Long-term investor
Palisade Capital Management, LP @palisadecapitalmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001009006).
Record
- Tracked since 2025-06-30 (480 days), 212 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +88.4% · 1 year +99.6% · all +99.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- APH · 3.4% · long · since 2025-06-30
- AAPL · 3.2% · long · since 2025-06-30
- NVDA · 2.5% · long · since 2025-06-30
- 02079K107 · 2.1% · long · since 2025-06-30
- HEI · 2.0% · long · since 2025-06-30
- AMD · 1.9% · long · since 2025-06-30
- MSFT · 1.6% · long · since 2025-06-30
- JPM · 1.5% · long · since 2025-06-30
- LFUS · 1.4% · long · since 2025-06-30
- AME · 1.3% · long · since 2025-06-30
- 03820C105 · 1.3% · long · since 2025-06-30
- AVGO · 1.3% · long · since 2025-06-30