PALISADE CAPITAL MANAGEMENT, LP

CIK
1009006
City
FORT LEE
State / Country
NJ

Top Portfolio Positions

224 positions · $2,589,947,423 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
245,291 $62,252,402 2.40%
LFUS
Littelfuse Inc /De
Technology
169,456 $57,504,893 2.22%
APH
Amphenol Corp /De/
Technology
444,923 $56,216,021 2.17%
IDA
Idacorp Inc
Utilities
376,154 $53,778,737 2.08%
AIT
Applied Industrial Technologies Inc
Industrials
185,074 $49,103,833 1.90%
MLI
Mueller Industries Inc
Industrials
438,306 $48,564,304 1.88%
RJF
Raymond James Financial Inc
Financial Services
326,398 $47,259,166 1.82%
NVDA
Nvidia Corp
Technology
253,295 $44,174,648 1.71%
WSFS
Wsfs Financial Corp
Financial Services
587,253 $38,441,581 1.48%
WWD
Woodward, Inc.
Industrials
104,067 $37,247,660 1.44%

Portfolio Trend

27 quarters · across all stocks

Holdings in CAKE

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $18,266,187 333,629
2025-12-31 $21,688,631 429,648
2025-09-30 $26,276,157 480,896
2025-06-30 $37,833,042 603,783
2025-03-31 $30,213,967 620,920
2024-12-31 $29,733,399 626,758
2024-09-30 $25,047,937 617,705
2024-06-30 $25,836,121 657,575
2024-03-31 $18,632,252 515,415
2023-12-31 $17,815,223 508,861
2023-09-30 $16,970,666 560,088
2023-06-30 $19,089,577 552,041
2023-03-31 $18,429,745 525,813
2022-12-31 $16,126,310 508,556
2022-09-30 $15,328,460 523,513
2022-06-30 $13,787,831 521,871
2022-03-31 $20,464,593 514,315
2021-12-31 $16,005,655 408,829
2021-09-30 $19,140,703 407,249
2021-06-30 $20,220,084 373,202
2021-03-31 $21,197,470 362,288
2020-12-31 $12,869,418 347,259
2020-09-30 $9,955,220 358,876
2020-06-30 $7,898,025 344,591
2020-03-31 $5,857,278 342,932