InvestInfoAI
PALISADE CAPITAL MANAGEMENT, LP

Q2 2025 · 13F-HR

PALISADE CAPITAL MANAGEMENT, LPholdings as filed

Filed 2025-08-14 · accession 0001085146-25-005137

$3.53B
Reported value
367
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · PALISADE CAPITAL MANAGEMENT, LP · Q2 2025

AI · grounded in 13F

Palisade Capital Management, LP established a new position in Amphenol Corp New APH worth $62.4M. The fund also initiated new stakes in Raymond James Finl Inc RJF for $57.6M and Mueller Inds Inc MLI for $54.2M. Other new additions include Idacorp Inc IDA and Applied Indl Technologies In AIT, both valued at over $53M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
032095101APHAMPHENOL CORP NEW$62.4M1.77%631,649CommonNONE
754730109RJFRAYMOND JAMES FINL INC$57.6M1.63%375,559CommonNONE
624756102MLIMUELLER INDS INC$54.2M1.53%681,796CommonSOLE
451107106IDAIDACORP INC$53.4M1.51%462,923CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$53.4M1.51%229,554CommonSOLE
037833100AAPLAPPLE INC$48.3M1.37%235,384CommonNONE
422806208HEI/AHEICO CORP NEW$47.0M1.33%181,832CommonNONE
741623102PRMBPRIMO BRANDS CORPORATION$45.0M1.27%1,519,471CommonSOLE
968223206WLYWILEY JOHN & SONS INC$42.5M1.20%953,036CommonSOLE
594918104MSFTMICROSOFT CORP$41.9M1.19%84,188CommonNONE
67066G104NVDANVIDIA CORPORATION$41.8M1.18%264,832CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$40.8M1.16%466,778CommonSOLE
537008104LFUSLITTELFUSE INC$40.5M1.15%178,646CommonSOLE
929328102WSFSWSFS FINL CORP$39.9M1.13%726,008CommonSOLE
004498101ACIWACI WORLDWIDE INC$39.5M1.12%860,803CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$39.3M1.11%209,793CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$37.8M1.07%603,783CommonSOLE
980745103WWDWOODWARD INC$37.7M1.07%153,889CommonSOLE
92511U102VRRMVERRA MOBILITY CORP$37.2M1.05%1,463,945CommonSOLE
277276101EGPEASTGROUP PPTYS INC$36.8M1.04%219,910CommonSOLE
09227Q100BLKBBLACKBAUD INC$36.6M1.04%569,661CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$36.4M1.03%125,397CommonNONE
749607107RLIRLI CORP$36.3M1.03%501,941CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$35.9M1.02%510,907CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$35.6M1.01%3,778,130CommonSOLE
05368V106AVNTAVIENT CORPORATION$34.8M0.99%1,076,629CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$34.4M0.98%267,934CommonSOLE
75970E107RNSTRENASANT CORP$34.1M0.96%947,879CommonSOLE
82452J109FOURSHIFT4 PMTS INC$33.2M0.94%334,604CommonSOLE
759916109RGENREPLIGEN CORP$33.0M0.93%265,188CommonSOLE
928881101VNTVONTIER CORPORATION$33.0M0.93%893,452CommonSOLE
421906108HCSGHEALTHCARE SVCS GROUP INC$32.7M0.93%2,176,003CommonSOLE
P73684113OSWONESPAWORLD HOLDINGS LIMITED$32.5M0.92%1,594,941CommonSOLE
235851102DHRDANAHER CORPORATION$30.4M0.86%153,845CommonNONE
92826C839VVISA INC$30.1M0.85%84,846CommonNONE
222795502CUZCOUSINS PPTYS INC$29.7M0.84%990,358CommonSOLE
11135F101AVGOBROADCOM INC$29.5M0.84%107,090CommonNONE
126349109CSNCSG SYS INTL INC$29.3M0.83%449,181CommonSOLE
78454L100SMSM ENERGY CO$29.2M0.83%1,181,890CommonSOLE
31846B108FAFIRST ADVANTAGE CORP NEW$28.3M0.80%1,704,021CommonSOLE
