Palisades Investment Partners, LLC 13F 持仓 · 2026年Q2
Palisades Investment Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 53 只证券，申报市值合计 3.52 亿美元。前几大持仓：SPXC（8.91%）、KRYS（5.05%）、PKE（4.72%）。本季前 25 大持仓中：新建仓 4 只、增持 20 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPXC | SPX TECHNOLOGIES INC | $31.3M | 8.91% | 127,842 | 增持 |
| 2 | KRYS | KRYSTAL BIOTECH INC | $17.8M | 5.05% | 47,801 | 增持 |
| 3 | PKE | PARK AEROSPACE CORP | $16.6M | 4.72% | 435,116 | 增持 |
| 4 | TVTX | TRAVERE THERAPEUTICS INC | $15.5M | 4.41% | 273,080 | 增持 |
| 5 | WLFC | WILLIS LEASE FIN CORP | $14.4M | 4.10% | 63,039 | 增持 |
| 6 | ENVA | ENOVA INTL INC | $14.4M | 4.09% | 59,689 | 增持 |
| 7 | IESC | IES HOLDINGS INC | $11.0M | 3.13% | 15,003 | 增持 |
| 8 | PAY | PAYMENTUS HOLDINGS INC | $10.4M | 2.96% | 430,896 | 增持 |
| 9 | UFPT | UFP TECHNOLOGIES INC | $10.3M | 2.93% | 38,826 | 增持 |
| 10 | VCYT | VERACYTE INC | $10.3M | 2.92% | 175,034 | 增持 |
| 11 | ICHR | ICHOR HOLDINGS | $10.1M | 2.87% | 89,720 | 新建仓 |
| 12 | LPTH | LIGHTPATH TECHNOLOGIES INC | $10.0M | 2.83% | 609,566 | 增持 |
| 13 | LUNR | INTUITIVE MACHINES INC | $9.9M | 2.82% | 463,047 | 增持 |
| 14 | STRL | STERLING INFRASTRUCTURE INC | $9.3M | 2.64% | 11,045 | 增持 |
| 15 | SKYT | SKYWATER TECHNOLOGY INC | $9.1M | 2.58% | 260,150 | 减持 |
| 16 | ONTO | ONTO INNOVATION INC | $8.6M | 2.44% | 22,666 | 增持 |
| 17 | PAYS | PAYSIGN INC | $8.2M | 2.33% | 1.0M | 增持 |
| 18 | MPTI | M-TRON INDS INC | $8.2M | 2.32% | 82,296 | 增持 |
| 19 | SATL | SATELLOGIC INC | $7.7M | 2.20% | 1.4M | 新建仓 |
| 20 | OSS | ONE STOP SYS INC | $7.5M | 2.14% | 414,392 | 新建仓 |
| 21 | ITRI | ITRON INC | $6.9M | 1.96% | 79,808 | 增持 |
| 22 | MWA | MUELLER WTR PRODS INC | $6.8M | 1.93% | 262,991 | 增持 |
| 23 | VOYG | VOYAGER TECHNOLOGIES INC | $6.5M | 1.86% | 202,726 | 新建仓 |
| 24 | AMSC | AMERICAN SUPERCONDUCTOR CORP | $6.5M | 1.85% | 156,720 | 增持 |
| 25 | FISI | FINANCIAL INSTITUTIONS INC | $5.9M | 1.68% | 150,826 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR