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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $807.30万 | 0.27% | 47,583 | 5,006 | 11.8% | $84.93万 | 加仓 |
| SE | SEA LTD | $847.13万 | 0.28% | 8,661,000 | 210,000 | 2.5% | $20.54万 | 加仓 |
| LRN | STRIDE INC | $853.25万 | 0.28% | 96,773 | -4,939 | -4.9% | -$43.55万 | 减仓 |
| LLY | ELI LILLY & CO | $871.48万 | 0.29% | 9,475 | 8,250 | 673.5% | $758.81万 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $876.53万 | 0.29% | 26,511 | -1,562 | -5.6% | -$51.64万 | 减仓 |
| — | WELLS FARGO & CO | $877.57万 | 0.29% | 7,598 | -739 | -8.9% | -$85.35万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $878.72万 | 0.29% | 155,499 | 155,499 | — | $878.72万 | 新建仓 |
| CRSR | CORSAIR GAMING INC | $899.70万 | 0.30% | 1,621,080 | -386,357 | -19.2% | -$214.43万 | 减仓 |
| KKR | KKR & CO INC | $913.33万 | 0.30% | 98,738 | 7,255 | 7.9% | $67.11万 | 加仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $922.08万 | 0.31% | 105,501 | -77,968 | -42.5% | -$681.44万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $939.21万 | 0.31% | 46,576 | -68 | -0.1% | -$1.37万 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $945.62万 | 0.31% | 441,259 | -10,898 | -2.4% | -$23.35万 | 减仓 |
| AIR | AAR CORP | $969.40万 | 0.32% | 88,562 | 88,562 | — | $969.40万 | 新建仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $997.10万 | 0.33% | 1,201,323 | -64,443 | -5.1% | -$53.49万 | 减仓 |
| FLYW | FLYWIRE CORPORATION | $1,042.78万 | 0.35% | 895,862 | 144,938 | 19.3% | $168.71万 | 加仓 |
| HNGE | HINGE HEALTH INC | $1,049.36万 | 0.35% | 272,138 | 187,315 | 220.8% | $722.29万 | 加仓 |
| MSA | MSA SAFETY INC | $1,109.40万 | 0.37% | 67,667 | -4,706 | -6.5% | -$77.15万 | 减仓 |
| RVLV | REVOLVE GROUP INC | $1,195.38万 | 0.40% | 528,696 | -39,518 | -7.0% | -$89.35万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $1,197.71万 | 0.40% | 205,651 | -12,143 | -5.6% | -$70.72万 | 减仓 |
| IJR | ISHARES TR | $1,213.44万 | 0.40% | 97,614 | 55,149 | 129.9% | $685.56万 | 加仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $1,263.48万 | 0.42% | 296,035 | -24,698 | -7.7% | -$105.41万 | 减仓 |
| MYRG | MYR GROUP INC | $1,282.83万 | 0.43% | 45,439 | -2,623 | -5.5% | -$74.05万 | 减仓 |
| CSTL | CASTLE BIOSCIENCES INC | $1,315.60万 | 0.44% | 535,884 | -31,893 | -5.6% | -$78.30万 | 减仓 |
| WHD | CACTUS INC | $1,323.55万 | 0.44% | 279,407 | -11,251 | -3.9% | -$53.30万 | 减仓 |
| HD | HOME DEPOT INC | $1,334.02万 | 0.44% | 40,561 | 356 | 0.9% | $11.71万 | 加仓 |
| MATW | MATTHEWS INTL CORP | $1,344.67万 | 0.45% | 520,788 | -21,857 | -4.0% | -$56.43万 | 减仓 |
| VERX | VERTEX INC | $1,357.78万 | 0.45% | 1,141,948 | 395,591 | 53.0% | $470.36万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,369.00万 | 0.46% | 147,394 | -3,180 | -2.1% | -$29.54万 | 减仓 |
| AZTA | AZENTA INC | $1,393.10万 | 0.46% | 659,300 | -18,907 | -2.8% | -$39.95万 | 减仓 |
| ETN | EATON CORP PLC | $1,430.74万 | 0.48% | 40,002 | 2,452 | 6.5% | $87.70万 | 加仓 |
| ROCK | GIBRALTAR INDS INC | $1,430.83万 | 0.48% | 358,875 | -16,799 | -4.5% | -$66.98万 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $1,434.68万 | 0.48% | 613,372 | -11,652 | -1.9% | -$27.25万 | 减仓 |
| — | BIOLIFE SOLUTIONS INC | $1,447.52万 | 0.48% | 758,659 | -52,351 | -6.5% | -$99.89万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,458.34万 | 0.49% | 30,433 | -1,772 | -5.5% | -$84.91万 | 减仓 |
