Palisade Capital Management, LP
Annual return '25
+14.4%
SPY '25
+17.7%
Alpha
-3.3ptsvs SPY
Invested
$3B
Holdings
305
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 1.7% (2.69M → 2.64M shares)
2.1%
02
$LFUS
LITTELFUSE INC
Q4 2025: Exited (was 167.5k shares)
1.9%
03
$APH
AMPHENOL CORP
Q1 2026: Exited (was 1.5k shares)
1.9%
04
$IDA
IDACORP INC
Q4 2025: Exited (was 455.5k shares)
1.8%
05
$IGSB
ISHARES TR
Q1 2026: Increased +10.6% (14.0k → 15.5k shares)
1.8%
06
$AIT
APPLIED INDL TECHNOLOGIES IN
Q4 2025: Exited (was 223.1k shares)
1.6%
07
$MLI
MUELLER INDS INC
Q4 2025: Exited (was 591.2k shares)
1.6%
08
$RJF
RAYMOND JAMES FINL INC
Q4 2025: Exited (was 378.1k shares)
1.6%
09
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +2.6% (2.67M → 2.74M shares)
1.5%
10
$GOOG
ALPHABET INC
Q1 2026: Sold 1.9% (2.62M → 2.57M shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:38 UTC.