13F 机构持仓

PALISADE CAPITAL MANAGEMENT, LP

FORT LEE NJ · SEC CIK 0001009006

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$22.96亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 2.1%
LFUS 1.9%
APH 1.9%
IDA 1.8%
IGSB 1.8%
AIT 1.6%
MLI 1.6%
RJF 1.6%
NVDA 1.5%
GOOG 1.3%

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
ROK ROCKWELL AUTOMATION INC $21.96万0.01%612 612— $21.96万 新建仓
IWF ISHARES TR $21.01万0.01%493 00.0% — 不变
ITUB ITAU UNIBANCO HLDG S A $10.20万0.00%12,167 12,167— $10.20万 新建仓
— DIGITALBRIDGE GROUP INC $00.00%0 -1,694,756-100.0% -$2,599.76万 清仓
— CLEARWATER ANALYTICS HLDGS I $00.00%0 -1,017,690-100.0% -$2,454.67万 清仓
SMMD ISHARES TR $00.00%0 -152,701-100.0% -$1,144.34万 清仓
— AIRBNB INC $00.00%0 -9,000,000-100.0% -$891.59万 清仓
— ENPHASE ENERGY INC $00.00%0 -8,675,000-100.0% -$857.78万 清仓
SPGI S&P GLOBAL INC $00.00%0 -13,695-100.0% -$715.67万 清仓
— VAIL RESORTS INC $00.00%0 -6,669,000-100.0% -$666.43万 清仓
— TRIPADVISOR INC $00.00%0 -6,546,000-100.0% -$645.44万 清仓
LITE LUMENTUM HLDGS INC $00.00%0 -2,100,000-100.0% -$597.84万 清仓
— DAYFORCE INC $00.00%0 -6,005,000-100.0% -$594.50万 清仓
— JETBLUE AIRWAYS CORP $00.00%0 -5,777,000-100.0% -$567.82万 清仓
PACK RANPAK HOLDINGS CORP $00.00%0 -1,036,290-100.0% -$560.63万 清仓
— BLACKLINE INC $00.00%0 -5,380,000-100.0% -$531.81万 清仓
PHR PHREESIA INC $00.00%0 -300,308-100.0% -$508.12万 清仓
— BENTLEY SYS INC $00.00%0 -5,068,000-100.0% -$505.65万 清仓
WDC WESTERN DIGITAL CORP $00.00%0 -989,000-100.0% -$453.61万 清仓
— DROPBOX INC $00.00%0 -4,371,000-100.0% -$433.60万 清仓
— STRATEGY INC $00.00%0 -3,539,000-100.0% -$362.82万 清仓
— CABLE ONE INC $00.00%0 -3,625,000-100.0% -$357.06万 清仓
— SUMMIT HOTEL PPTYS $00.00%0 -3,526,000-100.0% -$351.03万 清仓
— MARRIOTT VACATIONS WORLDWIDE $00.00%0 -3,400,000-100.0% -$339.15万 清仓
— LIVE NATION ENTERTAINMENT IN $00.00%0 -2,187,000-100.0% -$317.94万 清仓
SNOW SNOWFLAKE INC $00.00%0 -1,940,000-100.0% -$299.97万 清仓
— FUBOTV INC $00.00%0 -2,969,000-100.0% -$296.69万 清仓
— VARONIS SYS INC $00.00%0 -3,151,000-100.0% -$292.45万 清仓
MKSI MKS INC. $00.00%0 -2,230,000-100.0% -$284.98万 清仓
— HAEMONETICS CORP MASS $00.00%0 -2,774,000-100.0% -$274.63万 清仓
FLR FLUOR CORP $00.00%0 -2,351,000-100.0% -$267.94万 清仓
NOG NORTHERN OIL & GAS INC $00.00%0 —— — 申报中断
— ALARM COM HLDGS INC $00.00%0 -2,468,000-100.0% -$246.23万 清仓
TTEK TETRA TECH INC NEW $00.00%0 —— — 申报中断
— TYLER TEX INDPT SCH DIST $00.00%0 -2,399,000-100.0% -$242.60万 清仓
MARA MARA HOLDINGS INC $00.00%0 -2,675,000-100.0% -$223.82万 清仓
— AMPHASTAR PHARMACEUTICALS IN $00.00%0 -2,423,000-100.0% -$223.76万 清仓
CSWC CAPITAL SOUTHWEST CORP $00.00%0 -2,250,000-100.0% -$223.31万 清仓
— APOLLO GLOBAL MGMT INC $00.00%0 -28,906-100.0% -$218.01万 清仓
COIN COINBASE GLOBAL INC $00.00%0 -1,939,000-100.0% -$198.59万 清仓
ITGR INTEGER HLDGS CORP $00.00%0 -1,720,000-100.0% -$193.93万 清仓
NTNX NUTANIX INC $00.00%0 -1,938,000-100.0% -$186.53万 清仓
— ALBEMARLE CORP $00.00%0 -30,000-100.0% -$176.91万 清仓
— BRUKER CORP $00.00%0 -4,849-100.0% -$176.78万 清仓
— KKR & CO INC $00.00%0 -33,612-100.0% -$173.74万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -1,335,000-100.0% -$173.42万 清仓
— SEAGATE HDD CAYMAN $00.00%0 -485,000-100.0% -$162.82万 清仓