| META | META PLATFORMS INC | $1,518.44万 | 0.51% | 26,540 | -1,337 | -4.8% | -$76.49万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $1,526.36万 | 0.51% | 349,041 | -28,369 | -7.5% | -$124.06万 | 减仓 |
| PLXS | PLEXUS CORP | $1,528.53万 | 0.51% | 75,468 | 61,841 | 453.8% | $1,252.53万 | 加仓 |
| KWR | QUAKER HOUGHTON | $1,539.73万 | 0.51% | 123,942 | -4,422 | -3.4% | -$54.93万 | 减仓 |
| IEUR | ISHARES TR | $1,542.06万 | 0.51% | 219,447 | 23,533 | 12.0% | $165.37万 | 加仓 |
| ABBV | ABBVIE INC | $1,547.77万 | 0.52% | 71,165 | 677 | 1.0% | $14.72万 | 加仓 |
| PWR | QUANTA SVCS INC | $1,579.50万 | 0.53% | 28,769 | -1,202 | -4.0% | -$65.99万 | 减仓 |
| WABC | WESTAMERICA BANCORPORATION | $1,590.34万 | 0.53% | 304,954 | -13,643 | -4.3% | -$71.15万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,623.15万 | 0.54% | 16,290 | 570 | 3.6% | $56.80万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,626.13万 | 0.54% | 103,391 | -580 | -0.6% | -$9.12万 | 减仓 |
| RDNT | RADNET INC | $1,628.33万 | 0.54% | 291,346 | 130,209 | 80.8% | $727.74万 | 加仓 |
| BL | BLACKLINE INC | $1,632.56万 | 0.54% | 441,232 | 25,788 | 6.2% | $95.42万 | 加仓 |
| BRKR | BRUKER CORP | $1,679.98万 | 0.56% | 465,112 | -24,887 | -5.1% | -$89.89万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $1,705.57万 | 0.57% | 103,280 | -8,080 | -7.3% | -$133.43万 | 减仓 |
| SAIA | SAIA INC | $1,724.75万 | 0.57% | 49,099 | -29,016 | -37.1% | -$1,019.27万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,746.10万 | 0.58% | 85,833 | 739 | 0.9% | $15.03万 | 加仓 |
| PRG | PROG HOLDINGS INC | $1,747.27万 | 0.58% | 609,018 | -42,569 | -6.5% | -$122.13万 | 减仓 |
| LKQ | LKQ CORP | $1,803.16万 | 0.60% | 613,946 | -11,657 | -1.9% | -$34.24万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $1,826.62万 | 0.61% | 333,629 | -96,019 | -22.3% | -$525.70万 | 减仓 |
| RLJ | RLJ LODGING TR | $1,831.04万 | 0.61% | 2,467,714 | -51,630 | -2.0% | -$38.31万 | 减仓 |
| VRRM | VERRA MOBILITY CORP | $1,834.00万 | 0.61% | 1,283,413 | -99,906 | -7.2% | -$142.77万 | 减仓 |
| CUZ | COUSINS PPTYS INC | $1,837.15万 | 0.61% | 813,978 | -58,698 | -6.7% | -$132.48万 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $1,962.28万 | 0.65% | 222,986 | -4,297 | -1.9% | -$37.81万 | 减仓 |
| FA | FIRST ADVANTAGE CORP NEW | $2,010.12万 | 0.67% | 1,709,287 | -55,824 | -3.2% | -$65.65万 | 减仓 |
| AMZN | AMAZON COM INC | $2,010.51万 | 0.67% | 96,534 | -2,309 | -2.3% | -$48.09万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $2,091.64万 | 0.70% | 254,674 | 65,308 | 34.5% | $536.37万 | 加仓 |
| GOOGL | ALPHABET INC | $2,109.70万 | 0.70% | 73,366 | -6,739 | -8.4% | -$193.79万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $2,200.20万 | 0.73% | 3,667,007 | -73,477 | -2.0% | -$44.09万 | 减仓 |
| BLKB | BLACKBAUD INC | $2,229.23万 | 0.74% | 577,370 | 89,337 | 18.3% | $344.93万 | 加仓 |
| BKE | BUCKLE INC | $2,246.87万 | 0.75% | 446,161 | -36,223 | -7.5% | -$182.42万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $2,247.27万 | 0.75% | 262,348 | -19,927 | -7.1% | -$170.69万 | 减仓 |
| NOG | NORTHERN OIL & GAS INC | $2,274.50万 | 0.76% | 778,140 | -13,536 | -1.7% | -$39.57万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $2,299.64万 | 0.77% | 374,351 | -30,475 | -7.5% | -$187.21万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $2,307.28万 | 0.77% | 38,136 | -2,971 | -7.2% | -$179.75万 | 减仓 |
