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Institutional

PALISADE CAPITAL MANAGEMENT, LP

CIK 0001009006
$3.00B
Reported AUM
303
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · PALISADE CAPITAL MANAGEMENT, LP · Q1 2026

AI · grounded in 13F

Palisade Capital Management, LP closed its position in DBRG, reducing exposure by $25.99M. The fund also exited its holding in CWAN for $24.54M and trimmed its position in IWM by 91.97%. On the buy side, the fund established new positions in AIR for $9.69M and SEI for $8.78M. Additionally, it increased its stake in PLXS by 453.81%.

Portfolio · Q1 2026

AAPLOther$2.42BPL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLAPPLE INC$307.34-1.25%51.31%116.17%$62.3M2.07%+11,491+4.9%
2LFUSLITTELFUSE INC$457.34-4.77%112.20%80.62%$57.5M1.92%+7,328+4.5%
3APHAMPHENOL CORP$138.81-5.42%49.74%300.06%$56.2M1.87%67,850−13.2%
4IDAIDACORP INC$141.341.97%26.02%55.44%$53.8M1.79%30,625−7.5%
5IGSBISHARES TR$52.14-0.31%5.04%12.30%$53.0M1.76%+321,501+46.9%
6AITAPPLIED INDL TECHNOLOGIES IN$315.290.52%36.95%268.31%$49.1M1.64%14,779−7.4%
7MLIMUELLER INDS INC$132.800.17%73.92%554.81%$48.6M1.62%25,679−5.5%
8RJFRAYMOND JAMES FINL INC$151.450.62%4.58%87.83%$47.3M1.57%23,509−6.7%
9NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$44.2M1.47%11,940−4.5%
10GOOGALPHABET INC$365.76-0.95%109.82%172.71%$38.6M1.29%1,385−1.0%
11WSFSWSFS FINL CORP$71.770.87%36.80%74.53%$38.4M1.28%46,721−7.4%
12HEI/AHEICO CORP NEW$37.2M1.24%2,626−1.5%
13WWDWOODWARD INC$357.74-0.73%53.08%203.44%$37.2M1.24%8,008−7.1%
14SMTCSEMTECH CORP$151.02-10.82%299.00%143.93%$37.0M1.23%106,726−18.2%
15NGVTINGEVITY CORP$65.99-0.15%56.93%-22.31%$35.1M1.17%36,994−7.0%
16JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$34.8M1.16%1,948−1.6%
17MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$34.3M1.14%+464+0.5%
18EGPEASTGROUP PPTYS INC$198.21-0.11%19.87%29.77%$32.8M1.09%14,535−7.6%
19ONTOONTO INNOVATION INC$253.24-7.83%163.52%261.36%$32.4M1.08%3,659−2.3%
20PBPROSPERITY BANCSHARES INC$69.360.89%2.56%19.14%$31.8M1.06%32,501−6.4%
21AVNTAVIENT CORPORATION$33.94-0.59%-5.39%-21.08%$31.6M1.05%29,225−3.2%
22FNVFRANCO NEV CORP$218.74-7.31%31.34%42.76%$30.7M1.02%5,412−4.2%
23SMSM ENERGY COMPANY$32.21-5.15%33.98%88.18%$30.3M1.01%16,386−1.7%
24CFRCULLEN FROST BANKERS INC$140.161.66%11.80%51.46%$30.1M1.00%16,735−7.1%
25OSWONESPAWORLD HOLDINGS LIMITED$24.070.29%24.60%148.06%$29.9M1.00%103,770−7.4%
26WLYWILEY JOHN & SONS INC$44.160.18%19.95%-11.02%$29.8M0.99%41,357−5.0%
27ACIWACI WORLDWIDE INC$42.801.04%-9.51%24.78%$29.1M0.97%51,919−6.8%
28DHRDANAHER CORP DEL$184.30-1.25%-5.33%-28.54%$29.0M0.97%+1,335+0.9%
29RGENREPLIGEN CORP$122.31-3.35%-4.67%-50.22%$28.3M0.94%+8,423+3.6%
30HCSGHEALTHCARE SVCS GROUP INC$20.37-0.39%41.07%-15.84%$28.2M0.94%404,982−21.0%
