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 |
|---|---|---|---|---|---|---|---|---|
| TMO | THERMO FISHER SCIENTIFIC INC | $579.47万 | 0.25% | 11,558 | -315 | -2.7% | -$15.79万 | 减仓 |
| — | UPSTART HLDGS INC | $580.24万 | 0.25% | 5,861,000 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $584.96万 | 0.25% | 5,700,000 | 5,215,000 | 1,075.3% | $535.19万 | 重新持有 |
| NOC | NORTHROP GRUMMAN CORP | $586.78万 | 0.26% | 11,521 | 0 | 0.0% | — | 不变 |
| BL | BLACKLINE INC | $591.00万 | 0.26% | 210,544 | -230,688 | -52.3% | -$647.54万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $592.30万 | 0.26% | 23,321 | -75 | -0.3% | -$1.90万 | 减仓 |
| CNC | CENTENE CORP DEL | $592.35万 | 0.26% | 92,280 | 308 | 0.3% | $1.98万 | 加仓 |
| WK | WORKIVA INC | $600.79万 | 0.26% | 6,405,000 | 2,200,000 | 52.3% | $206.36万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $602.37万 | 0.26% | 19,057 | -1,468 | -7.2% | -$46.40万 | 减仓 |
| MATW | MATTHEWS INTL CORP | $604.62万 | 0.26% | 224,597 | -296,191 | -56.9% | -$797.35万 | 减仓 |
| NOG | NORTHERN OIL & GAS INC | $614.18万 | 0.27% | 338,391 | -439,749 | -56.5% | -$798.14万 | 减仓 |
| WHD | CACTUS INC | $614.65万 | 0.27% | 119,979 | -159,428 | -57.1% | -$816.75万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $615.30万 | 0.27% | 25,138 | -15,425 | -38.0% | -$377.56万 | 减仓 |
| BLKB | BLACKBAUD INC | $617.10万 | 0.27% | 208,339 | -369,031 | -63.9% | -$1,093.07万 | 减仓 |
| — | BLACKSTONE MORTGAGE TRUST IN | $620.45万 | 0.27% | 6,220,000 | 850,000 | 15.8% | $84.79万 | 加仓 |
| MTH | MERITAGE HOMES CORP | $624.98万 | 0.27% | 6,043,000 | 2,850,000 | 89.3% | $294.75万 | 加仓 |
| VERX | VERTEX INC | $628.39万 | 0.27% | 547,382 | -594,566 | -52.1% | -$682.56万 | 减仓 |
| — | EXXON MOBIL CORP | $642.79万 | 0.28% | 47,015 | -568 | -1.2% | -$7.77万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $646.52万 | 0.28% | 16,582 | 16,582 | — | $646.52万 | 新建仓 |
| DXCM | DEXCOM INC | $649.79万 | 0.28% | 6,964,000 | 250,000 | 3.7% | $23.33万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $672.89万 | 0.29% | 363,137 | -2,000 | -0.5% | -$3.71万 | 减仓 |
| UMBF | UMB FINL CORP | $679.74万 | 0.30% | 47,614 | 47,614 | — | $679.74万 | 新建仓 |
| LKQ | LKQ CORP | $704.83万 | 0.31% | 267,691 | -346,255 | -56.4% | -$911.69万 | 减仓 |
| — | SHIFT4 PMTS INC | $706.36万 | 0.31% | 7,390,000 | 1,000,000 | 15.6% | $95.58万 | 加仓 |
| SHAK | SHAKE SHACK INC | $714.94万 | 0.31% | 7,635,000 | 2,400,000 | 45.8% | $224.74万 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $716.85万 | 0.31% | 7,500,000 | 4,735,000 | 171.2% | $452.57万 | 重新持有 |
| PSN | PARSONS CORP DEL | $726.77万 | 0.32% | 7,350,000 | 3,250,000 | 79.3% | $321.36万 | 加仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $729.89万 | 0.32% | 141,314 | -154,721 | -52.3% | -$799.13万 | 减仓 |
| — | JD.COM INC | $730.22万 | 0.32% | 7,414,000 | 500,000 | 7.2% | $49.25万 | 加仓 |
| FLYW | FLYWIRE CORPORATION | $751.07万 | 0.33% | 427,473 | -468,389 | -52.3% | -$822.96万 | 减仓 |
| AZTA | AZENTA INC | $755.13万 | 0.33% | 295,898 | -363,402 | -55.1% | -$927.40万 | 减仓 |
| ROCK | GIBRALTAR INDS INC | $759.62万 | 0.33% | 168,431 | -190,444 | -53.1% | -$858.90万 | 减仓 |
| QCOM | QUALCOMM INC | $774.58万 | 0.34% | 41,917 | -100 | -0.2% | -$1.85万 | 减仓 |
| INVA | INNOVIVA INC | $776.66万 | 0.34% | 7,216,000 | 250,000 | 3.6% | $26.91万 | 加仓 |
