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LORD, ABBETT & CO. LLC

Q4 2023 · 13F-HR

LORD, ABBETT & CO. LLCholdings as filed

Filed 2024-02-12 · accession 0000930413-24-000558

$27.8M
Reported value
494
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$883,6063.17%2,349,766CommonSOLE
67066G104NVDANVIDIA Corp$666,6732.39%1,346,217CommonSOLE
46625H100JPMJPMorgan Chase & Co$383,6531.38%2,255,458CommonSOLE
037833100AAPLApple Inc$355,7491.28%1,847,760CommonSOLE
91324P102UNHUnitedHealth Group Inc$348,6501.25%662,242CommonSOLE
701094104PHParker-Hannifin Corp$347,6091.25%754,524CommonSOLE
20030N101CMCSAComcast Corp$294,1741.06%6,708,652CommonSOLE
023135106AMZNAmazon.com Inc$284,0371.02%1,869,407CommonSOLE
00287Y109ABBVAbbVie Inc$275,2860.99%1,776,380CommonSOLE
808513105SCHWCharles Schwab Corp/The$271,4480.97%3,945,458CommonSOLE
532457108LLYEli Lilly & Co$264,1020.95%453,068CommonSOLE
617446448MSMORGAN STANLEY$261,0260.94%2,799,202CommonSOLE
02079K305GOOGLAlphabet Inc$251,1860.90%1,798,168CommonSOLE
040413106ANETEURArista Networks Inc$240,2910.86%1,020,302CommonSOLE
30231G102XOMEXXON MOBIL CORP$236,5390.85%2,365,863CommonSOLE
780259305SHELShell PLC$227,9280.82%3,463,945CommonSOLE
57636Q104MAMastercard Inc$227,4920.82%533,380CommonSOLE
060505104BACBank of America Corp$211,6780.76%6,286,853CommonSOLE
931142103WMTWalmart Inc$210,2540.76%1,333,678CommonSOLE
776696106ROPRoper Technologies Inc$209,7320.75%384,709CommonSOLE
03076C106AMPAmeriprise Financial Inc$202,2450.73%532,464CommonSOLE
82509L107SHOPShopify Inc$202,0320.73%2,593,482CommonSOLE
512807108LRCXEURLam Research Corp$201,8090.72%257,652CommonSOLE
30303M102METAMeta Platforms Inc$198,4890.71%560,765CommonSOLE
G1151C101ACNAccenture PLC$188,9030.68%538,324CommonSOLE
11135F101AVGOBroadcom Inc$185,3650.67%166,060CommonSOLE
58733R102MELIMercadoLibre Inc$182,8560.66%116,355CommonSOLE
718172109PMPhilip Morris International Inc$182,6050.66%1,940,951CommonSOLE
78709Y105SAIASaia Inc$179,7370.65%410,154CommonSOLE
87612E106TGTTARGET CORP$178,9690.64%1,256,625CommonSOLE
759509102RSReliance Steel & Aluminum Co$177,2450.64%633,740CommonSOLE
165167735EXEChesapeake Energy Corp$176,3110.63%2,291,538CommonSOLE
907818108UNPUnion Pacific Corp$175,7740.63%715,635CommonSOLE
002824100ABTAbbott Laboratories$175,5750.63%1,595,123CommonSOLE
750917106RMBSRambus Inc$170,6000.61%2,499,638CommonSOLE
595112103MUMicron Technology Inc$170,3470.61%1,996,094CommonSOLE
00724F101ADBEAdobe Inc$169,8900.61%284,764CommonSOLE
78409V104SPGIS&P Global Inc$168,7460.61%383,061CommonSOLE
H1467J104CBChubb Ltd$165,1470.59%730,741CommonSOLE
50540R409LSILaboratory Corp of America Holdings$164,4860.59%723,685CommonSOLE
655844108NSCNorfolk Southern Corp$159,9130.57%676,509CommonSOLE
666807102NOCNorthrop Grumman Corp$158,7750.57%339,161CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co Ltd$157,9010.57%1,518,281CommonSOLE
548661107LOWLowe's Cos Inc$156,9150.56%705,078CommonSOLE