— PEABODY ENGR CORP $00.00%0 -960,000-100.0% -$161.41万 清仓
LNTH LANTHEUS HLDGS INC $00.00%0 -1,406,000-100.0% -$160.92万 清仓
— HEWLETT PACKARD ENTERPRISE C $00.00%0 -24,232-100.0% -$160.56万 清仓
SRPT SAREPTA THERAPEUTICS INC $00.00%0 -1,746,000-100.0% -$157.14万 清仓
UPST UPSTART HLDGS INC $00.00%0 -1,226,000-100.0% -$154.78万 清仓
BL BLACKLINE INC $00.00%0 —— — 申报中断
ITRI ITRON INC $00.00%0 -1,454,000-100.0% -$147.31万 清仓
BURL BURLINGTON STORES INC $00.00%0 -970,000-100.0% -$144.17万 清仓
OSIS OSI SYSTEMS INC $00.00%0 -969,000-100.0% -$143.78万 清仓
— BOX INC $00.00%0 -1,455,000-100.0% -$141.63万 清仓
HALO HALOZYME THERAPEUTICS INC $00.00%0 -1,060,000-100.0% -$140.65万 清仓
— STRATEGY INC $00.00%0 -1,689,000-100.0% -$138.60万 清仓
VERX VERTEX INC $00.00%0 —— — 申报中断
BBIO BRIDGEBIO PHARMA INC $00.00%0 -664,000-100.0% -$125.25万 清仓
DDOG DATADOG INC $00.00%0 -1,209,000-100.0% -$120.86万 清仓
— VEECO INSTRS INC DEL $00.00%0 -960,000-100.0% -$119.10万 清仓
XLV SELECT SECTOR SPDR TR $00.00%0 -7,646-100.0% -$118.36万 清仓
COGT COGENT BIOSCIENCES INC $00.00%0 -1,000,000-100.0% -$117.13万 清仓
— PELOTON INTERACTIVE INC $00.00%0 -1,171,000-100.0% -$116.08万 清仓
— FORD MTR CO $00.00%0 -1,096,000-100.0% -$113.82万 清仓
RIOT RIOT PLATFORMS INC $00.00%0 -970,000-100.0% -$109.75万 清仓
AFRM AFFIRM HLDGS INC $00.00%0 -969,000-100.0% -$107.32万 清仓
— QXO INC $00.00%0 -19,352-100.0% -$107.11万 清仓
SYNA SYNAPTICS INC $00.00%0 -970,000-100.0% -$102.09万 清仓
— LIBERTY MEDIA CORP DEL $00.00%0 -790,000-100.0% -$100.39万 清仓
SMTC SEMTECH CORP $00.00%0 -454,000-100.0% -$92.16万 清仓
PTON PELOTON INTERACTIVE INC $00.00%0 -484,000-100.0% -$80.83万 清仓
GWRE GUIDEWIRE SOFTWARE INC $00.00%0 -727,000-100.0% -$80.00万 清仓
— ADVANCED ENERGY INDS $00.00%0 -487,000-100.0% -$79.94万 清仓
— PENN ENTERTAINMENT INC $00.00%0 -797,000-100.0% -$78.90万 清仓
— SHIFT4 PMTS INC $00.00%0 -9,676-100.0% -$77.30万 清仓
IONS IONIS PHARMACEUTICALS INC $00.00%0 -486,000-100.0% -$77.27万 清仓
WKC WORLD KINECT CORPORATION $00.00%0 -730,000-100.0% -$77.05万 清仓
— MGP INGREDIENTS INC NEW $00.00%0 -733,000-100.0% -$70.92万 清仓
— TRIP COM GROUP LTD $00.00%0 —— — 申报中断
— JAZZ INVESTMENTS I LTD $00.00%0 -485,000-100.0% -$64.63万 清仓
— RINGCENTRAL INC $00.00%0 -620,000-100.0% -$61.30万 清仓
— GREENBRIER COS INC $00.00%0 -552,000-100.0% -$59.59万 清仓
HALO HALOZYME THERAPEUTICS INC $00.00%0 -550,000-100.0% -$59.40万 清仓
— WISDOMTREE INC $00.00%0 -485,000-100.0% -$58.31万 清仓
— NOVANTA INC $00.00%0 -10,000-100.0% -$54.54万 清仓
RGEN REPLIGEN CORP $00.00%0 —— — 申报中断
— CLEANSPARK INC $00.00%0 -500,000-100.0% -$51.67万 清仓
— LIVE NATION ENTERTAINMENT IN $00.00%0 -485,000-100.0% -$51.05万 清仓
DINO HF SINCLAIR CORP $00.00%0 -11,076-100.0% -$51.04万 清仓
PENG PENGUIN SOLUTIONS INC $00.00%0 -500,000-100.0% -$50.98万 清仓
TNDM TANDEM DIABETES CARE INC $00.00%0 -485,000-100.0% -$49.74万 清仓
U UNITY SOFTWARE INC $00.00%0 -486,000-100.0% -$46.90万 清仓
IMCR IMMUNOCORE HLDGS PLC $00.00%0 -514,000-100.0% -$46.45万 清仓
SPB SPECTRUM BRANDS INC $00.00%0 -485,000-100.0% -$45.80万 清仓
BE BLOOM ENERGY CORP $00.00%0 -100,000-100.0% -$42.44万 清仓
NFLX NETFLIX INC $00.00%0 -3,911-100.0% -$36.67万 清仓
— MICROCHIP TECHNOLOGY INC. $00.00%0 -6,227-100.0% -$36.43万 清仓