| VSTS | VESTIS CORPORATION | $780.57万 | 0.34% | 537,580 | -190,955 | -26.2% | -$277.27万 | 减仓 |
| UNP | UNION PAC CORP | $783.09万 | 0.34% | 28,790 | -1,275 | -4.2% | -$34.68万 | 减仓 |
| ZD | ZIFF DAVIS INC | $787.73万 | 0.34% | 7,977,000 | 0 | 0.0% | — | 不变 |
| FOUR | SHIFT4 PMTS INC | $812.64万 | 0.35% | 167,072 | -181,969 | -52.1% | -$885.10万 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $816.46万 | 0.36% | 8,294,000 | 250,000 | 3.1% | $24.61万 | 加仓 |
| HD | HOME DEPOT INC | $823.83万 | 0.36% | 23,359 | -17,202 | -42.4% | -$606.69万 | 减仓 |
| KWR | QUAKER HOUGHTON | $853.66万 | 0.37% | 53,733 | -70,209 | -56.6% | -$1,115.41万 | 减仓 |
| SE | SEA LTD | $857.44万 | 0.37% | 8,661,000 | 0 | 0.0% | — | 不变 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $859.55万 | 0.37% | 121,268 | -133,406 | -52.4% | -$945.58万 | 减仓 |
| BKE | BUCKLE INC | $895.59万 | 0.39% | 212,224 | -233,937 | -52.4% | -$987.21万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $898.85万 | 0.39% | 1,741,956 | -1,925,051 | -52.5% | -$993.33万 | 减仓 |
| KKR | KKR & CO INC | $906.22万 | 0.39% | 98,738 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $927.31万 | 0.40% | 46,064 | -512 | -1.1% | -$10.31万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $947.37万 | 0.41% | 49,028 | -54,252 | -52.5% | -$1,048.31万 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $964.21万 | 0.42% | 103,179 | -119,807 | -53.7% | -$1,119.60万 | 减仓 |
| MYRG | MYR GROUP INC | $979.63万 | 0.43% | 19,577 | -25,862 | -56.9% | -$1,294.13万 | 减仓 |
| SAIA | SAIA INC | $984.63万 | 0.43% | 23,379 | -25,720 | -52.4% | -$1,083.22万 | 减仓 |
| — | BIOLIFE SOLUTIONS INC | $996.13万 | 0.43% | 352,737 | -405,922 | -53.5% | -$1,146.32万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $1,001.39万 | 0.44% | 125,898 | -207,731 | -62.3% | -$1,652.29万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,016.68万 | 0.44% | 82,583 | -20,808 | -20.1% | -$256.17万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,022.86万 | 0.45% | 111,072 | 24,190 | 27.8% | $222.76万 | 加仓 |
| VLTO | VERALTO CORP | $1,048.02万 | 0.46% | 118,180 | 29,534 | 33.3% | $261.91万 | 加仓 |
| AHCO | ADAPTHEALTH CORP | $1,056.36万 | 0.46% | 1,013,781 | -1,148,900 | -53.1% | -$1,197.15万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $1,058.90万 | 0.46% | 131,606 | -23,893 | -15.4% | -$192.24万 | 减仓 |
| PLXS | PLEXUS CORP | $1,081.93万 | 0.47% | 35,984 | -39,484 | -52.3% | -$1,187.17万 | 减仓 |
| VNT | VONTIER CORPORATION | $1,094.52万 | 0.48% | 377,419 | -416,730 | -52.5% | -$1,208.52万 | 减仓 |
| HNGE | HINGE HEALTH INC | $1,099.73万 | 0.48% | 132,498 | -139,640 | -51.3% | -$1,159.01万 | 减仓 |
| SM | SM ENERGY COMPANY | $1,101.67万 | 0.48% | 422,097 | -550,158 | -56.6% | -$1,435.91万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,106.26万 | 0.48% | 15,301 | -1,052 | -6.4% | -$76.06万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,116.17万 | 0.49% | 127,170 | -20,224 | -13.7% | -$177.51万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $1,119.67万 | 0.49% | 178,434 | -195,917 | -52.3% | -$1,229.38万 | 减仓 |
| CUZ | COUSINS PPTYS INC | $1,123.83万 | 0.49% | 374,860 | -439,118 | -53.9% | -$1,316.48万 | 减仓 |
| WWD | WOODWARD INC | $1,146.86万 | 0.50% | 26,957 | -77,110 | -74.1% | -$3,280.57万 | 减仓 |
| AIR | AAR CORP | $1,150.31万 | 0.50% | 80,481 | -8,081 | -9.1% | -$115.50万 | 减仓 |