871607107SNPSSynopsys Inc$156,3220.56%303,591CommonSOLE
90353T100UBERUber Technologies Inc$151,2630.54%2,456,765CommonSOLE
60855R100MOHMolina Healthcare Inc$149,3350.54%413,317CommonSOLE
26603R106DUOLDuolingo Inc$144,2720.52%635,978CommonSOLE
29084Q100EMEEMCOR Group Inc$142,9680.51%663,644CommonSOLE
60937P106MDBMongoDB Inc$141,9410.51%347,172CommonSOLE
29364G103ETREntergy Corp$141,1910.51%1,395,307CommonSOLE
64110L106NFLXNetflix Inc$135,2220.49%277,731CommonSOLE
G3421J106FERG1GBXFerguson PLC$134,5430.48%696,859CommonSOLE
007903107AMDAdvanced Micro Devices Inc$134,5070.48%912,469CommonSOLE
23282W605CYTKCytokinetics Inc$134,2360.48%1,607,812CommonSOLE
09627Y1092655787DBlueprint Medicines Corp$133,6940.48%1,449,414CommonSOLE
05464C101AXONAxon Enterprise Inc$131,9260.47%510,688CommonSOLE
243537107DECKDeckers Outdoor Corp$131,8190.47%197,208CommonSOLE
722304102PDDPDD Holdings Inc$128,8050.46%880,356CommonSOLE
482480100KLACKLA Corp$128,6690.46%221,347CommonSOLE
235851102DHRDanaher Corp$128,3750.46%554,919CommonSOLE
81762P102NOWServiceNow Inc$126,9460.46%179,685CommonSOLE
020002101ALLAllstate Corp/The$126,1630.45%901,294CommonSOLE
10806X102BBIOBridgebio Pharma Inc$125,0700.45%3,098,082CommonSOLE
191216100KOCoca-Cola Co/The$123,2630.44%2,091,690CommonSOLE
N00985106AERAerCap Holdings NV$123,0220.44%1,655,301CommonSOLE
911363109URIUnited Rentals Inc$122,9390.44%214,396CommonSOLE
038222105AMATApplied Materials Inc$119,6260.43%738,112CommonSOLE
12503M108CBOECboe Global Markets Inc$118,6730.43%664,615CommonSOLE
697435105PANWPalo Alto Networks Inc$118,5330.43%401,970CommonSOLE
G29183103ETNEaton Corp PLC$117,8800.42%489,493CommonSOLE
550021109LULULululemon Athletica Inc$117,6120.42%230,030CommonSOLE
G7496G103RNRRenaissanceRe Holdings Ltd$115,0480.41%586,981CommonSOLE
444859102HUMHumana Inc$114,5030.41%250,110CommonSOLE
26142V105DKNGDraftKings Inc$113,5490.41%3,221,253CommonSOLE
127387108CDNSCadence Design Systems Inc$111,2280.40%408,374CommonSOLE
268150109DTDynatrace Inc$110,7690.40%2,025,403CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$105,2910.38%412,388CommonSOLE
609839105MPWRMonolithic Power Systems Inc$104,7570.38%166,075CommonSOLE
25809K105DASHDoorDash Inc$104,6380.38%1,058,126CommonSOLE
G0176J109ALLEAllegion plc$102,8900.37%812,138CommonSOLE
833445109SNOWSnowflake Inc$102,0640.37%512,885CommonSOLE
778296103ROSTRoss Stores Inc$100,7840.36%728,261CommonSOLE
438516106HONHoneywell International Inc$100,2220.36%477,908CommonSOLE
443573100HUBSHubSpot Inc$97,6100.35%168,136CommonSOLE
92047W101VVVValvoline Inc$97,2150.35%2,586,894CommonSOLE
46120E602ISRGIntuitive Surgical Inc$96,9550.35%287,396CommonSOLE
09857L108BKNGBooking Holdings Inc$96,4420.35%27,188CommonSOLE
65339F101NEENextEra Energy Inc$95,1130.34%1,565,906CommonSOLE
05550J101BJBJ's Wholesale Club Holdings Inc$95,0200.34%1,425,441CommonSOLE
48251W104KKRKKR & Co Inc$94,1450.34%1,136,334CommonSOLE