116794108BRKRBRUKER CORP$27.0M0.76%655,303CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$27.0M0.76%61,730CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$26.8M0.76%946,840CommonSOLE
501889208LKQLKQ CORP$26.6M0.75%719,715CommonSOLE
09239B109BLBLACKLINE INC$26.6M0.75%469,781CommonSOLE
360271100FULTFULTON FINL CORP PA$26.1M0.74%1,448,427CommonSOLE
114340102AZTAAZENTA INC$25.8M0.73%839,463CommonSOLE
118440106BKEBUCKLE INC$24.9M0.71%549,541CommonSOLE
00653Q102AHCOADAPTHEALTH CORP$24.8M0.70%2,632,725CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$24.5M0.69%199,189CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$24.4M0.69%1,041,616CommonSOLE
374689107ROCKGIBRALTAR INDS INC$24.2M0.69%410,257CommonSOLE
02079K107GOOGALPHABET INC$23.9M0.68%134,874CommonNONE
29415F104NVSTENVISTA HOLDINGS CORPORATION$23.7M0.67%1,210,996CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$23.4M0.66%41,331CommonNONE
351858105FNVFRANCO NEV CORP$23.4M0.66%142,812CommonNONE
023135106AMZNAMAZON COM INC$22.6M0.64%102,925CommonNONE
201723103CMCCOMMERCIAL METALS CO$22.5M0.64%460,062CommonSOLE
031100100AMEAMETEK INC$22.4M0.63%123,803CommonNONE
22041X102CRSRCORSAIR GAMING INC$22.1M0.63%2,348,780CommonSOLE
816850101SMTCSEMTECH CORP$22.1M0.63%490,235CommonSOLE
92538J106VERXVERTEX INC$22.1M0.63%624,621CommonSOLE
74965L101RLJRLJ LODGING TR$21.8M0.62%2,988,148CommonSOLE
337738108FISVFISERV INC$21.5M0.61%124,710CommonNONE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$21.4M0.60%172,780CommonSOLE
45688C107NGVTINGEVITY CORP$21.2M0.60%491,791CommonSOLE
86333M108LRNSTRIDE INC$21.1M0.60%145,282CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$20.7M0.59%112,912CommonNONE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$20.6M0.58%207,241CommonSOLE
09062W204BLFSBIOLIFE SOLUTIONS INC$19.8M0.56%919,459CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$19.8M0.56%322,428CommonSOLE
74319R101PRGPROG HOLDINGS INC$18.5M0.53%631,744CommonSOLE
957090103WABCWESTAMERICA BANCORPORATION$18.5M0.52%381,514CommonSOLE
30303M102METAMETA PLATFORMS INC$17.5M0.50%23,693CommonNONE
25401T603DBRGDIGITALBRIDGE GROUP INC$17.4M0.49%1,682,428CommonSOLE
78709Y105SAIASAIA INC$17.2M0.49%62,731CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$16.9M0.48%33,073CommonNONE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$16.9M0.48%746,587CommonSOLE
440327104HMNHORACE MANN EDUCATORS CORP N$15.9M0.45%370,568CommonSOLE
02079K305GOOGLALPHABET INC$15.4M0.44%87,303CommonNONE
577128101MATWMATTHEWS INTL CORP$15.1M0.43%630,216CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$14.9M0.42%30,655CommonNONE
437076102HDHOME DEPOT INC$14.9M0.42%40,597CommonNONE
127203107WHDCACTUS INC$14.8M0.42%337,764CommonSOLE
747316107KWRQUAKER HOUGHTON$14.2M0.40%127,082CommonSOLE
553498106MSAMSA SAFETY INC$14.2M0.40%84,490CommonSOLE
898202106TRUPTRUPANION INC$13.2M0.37%237,777CommonSOLE
74762E102QUREQUANTA SVCS INC$12.8M0.36%33,939CommonNONE
00287Y109ABBVABBVIE INC$12.6M0.36%67,747CommonNONE
04010L103ARCCARES CAPITAL CORP$12.5M0.35%570,342CommonNONE
15135B101CNCCENTENE CORP DEL$12.5M0.35%229,653CommonNONE