31VNTVONTIER CORPORATION$28.15-0.60%$28.2M0.94%62,550−7.3%
32RNSTRENASANT CORP$40.830.72%$28.0M0.93%48,662−5.9%
33PRMBPRIMO BRANDS CORPORATION$22.95-0.30%$27.2M0.91%100,569−6.5%
34COLBCOLUMBIA BKG SYS INC$29.660.54%$27.1M0.90%72,342−6.8%
35AMEAMETEK INC$226.55-0.97%$27.1M0.90%2,637−2.0%
36AHCOADAPTHEALTH CORP$9.891.64%$25.7M0.86%129,166−5.6%
37NVSTENVISTA HOLDINGS CORPORATION$23.101.01%$25.2M0.84%75,397−7.0%
38VVISA INC$323.571.06%$25.2M0.84%1,589−1.9%
39FULTFULTON FINL CORP PA$21.950.14%$24.2M0.81%72,122−5.7%
40AVGOBROADCOM INC$385.73-7.92%$24.1M0.80%21−0.0%
41RLIRLI CORP$52.384.03%$23.2M0.77%27,454−6.3%
42TDYTELEDYNE TECHNOLOGIES INC$602.27-2.64%$23.1M0.77%2,971−7.2%
43CMCCOMMERCIAL METALS CO$74.15-2.78%$23.0M0.77%30,475−7.5%
44NOGNORTHERN OIL & GAS INC$20.98-4.11%$22.7M0.76%13,536−1.7%
45PFGCPERFORMANCE FOOD GROUP CO$97.123.40%$22.5M0.75%19,927−7.1%
46BKEBUCKLE INC$44.822.89%$22.5M0.75%36,223−7.5%
47BLKBBLACKBAUD INC$28.31-0.21%$22.3M0.74%+89,337+18.3%
48CCCCCC INTELLIGENT SOLUTIONS HL$4.66-6.61%$22.0M0.73%73,477−2.0%
49GOOGLALPHABET INC$368.53-0.98%$21.1M0.70%6,739−8.4%
50BFAMBRIGHT HORIZONS FAM SOL IN D$62.171.02%$20.9M0.70%+65,308+34.5%
51AMZNAMAZON COM INC$246.03-3.06%$20.1M0.67%2,309−2.3%
52FAFIRST ADVANTAGE CORP NEW$15.880.70%$20.1M0.67%55,824−3.2%
53ITGRINTEGER HLDGS CORP$91.98-0.82%$19.6M0.65%4,297−1.9%
54CUZCOUSINS PPTYS INC$27.69-0.22%$18.4M0.61%58,698−6.7%
55VRRMVERRA MOBILITY CORP$4.310.00%$18.3M0.61%99,906−7.2%
56RLJRLJ LODGING TR$10.600.57%$18.3M0.61%51,630−2.0%
57CAKECHEESECAKE FACTORY INC$66.133.59%$18.3M0.61%96,019−22.3%
58LKQLKQ CORP$25.22-0.16%$18.0M0.60%11,657−1.9%
59PRGPROG HOLDINGS INC$35.253.22%$17.5M0.58%42,569−6.5%
60AMDADVANCED MICRO DEVICES INC$466.38-10.86%$17.5M0.58%+739+0.9%
61SAIASAIA INC$466.51-1.04%$17.2M0.57%29,016−37.1%
62TXRHTEXAS ROADHOUSE INC$170.465.68%$17.1M0.57%8,080−7.3%
63BRKRBRUKER CORP$56.39-5.97%$16.8M0.56%24,887−5.1%
64BLBLACKLINE INC$28.66-0.17%$16.3M0.54%+25,788+6.2%
65RDNTRADNET INC$54.342.90%$16.3M0.54%+130,209+80.8%
66ICEINTERCONTINENTAL EXCHANGE IN$141.50-0.39%$16.3M0.54%580−0.6%
67COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$16.2M0.54%+570+3.6%
68WABCWESTAMERICA BANCORPORATION$56.580.46%$15.9M0.53%13,643−4.3%
69QUREQUANTA SVCS INC$26.45-5.50%$15.8M0.53%1,202−4.0%
70ABBVABBVIE INC$227.231.02%$15.5M0.52%+677+1.0%
71IEURISHARES TR$74.36-2.00%$15.4M0.51%+23,533+12.0%
72KWRQUAKER HOUGHTON$140.690.00%$15.4M0.51%4,422−3.4%
73PLXSPLEXUS CORP$273.01-3.99%$15.3M0.51%+61,841+453.8%
74FOURSHIFT4 PMTS INC$38.08-3.08%$15.3M0.51%28,369−7.5%
75METAMETA PLATFORMS INC$593.00-5.51%$15.2M0.51%1,337−4.8%
76BRK/BBERKSHIRE HATHAWAY INC DEL$14.6M0.49%1,772−5.5%
77BLFSBIOLIFE SOLUTIONS INC$26.65-1.62%$14.5M0.48%52,351−6.5%
78ACHCACADIA HEALTHCARE COMPANY IN$24.48-2.90%$14.3M0.48%11,652−1.9%