363576109AJGArthur J Gallagher & Co$93,4460.34%415,535CommonSOLE
22160K105COSTCostco Wholesale Corp$92,4610.33%140,075CommonSOLE
49456B101KMIKinder Morgan Inc$89,0880.32%5,050,312CommonSOLE
008073108AVAVAeroVironment Inc$88,0840.32%698,863CommonSOLE
56501R106MFCManulife Financial Corp$87,6160.31%3,964,536CommonSOLE
23804L103DDOGDatadog Inc$87,3510.31%719,650CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$86,3890.31%455,951CommonSOLE
574599106MASMasco Corp$85,1190.31%1,270,816CommonSOLE
65339F713NEE 6.926 09/01/25NextEra Energy Inc$84,8540.30%2,225,974CommonSOLE
G87110105FTITechnipFMC plc$83,6470.30%4,153,286CommonSOLE
09260D107BXBlackstone Inc$82,2080.30%627,924CommonSOLE
89377M109TMDXTransMedics Group Inc$80,9470.29%1,025,564CommonSOLE
580135101MCDMcDonald's Corp$80,4000.29%271,153CommonSOLE
78349D107RXSTRxSight Inc$79,7130.29%1,977,000CommonSOLE
501147102KRYSKrystal Biotech Inc$76,7260.28%618,458CommonSOLE
872540109TJXTJX Cos Inc/The$76,3660.27%814,046CommonSOLE
893641100TDGTransDigm Group Inc$76,2160.27%75,342CommonSOLE
224408104CRCrane Co$76,0710.27%643,908CommonSOLE
56585A102MPCMarathon Petroleum Corp$76,0560.27%512,643CommonSOLE
09247X101BLKCHFBlackRock Inc$75,8750.27%93,465CommonSOLE
77543R102ROKURoku Inc$75,5620.27%824,369CommonSOLE
89531P105TREXTrex Co Inc$74,0370.27%894,271CommonSOLE
98585X104YETIYETI Holdings Inc$73,7230.26%1,423,779CommonSOLE
94106L109WMWaste Management Inc$73,2090.26%408,763CommonSOLE
M2682V108CYBRCyberArk Software Ltd$73,0610.26%333,532CommonSOLE
46138G508BKLNInvesco Senior Loan ETF$72,7350.26%3,434,118CommonSOLE
099502106BAHBooz Allen Hamilton Holding Corp$70,0150.25%547,380CommonSOLE
05368X102AVDXAvidXchange Holdings Inc$69,3950.25%5,600,949CommonSOLE
16411R208LNGCheniere Energy Inc$68,9840.25%404,103CommonSOLE
64110D104NTAPNetApp Inc$68,2190.24%773,804CommonSOLE
03990B101ARESAres Management Corp$67,7810.24%569,974CommonSOLE
12008R107BLDRBuilders FirstSource Inc$67,3530.24%403,454CommonSOLE
03940C100ACLXGBXArcellx Inc$66,4100.24%1,196,567CommonSOLE
71424F105PRPermian Resources Corp$66,2580.24%4,871,883CommonSOLE
12504L109CBRECBRE Group Inc$66,0650.24%709,690CommonSOLE
12769G100CZRCaesars Entertainment Inc$64,3880.23%1,373,459CommonSOLE
742718109PGProcter & Gamble Co/The$63,5510.23%433,674CommonSOLE
92932M101WNSNWNS Holdings Ltd$62,8490.23%994,440CommonSOLE
98978V103ZTSZoetis Inc$61,8590.22%313,414CommonSOLE
02665T306AMHAmerican Homes 4 Rent$61,3460.22%1,705,946CommonSOLE
697435AF2PANW 0.375 06/01/25Palo Alto Networks Inc$60,3850.22%20,363,000CommonSOLE
949746101WMT2WELLS FARGO & CO$59,7980.21%1,214,905CommonSOLE
60786M105MCMoelis & Co$59,6570.21%1,062,843CommonSOLE
92826C839VVisa Inc$58,7620.21%225,704CommonSOLE
854502101SWKStanley Black & Decker Inc$57,8370.21%589,568CommonSOLE
086516101BBYBest Buy Co Inc$57,2920.21%731,880CommonSOLE
M6191J100FROGJFrog Ltd$57,0810.20%1,649,276CommonSOLE
26969P108EXPEagle Materials Inc$57,0520.20%281,265CommonSOLE
