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PIP

Palisades Investment Partners Portfolio holdings

AUM $352M
1-Year Est. Return 76.79%
This Fund
S&P 500
This Quarter Est. Return
+46.94%
1 Year Est. Return
+76.79%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$352M
AUM Growth
+$96.5M
Cap. Flow
+$20.6M
Cap. Flow %
5.86%
Top 10 Hldgs %
43.24%
Holding
59
New
8
Increased
34
Reduced
11
Closed
6

Top Buys

Rank Stock Value
1
SATL icon
Satellogic
SATL
+$9.89M
2
WLFC icon
Willis Lease Finance
WLFC
+$7.98M
3
VOYG
Voyager Technologies
VOYG
+$7.02M
4
ICHR icon
Ichor Holdings
ICHR
+$6.47M
5
OSS icon
One Stop Systems
OSS
+$5.77M

Top Sells

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$8.45M
2
MEDP icon
Medpace
MEDP
+$6.6M
3
WGS icon
GeneDx Holdings
WGS
+$5.91M
4
MMYT icon
MakeMyTrip
MMYT
+$4.81M
5
BMI icon
Badger Meter
BMI
+$4.04M

Sector Composition

Rank Sector Weight
1 Industrials 37.21%
2 Technology 31.16%
3 Healthcare 16.69%
4 Financials 11.59%
5 Consumer Discretionary 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FFBC icon
26
First Financial Bancorp
FFBC
$3.62B
$5.6M 1.59%
165,423
+4,058
+3% +$124K
MC icon
27
Moelis & Co
MC
$5.09B
$5.53M 1.57%
84,500
+6,873
+9% +$451K
AMPX icon
28
Amprius Technologies
AMPX
$1.53B
$5.11M 1.45%
368,459
-1,017
-0.3% -$18.2K
HYLN icon
29
Hyliion Holdings
HYLN
$729M
$4.73M 1.35%
+907,933
New +$3.78M
INTA icon
30
Intapp
INTA
$2.53B
$4.55M 1.29%
180,421
+3,962
+2% +$90.3K
SILC icon
31
Silicom
SILC
$268M
$4.33M 1.23%
+90,281
New +$3.43M
RELY icon
32
Remitly
RELY
$5.19B
$4.32M 1.23%
192,842
+2,926
+2% +$60K
OTTR icon
33
Otter Tail
OTTR
$3.9B
$3.92M 1.12%
43,583
-786
-2% -$69.4K
POET icon
34
POET Technologies
POET
$1.48B
$3.57M 1.02%
+347,540
New +$3.78M
SF
35
Stifel
SF
$12.7B
$3.5M 1%
50,146
+1,142
+2% +$85.1K
CRMD icon
36
CorMedix
CRMD
$590M
$3.35M 0.95%
426,543
-183,605
-30% -$1.45M
UMAC icon
37
Unusual Machines
UMAC
$1.27B
$3.33M 0.95%
149,122
-6,555
-4% -$121K
SPSC icon
38
SPS Commerce
SPSC
$2.67B
$3.19M 0.91%
55,838
+1,242
+2% +$68.6K
FCFS icon
39
FirstCash
FCFS
$9.32B
$3.02M 0.86%
13,954
-187
-1% -$40.6K
KINS icon
40
Kingstone Companies
KINS
$294M
$2.83M 0.81%
148,764
-258
-0.2% -$4.16K
ASYS icon
41
Amtech Systems
ASYS
$305M
$2.37M 0.67%
102,691
+2,035
+2% +$38.6K
UFPI icon
42
UFP Industries
UFPI
$5.24B
$2.29M 0.65%
25,242
+461
+2% +$40.2K
ARTNA icon
43
Artesian Resources
ARTNA
$351M
$1.91M 0.54%
56,160
+1,278
+2% +$41.3K
TGEN
44
Tecogen Inc
TGEN
$112M
$1.69M 0.48%
323,090
-10,817
-3% -$54.2K
CAMT icon
45
Camtek
CAMT
$7.07B
$1.65M 0.47%
10,141
+2,936
+41% +$520K
EEFT icon
46
Euronet Worldwide
EEFT
$2.93B
$1.64M 0.47%
22,427
+5,495
+32% +$383K
FRPH icon
47
FRP Holdings
FRPH
$431M
$1.17M 0.33%
46,978
+876
+2% +$19.9K
MEDP icon
48
Medpace
MEDP
$16.1B
$1.17M 0.33%
2,216
-14,297
-87% -$6.6M
COHU icon
49
Cohu
COHU
$2.5B
$1.02M 0.29%
+13,771
New +$688K
MMYT icon
50
MakeMyTrip
MMYT
$5.95B
$896K 0.25%
16,817
-105,653
-86% -$4.81M
1
2
3

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Palisades Investment Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Palisades Investment Partners held 59 positions worth $352M, up 38% from $255M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Palisades Investment Partners deployed $20.6M of net new capital in Q2 2026, opening 8 new positions and adding to 34 existing holdings. Its largest new stake was Satellogic: 1,351,004 shares worth $7.73M.

By sector, the portfolio is most concentrated in Industrials at 37% of assets, up from 33% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Medpace, an estimated $6.6M trimmed.

  • Palisades Investment Partners's largest Q2 2026 buy was Satellogic: 1,351,004 shares worth $7.73M.
  • Palisades Investment Partners added most to Willis Lease Finance in Q2 2026, an estimated $7.98M increase.
  • Palisades Investment Partners's biggest Q2 2026 reduction was Medpace, cutting an estimated $6.6M.
  • Palisades Investment Partners fully exited iShares Russell 2000 ETF in Q2 2026, selling an estimated $8.45M.
  • Palisades Investment Partners's ten largest holdings make up 43% of its $352M portfolio in Q2 2026.
  • Palisades Investment Partners opened 8 new positions and closed 6 in Q2 2026.
  • Palisades Investment Partners's portfolio value rose 38% quarter-over-quarter to $352M.

Based on Palisades Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.