79ROCKGIBRALTAR INDS INC$36.97-3.47%$14.3M0.48%16,799−4.5%
80ETNEATON CORP PLC$395.94-5.42%$14.3M0.48%+2,452+6.5%
81AZTAAZENTA INC$22.69-0.66%$13.9M0.46%18,907−2.8%
82NEENEXTERA ENERGY INC$85.840.19%$13.7M0.46%3,180−2.1%
83VERXVERTEX INC$13.160.00%$13.6M0.45%+395,591+53.0%
84MATWMATTHEWS INTL CORP$25.35-0.63%$13.4M0.45%21,857−4.0%
85HDHOME DEPOT INC$310.780.27%$13.3M0.44%+356+0.9%
86WHDCACTUS INC$56.62-3.84%$13.2M0.44%11,251−3.9%
87CSTLCASTLE BIOSCIENCES INC$21.01-2.73%$13.2M0.44%31,893−5.6%
88MYRGMYR GROUP INC$445.66-1.27%$12.8M0.43%2,623−5.5%
89HMNHORACE MANN EDUCATORS CORP N$46.973.05%$12.6M0.42%24,698−7.7%
90IJRISHARES TR$137.68-1.84%$12.1M0.40%+55,149+129.9%
91TMHCTAYLOR MORRISON HOME CORP$71.530.04%$12.0M0.40%12,143−5.6%
92RVLVREVOLVE GROUP INC$18.88-2.33%$12.0M0.40%39,518−7.0%
93MSAMSA SAFETY INC$161.30-0.13%$11.1M0.37%4,706−6.5%
94HNGEHINGE HEALTH INC$63.621.02%$10.5M0.35%+187,315+220.8%
95FLYWFLYWIRE CORPORATION$14.40-1.23%$10.4M0.35%+144,938+19.3%
96EBSEMERGENT BIOSOLUTIONS INC$8.07-4.38%$10.0M0.33%64,443−5.1%
97AIRAAR CORP$116.650.97%$9.7M0.32%+88,562NEW
98DEAEASTERLY GOVT PPTYS INC$23.900.76%$9.5M0.31%10,898−2.4%
99TKOTKO GROUP HOLDINGS INC$203.490.49%$9.4M0.31%68−0.1%
100PFSIPENNYMAC FINL SVCS INC NEW$81.24-0.36%$9.2M0.31%77,968−42.5%
101KKRKKR & CO INC$9.1M0.30%+7,255+7.9%
102CRSRCORSAIR GAMING INC$9.0M0.30%386,357−19.2%
103SEISOLARIS ENERGY INFRAS INC$8.8M0.29%+155,499NEW
104WFC 7.5 PERP LWELLS FARGO & CO$8.8M0.29%739−8.9%
105GPIGROUP 1 AUTOMOTIVE INC$8.8M0.29%1,562−5.6%
106LLYELI LILLY & CO$8.7M0.29%+8,250+673.5%
107LRNSTRIDE INC$8.5M0.28%4,939−4.9%
108SEALTD 0.25 09/15/26SEA LTD$8.5M0.28%+210,000+2.5%
109XOMEXXON MOBIL CORP$8.1M0.27%+5,006+11.8%
110CHCTCOMMUNITY HEALTHCARE TR INC$8.0M0.27%14,839−2.8%
111ORLYOREILLY AUTOMOTIVE INC$8.0M0.27%+5,134+6.3%
112BWINTHE BALDWIN INSURANCE GRP IN$8.0M0.27%+363,453NEW
113WMTWALMART INC$7.9M0.26%306−0.5%
114NOCNORTHROP GRUMMAN CORP$7.9M0.26%225−1.9%
115VLTOVERALTO CORP$7.8M0.26%+5,631+6.8%
116ZD 1.75 11/01/26ZIFF DAVIS INC$7.8M0.26%+3,119,000+64.2%
117ROPROPER TECHNOLOGIES INC$7.8M0.26%16,445−42.9%
118VAC 3.25 12/15/27MARRIOTT VACATIONS WORLDWIDE$7.7M0.26%+3,386,000+72.7%
119INVA 2.125 03/15/28INNOVIVA INC$7.5M0.25%238,000−3.3%
120BDXBECTON DICKINSON & CO$7.4M0.25%+3,603+8.3%
121UNPUNION PAC CORP$7.3M0.24%3,727−11.0%
122XYZ 0 05/01/26BLOCK INC$7.1M0.24%232,000−3.1%
123EVTCEVERTEC INC$7.1M0.24%14,108−5.3%
124JD 0.25 06/01/29JD.COM INC$6.9M0.23%+14,000+0.2%
125AMSFAMERISAFE INC$6.9M0.23%7,129−3.3%
126AXSMAXSOME THERAPEUTICS INC.$6.9M0.23%+40,563NEW
127QTWO 0.75 06/01/26Q2 HLDGS INC$6.7M0.22%+13,000+0.2%
128NCNONCINO INC$6.7M0.22%29,904−6.3%
129PRPERMIAN RESOURCES CORP$6.6M0.22%63,687−17.0%
130ARCCARES CAPITAL CORP$6.6M0.22%186,649−33.8%
131ICLRICON PLC$6.4M0.21%383−0.7%