83417MAD6SEDG 0 09/15/25SOLAREDGE TECHNOLOGIES INC$12.4M0.35%12,798,000CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$12.2M0.35%555,604CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$12.1M0.34%85,141CommonNONE
683344105ONTOONTO INNOVATION INC$12.0M0.34%118,959CommonSOLE
27616P301DEAEASTERLY GOVT PPTYS INC$11.8M0.33%531,995CommonSOLE
14843C105CSTLCASTLE BIOSCIENCES INC$11.7M0.33%575,116CommonSOLE
46434V738IEURISHARES TR$11.6M0.33%174,712CommonNONE
48251W104KKRKKR & CO INC$11.3M0.32%85,193CommonNONE
03071H100AMSFAMERISAFE INC$11.3M0.32%258,915CommonSOLE
30040P103EVTCEVERTEC INC$11.0M0.31%306,390CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$10.6M0.30%10,682CommonNONE
65339F101NEENEXTERA ENERGY INC$10.5M0.30%151,912CommonNONE
427746102HRTXHERON THERAPEUTICS INC$10.5M0.30%5,086,903CommonSOLE
750491102RDNTRADNET INC$10.3M0.29%181,813CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$10.3M0.29%8,826CommonNONE
76156B107RVLVREVOLVE GROUP INC$10.3M0.29%513,662CommonSOLE
075887109BDXBECTON DICKINSON & CO$9.5M0.27%55,429CommonNONE
G4705A100ICLRICON PLC$9.4M0.26%64,297CommonSOLE
670100205NVONOVO-NORDISK A S$8.9M0.25%128,515CommonNONE
29355AAH0ENPH 0 03/01/26ENPHASE ENERGY INC$8.7M0.25%9,055,000CommonSOLE
98978V103ZTSZOETIS INC$8.6M0.24%55,324CommonNONE
009066AB7ABNB 0 03/15/26AIRBNB INC$8.6M0.24%8,936,000CommonSOLE
4315711089HIHILLENBRAND INC$8.6M0.24%428,122CommonSOLE
91879QAN9MTN 0 01/01/26VAIL RESORTS INC$8.5M0.24%8,748,000CommonSOLE
24477E103DHDEFINITIVE HEALTHCARE CORP$8.5M0.24%2,183,143CommonSOLE
34959J108FTVFORTIVE CORP$8.4M0.24%160,883CommonNONE
94419LAM3W 0.625 10/01/25WAYFAIR INC$8.1M0.23%8,262,000CommonSOLE
907818108UNPUNION PAC CORP$8.0M0.23%34,886CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$8.0M0.23%88,522CommonNONE
909214306UISUNISYS CORP$8.0M0.23%1,758,525CommonSOLE
63947X101NCNONCINO INC$7.9M0.22%283,657CommonSOLE
457985AM1IART 0.5 08/15/25INTEGRA LIFESCIENCES HLDGS C$7.9M0.22%7,977,000CommonSOLE
679295AD7OKTA 0.125 09/01/25OKTA INC$7.8M0.22%7,850,000CommonSOLE
653656AB4NICEIT 0 09/15/25NICE LTD$7.7M0.22%7,787,000CommonSOLE
896945AD4TRIP 0.25 04/01/26TRIPADVISOR INC$7.5M0.21%7,859,000CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$7.4M0.21%23,854CommonNONE
78409V104SPGIS&P GLOBAL INC$7.3M0.21%13,854CommonNONE
047649108ATKRATKORE INC$7.3M0.21%103,464CommonSOLE
62886HBK6NCLH 2.5 02/15/27NCL CORP LTD$7.2M0.20%7,247,000CommonSOLE
20369C106CHCTCOMMUNITY HEALTHCARE TR INC$7.2M0.20%433,291CommonSOLE
477143AP6JBLU 0.5 04/01/26JETBLUE AIRWAYS CORP$7.1M0.20%7,388,000CommonSOLE
302492103FLYWFLYWIRE CORPORATION$7.0M0.20%601,831CommonSOLE
29089Q105EBSEMERGENT BIOSOLUTIONS INC$7.0M0.20%1,099,759CommonSOLE
25754A201DPZDOMINOS PIZZA INC$7.0M0.20%15,454CommonNONE
852234AJ2XYZ 0 05/01/26BLOCK INC$6.9M0.20%7,266,000CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$6.9M0.19%505,471CommonSOLE
594972AL5MSTR 0.875 03/15/31MICROSTRATEGY INC$6.9M0.19%3,650,000CommonSOLE
695127AF7PCRX 0.75 08/01/25PACIRA BIOSCIENCES INC$6.8M0.19%6,831,000CommonSOLE
33835LAA3FVRR 0 11/01/25FIVERR INTL LTD$6.7M0.19%6,904,000CommonSOLE
