PALISADE CAPITAL MANAGEMENT, LP
SEC Form 13F institutional filer · CIK 0001009006
13F-HR · 112 reported holdings · 2026-03-31
Palisade Capital Management, LP is a hedge fund manager.
Reported long-US-equity value
$0.90B
Top-10 concentration
45.6%
PALISADE CAPITAL MANAGEMENT, LP — $905M AUM allocation strategy
PALISADE CAPITAL MANAGEMENT, LP files SEC Form 13F and reports $905M of long US equity value across 112 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 28.9%, followed by Financials 13.6% and Communication Services 6.6%.
The top 10 holdings account for 46% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
PALISADE CAPITAL MANAGEMENT, LP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$905M
total across 112 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
46% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +99.6K sh · +$6.86M+$CHD +35.1K sh · +$3.56M+$AAPL +11.5K sh · −$1.31M
Biggest trims (shares)
−$IWM −200K sh · −$23.1M−$APH −67.8K sh · −$13.1M−$KKR −26.4K sh · −$4.27M
Exited to nil (held last quarter, gone now)
$SPGI ($7.16M last qtr)$APO ($2.18M last qtr)$ALB ($1.77M last qtr)$HPE ($1.61M last qtr)$XLV ($1.18M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors9.5%—
- Technology Hardware, Storage & Peripherals6.9%—
- Interactive Media & Services6.6%—
- Electronic Components6.2%—
- Investment Banking & Brokerage5.2%—
- Diversified Banks3.8%—
- Systems Software3.8%—
- Life Sciences Tools & Services3.2%—
- Other holdings54.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 245K | $62.3M | +11.5K | 6.9% |
| $APH | Amphenol Corporation | 445K | $56.2M | -67.8K | 6.2% |
| $RJF | Raymond James Financial Inc | 326K | $47.3M | -23.5K | 5.2% |
| $NVDA | NVIDIA Corporation | 253K | $44.2M | -11.9K | 4.9% |
| $GOOGL | Alphabet Inc | 135K | $38.6M | -1.39K | 4.3% |
| $JPM | JP Morgan Chase & Co | 118K | $34.8M | -1.95K | 3.8% |
| $MSFT | Microsoft Corporation | 92.7K | $34.3M | +464 | 3.8% |
| $DHR | Danaher Corporation | 153K | $29M | +1.33K | 3.2% |
| $AME | AMETEK Inc | 126K | $27.1M | -2.64K | 3.0% |
…and 103 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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