132BVBRIGHTVIEW HLDGS INC$6.3M0.21%23,811−4.3%
133DXCM 0.375 05/15/28DEXCOM INC$6.2M0.21%234,000−3.4%
134CHDCHURCH & DWIGHT CO INC$6.0M0.20%+35,138+119.8%
135FOUR 0.5 08/01/27SHIFT4 PMTS INC$6.0M0.20%676,000−9.6%
136TMOTHERMO FISHER SCIENTIFIC INC$5.8M0.19%+1,196+11.2%
137WRBYWARBY PARKER INC$5.7M0.19%15,525−5.4%
138CWKCUSHMAN AND WAKEFIELD LTD$5.7M0.19%+212,515+83.5%
139VSTSVESTIS CORPORATION$5.7M0.19%18,873−2.5%
140JNJJOHNSON & JOHNSON$5.7M0.19%+310+1.3%
141UPST 0.25 08/15/26UPSTART HLDGS INC$5.7M0.19%210,000−3.5%
142AMATAPPLIED MATLS INC$5.6M0.19%+348+2.2%
143QCOMQUALCOMM INC$5.4M0.18%HELD
144BXMT 5.5 03/15/27BLACKSTONE MORTGAGE TRUST IN$5.3M0.18%+1,010,000+23.2%
145ZBRAZEBRA TECHNOLOGIES CORPORATI$5.3M0.18%2,629−9.4%
146BURLBURLINGTON STORES INC$5.2M0.17%2,027−11.3%
147BSY 0.375 07/01/27BENTLEY SYS INC$5.2M0.17%+2,566,000+90.0%
148BA 6 10/15/27BOEING CO$5.1M0.17%HELD
149DPZDOMINOS PIZZA INC$5.0M0.17%1,440−9.3%
150SHAK 0 03/01/28SHAKE SHACK INC$5.0M0.17%631,000−10.8%
151HRTXHERON THERAPEUTICS INC$4.9M0.16%185,474−2.9%
152MDLZMONDELEZ INTL INC$4.8M0.16%10,904−11.5%
153FNFFIDELITY NATL FINL INC$4.7M0.16%4,208−4.0%
154RDFN 0.5 04/01/27REDFIN CORP$4.7M0.16%+1,407,000+39.9%
155AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$4.7M0.16%+107,000+2.7%
156IVVISHARES TR$4.6M0.15%5,102−41.9%
157BAC 7.25 PERP LBANK AMERICA CORP$4.5M0.15%492−11.5%
158DOCN 0 12/01/26DIGITALOCEAN HLDGS INC$4.5M0.15%172,000−3.6%
159ON 0.5 03/01/29ON SEMICONDUCTOR CORP$4.4M0.15%+351,000+8.5%
160NVST 1.75 08/15/28ENVISTA HOLDINGS CORPORATION$4.4M0.15%+4,407,000NEW
161COIN 0.5 06/01/26COINBASE GLOBAL INC$4.3M0.14%+108,000+2.5%
162NVONOVO-NORDISK A S$4.2M0.14%12,055−9.5%
163NCLH 2.5 02/15/27NCL CORP LTD$4.2M0.14%160,000−3.6%
164ELFE L F BEAUTY INC$4.1M0.14%+51,237+308.5%
165LGNDLIGAND PHARMACEUTICALS INC$4.1M0.14%+20,525NEW
166PSN 2.625 03/01/29PARSONS CORP DEL$4.0M0.13%+2,166,000+112.0%
167DCIDONALDSON INC$4.0M0.13%10,635−18.5%
168WK 1.25 08/15/28WORKIVA INC$3.9M0.13%+111,000+2.7%
169SHWSHERWIN WILLIAMS CO$3.9M0.13%3,423−22.0%
170AFRM 0 11/15/26AFFIRM HLDGS INC$3.8M0.13%+683,000+21.4%
171IJHISHARES TR$3.7M0.12%+19,818+55.9%
172JQUAJ P MORGAN EXCHANGE TRADED F$3.7M0.12%+60,316NEW
173BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL INC$3.6M0.12%+126,000+3.5%
174SNAP 0 05/01/27SNAP INC$3.5M0.12%2,445,000−39.5%
175LYFT 0.625 03/01/29LYFT INC$3.5M0.12%+2,915,000+601.0%
176PD 1.5 10/15/28 *PAGERDUTY INC$3.5M0.11%+2,024,000+112.4%
177XLKSELECT SECTOR SPDR TR$3.4M0.11%HELD
178ETSY 0.125 10/01/26ETSY INC$3.3M0.11%12,000−0.4%
179ENPH 0 03/01/28ENPHASE ENERGY INC$3.3M0.11%+3,680,000NEW
180RBARB GLOBAL INC$3.3M0.11%7,027−17.0%
181BILL 0 04/01/27BILL HOLDINGS INC$3.2M0.11%103,000−3.0%
182ARMKARAMARK$3.2M0.10%17,612−18.5%
183NCLH 1.125 02/15/27NCL CORP LTD$3.1M0.10%+173,000+5.8%