747525103QCOMQUALCOMM INC$6.7M0.19%42,020CommonNONE
609207105MDLZMONDELEZ INTL INC$6.5M0.18%96,634CommonNONE
647551AE0NMFC 7.5 10/15/25NEW MTN FIN CORP$6.5M0.18%6,442,000CommonSOLE
92338C103VLTOVERALTO CORP$6.4M0.18%63,615CommonNONE
19260QAB3COIN 0.5 06/01/26COINBASE GLOBAL INC$6.4M0.18%5,500,000CommonSOLE
92940WAD1WIX 0 08/15/25WIX COM LTD$6.3M0.18%6,326,000CommonSOLE
704551AD2BTU 3.25 03/01/28PEABODY ENGR CORP$6.1M0.17%5,938,000CommonSOLE
92343XAC4VRNT 0.25 04/15/26VERINT SYSTEMS INC$6.1M0.17%6,370,000CommonSOLE
57164YAF4VAC 3.25 12/15/27MARRIOTT VACATIONS WORLDWIDE$6.1M0.17%6,500,000CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$6.0M0.17%107,300CommonNONE
83304AAF3SNAP 0 05/01/27SNAP INC$6.0M0.17%6,595,000CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$5.9M0.17%11,750CommonNONE
47074L105JAMFJAMF HLDG CORP$5.8M0.16%606,513CommonSOLE
35953DAB0FUBO 3.25 02/15/26FUBOTV INC$5.7M0.16%5,770,000CommonSOLE
81141RAG5SEALTD 0.25 09/15/26SEA LTD$5.6M0.16%5,926,000CommonSOLE
097023204BA 6 10/15/27BOEING CO$5.5M0.15%80,000CommonSOLE
15677JAD0DAY 0.25 03/15/26DAYFORCE INC$5.4M0.15%5,606,000CommonSOLE
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$5.3M0.15%5,700,000CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$5.2M0.15%4,375CommonNONE
10948C107BVBRIGHTVIEW HLDGS INC$5.2M0.15%314,165CommonSOLE
647551100NMFCNEW MTN FIN CORP$5.2M0.15%494,413CommonNONE
824348106SHWSHERWIN WILLIAMS CO$5.2M0.15%15,175CommonNONE
08265TAB5BSY 0.125 01/15/26BENTLEY SYS INC$5.1M0.15%5,175,000CommonSOLE
29430C102VSTSVESTIS CORPORATION$5.1M0.14%887,004CommonSOLE
09239BAD1BL 0 03/15/26BLACKLINE INC$5.0M0.14%5,234,000CommonSOLE
595017AF1MCHP 1.625 02/15/27MICROCHIP TECHNOLOGY INC.$4.8M0.14%2,407,000CommonSOLE
74935Q107RBARB GLOBAL INC$4.6M0.13%43,277CommonSOLE
25402DAB8DOCN 0 12/01/26DIGITALOCEAN HLDGS INC$4.5M0.13%4,850,000CommonSOLE
26210CAC8DBX 0 03/01/26DROPBOX INC$4.4M0.13%4,464,000CommonSOLE
038336103ATRAPTARGROUP INC$4.4M0.12%28,073CommonSOLE
465741AN6ITRI 0 03/15/26ITRON INC$4.4M0.12%3,872,000CommonSOLE
122017106BURLBURLINGTON STORES INC$4.3M0.12%18,632CommonSOLE
75321W103PACKRANPAK HOLDINGS CORP$4.3M0.12%1,205,101CommonSOLE
57164YAD9VAC 0 01/15/26MARRIOTT VACATIONS WORLDWIDE$4.3M0.12%4,396,000CommonSOLE
05561Q201BOKFBOK FINL CORP$4.2M0.12%43,376CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$4.2M0.12%50,812CommonSOLE
30231G102XOMEXXON MOBIL CORP$4.1M0.12%38,123CommonNONE
257651109DCIDONALDSON INC$4.1M0.12%59,194CommonSOLE
345370CZ1F 0 03/15/26FORD MTR CO$4.1M0.12%4,146,000CommonSOLE
03852U106ARMKARAMARK$4.1M0.12%97,811CommonSOLE
252131AK3DXCM 0.25 11/15/25DEXCOM INC$4.0M0.11%4,117,000CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.0M0.11%9,872CommonNONE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$4.0M0.11%4,326,000CommonSOLE
140501AE7CSWC 5.125 11/15/29CAPITAL SOUTHWEST CORP$4.0M0.11%4,000,000CommonSOLE
59001ABF8MTH 1.75 05/15/28MERITAGE HOMES CORP$3.9M0.11%4,000,000CommonSOLE
464287200IVVISHARES TR$3.6M0.10%5,826CommonNONE
478160104JNJJOHNSON & JOHNSON$3.6M0.10%23,668CommonNONE
817565104SCISERVICE CORP INTL$3.5M0.10%43,166CommonSOLE