| CTAS | CINTAS CORP | $1,219.46万 | 0.53% | 71,699 | 71,699 | — | $1,219.46万 | 新建仓 |
| RDNT | RADNET INC | $1,229.89万 | 0.54% | 199,431 | -91,915 | -31.5% | -$566.84万 | 减仓 |
| FULT | FULTON FINL CORP PA | $1,251.80万 | 0.55% | 517,485 | -671,809 | -56.5% | -$1,625.11万 | 减仓 |
| BRKR | BRUKER CORP | $1,263.92万 | 0.55% | 210,024 | -255,088 | -54.8% | -$1,535.12万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,294.70万 | 0.56% | 13,840 | -2,450 | -15.0% | -$229.19万 | 减仓 |
| RLJ | RLJ LODGING TR | $1,344.01万 | 0.59% | 1,134,188 | -1,333,526 | -54.0% | -$1,580.23万 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $1,349.40万 | 0.59% | 456,960 | -156,412 | -25.5% | -$461.88万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1,356.72万 | 0.59% | 10,620 | 10,620 | — | $1,356.72万 | 新建仓 |
| RLI | RLI CORP | $1,365.06万 | 0.59% | 231,092 | -175,737 | -43.2% | -$1,038.08万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $1,374.25万 | 0.60% | 122,931 | -139,417 | -53.1% | -$1,558.54万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $1,407.55万 | 0.61% | 534,175 | -460,913 | -46.3% | -$1,214.51万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,428.67万 | 0.62% | 28,551 | -1,882 | -6.2% | -$94.17万 | 减仓 |
| RNST | RENASANT CORP | $1,445.92万 | 0.63% | 339,896 | -433,941 | -56.1% | -$1,845.99万 | 减仓 |
| LLY | ELI LILLY & CO | $1,449.39万 | 0.63% | 12,084 | 2,609 | 27.5% | $312.93万 | 加仓 |
| FA | FIRST ADVANTAGE CORP NEW | $1,453.28万 | 0.63% | 805,144 | -904,143 | -52.9% | -$1,631.98万 | 减仓 |
| META | META PLATFORMS INC | $1,464.35万 | 0.64% | 25,996 | -544 | -2.0% | -$30.64万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $1,464.84万 | 0.64% | 457,050 | -532,645 | -53.8% | -$1,707.13万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $1,474.12万 | 0.64% | 49,795 | 35,806 | 256.0% | $1,059.99万 | 加仓 |
| RGEN | REPLIGEN CORP | $1,497.67万 | 0.65% | 109,768 | -130,851 | -54.4% | -$1,785.33万 | 减仓 |
| IJR | ISHARES TR | $1,497.81万 | 0.65% | 100,992 | 3,378 | 3.5% | $50.10万 | 加仓 |
| AVNT | AVIENT CORPORATION | $1,542.06万 | 0.67% | 417,224 | -453,260 | -52.1% | -$1,675.25万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,582.42万 | 0.69% | 21,977 | -6,792 | -23.6% | -$489.05万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $1,590.37万 | 0.69% | 217,770 | -255,304 | -54.0% | -$1,864.49万 | 减仓 |
| PRG | PROG HOLDINGS INC | $1,594.27万 | 0.69% | 342,044 | -266,974 | -43.8% | -$1,244.37万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $1,608.94万 | 0.70% | 104,125 | -115,250 | -52.5% | -$1,780.84万 | 减仓 |
| IEUR | ISHARES TR | $1,661.80万 | 0.72% | 221,073 | 1,626 | 0.7% | $12.22万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $1,666.70万 | 0.73% | 82,294 | -94,707 | -53.5% | -$1,918.10万 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $1,670.37万 | 0.73% | 683,456 | -761,040 | -52.7% | -$1,859.98万 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $1,678.96万 | 0.73% | 333,856 | -374,571 | -52.9% | -$1,883.72万 | 减仓 |
| MLI | MUELLER INDS INC | $1,699.58万 | 0.74% | 138,256 | -300,050 | -68.5% | -$3,688.51万 | 减仓 |
| ETN | EATON CORP PLC | $1,721.56万 | 0.75% | 40,401 | 399 | 1.0% | $17.00万 | 加仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $1,738.23万 | 0.76% | 615,522 | -688,705 | -52.8% | -$1,944.90万 | 减仓 |