184MTH 1.75 05/15/28MERITAGE HOMES CORP$3.1M0.10%963,000−23.2%
185CNCCENTENE CORP DEL$3.0M0.10%15,318−14.3%
186UISUNISYS CORP$3.0M0.10%41,455−2.8%
187GSGOLDMAN SACHS GROUP INC$3.0M0.10%+252+7.8%
188TXNTEXAS INSTRS INC$2.9M0.10%HELD
189BRK/ABERKSHIRE HATHAWAY INC DEL$2.9M0.10%HELD
190SCISERVICE CORP INTL$2.8M0.09%7,759−18.4%
191THGHANOVER INS GROUP INC$2.8M0.09%3,656−18.3%
192ATRAPTARGROUP INC$2.8M0.09%4,040−15.3%
193HPHELMERICH & PAYNE INC$2.8M0.09%5,081−6.2%
194ADBEADOBE INC$2.7M0.09%+1,181+11.7%
195HSICSCHEIN HENRY INC$2.7M0.09%7,598−17.0%
196MIDDMIDDLEBY CORP$2.7M0.09%1,768−7.9%
197SSNCSS&C TECH HLDGS$2.7M0.09%8,360−17.2%
198TDOC 1.25 06/01/27TELADOC HEALTH INC$2.7M0.09%124,000−4.3%
199CVXCHEVRON CORPORATION$2.7M0.09%+1,141+9.8%
200MCHP 0.75 06/01/30MICROCHIP TECHNOLOGY INC.$2.6M0.09%+2,665,000NEW
201PEB 1.75 12/15/26PEBBLEBROOK HOTEL TR$2.6M0.09%+352,000+15.0%
202GEVGE VERNOVA INC$2.6M0.09%+49+1.7%
203CBRL 0.625 06/15/26CRACKER BARREL OLD CTRY STOR$2.5M0.08%+610,000+31.3%
204DBX 0 03/01/28DROPBOX INC$2.5M0.08%98,000−3.6%
205EPDENTERPRISE PRODS PARTNERS L$2.5M0.08%HELD
206NTNX 0.25 10/01/27NUTANIX INC$2.5M0.08%+2,410,000NEW
207ARRY 1 12/01/28ARRAY TECHNOLOGIES INC$2.4M0.08%+1,662,000+160.1%
208MCDMCDONALDS CORP$2.3M0.08%34−0.4%
209CNMD 2.25 06/15/27CONMED CORP$2.3M0.08%92,000−3.8%
210ETSY 0.125 09/01/27ETSY INC$2.3M0.08%+2,417,000NEW
211BOKFBOK FINL CORP$2.2M0.07%14,655−45.6%
212XYZBLOCK INC$2.2M0.07%600−1.6%
213GLPIGAMING & LEISURE P$2.2M0.07%2,937−5.7%
214ARAYACCURAY INC DEL$2.1M0.07%74,000−3.3%
215TDGTRANSDIGM GROUP INC$2.0M0.07%HELD
216PMPHILIP MORRIS INTL INC$1.9M0.06%20−0.2%
217AVYAVERY DENNISON CORP$1.8M0.06%969−8.3%
218DKNG 0 03/15/28DRAFTKINGS INC NEW$1.8M0.06%+2,000,000NEW
219EPR 9 PERP EEPR PPTYS$1.8M0.06%750−1.3%
220WEXWEX INC$1.8M0.06%1,424−11.1%
221PAGPENSKE AUTOMOTIVE GRP INC$1.7M0.06%2,605−18.5%
222OZKBANK OZK LITTLE ROCK ARK$1.7M0.06%23,849−39.0%
223PHMPULTE GROUP INC$1.7M0.06%3,293−18.5%
224W 1 08/15/26WAYFAIR INC$1.7M0.06%73,000−4.1%
225MCHP 1.625 02/15/27MICROCHIP TECHNOLOGY INC.$1.7M0.06%HELD
226CRNC 1.5 07/01/28CERENCE INC$1.6M0.05%+1,819,000NEW
227ITOTISHARES TR$1.5M0.05%+3,719+53.1%
228BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$1.4M0.05%+500,000+100.0%
229HOODROBINHOOD MKTS INC$1.4M0.05%HELD
230STVNSTEVANATO GROUP S P A$1.2M0.04%19,864−18.7%
231HGTYHAGERTY INC$1.2M0.04%+54,365+96.6%
232GLDSPDR GOLD TR$1.1M0.04%+28+1.1%
233UPWK 0.25 08/15/26UPWORK INC$1.1M0.04%+1,140,000NEW
234KLACKLA CORP$1.1M0.04%+268+54.8%
235ARES 6.75 10/01/27 BARES MANAGEMENT CORPORATION$1.1M0.04%HELD
236DEIDOUGLAS EMMETT INC$1.0M0.03%9,484−8.0%
237IWMISHARES TR$1.0M0.03%47,279−92.0%
238CIENCIENA CORP$981K0.03%+1,164+85.3%
239AXPAMERICAN EXPRESS CO$947K0.03%+1,262+67.6%