48123VAE2ZD 1.75 11/01/26ZIFF DAVIS INC$3.5M0.10%3,700,000CommonSOLE
410867105THGHANOVER INS GROUP INC$3.5M0.10%20,480CommonSOLE
538034BA6LYV 3.125 01/15/29LIVE NATION ENTERTAINMENT IN$3.5M0.10%2,257,000CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$3.4M0.10%19,959CommonSOLE
806407102HSICHENRY SCHEIN INC$3.4M0.10%46,743CommonSOLE
91680MAB3UPST 0.25 08/15/26UPSTART HLDGS INC$3.3M0.09%3,500,000CommonSOLE
00724F101ADBEADOBE INC$3.3M0.09%8,529CommonNONE
40131MAB5GH 0 11/15/27GUARDANT HEALTH INC$3.2M0.09%3,536,000CommonSOLE
52603BAD9TREE 0.5 07/15/25LENDINGTREE INC$3.2M0.09%3,228,000CommonSOLE
29786AAJ5ETSY 0.125 10/01/26ETSY INC$3.1M0.09%3,235,000CommonSOLE
02376RAF9AAL 6.5 07/01/25AMERICAN AIRLINES GROUP INC$3.1M0.09%3,100,000CommonSOLE
00827BAB2AFRM 0 11/15/26AFFIRM HLDGS INC$3.1M0.09%3,300,000CommonNONE
882508104TXNTEXAS INSTRS INC$3.1M0.09%14,811CommonNONE
902252AB1TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST$3.0M0.09%2,466,000CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$3.0M0.09%63,905CommonSOLE
09257WAE0BXMT 5.5 03/15/27BLACKSTONE MORTGAGE TRUST IN$3.0M0.08%3,069,000CommonSOLE
30050BAH4EVH 3.5 12/01/29EVOLENT HEALTH INC$3.0M0.08%3,519,000CommonSOLE
038222105AMATAPPLIED MATLS INC$3.0M0.08%16,336CommonNONE
665531AJ8NOG 3.625 04/15/29NORTHERN OIL & GAS INC$3.0M0.08%2,853,000CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2.9M0.08%4CommonNONE
36467J108GLPIGAMING & LEISURE PPTYS INC$2.9M0.08%62,016CommonSOLE
04271TAB6ARRY 1 12/01/28ARRAY TECHNOLOGIES INC$2.9M0.08%3,625,000CommonSOLE
722304AC6PDD 0 12/01/25PDD HOLDINGS INC$2.8M0.08%2,865,000CommonNONE
62886HBD2NCLH 1.125 02/15/27NCL CORP LTD$2.8M0.08%2,800,000CommonSOLE
580135101MCDMCDONALDS CORP$2.7M0.08%9,346CommonNONE
958102AT2WDC 3 11/15/28WESTERN DIGITAL CORP$2.7M0.08%1,500,000CommonSOLE
82452JAD1FOUR 0.5 08/01/27SHIFT4 PMTS INC$2.7M0.08%2,500,000CommonNONE
852234103XYZBLOCK INC$2.6M0.07%38,654CommonNONE
88162GAB9TTEK 2.25 08/15/28TETRA TECH INC NEW$2.6M0.07%2,312,000CommonSOLE
750940108RALRALLIANT CORP$2.6M0.07%53,624CommonNONE
893641100TDGTRANSDIGM GROUP INC$2.6M0.07%1,700CommonNONE
40637HAD1HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC$2.6M0.07%2,586,000CommonSOLE
343412AJ1FLR 1.125 08/15/29FLUOR CORP$2.5M0.07%1,922,000CommonSOLE
08265TAD1BSY 0.375 07/01/27BENTLEY SYS INC$2.5M0.07%2,651,000CommonSOLE
745867101PHMPULTE GROUP INC$2.5M0.07%23,679CommonSOLE
596278101MIDDMIDDLEBY CORP$2.5M0.07%17,274CommonSOLE
405024AB6HAE 0 03/01/26HAEMONETICS CORP MASS$2.5M0.07%2,577,000CommonSOLE
464287507IJHISHARES TR$2.4M0.07%39,365CommonNONE
803607AD2SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC$2.4M0.07%3,305,000CommonSOLE
011642AB1ALRM 0 01/15/26ALARM COM HLDGS INC$2.4M0.07%2,500,000CommonSOLE
48251W500KKR 6.25 03/01/28 DKKR & CO INC$2.4M0.07%45,000CommonSOLE
75737FAE8RDFN 0.5 04/01/27REDFIN CORP$2.4M0.07%2,633,000CommonSOLE
T9224W109STVNSTEVANATO GROUP S P A$2.4M0.07%96,704CommonSOLE
68213NAD1OMCL 0.25 09/15/25OMNICELL COM$2.3M0.07%2,337,000CommonSOLE
55306NAB0MKSI 1.25 06/01/30MKS INC.$2.3M0.06%2,300,000CommonSOLE
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$2.2M0.06%29,820CommonSOLE