| RLI | RLI CORP | $2,320.55万 | 0.77% | 406,829 | -27,454 | -6.3% | -$156.60万 | 减仓 |
| AVGO | BROADCOM INC | $2,412.26万 | 0.80% | 77,938 | -21 | -0.0% | -$6,500 | 减仓 |
| FULT | FULTON FINL CORP PA | $2,419.02万 | 0.81% | 1,189,294 | -72,122 | -5.7% | -$146.70万 | 减仓 |
| V | VISA INC | $2,517.65万 | 0.84% | 83,300 | -1,589 | -1.9% | -$48.03万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $2,524.54万 | 0.84% | 995,088 | -75,397 | -7.0% | -$191.28万 | 减仓 |
| AHCO | ADAPTHEALTH CORP | $2,573.59万 | 0.86% | 2,162,681 | -129,166 | -5.6% | -$153.71万 | 减仓 |
| AME | AMETEK INC | $2,707.44万 | 0.90% | 126,303 | -2,637 | -2.0% | -$56.53万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $2,714.73万 | 0.90% | 989,695 | -72,342 | -6.8% | -$198.43万 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $2,719.99万 | 0.91% | 1,444,496 | -100,569 | -6.5% | -$189.37万 | 减仓 |
| RNST | RENASANT CORP | $2,795.87万 | 0.93% | 773,837 | -48,662 | -5.9% | -$175.82万 | 减仓 |
| VNT | VONTIER CORPORATION | $2,816.85万 | 0.94% | 794,149 | -62,550 | -7.3% | -$221.86万 | 减仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $2,824.17万 | 0.94% | 1,522,463 | -404,982 | -21.0% | -$751.24万 | 减仓 |
| RGEN | REPLIGEN CORP | $2,834.97万 | 0.94% | 240,619 | 8,423 | 3.6% | $99.24万 | 加仓 |
| DHR | DANAHER CORP DEL | $2,900.75万 | 0.97% | 152,993 | 1,335 | 0.9% | $25.31万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $2,905.26万 | 0.97% | 708,427 | -51,919 | -6.8% | -$212.92万 | 减仓 |
| WLY | WILEY JOHN & SONS INC | $2,975.00万 | 0.99% | 780,840 | -41,357 | -5.0% | -$157.57万 | 减仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $2,993.20万 | 1.00% | 1,304,227 | -103,770 | -7.4% | -$238.15万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $3,007.19万 | 1.00% | 219,375 | -16,735 | -7.1% | -$229.40万 | 减仓 |
| SM | SM ENERGY COMPANY | $3,031.49万 | 1.01% | 972,255 | -16,386 | -1.7% | -$51.09万 | 减仓 |
| FNV | FRANCO NEV CORP | $3,069.65万 | 1.02% | 124,252 | -5,412 | -4.2% | -$133.70万 | 减仓 |
| AVNT | AVIENT CORPORATION | $3,159.86万 | 1.05% | 870,484 | -29,225 | -3.2% | -$106.09万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $3,178.11万 | 1.06% | 473,074 | -32,501 | -6.4% | -$218.34万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $3,236.91万 | 1.08% | 157,844 | -3,659 | -2.3% | -$75.04万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $3,276.11万 | 1.09% | 177,001 | -14,535 | -7.6% | -$269.03万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,432.22万 | 1.14% | 92,720 | 464 | 0.5% | $17.18万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,479.93万 | 1.16% | 118,301 | -1,948 | -1.6% | -$57.30万 | 减仓 |
| NGVT | INGEVITY CORP | $3,508.73万 | 1.17% | 492,591 | -36,994 | -7.0% | -$263.51万 | 减仓 |
| SMTC | SEMTECH CORP | $3,698.18万 | 1.23% | 480,970 | -106,726 | -18.2% | -$820.62万 | 减仓 |
| WWD | WOODWARD INC | $3,724.77万 | 1.24% | 104,067 | -8,008 | -7.1% | -$286.62万 | 减仓 |
| HEI/A | HEICO CORP NEW | $3,724.85万 | 1.24% | 176,458 | -2,626 | -1.5% | -$55.43万 | 减仓 |
| WSFS | WSFS FINL CORP | $3,844.16万 | 1.28% | 587,253 | -46,721 | -7.4% | -$305.84万 | 减仓 |
| GOOG | ALPHABET INC | $3,863.86万 | 1.29% | 134,695 | -1,385 | -1.0% | -$39.73万 | 减仓 |