240SNAP 0.125 03/01/28SNAP INC$915K0.03%+1,000,000NEW
241PRGS 1 04/15/26PROGRESS SOFTWARE CORP$871K0.03%HELD
242MSMORGAN STANLEY$826K0.03%+2,880+134.5%
243IBMINTERNATIONAL BUSINESS MACHS$824K0.03%+512+17.7%
244EAELECTRONIC ARTS INC$795K0.03%HELD
245VCSHVANGUARD SCOTTSDALE FDS$793K0.03%+10,000NEW
246NXPINXP SEMICONDUCTORS N V$791K0.03%HELD
247APDAIR PRODUCTS AND CHEMICALS I$780K0.03%HELD
248PFFISHARES TR$773K0.03%HELD
249CSCOCISCO SYS INC$768K0.03%+5,420+121.1%
250VZVERIZON COMMUNICATIONS INC$761K0.03%HELD
251SPYSTATE STR SPDR S&P 500 ETF T$746K0.02%HELD
252TSMTAIWAN SEMICONDUCTOR MANUFAC$706K0.02%+347+19.9%
253DUKDUKE ENERGY CORP NEW$704K0.02%+2,493+86.4%
254CSXCSX CORP$704K0.02%+10,437+155.6%
255INTUINTUIT$649K0.02%44−2.8%
256BACBANK AMERICA CORP$646K0.02%+5,635+74.0%
257SCHWSCHWAB CHARLES CORP$633K0.02%+1,684+33.3%
258AORISHARES TR$627K0.02%+2,384+32.4%
259IACIAC INC$613K0.02%11,352−42.6%
260AVAV 0 07/15/30AEROVIRONMENT INC$590K0.02%HELD
261RSPINVESCO EXCHANGE TRADED FD T$587K0.02%+3,061NEW
262MRSHMARSH & MCLENNAN COS INC$572K0.02%+2,114+178.5%
263PGPROCTER & GAMBLE CO$569K0.02%+266+7.2%
264AZOAUTOZONE INC$557K0.02%+65+65.0%
265AOAISHARES TR$556K0.02%+147+2.4%
266STZCONSTELLATION BRANDS INC$555K0.02%450−10.8%
267PEPPEPSICO INC$548K0.02%+1,864+111.9%
268CMGCHIPOTLE MEXICAN GRILL INC$531K0.02%+5,167+45.2%
269SPYMSPDR SERIES TRUST$526K0.02%+6,866NEW
270NMFCNEW MTN FIN CORP$490K0.02%221,578−77.8%
271PLDPROLOGIS INC.$482K0.02%+1,684+85.7%
272GWWWW GRAINGER INC$467K0.02%+139+48.1%
273FLRFLUOR CORP$465K0.02%+4,470+81.3%
274BKRBAKER HUGHES COMPANY$452K0.02%+7,411NEW
275SBUXSTARBUCKS CORP$437K0.01%+2,149+78.8%
276URIUNITED RENTALS INC$425K0.01%+584NEW
277CRMSALESFORCE INC$395K0.01%+907+75.0%
278JJACOBS SOLUTIONS INC$386K0.01%HELD
279GILDGILEAD SCIENCES INC$382K0.01%+242+9.7%
280RTXRTX CORPORATION$373K0.01%+167+9.5%
281NUENUCOR CORP$358K0.01%+601+39.7%
282TTWOTAKE-TWO INTERACTIVE SOFTWAR$352K0.01%+532+42.6%
283TSLATESLA INC$350K0.01%44−4.5%
284CBRECBRE GROUP INC$348K0.01%+901+54.0%
285ORCLORACLE CORP$320K0.01%+2,173NEW
286AZNASTRAZENECA PLC$311K0.01%+1,577NEW
287SLBSLB LIMITED$293K0.01%+5,705NEW
288NOWSERVICENOW INC$289K0.01%+863+45.4%
289VHTVANGUARD WORLD FD$287K0.01%+1,054NEW
290PGY 6.125 10/01/29PAGAYA U S HLDG CO LLC$287K0.01%+250,000NEW
291COPCONOCOPHILLIPS$281K0.01%+2,132NEW
292MELIMERCADOLIBRE INC$277K0.01%+31+24.0%
293AMTAMERICAN TOWER CORP$276K0.01%+100+6.7%
294EVH 3.5 12/01/29EVOLENT HEALTH INC$261K0.01%HELD
295RACEFERRARI N V$246K0.01%+129+21.6%
296MRKMERCK & CO INC$242K0.01%HELD
297ASMLASML HLDG NV$240K0.01%+181NEW
298UNHUNITEDHEALTH GROUP INC$239K0.01%+264+42.6%
299MLMMARTIN MARIETTA MATLS INC$235K0.01%HELD
300LECOLINCOLN ELEC HLDGS INC$232K0.01%+933NEW
301ROKROCKWELL AUTOMATION INC$220K0.01%+612NEW
302IWFISHARES TR$210K0.01%HELD