004397AK1ARAYACCURAY INC DEL$2.2M0.06%2,300,000CommonSOLE
03209RAB9AMPH 2 03/15/29AMPHASTAR PHARMACEUTICALS IN$2.2M0.06%2,500,000CommonSOLE
70202LAD4PSN 2.625 03/01/29PARSONS CORP DEL$2.1M0.06%2,000,000CommonSOLE
96208T104WEXWEX INC$2.1M0.06%14,481CommonSOLE
55303JAB2MGPI 1.875 11/15/41MGP INGREDIENTS INC NEW$2.1M0.06%2,254,000CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$2.1M0.06%21,979CommonNONE
25960P109DEIDOUGLAS EMMETT INC$2.1M0.06%138,773CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.1M0.06%2,924CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.1M0.06%11,295CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$2.0M0.06%11,009CommonNONE
90353TAM2UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC$2.0M0.06%1,375,000CommonSOLE
19260QAF4COIN 0.25 04/01/30COINBASE GLOBAL INC$2.0M0.06%1,500,000CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$2.0M0.06%62,992CommonNONE
122017AD8BURL 1.25 12/15/27BURLINGTON STORES INC$1.9M0.06%1,500,000CommonSOLE
36828A101GEVGE VERNOVA INC$1.9M0.05%3,657CommonNONE
55024UAH2LITE 1.5 12/15/29LUMENTUM HLDGS INC$1.9M0.05%1,250,000CommonSOLE
10806XAD4BBIO 2.25 02/01/29BRIDGEBIO PHARMA INC$1.9M0.05%2,000,000CommonSOLE
770700102HOODROBINHOOD MKTS INC$1.9M0.05%20,000CommonNONE
053611109AVYAVERY DENNISON CORP$1.9M0.05%10,660CommonSOLE
26884U307EPR 9 PERP EEPR PPTYS$1.9M0.05%59,500CommonNONE
516544AB9LNTH 2.625 12/15/27LANTHEUS HLDGS INC$1.8M0.05%1,443,000CommonSOLE
42703MAF0HLF 4.25 06/15/28HERBALIFE LTD$1.8M0.05%2,000,000CommonSOLE
37940XAU6GPN 1.5 03/01/31GLOBAL PMTS INC$1.8M0.05%2,000,000CommonSOLE
40637HAF6HALO 1 08/15/28HALOZYME THERAPEUTICS INC$1.8M0.05%1,569,000CommonSOLE
465741AQ9ITRI 1.375 07/15/30ITRON INC$1.8M0.05%1,500,000CommonSOLE
682189AS4ON 0 05/01/27ON SEMICONDUCTOR CORP$1.8M0.05%1,500,000CommonSOLE
94419LAF8W 1 08/15/26WAYFAIR INC$1.7M0.05%1,839,000CommonNONE
338307AF8FIVN 1 03/15/29FIVE9 INC$1.7M0.05%2,000,000CommonSOLE
83304AAH9SNAP 0.125 03/01/28SNAP INC$1.7M0.05%2,000,000CommonNONE
166764100CVXCHEVRON CORP NEW$1.7M0.05%11,652CommonNONE
15136AAA0PRPERMIAN RES OPER LLC$1.6M0.05%676,000CommonSOLE
29355AAK3ENPH 0 03/01/28ENPHASE ENERGY INC$1.6M0.05%2,000,000CommonSOLE
464287804IJRISHARES TR$1.6M0.05%14,964CommonNONE
03990B309ARES 6.75 10/01/27 BARES MANAGEMENT CORPORATION$1.6M0.05%30,000CommonSOLE
62886HAX9NCLH 5.375 08/01/25NCL CORP LTD$1.6M0.05%1,436,000CommonSOLE
09239BAF6BL 1 06/01/29BLACKLINE INC$1.6M0.05%1,500,000CommonSOLE
45826HAB5ITGR 2.125 02/15/28INTEGER HLDGS CORP$1.5M0.04%1,000,000CommonSOLE
16115Q407GTLS 6.75 12/15/25 BCHART INDS INC$1.5M0.04%24,607CommonSOLE
42824C208HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C$1.5M0.04%25,000CommonSOLE
423452101HPHELMERICH & PAYNE INC$1.5M0.04%96,624CommonSOLE
86771WAB1RUN 0 02/01/26SUNRUN INC$1.4M0.04%1,508,000CommonSOLE
20717MAB9CFLT 0 01/15/27CONFLUENT INC$1.4M0.04%1,500,000CommonSOLE
76954AAD5RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$1.3M0.04%1,500,000CommonSOLE
816850AF8SMTC 1.625 11/01/27SEMTECH CORP$1.3M0.04%930,000CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$1.3M0.04%21,697CommonSOLE
