PALISADE CAPITAL MANAGEMENT, LP — 13F holdings

PALISADE CAPITAL MANAGEMENT, LP reported 294 holdings worth $2.30B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. APH AMPHENOL CORP NEW — $77.5M (3.4%)
2. AAPL APPLE INC — $73.6M (3.2%)
3. NVDA NVIDIA CORPORATION — $56.4M (2.5%)
4. GOOG ALPHABET INC — $47.3M (2.1%)
5. HEI.A HEICO CORP NEW — $45.7M (2.0%)
6. AMD ADVANCED MICRO DEVICES INC — $44.7M (1.9%)
7. MSFT MICROSOFT CORP — $36.4M (1.6%)
8. JPM JPMorgan Chase & Co. — $35.5M (1.5%)
9. LFUS LITTELFUSE INC — $31.6M (1.4%)
10. AME AMETEK INC — $31.0M (1.3%)