310 | 1.3% | $7.58万 | 加仓 |
| VSTS | VESTIS CORPORATION | $572.63万 | 0.19% | 728,535 | -18,873 | -2.5% | -$14.83万 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $572.66万 | 0.19% | 467,094 | 212,515 | 83.5% | $260.54万 | 加仓 |
| WRBY | WARBY PARKER INC | $572.77万 | 0.19% | 271,842 | -15,525 | -5.4% | -$32.71万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $583.59万 | 0.19% | 11,873 | 1,196 | 11.2% | $58.79万 | 加仓 |
| — | SHIFT4 PMTS INC | $600.13万 | 0.20% | 6,390,000 | -676,000 | -9.6% | -$63.49万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $601.62万 | 0.20% | 64,469 | 35,138 | 119.8% | $327.91万 | 加仓 |
| DXCM | DEXCOM INC | $620.04万 | 0.21% | 6,714,000 | -234,000 | -3.4% | -$21.61万 | 减仓 |
| BV | BRIGHTVIEW HLDGS INC | $626.14万 | 0.21% | 531,079 | -23,811 | -4.3% | -$28.07万 | 减仓 |
| ICLR | ICON PLC | $643.49万 | 0.21% | 58,150 | -383 | -0.7% | -$4.24万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $657.98万 | 0.22% | 365,137 | -186,649 | -33.8% | -$336.34万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $662.01万 | 0.22% | 310,513 | -63,687 | -17.0% | -$135.78万 | 减仓 |
| NCNO | NCINO INC | $665.06万 | 0.22% | 443,963 | -29,904 | -6.3% | -$44.80万 | 减仓 |
| — | Q2 HLDGS INC | $671.30万 | 0.22% | 6,768,000 | 13,000 | 0.2% | $1.29万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $685.60万 | 0.23% | 40,563 | 40,563 | — | $685.60万 | 新建仓 |
| AMSF | AMERISAFE INC | $687.74万 | 0.23% | 206,343 | -7,129 | -3.3% | -$23.76万 | 减仓 |
| — | JD.COM INC | $690.36万 | 0.23% | 6,914,000 | 14,000 | 0.2% | $1.40万 | 加仓 |
| EVTC | EVERTEC INC | $708.16万 | 0.24% | 250,944 | -14,108 | -5.3% | -$39.81万 | 减仓 |
| — | BLOCK INC | $710.39万 | 0.24% | 7,136,000 | -232,000 | -3.1% | -$23.10万 | 减仓 |
| UNP | UNION PAC CORP | $729.44万 | 0.24% | 30,065 | -3,727 | -11.0% | -$90.42万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $739.05万 | 0.25% | 47,004 | 3,603 | 8.3% | $56.65万 | 加仓 |
| INVA | INNOVIVA INC | $754.63万 | 0.25% | 6,966,000 | -238,000 | -3.3% | -$25.78万 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $774.24万 | 0.26% | 8,044,000 | 3,386,000 | 72.7% | $325.90万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $776.03万 | 0.26% | 21,930 | -16,445 | -42.9% | -$581.93万 | 减仓 |
| ZD | ZIFF DAVIS INC | $782.74万 | 0.26% | 7,977,000 | 3,119,000 | 64.2% | $306.05万 | 加仓 |
| VLTO | VERALTO CORP | $783.81万 | 0.26% | 88,646 | 5,631 | 6.8% | $49.79万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $786.01万 | 0.26% | 11,521 | -225 | -1.9% | -$15.35万 | 减仓 |
| WMT | WALMART INC | $791.38万 | 0.26% | 63,677 | -306 | -0.5% | -$3.80万 | 减仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $797.42万 | 0.27% | 363,453 | 363,453 | — | $797.42万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $802.00万 | 0.27% | 86,882 | 5,134 | 6.3% | $47.39万 | 加仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $804.62万 | 0.27% | 506,371 | -14,839 | -2.8% | -$23.58万 | 减仓 |