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Virtus Investment Advisers, LLC

Q4 2023 · 13F-HR

Virtus Investment Advisers, LLCholdings as filed

Filed 2024-02-15 · accession 0000883237-24-000014

$133.5M
Reported value
346
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
72201R643EMNTPIMCO ETF TR$6.7M5.04%68,690CommonSHARED
92790A702VCLNVIRTUS ETF TR II$4.4M3.33%244,000CommonSHARED
92763W103VIPSVIPSHOP HLDGS LTD$2.8M2.11%158,618CommonSHARED
45104G104IBNICICI BANK LIMITED$2.5M1.88%105,413CommonSHARED
191098102COKECOCA COLA CONS INC$2.2M1.66%2,389CommonSHARED
037833100AAPLAPPLE INC$2.1M1.54%10,659CommonSHARED
594918104MSFTMICROSOFT CORP$2.0M1.49%5,277CommonSHARED
93627C101HCCWARRIOR MET COAL INC$1.9M1.40%30,564CommonSHARED
09739D100BCCBOISE CASCADE CO DEL$1.8M1.37%14,174CommonSHARED
67066G104NVDANVIDIA CORPORATION$1.7M1.29%3,471CommonSHARED
068463108BBSIBARRETT BUSINESS SVCS INC$1.6M1.23%14,207CommonSHARED
781846209RUSHARUSH ENTERPRISES INC$1.5M1.14%30,291CommonSHARED
402635502GPORGULFPORT ENERGY CORP$1.5M1.13%11,324CommonSHARED
47103N106JBIJANUS INTERNATIONAL GROUP IN$1.5M1.10%112,067CommonSHARED
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$1.4M1.03%22,363CommonSHARED
87724P106TMHCTAYLOR MORRISON HOME CORP$1.3M0.98%24,460CommonSHARED
03820C105AITAPPLIED INDL TECHNOLOGIES IN$1.3M0.95%7,383CommonSHARED
047649108ATKRATKORE INC$1.3M0.95%7,898CommonSHARED
09239B109BLBLACKLINE INC$1.2M0.92%19,751CommonSHARED
46429B614SMINISHARES TR$1.2M0.92%17,522CommonSHARED
92337F107VCYTVERACYTE INC$1.2M0.91%43,964CommonSHARED
783549108RRYDER SYS INC$1.2M0.90%10,480CommonSHARED
405024100HAEHAEMONETICS CORP MASS$1.2M0.87%13,662CommonSHARED
47759T100JKSJINKOSOLAR HLDG CO LTD$1.1M0.83%30,000CommonSHARED
722304102PDDPDD HOLDINGS INC$1.1M0.79%7,200CommonSHARED
521865204LEALEAR CORP$1.0M0.78%7,363CommonSHARED
035255108ANIKANIKA THERAPEUTICS INC$1.0M0.77%45,579CommonSHARED
07556Q881BZHBEAZER HOMES USA INC$1.0M0.77%30,237CommonSHARED
75700L108RRRRED ROCK RESORTS INC$1.0M0.76%19,057CommonSHARED
404251100HNIHNI CORP$1.0M0.75%24,000CommonSHARED
86272C103STRASTRATEGIC ED INC$973,0260.73%10,534CommonSHARED
204166102CVLTCOMMVAULT SYS INC$965,3870.72%12,090CommonSHARED
030506109AMWDAMERICAN WOODMARK CORPORATIO$935,5570.70%10,076CommonSHARED
629209305NMIHNMI HLDGS INC$911,0570.68%30,696CommonSHARED
125523100CITHE CIGNA GROUP$895,0560.67%2,989CommonSHARED
35905A109FTDRFRONTDOOR INC$846,1250.63%24,024CommonSHARED
745867101PHMPULTE GROUP INC$844,9590.63%8,186CommonSHARED
868459108SUPNSUPERNUS PHARMACEUTICALS INC$843,5430.63%29,148CommonSHARED
88362T103THRTHERMON GROUP HLDGS INC$833,7270.62%25,598CommonSHARED
90278Q108UFPIUFP INDUSTRIES INC$811,9320.61%6,467CommonSHARED
44952J104CRGYCRESCENT ENERGY COMPANY$806,9200.60%61,084CommonSHARED
562750109MANHMANHATTAN ASSOCIATES INC$757,7110.57%3,519CommonSHARED
256163106DOCUDOCUSIGN INC$722,1390.54%12,147CommonSHARED
302081104EXLSEXLSERVICE HOLDINGS INC$717,7250.54%23,265CommonSHARED
000899104ADMAADMA BIOLOGICS INC$710,8510.53%157,268CommonSHARED
71363P106PRDOPERDOCEO ED CORP$688,4220.52%39,204CommonSHARED
00182C103ANIPANI PHARMACEUTICALS INC$679,2700.51%12,319CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$679,2230.51%4,153CommonSHARED
929566107WNCWABASH NATL CORP$676,9830.51%26,424CommonSHARED
91529Y106UNMUNUM GROUP$670,3870.50%14,825CommonSHARED
37247D106GNWGENWORTH FINL INC$661,2000.50%98,982CommonSHARED
74624M102PPURE STORAGE INC$657,1420.49%18,428CommonSHARED
957090103WABCWESTAMERICA BANCORPORATION$654,0180.49%11,594CommonSHARED
896442308TRINTRINITY CAP INC$631,4880.47%43,461CommonSHARED
149150104CATYCATHAY GEN BANCORP$629,1500.47%14,116CommonSHARED
199908104FIXCOMFORT SYS USA INC$626,2650.47%3,045CommonSHARED
743312100PRGSPROGRESS SOFTWARE CORP$615,2190.46%11,330CommonSHARED
759351604RGAREINSURANCE GRP OF AMERICA I$614,7640.46%3,800CommonSHARED
10316T104BOXBOX INC$609,1080.46%23,784CommonSHARED
387432107GRNTGRANITE RIDGE RESOURCES INC$603,0110.45%100,168CommonSHARED
98985Y108ZYMEZYMEWORKS INC$585,6120.44%56,363CommonSHARED
559663109MGYMAGNOLIA OIL & GAS CORP$581,3450.44%27,306CommonSHARED
800422107JBSSSANFILIPPO JOHN B & SON INC$566,6170.42%5,499CommonSHARED
243537107DECKDECKERS OUTDOOR CORP$564,8230.42%845CommonSHARED
36251C103GMS1EURGMS INC$558,7930.42%6,779CommonSHARED
740367404PFBCPREFERRED BK LOS ANGELES CA$557,9560.42%7,638CommonSHARED
88162G103TTEKTETRA TECH INC NEW$553,5400.41%3,316CommonSHARED
147528103CASYCASEYS GEN STORES INC$540,4140.40%1,967CommonSHARED
029899101AWRAMER STATES WTR CO$539,0550.40%6,703CommonSHARED
466032109JJSFJ & J SNACK FOODS CORP$537,8570.40%3,218CommonSHARED
90346E103SLCAUSDU S SILICA HLDGS INC$530,6310.40%46,917CommonSHARED
45827U109INTAINTAPP INC$526,0830.39%13,837CommonSHARED
64125C109NBIXNEUROCRINE BIOSCIENCES INC$525,0640.39%3,985CommonSHARED
749607107RLIRLI CORP$523,5610.39%3,933CommonSHARED
16359R103CHECHEMED CORP NEW$523,3510.39%895CommonSHARED
45781M101INVAINNOVIVA INC$520,6260.39%32,458CommonSHARED
98956A105ZETAZETA GLOBAL HOLDINGS CORP$517,5310.39%58,677CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$516,2760.39%947CommonSHARED
531229771FWONALIBERTY MEDIA CORP DEL$505,7020.38%8,722CommonSHARED
827048109SLGNSILGAN HLDGS INC$495,0350.37%10,940CommonSHARED
451107106IDAIDACORP INC$492,0920.37%5,005CommonSHARED
60855R100MOHMOLINA HEALTHCARE INC$491,3820.37%1,360CommonSHARED
043436104ABGASBURY AUTOMOTIVE GROUP INC$491,3340.37%2,184CommonSHARED
885160101THOTHOR INDS INC$489,0820.37%4,136CommonSHARED
58933Y105MRKMERCK & CO INC$488,5190.37%4,481CommonSHARED
955306105WSTWEST PHARMACEUTICAL SVSC INC$486,9820.36%1,383CommonSHARED
78648T100SAFTSAFETY INS GROUP INC$482,1570.36%6,345CommonSHARED
054540208ACLSAXCELIS TECHNOLOGIES INC$472,9790.35%3,647CommonSHARED
55825T103MSGSMADISON SQUARE GRDN SPRT COR$471,3030.35%2,592CommonSHARED
38173M102GBDCGOLUB CAP BDC INC$470,9090.35%31,186CommonSHARED
65473P105NINISOURCE INC$466,6160.35%17,575CommonSHARED
689648103OTTROTTER TAIL CORP$465,9750.35%5,484CommonSHARED
018522300AEBAALLETE INC$464,5710.35%7,596CommonSHARED
077347300BELFBBEL FUSE INC$460,7130.35%6,900CommonSHARED
14167L103CDNACAREDX INC$457,7400.34%38,145CommonSHARED
784305104HTOSJW GROUP$455,4900.34%6,970CommonSHARED
38526M106LOPEGRAND CANYON ED INC$448,4080.34%3,396CommonSHARED
343498101FLOFLOWERS FOODS INC$444,5270.33%19,748CommonSHARED
02079K305GOOGLALPHABET INC$441,9790.33%3,164CommonSHARED
005098108GOLFACUSHNET HLDGS CORP$440,2950.33%6,970CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$432,2860.32%455CommonSHARED
124411109BYBYLINE BANCORP INC$428,3210.32%18,180CommonSHARED
29084Q100EMEEMCOR GROUP INC$425,2590.32%1,974CommonSHARED
427866108HSYHERSHEY CO$415,7610.31%2,230CommonSHARED
189054109CLXCLOROX CO DEL$405,2410.30%2,842CommonSHARED
589889104MMSIMERIT MED SYS INC$400,9930.30%5,279CommonSHARED
23282W605CYTKCYTOKINETICS INC$393,9060.29%4,718CommonSHARED
74347M108PUMPPROPETRO HLDG CORP$393,3490.29%46,939CommonSHARED
48666K109KBHKB HOME$391,9990.29%6,276CommonSHARED
68235P108OGSONE GAS INC$381,5550.29%5,988CommonSHARED
00724F101ADBEADOBE INC$381,2270.29%639CommonSHARED
23918K108DVADAVITA INC$378,0790.28%3,609CommonSHARED
03209R103AMPHAMPHASTAR PHARMACEUTICALS IN$377,8420.28%6,109CommonSHARED
00971T101AKAMAKAMAI TECHNOLOGIES INC$376,3530.28%3,180CommonSHARED
77543R102ROKUROKU INC$372,4150.28%4,063CommonSHARED
76171L106REYNREYNOLDS CONSUMER PRODS INC$365,4530.27%13,616CommonSHARED
03168L105AMRXAMNEAL PHARMACEUTICALS INC$362,4400.27%59,710CommonSHARED
18467V109YOUCLEAR SECURE INC$360,7760.27%17,471CommonSHARED
72814N104AGSPLAYAGS INC$358,8400.27%42,567CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$355,5220.27%3,527CommonSHARED
69331C108PCGPG&E CORP$345,3470.26%19,154CommonSHARED
89346D107TACTRANSALTA CORP$338,4000.25%40,722CommonSHARED
444859102HUMHUMANA INC$333,2860.25%728CommonSHARED
90184D100TWSTTWIST BIOSCIENCE CORP$331,8870.25%9,004CommonSHARED
257701201DGICADONEGAL GROUP INC$321,2800.24%22,965CommonSHARED
09227Q100BLKBBLACKBAUD INC$321,0500.24%3,703CommonSHARED
422806109HEIHEICO CORP NEW$319,8200.24%1,788CommonSHARED
40637H109HALOHALOZYME THERAPEUTICS INC$317,0800.24%8,579CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$314,5100.24%1,350CommonSHARED
30161Q104EXELEXELIXIS INC$311,8700.23%13,000CommonSHARED
912909108USX1UNITED STATES STL CORP NEW$307,1270.23%6,313CommonSHARED
808625107SAICSCIENCE APPLICATIONS INTL CO$302,0980.23%2,430CommonSHARED
86800U104SMCIUSDSUPER MICRO COMPUTER INC$301,6000.23%1,061CommonSHARED
002896207ANFABERCROMBIE & FITCH CO$297,4780.22%3,372CommonSHARED
023135106AMZNAMAZON COM INC$287,6220.22%1,893CommonSHARED
668771108GENGEN DIGITAL INC$278,9750.21%12,225CommonSHARED
30303M102METAMETA PLATFORMS INC$277,1510.21%783CommonSHARED
88160R101TSLATESLA INC$277,0550.21%1,115CommonSHARED
03071H100AMSFAMERISAFE INC$275,9080.21%5,898CommonSHARED
58506Q109MEDPMEDPACE HLDGS INC$274,3440.21%895CommonSHARED
92826C839VVISA INC$272,3260.20%1,046CommonSHARED
83200N103SMARGBPSMARTSHEET INC$272,2870.20%5,694CommonSHARED
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP$263,3760.20%22,744CommonSHARED
00847J105AGYSAGILYSYS INC$263,1120.20%3,102CommonSHARED
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$262,4930.20%4,380CommonSHARED
750236101RDNRADIAN GROUP INC$262,4320.20%9,192CommonSHARED
29261A100EHCENCOMPASS HEALTH CORP$260,2750.19%3,901CommonSHARED
34354P105FLSFLOWSERVE CORP$258,0370.19%6,260CommonSHARED
948849104WMKWEIS MKTS INC$257,2470.19%4,022CommonSHARED
37946R109GLPGLOBAL PARTNERS LP$255,7640.19%6,045CommonSHARED
314211103FHIFEDERATED HERMES INC$255,6090.19%7,549CommonSHARED
128030202CALMCAL MAINE FOODS INC$252,9180.19%4,407CommonSHARED
68389X105ORCLORACLE CORP$250,5020.19%2,376CommonSHARED
913259107UTLUNITIL CORP$249,0240.19%4,737CommonSHARED
91913Y100VLOVALERO ENERGY CORP$242,7100.18%1,867CommonSHARED
46333X108IRWDIRONWOOD PHARMACEUTICALS INC$242,2190.18%21,173CommonSHARED
86333M108LRNSTRIDE INC$237,4800.18%4,000CommonSHARED
292218104EIGEMPLOYERS HLDGS INC$235,9270.18%5,988CommonSHARED
56585A102MPCMARATHON PETE CORP$235,0020.18%1,584CommonSHARED
457030104IMKTAINGLES MKTS INC$233,1130.17%2,699CommonSHARED
671044105OSISOSI SYSTEMS INC$231,7740.17%1,796CommonSHARED
58155Q103MCKMCKESSON CORP$231,4900.17%500CommonSHARED
43283X105HGVHILTON GRAND VACATIONS INC$231,3970.17%5,759CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$230,5940.17%438CommonSHARED
172908105CTASCINTAS CORP$229,0110.17%380CommonSHARED
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$227,4010.17%2,413CommonSHARED
38147U107GSBDGOLDMAN SACHS BDC INC$227,1630.17%15,506CommonSHARED
103304101BYDBOYD GAMING CORP$225,7720.17%3,606CommonSHARED
931142103WMTWALMART INC$224,6510.17%1,425CommonSHARED
632307104NTRANATERA INC$223,3740.17%3,566CommonSHARED
56035L104MAINMAIN STR CAP CORP$220,2140.16%5,094CommonSHARED
88033G407THCTENET HEALTHCARE CORP$219,9090.16%2,910CommonSHARED
59156R108METMETLIFE INC$218,2290.16%3,300CommonSHARED
384802104GWWGRAINGER W W INC$215,4590.16%260CommonSHARED
74736L109QTWOQ2 HLDGS INC$215,2270.16%4,958CommonSHARED
15135B101CNCCENTENE CORP DEL$213,7250.16%2,880CommonSHARED
46131B704IVRINVESCO MORTGAGE CAPITAL INC$213,3930.16%24,085CommonSHARED
416515104HIGHARTFORD FINL SVCS GROUP INC$212,2030.16%2,640CommonSHARED
02209S103MOALTRIA GROUP INC$212,1880.16%5,260CommonSHARED
285512109EAELECTRONIC ARTS INC$210,6870.16%1,540CommonSHARED
366651107ITGARTNER INC$210,2170.16%466CommonSHARED
62944T105NVRNVR INC$210,0140.16%30CommonSHARED
16411R208LNGCHENIERE ENERGY INC$208,2660.16%1,220CommonSHARED
115236101BROBROWN & BROWN INC$206,2190.15%2,900CommonSHARED
90384S303ULTAULTA BEAUTY INC$205,7960.15%420CommonSHARED
34964C106FBINFORTUNE BRANDS INNOVATIONS I$205,5780.15%2,700CommonSHARED
704326107PAYXPAYCHEX INC$204,8690.15%1,720CommonSHARED
19239V302CCOICOGENT COMMUNICATIONS HLDGS$203,9930.15%2,682CommonSHARED
12503M108CBOECBOE GLOBAL MKTS INC$203,5580.15%1,140CommonSHARED
427096508HTGCHERCULES CAPITAL INC$203,3240.15%12,197CommonSHARED
92243G108PCVXVAXCYTE INC$199,5780.15%3,178CommonSHARED
513847103MZTILANCASTER COLONY CORP$197,6710.15%1,188CommonSHARED
359694106FULFULLER H B CO$195,7100.15%2,404CommonSHARED
92552R406PRSUVIAD CORP$195,4800.15%5,400CommonSHARED
880779103TEXTEREX CORP NEW$194,9040.15%3,392CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$193,6550.15%711CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$193,0240.14%5,120CommonSHARED
801056102SANMSANMINA CORPORATION$188,0140.14%3,660CommonSHARED
705573103PEGAPEGASYSTEMS INC$187,4270.14%3,836CommonSHARED
57638P104MBCMASTERBRAND INC$186,6790.14%12,571CommonSHARED
88579Y101MMM3M CO$183,6580.14%1,680CommonSHARED
038222105AMATAPPLIED MATLS INC$181,5180.14%1,120CommonSHARED
05684B107BCSFBAIN CAP SPECIALTY FIN INC$180,7350.14%11,993CommonSHARED
82489T104SWAVUSDSHOCKWAVE MED INC$177,9830.13%934CommonSHARED
46625H100JPMJPMORGAN CHASE & CO$176,9040.13%1,040CommonSHARED
94106L109WMWASTE MGMT INC DEL$176,0550.13%983CommonSHARED
022671101AMALAMALGAMATED FINANCIAL CORP$172,4160.13%6,400CommonSHARED
11135F101AVGOBROADCOM INC$169,6700.13%152CommonSHARED
92346J108VCELVERICEL CORP$169,5040.13%4,760CommonSHARED
92840M102VSTVISTRA CORP$164,8270.12%4,279CommonSHARED
163092109CHGGCHEGG INC$163,9820.12%14,435CommonSHARED
26875P101EOGEOG RES INC$162,0730.12%1,340CommonSHARED
45332Y109NARIUSDINARI MED INC$160,1580.12%2,467CommonSHARED
353514102FELEFRANKLIN ELEC INC$158,6990.12%1,642CommonSHARED
928298108VSHVISHAY INTERTECHNOLOGY INC$156,1170.12%6,513CommonSHARED
04963C209ATRCATRICURE INC$150,0760.11%4,205CommonSHARED
29978A104EVBGEUREVERBRIDGE INC$149,8470.11%6,164CommonSHARED
209115104EDCONSOLIDATED EDISON INC$148,5540.11%1,633CommonSHARED
154760409CPFCENTRAL PAC FINL CORP$141,0860.11%7,169CommonSHARED
446413106HIIHUNTINGTON INGALLS INDS INC$140,2060.10%540CommonSHARED
713448108PEPPEPSICO INC$139,7780.10%823CommonSHARED
697435AF2PANW 0.375 06/01/25PALO ALTO NETWORKS INC$139,2610.10%47,000CommonSHARED
42222N103HSTMHEALTHSTREAM INC$135,5550.10%5,015CommonSHARED
501044101KRKROGER CO$130,9130.10%2,864CommonSHARED
580135101MCDMCDONALDS CORP$130,7610.10%441CommonSHARED
609207105MDLZMONDELEZ INTL INC$129,7220.10%1,791CommonSHARED
87357P100TCMDTACTILE SYS TECHNOLOGY INC$128,7140.10%9,001CommonSHARED
78709Y105SAIASAIA INC$124,8930.09%285CommonSHARED
437076102HDHOME DEPOT INC$124,7580.09%360CommonSHARED
498894104KNFKNIFE RIVER CORP$117,4030.09%1,774CommonSHARED
052769106ADSKAUTODESK INC$116,8700.09%480CommonSHARED
890516107TRTOOTSIE ROLL INDS INC$113,2490.08%3,407CommonSHARED
14888U101CPRXCATALYST PHARMACEUTICALS INC$112,8460.08%6,713CommonSHARED
872540109TJXTJX COS INC NEW$112,5720.08%1,200CommonSHARED
191216100KOCOCA COLA CO$111,2600.08%1,888CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$110,5380.08%1,800CommonSHARED
79466L302CRMSALESFORCE INC$109,4660.08%416CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$109,3270.08%1,820CommonSHARED
269796108EGRXEAGLE PHARMACEUTICALS INC$109,1340.08%20,867CommonSHARED
086516101BBYBEST BUY INC$108,0260.08%1,380CommonSHARED
635017106FIZZNATIONAL BEVERAGE CORP$104,4120.08%2,100CommonSHARED
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$100,2810.08%784CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$98,4100.07%412CommonSHARED
974637100WGOWINNEBAGO INDS INC$92,8490.07%1,274CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$92,3480.07%760CommonSHARED
718546104PSXPHILLIPS 66$89,8700.07%675CommonSHARED
478160104JNJJOHNSON & JOHNSON$89,0280.07%568CommonSHARED
68621F102ORGOORGANOGENESIS HLDGS INC$87,9350.07%21,500CommonSHARED
693718108PCARPACCAR INC$87,4940.07%896CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$87,2390.07%899CommonSHARED
89421Q205TZOOTRAVELZOO$86,4940.06%9,076CommonSHARED
00847G705AGENEURAGENUS INC$85,6980.06%103,512CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$84,6930.06%447CommonSHARED
00287Y109ABBVABBVIE INC$83,6840.06%540CommonSHARED
07373V105BEAMBEAM THERAPEUTICS INC$82,9940.06%3,049CommonSHARED
81762P102NOWSERVICENOW INC$82,6590.06%117CommonSHARED
149123101CATCATERPILLAR INC$79,5350.06%269CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$77,6460.06%248CommonSHARED
92932M101WNSNWNS HLDGS LTD$71,6690.05%1,134CommonSHARED
09627Y1092655787DBLUEPRINT MEDICINES CORP$69,9180.05%758CommonSHARED
98980GAB8ZS 0.125 07/01/25ZSCALER INC$69,7130.05%46,000CommonSHARED
05465P101AXNX*AXONICS INC$68,3910.05%1,099CommonSHARED
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC$67,8170.05%36,000CommonSHARED
74834L100DGXQUEST DIAGNOSTICS INC$59,5640.04%432CommonSHARED
690742101OCOWENS CORNING NEW$59,2920.04%400CommonSHARED
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN GROUP$58,5640.04%22,000CommonSHARED
723787AP2PXD 0.25 05/15/25PIONEER NAT RES CO$58,3200.04%24,000CommonSHARED
443573AD2HUBS 0.375 06/01/25HUBSPOT INC$58,0440.04%28,000CommonSHARED
60937PAD8MDB 0.25 01/15/26MONGODB INC$57,2750.04%29,000CommonSHARED
23804LAB9DDOG 0.125 06/15/25DATADOG INC$55,8400.04%40,000CommonSHARED
747525103QCOMQUALCOMM INC$53,5130.04%370CommonSHARED
05464CAB7AXON 0.5 12/15/27AXON ENTERPRISE INC$52,9410.04%42,000CommonSHARED
848637AD6SPLK 1.125 09/15/25SPLUNK INC$52,8720.04%48,000CommonSHARED
29786AAJ5ETSY 0.125 10/01/26ETSY INC$49,4290.04%43,000CommonSHARED
45784PAK7PODD 0.375 09/01/26INSULET CORP$49,4070.04%43,000CommonSHARED
26210CAD6DBX 0 03/01/28DROPBOX INC$49,3060.04%49,000CommonSHARED
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$49,0200.04%41CommonSHARED
29355AAK3ENPH 0 03/01/28ENPHASE ENERGY INC$48,0280.04%54,000CommonSHARED
30063PAC9EXAS 0.375 03/01/28EXACT SCIENCES CORP$46,7500.04%50,000CommonSHARED
606710AA9MITK 0.75 02/01/26MITEK SYS INC$46,3750.03%50,000CommonSHARED
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC$46,1780.03%47,000CommonSHARED
501812AB7LCII 1.125 05/15/26LCI INDS$45,9430.03%47,000CommonSHARED
62886HBK6NCLH 2.5 02/15/27NCL CORP LTD$45,8640.03%49,000CommonSHARED
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$45,7600.03%52,000CommonSHARED
62886HBD2NCLH 1.125 02/15/27NCL CORP LTD$45,6550.03%50,000CommonSHARED
45667GAG8INFN 3.75 08/01/28INFINERA CORP$45,1670.03%46,000CommonSHARED
122017AB2BURL 2.25 04/15/25BURLINGTON STORES INC$45,1500.03%42,000CommonSHARED
26210CAC8DBX 0 03/01/26DROPBOX INC$45,1260.03%46,000CommonSHARED
29786AAN6ETSY 0.25 06/15/28ETSY INC$44,8340.03%56,000CommonSHARED
64125CAD1NEUROCRINE BIOSCIENCES INC$44,8240.03%26,000CommonSHARED
45667GAE3INFN 2.5 03/01/27INFINERA CORP$44,7270.03%49,000CommonSHARED
08265TAD1BSY 0.375 07/01/27BENTLEY SYS INC$44,7250.03%50,000CommonSHARED
67059NAH1NTNX 0.25 10/01/27NUTANIX INC$44,7200.03%43,000CommonSHARED
71375UAF8PRFT 0.125 11/15/26PERFICIENT INC$44,7170.03%54,000CommonSHARED
08265TAB5BSY 0.125 01/15/26BENTLEY SYS INC$44,4650.03%45,000CommonSHARED
30212PBE4EXPE 0 02/15/26EXPEDIA GROUP INC$44,4390.03%47,000CommonSHARED
704551AD2BTU 3.25 03/01/28PEABODY ENGR CORP$44,3300.03%31,000CommonSHARED
86333MAA6LRN 1.125 09/01/27STRIDE INC$44,3100.03%35,000CommonSHARED
29786AAL0ETSY 0.125 09/01/27ETSY INC$44,2310.03%52,000CommonSHARED
338307AD3FIVN 0.5 06/01/25FIVE9 INC$43,9530.03%46,000CommonSHARED
92343XAC4VRNT 0.25 04/15/26VERINT SYSTEMS INC$43,9060.03%50,000CommonSHARED
09239BAB5BL 0.125 08/01/24BLACKLINE INC$43,8860.03%43,000CommonSHARED
46333XAF5IRONWOOD PHARMACEUTICALS INC$43,7850.03%42,000CommonSHARED
912909AT5X 5 11/01/26UNITED STATES STL CORP$43,5840.03%12,000CommonSHARED
02079K107GOOGALPHABET INC$42,2790.03%300CommonSHARED
82452JAB5FOUR 0 12/15/25SHIFT4 PMTS INC$42,1570.03%38,000CommonSHARED
743312AB6PRGS 1 04/15/26PROGRESS SOFTWARE CORP$42,1400.03%40,000CommonSHARED
848637AF1SPLK 1.125 06/15/27SPLUNK INC$41,6460.03%43,000CommonSHARED
45867GAD3IDCC 3.5 06/01/27INTERDIGITAL INC$41,0030.03%28,000CommonSHARED
02156BAF0AYX 1 08/01/26ALTERYX INC$39,8210.03%41,000CommonSHARED
26884U208EPR 5.75 PERP CEPR PPTYS$39,5540.03%1,857CommonSHARED
852234AK9XYZ 0.25 11/01/27BLOCK INC$36,9560.03%45,000CommonSHARED
163092AF6CHGG 0 09/01/26CHEGG INC$36,5200.03%44,000CommonSHARED
405024AB6HAE 0 03/01/26HAEMONETICS CORP MASS$36,4900.03%41,000CommonSHARED
40131MAB5GH 0 11/15/27GUARDANT HEALTH INC$36,4000.03%52,000CommonSHARED
011642AB1ALRM 0 01/15/26ALARM COM HLDGS INC$36,3670.03%41,000CommonSHARED
05988JAB9BAND 0.25 03/01/26BANDWIDTH INC$36,3570.03%44,000CommonSHARED
05988JAD5BAND 0.5 04/01/28BANDWIDTH INC$36,3370.03%58,000CommonSHARED
76680RAH0RNG 0 03/15/26RINGCENTRAL INC$36,1730.03%42,000CommonSHARED
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$36,1640.03%44,000CommonSHARED
02156BAD5AYX 0.5 08/01/24ALTERYX INC$35,9130.03%37,000CommonSHARED
163092AD1CHGG 0.125 03/15/25CHEGG INC$35,9000.03%39,000CommonSHARED
483548AF0KAMAN CORP$35,8900.03%37,000CommonSHARED
670704AJ4GMED 0.375 03/15/25NUVASIVE INC$35,8800.03%39,000CommonSHARED
852234AJ2XYZ 0 05/01/26BLOCK INC$35,8500.03%41,000CommonSHARED
00437EAB8ACCOLADE INC$35,7000.03%42,000CommonSHARED
539183AA1TDOC 0.875 06/01/25LIVONGO HEALTH INC$35,5070.03%38,000CommonSHARED
76680RAF4RNG 0 03/01/25RINGCENTRAL INC$35,3400.03%38,000CommonSHARED
04351PAD3ASND 2.25 04/01/28ASCENDIS PHARMA A/S$34,7650.03%34,000CommonSHARED
09239BAD1BL 0 03/15/26BLACKLINE INC$33,7250.03%38,000CommonSHARED
64049MAB6NEO 0.25 01/15/28NEOGENOMICS INC$33,2300.02%44,000CommonSHARED
55087PAB0LYFT 1.5 05/15/25LYFT INC$33,1280.02%35,000CommonSHARED
23248VAB1CYBR 0 11/15/24CYBERARK SOFTWARE LTD$28,3200.02%20,000CommonSHARED
94419LAP6W 3.25 09/15/27WAYFAIR INC$27,0890.02%22,000CommonSHARED
060505682BAC 7.25 PERP LBANK AMERICA CORP$26,5160.02%22CommonSHARED
70202LAB8PSN 0.25 08/15/25PARSONS CORP DEL$24,3190.02%17,000CommonSHARED
69553PAB6PAGERDUTY INC$22,0360.02%23,000CommonSHARED
92940WAD1WIX 0 08/15/25WIX COM LTD$18,0900.01%20,000CommonSHARED
33835LAA3FVRR 0 11/01/25FIVERR INTL LTD$17,7620.01%20,000CommonSHARED
722304AC6PDD 0 12/01/25PDD HOLDINGS INC$13,4070.01%13,000CommonSHARED
00971TAJ0AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC$12,7000.01%10,000CommonSHARED
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$11,1350.01%10,000CommonSHARED
45867GAB7INTERDIGITAL INC$10,7500.01%8,000CommonSHARED
682189AS4ON 0 05/01/27ON SEMICONDUCTOR CORP$6,5400.00%4,000CommonSHARED
021369AC7ALTR 1.75 06/15/27ALTAIR ENGR INC$6,4630.00%5,000CommonSHARED
803607AB6SAREPTA THERAPEUTICS INC$5,6550.00%4,000CommonSHARED

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.