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Palisade Capital Management, LP

CIK:0001009006
Asset Manager
$4B AUM
367 holdings
Fort Lee, NJ, US
Founded:1995
40 employees
Latest filing:Jun 30, 2025

Palisade Capital Management, LP is an SEC-registered investment adviser and asset management firm headquartered in Fort Lee, New Jersey, serving clients throughout New Jersey, New York, and surrounding regions. Founded in 1995, Palisade offers fiduciary wealth management and institutional investment services with a disciplined, boutique approach. The firm employs approximately 40 professionals, with a focus on long-term client relationships and notable industry recognition, and caters to high-net-worth individuals, families, institutional investors, and accredited investors.

Investment Strategy

Palisade Capital Management combines institutional discipline with boutique client service. The firm emphasizes long-term growth while providing downside mitigation to help portfolios weather market volatility. Their approach is based on deep expertise in wealth management and institutional mandates, serving accredited investors and institutional clients through private funds and accounts. They leverage rigorous research and aim for steady returns and risk control, prioritizing the financial well-being and success of their clients.

Top Buys
A
APHAMPHENOL CORP NEW
+$19.4M
N
NVDANVIDIA CORPORATION
+$16.1M
D
DEAEASTERLY GOVT PPTYS INC
+$11.8M
M
MSFTMICROSOFT CORP
+$11.0M
H
HCSGHEALTHCARE SVCS GROUP INC
+$10.1M
Top Sells
R
RBARB GLOBAL INC
-$39.7M
P
PRMBPRIMO BRANDS CORPORATION
-$17.6M
D
DEAEASTERLY GOVT PPTYS INC
-$14.7M
R
RLIRLI CORP
-$9.9M
A
ACIWACI WORLDWIDE INC
-$7.8M

Top Holdings

A
APHAMPHENOL CORP NEW
+1.8%$62.4M
R
RJFRAYMOND JAMES FINL INC
+1.6%$57.6M
M
MLIMUELLER INDS INC
+1.5%$54.2M
I
IDAIDACORP INC
+1.5%$53.4M
A
AITAPPLIED INDL TECHNOLOGIES IN
+1.5%$53.4M

Equity Positions (218)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
APH
AMPHENOL CORP NEW1.77%$62.4M631,649$14.89$98.75+$19.4M
R
RJF
RAYMOND JAMES FINL INC1.63%$57.6M375,559$41.80$153.37+$4.4M
M
MLI
MUELLER INDS INC1.53%$54.2M681,796$16.10$79.47+$239.8K
I
IDA
IDACORP INC1.51%$53.4M462,923$79.69$115.45-$1.9M
A
AIT
APPLIED INDL TECHNOLOGIES IN1.51%$53.4M229,554$62.70$232.45-$162.9K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+7.0%
NATIONAL COMMERCIAL BANKS
+5.0%
REAL ESTATE INVESTMENT TRUSTS
+3.7%
SERVICES-BUSINESS SERVICES, NEC
+3.6%
SEMICONDUCTORS & RELATED DEVICES
+3.2%