Holdings
Palisade Capital Management, LP
As of Jun 30, 2026, Palisade Capital Management, LP reported 222 positions worth US$1.99B. Largest: Amphenol Corporation, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amphenol Corporation | 440K | US$77.5M | −5,182 | Jun 30, 2026 |
| Apple Inc | 254K | US$73.6M | +9,143 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 206K | US$73.5M | −2,152 | Jun 30, 2026 |
| Nvidia Corporation | 282K | US$56.4M | +28,724 | Jun 30, 2026 |
| Heico Corporation | 177K | US$45.7M | +657 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 77,021 | US$44.7M | −8,812 | Jun 30, 2026 |
| Microsoft Corp. | 97,505 | US$36.4M | +4,785 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 109K | US$35.5M | −9,743 | Jun 30, 2026 |
| Littelfuse, Inc. | 69,359 | US$31.6M | −100K | Jun 30, 2026 |
| Ametek, Inc. | 128K | US$31M | +1,737 | Jun 30, 2026 |