012653200ALB 7.25 03/01/27ALBEMARLE CORP$1.3M0.04%40,000CommonSOLE
29786AAN6ETSY 0.25 06/15/28ETSY INC$1.3M0.04%1,500,000CommonSOLE
01609WBG6BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$1.3M0.04%1,000,000CommonSOLE
26856L103ELFE L F BEAUTY INC$1.2M0.04%9,932CommonSOLE
75606DAP6HOUS 0.25 06/15/26ANYWHERE REAL ESTATE GROUP L$1.2M0.03%1,223,000CommonSOLE
254687106DISDISNEY WALT CO$1.2M0.03%9,638CommonNONE
88339PAD3REAL 1 03/01/28THE REALREAL INC$1.2M0.03%1,500,000CommonSOLE
92538JAB2VERX 0.75 05/01/29VERTEX INC$1.2M0.03%1,000,000CommonSOLE
461202103INTUINTUIT$1.2M0.03%1,500CommonNONE
44891N208IACIAC INC$1.2M0.03%31,402CommonNONE
596278AB7MIDD 1 09/01/25MIDDLEBY CORP$1.2M0.03%1,032,000CommonSOLE
10806XAB8BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC$1.1M0.03%914,000CommonSOLE
594972887MSTR 8 PERPMICROSTRATEGY INC$1.1M0.03%9,150CommonSOLE
531229AQ5FWONK 2.25 08/15/27LIBERTY MEDIA CORP DEL$1.1M0.03%809,000CommonSOLE
743312AB6PRGS 1 04/15/26PROGRESS SOFTWARE CORP$1.1M0.03%895,000CommonSOLE
922417AJ9VECO 2.875 06/01/29VEECO INSTRS INC DEL$1.1M0.03%1,000,000CommonSOLE
462222AF7IONS 1.75 06/15/28IONIS PHARMACEUTICALS INC$1.1M0.03%1,000,000CommonSOLE
007973AE0AEIS 2.5 09/15/28ADVANCED ENERGY INDS$1.1M0.03%875,000CommonSOLE
56400PAQ5MNKDMANNKIND CORP$995,0000.03%1,000,000CommonSOLE
477839AB0JBTM 0.25 05/15/26JBT MAREL CORPORATION$982,4600.03%987,000CommonSOLE
03823UAE2AAOIAPPLIED OPTOELECTRONICS INC$975,0000.03%1,000,000CommonSOLE
009158106APDAIR PRODS & CHEMS INC$966,0550.03%3,425CommonNONE
70614WAB6PTON 0 02/15/26PELOTON INTERACTIVE INC$963,7500.03%1,000,000CommonNONE
30063PAB1EXAS 0.375 03/15/27EXACT SCIENCES CORP$956,5000.03%1,000,000CommonSOLE
401617AF2GES 3.75 04/15/28GUESS INC$949,5000.03%1,000,000CommonSOLE
00971TAN1AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC$949,3480.03%1,000,000CommonSOLE
67011XAB9NVCR 0 11/01/25NOVOCURE LTD$942,8250.03%967,000CommonNONE
753422AF1RPD 0.25 03/15/27RAPID7 INC$926,4580.03%1,000,000CommonSOLE
090043AD2BILL 0 04/01/27BILL HOLDINGS INC$911,2500.03%1,000,000CommonNONE
05464CAB7AXON 0.5 12/15/27AXON ENTERPRISE INC$906,5660.03%250,000CommonSOLE
565788AB2MARA 1 12/01/26MARA HOLDINGS INC$901,2500.03%1,000,000CommonSOLE
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$900,4000.03%500,000CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$878,3300.02%4,020CommonNONE
98149GAB6WKC 3.25 07/01/28WORLD KINECT CORPORATION$871,4060.02%750,000CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$870,3380.02%5,350CommonNONE
09061GAK7BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL INC$868,8200.02%923,000CommonSOLE
707569AU3PENN 2.75 05/15/26PENN ENTERTAINMENT INC$856,9820.02%820,000CommonSOLE
093712AM9BE 3 06/01/29BLOOM ENERGY CORP$849,3710.02%600,000CommonSOLE
78463V107GLDSPDR GOLD TR$795,6060.02%2,610CommonNONE
209115104EDCONSOLIDATED EDISON INC$779,9200.02%7,772CommonNONE
090043AB6BILL 0 12/01/25BILL HOLDINGS INC$724,8200.02%748,000CommonSOLE
94419LAR2W 3.5 11/15/28WAYFAIR INC$676,2500.02%500,000CommonSOLE
163072AA9CAKE 0.375 06/15/26CHEESECAKE FACTORY INC$670,3130.02%650,000CommonSOLE