303ITUBITAU UNIBANCO HLDG S A$102K0.00%+12,167NEW
304DBRGDIGITALBRIDGE GROUP INC1,694,756EXITED
305CWANCLEARWATER ANALYTICS HLDGS I1,017,690EXITED
306SMMDISHARES TR152,701EXITED
307ABNB 0 03/15/26AIRBNB INC9,000,000EXITED
308ENPH 0 03/01/26ENPHASE ENERGY INC8,675,000EXITED
309SPGIS&P GLOBAL INC13,695EXITED
310MTN 0 01/01/26VAIL RESORTS INC6,669,000EXITED
311TRIP 0.25 04/01/26TRIPADVISOR INC6,546,000EXITED
312LITE 0.5 06/15/28LUMENTUM HLDGS INC2,100,000EXITED
313DAY 0.25 03/15/26DAYFORCE INC6,005,000EXITED
314JBLU 0.5 04/01/26JETBLUE AIRWAYS CORP5,777,000EXITED
315PACKRANPAK HOLDINGS CORP1,036,290EXITED
316BL 0 03/15/26BLACKLINE INC5,380,000EXITED
317PHRPHREESIA INC300,308EXITED
318BSY 0.125 01/15/26BENTLEY SYS INC5,068,000EXITED
319WDC 3 11/15/28WESTERN DIGITAL CORP989,000EXITED
320DBX 0 03/01/26DROPBOX INC4,371,000EXITED
321MSTR 0.875 03/15/31STRATEGY INC3,539,000EXITED
322CABO 0 03/15/26CABLE ONE INC3,625,000EXITED
323INN 1.5 02/15/26SUMMIT HOTEL PPTYS3,526,000EXITED
324VAC 0 01/15/26MARRIOTT VACATIONS WORLDWIDE3,400,000EXITED
325LYV 3.125 01/15/29LIVE NATION ENTERTAINMENT IN2,187,000EXITED
326SNOW 0 10/01/29SNOWFLAKE INC1,940,000EXITED
327FUBO 3.25 02/15/26FUBOTV INC2,969,000EXITED
328VRNS 1 09/15/29VARONIS SYS INC3,151,000EXITED
329MKSI 1.25 06/01/30MKS INC.2,230,000EXITED
330HAE 0 03/01/26HAEMONETICS CORP MASS2,774,000EXITED
331FLR 1.125 08/15/29FLUOR CORP2,351,000EXITED
332NOG 3.625 04/15/29NORTHERN OIL & GAS INC2,765,000EXITED
333ALRM 0 01/15/26ALARM COM HLDGS INC2,468,000EXITED
334TTEK 2.25 08/15/28TETRA TECH INC NEW2,243,000EXITED
335TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST2,399,000EXITED
336MARA 0 06/01/31MARA HOLDINGS INC2,675,000EXITED
337AMPH 2 03/15/29AMPHASTAR PHARMACEUTICALS IN2,423,000EXITED
338CSWC 5.125 11/15/29CAPITAL SOUTHWEST CORP2,250,000EXITED
339APO 6.75 07/31/26APOLLO GLOBAL MGMT INC28,906EXITED
340COIN 0.25 04/01/30COINBASE GLOBAL INC1,939,000EXITED
341ITGR 2.125 02/15/28INTEGER HLDGS CORP1,720,000EXITED
342NTNX 0.5 12/15/29NUTANIX INC1,938,000EXITED
343ALB 7.25 03/01/27ALBEMARLE CORP30,000EXITED
344BRKR 6.375 09/01/28BRUKER CORP4,849EXITED
345KKR 6.25 03/01/28 DKKR & CO INC33,612EXITED
346UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC1,335,000EXITED
347STX 3.5 06/01/28SEAGATE HDD CAYMAN485,000EXITED
348BTU 3.25 03/01/28PEABODY ENGR CORP960,000EXITED
349LNTH 2.625 12/15/27LANTHEUS HLDGS INC1,406,000EXITED
350HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C24,232EXITED
351SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC1,746,000EXITED
352UPST 2 10/01/29UPSTART HLDGS INC1,226,000EXITED
353BL 1 06/01/29BLACKLINE INC1,455,000EXITED
354ITRI 1.375 07/15/30ITRON INC1,454,000EXITED
355BURL 1.25 12/15/27BURLINGTON STORES INC970,000EXITED
356OSIS 2.25 08/01/29OSI SYSTEMS INC969,000EXITED