89677QAB3TCOM 0.75 06/15/29TRIP COM GROUP LTD$666,0000.02%600,000CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$659,1280.02%2,236CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$643,9730.02%1,042CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$638,7950.02%14,763CommonNONE
742718109PGPROCTER AND GAMBLE CO$632,0220.02%3,967CommonNONE
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$626,1800.02%619,000CommonSOLE
285512109EAELECTRONIC ARTS INC$622,8300.02%3,900CommonNONE
453204AD1PI 1.125 05/15/27IMPINJ INC$621,5640.02%500,000CommonSOLE
393657AM3GBX 2.875 04/15/28GREENBRIER COS INC$607,2030.02%571,000CommonSOLE
31188VAB6FSLY 0 03/15/26FASTLY INC$598,7850.02%627,000CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$598,0690.02%5,925CommonNONE
55087PAD6LYFT 0.625 03/01/29LYFT INC$535,2500.02%500,000CommonSOLE
595017302MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC.$498,2280.01%7,631CommonSOLE
759916AD1RGEN 1 12/15/28REPLIGEN CORP$495,6250.01%500,000CommonSOLE
207410AH4CNMD 2.25 06/15/27CONMED CORP$493,4800.01%520,000CommonSOLE
91332UAB7U 0 11/15/26UNITY SOFTWARE INC$481,5860.01%517,000CommonSOLE
875372AD6TNDM 1.5 03/15/29 2024TANDEM DIABETES CARE INC$480,6000.01%500,000CommonSOLE
45258DAB1IMCR 2.5 02/01/30IMMUNOCORE HLDGS PLC$456,4460.01%530,000CommonSOLE
84762LAZ8SPB 3.375 06/01/29SPECTRUM BRANDS INC$453,7500.01%500,000CommonSOLE
46982L108JJACOBS SOLUTIONS INC$398,6880.01%3,033CommonNONE
302635206FSKFS KKR CAP CORP$383,8750.01%18,500CommonSOLE
13469VAB4CAMT 0 12/01/26CAMTEK LTD$382,8130.01%250,000CommonSOLE
225447AD3WOLF 1.75 05/01/26WOLFSPEED INC$378,3490.01%1,521,000CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$353,6320.01%1,600CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$339,6900.01%16,750CommonSOLE
977852AD4WOLF 1.875 12/01/29WOLFSPEED INC$327,9380.01%1,325,000CommonSOLE
375558103GILDGILEAD SCIENCES INC$321,5230.01%2,900CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$321,1380.01%1,418CommonNONE
090043100BILLBILL HOLDINGS INC$312,2550.01%6,750CommonSOLE
76680RAH0RNG 0 03/15/26RINGCENTRAL INC$307,6800.01%320,000CommonSOLE
532457108LLYELI LILLY & CO$304,7960.01%391CommonNONE
977852AB8WOLF 0.25 02/15/28WOLFSPEED INC$298,7330.01%1,207,000CommonSOLE
75513E101RTXRTX CORPORATION$257,7250.01%1,765CommonNONE
369550108GDGENERAL DYNAMICS CORP$247,9110.01%850CommonNONE
140501107CSWCCAPITAL SOUTHWEST CORP$236,8640.01%10,747CommonSOLE
64110L106NFLXNETFLIX INC$234,5220.01%175CommonNONE
29415FAD6NVST 1.75 08/15/28ENVISTA HOLDINGS CORPORATION$232,5000.01%250,000CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$224,3250.01%4,500CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$219,5840.01%400CommonNONE
531229755FWONKLIBERTY MEDIA CORP DEL$215,3740.01%2,061CommonNONE
464287614IWFISHARES TR$209,2120.01%493CommonNONE
58933Y105MRKMERCK & CO INC$205,1350.01%2,591CommonNONE
302301106EZPWEZCORP INC$179,0520.01%12,900CommonSOLE
30050BAD3EVH 1.5 10/15/25EVOLENT HEALTH INC$144,9790.00%147,000CommonSOLE
88339P101REALTHE REALREAL INC$47,9000.00%10,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.