357BOX 1.5 09/15/29BOX INC1,455,000EXITED
358HALO 1 08/15/28HALOZYME THERAPEUTICS INC1,060,000EXITED
359MSTR 0 12/01/29STRATEGY INC1,689,000EXITED
360VERX 0.75 05/01/29VERTEX INC1,454,000EXITED
361BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC664,000EXITED
362DDOG 0 12/01/29DATADOG INC1,209,000EXITED
363VECO 2.875 06/01/29VEECO INSTRS INC DEL960,000EXITED
364XLVSELECT SECTOR SPDR TR7,646EXITED
365COGT 1.625 11/15/31COGENT BIOSCIENCES INC1,000,000EXITED
366PTON 0 02/15/26PELOTON INTERACTIVE INC1,171,000EXITED
367F 0 03/15/26FORD MTR CO1,096,000EXITED
368RIOT 0.75 01/15/30RIOT PLATFORMS INC970,000EXITED
369AFRM 0.75 12/15/29AFFIRM HLDGS INC969,000EXITED
370QXO 5.5 05/15/28QXO INC19,352EXITED
371SYNA 0.75 12/01/31SYNAPTICS INC970,000EXITED
372FWONK 2.25 08/15/27LIBERTY MEDIA CORP DEL790,000EXITED
373SMTC 1.625 11/01/27SEMTECH CORP454,000EXITED
374PTON 5.5 12/01/29PELOTON INTERACTIVE INC484,000EXITED
375GWRE 1.25 11/01/29GUIDEWIRE SOFTWARE INC727,000EXITED
376AEIS 2.5 09/15/28ADVANCED ENERGY INDS487,000EXITED
377PENN 2.75 05/15/26PENN ENTERTAINMENT INC797,000EXITED
378FOUR 6 05/01/28SHIFT4 PMTS INC9,676EXITED
379IONS 1.75 06/15/28IONIS PHARMACEUTICALS INC486,000EXITED
380WKC 3.25 07/01/28WORLD KINECT CORPORATION730,000EXITED
381MGPI 1.875 11/15/41MGP INGREDIENTS INC NEW733,000EXITED
382TCOM 0.75 06/15/29TRIP COM GROUP LTD567,000EXITED
383JAZZ 3.125 09/15/30JAZZ INVESTMENTS I LTD485,000EXITED
384RNG 0 03/15/26RINGCENTRAL INC620,000EXITED
385GBX 2.875 04/15/28GREENBRIER COS INC552,000EXITED
386HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC550,000EXITED
387WT 3.25 08/15/29WISDOMTREE INC485,000EXITED
388NOVT 6.5 11/01/28NOVANTA INC10,000EXITED
389RGEN 1 12/15/28REPLIGEN CORP485,000EXITED
390CLSK 0 06/15/30CLEANSPARK INC500,000EXITED
391LYV 2.875 01/15/30LIVE NATION ENTERTAINMENT IN485,000EXITED
392DINOHF SINCLAIR CORP11,076EXITED
393PENG 2 08/15/30PENGUIN SOLUTIONS INC500,000EXITED
394TNDM 1.5 03/15/29 2024TANDEM DIABETES CARE INC485,000EXITED
395U 0 11/15/26UNITY SOFTWARE INC486,000EXITED
396IMCR 2.5 02/01/30IMMUNOCORE HLDGS PLC514,000EXITED
397SPB 3.375 06/01/29SPECTRUM BRANDS INC485,000EXITED
398BE 3 06/01/29BLOOM ENERGY CORP100,000EXITED
399NFLXNETFLIX INC3,911EXITED
400MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC.6,227EXITED
401EVH 4.5 08/15/31EVOLENT HEALTH INC484,000EXITED
402PCEFINVESCO EXCH TRADED FD TR II15,704EXITED
403AXON 0.5 12/15/27AXON ENTERPRISE INC121,000EXITED
404USMVISHARES TR2,721EXITED
405DISDISNEY WALT CO2,168EXITED
406LMAT 2.5 02/01/30LEMAITRE VASCULAR INC242,000EXITED
407OWLBLUE OWL CAPITAL INC13,869EXITED
408FWONKLIBERTY MEDIA CORP DEL2,061EXITED
409LYGLLOYDS BANKING GROUP PLC11,553EXITED

Source: SEC EDGAR · accession 0001009006-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.