249906108DSGXDescartes Systems Group Inc/The$57,0010.20%678,098CommonSOLE
723787107PXDEURPioneer Natural Resources Co$56,4640.20%251,084CommonSOLE
088606108BHPBHP Group Ltd$55,9020.20%818,363CommonSOLE
879360105TDYTeledyne Technologies Inc$55,7160.20%124,842CommonSOLE
679295AD7OKTA 0.125 09/01/25Okta Inc$55,6210.20%60,259,000CommonSOLE
82509LAA5SHOPCN 0.125 11/01/25Shopify Inc$55,5560.20%58,755,000CommonSOLE
824348106SHWSherwin-Williams Co/The$55,4550.20%177,797CommonSOLE
46116X101ITCIEURIntra-Cellular Therapies Inc$55,3600.20%772,967CommonSOLE
974155103WINGWingstop Inc$55,1110.20%214,791CommonSOLE
N14506104ESTCElastic NV$54,7100.20%485,451CommonSOLE
37637K108GTLBGitlab Inc$54,5790.20%866,885CommonSOLE
73278L105POOLPool Corp$54,2540.19%136,074CommonSOLE
G0450A105ACGLArch Capital Group Ltd$53,9470.19%726,369CommonSOLE
00847J105AGYSAgilysys Inc$53,8990.19%635,446CommonSOLE
197236102COLBColumbia Banking System Inc$53,7460.19%2,014,476CommonSOLE
74758T303QLYSQualys Inc$53,3140.19%271,620CommonSOLE
37045V100GMGeneral Motors Co$52,8190.19%1,470,456CommonSOLE
358054104FRSHFreshworks Inc$52,7840.19%2,247,111CommonSOLE
31946M103FCNCAFirst Citizens BancShares Inc/NC$52,4930.19%36,994CommonSOLE
03769M106APOApollo Global Management Inc$52,1350.19%559,447CommonSOLE
199908104FIXComfort Systems USA Inc$51,7330.19%251,532CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$51,5020.18%126,575CommonSOLE
859241101STRLSterling Infrastructure Inc$51,1670.18%581,899CommonSOLE
68389X105ORCLOracle Corp$51,0200.18%483,920CommonSOLE
632307104NTRANatera Inc$50,0800.18%799,489CommonSOLE
539830109LMTLockheed Martin Corp$50,0570.18%110,442CommonSOLE
989701107ZIONZions Bancorp NA$49,9460.18%1,138,500CommonSOLE
337738108FISVFiserv Inc$49,2620.18%370,835CommonSOLE
26856L103ELFelf Beauty Inc$49,2020.18%340,881CommonSOLE
231561101CWCurtiss-Wright Corp$49,0590.18%220,203CommonSOLE
806857108SLBSchlumberger NV$48,9480.18%940,582CommonSOLE
27579R104EWBCEast West Bancorp Inc$48,7990.18%678,240CommonSOLE
217204106CPRTCopart Inc$47,8110.17%975,737CommonSOLE
G51502105JCIJohnson Controls International plc$47,7460.17%828,340CommonSOLE
05368V106AVNTAvient Corp$47,4560.17%1,141,576CommonSOLE
86800U104SMCIUSDSuper Micro Computer Inc$47,3240.17%166,482CommonSOLE
78467V608SRLNSPDR Blackstone Senior Loan ETF$46,5150.17%1,109,357CommonSOLE
72407810062CPiper Sandler Cos$46,4950.17%265,880CommonSOLE
337932107FEFirstEnergy Corp$46,4810.17%1,267,895CommonSOLE
053611109AVYAvery Dennison Corp$45,3460.16%224,306CommonSOLE
03783C100APPFAppfolio Inc$45,0390.16%259,983CommonSOLE
437076102HDHome Depot Inc/The$44,6140.16%128,738CommonSOLE
92511U102VRRMVerra Mobility Corp$44,5080.16%1,932,602CommonSOLE
90353TAJ9UBER 0 12/15/25Uber Technologies Inc$44,1910.16%43,362,000CommonSOLE
204166102CVLTCommVault Systems Inc$43,8150.16%548,716CommonSOLE
291011104EMREmerson Electric Co$43,5180.16%447,121CommonSOLE
922280102VRNSVaronis Systems Inc$43,4310.16%959,158CommonSOLE
955306105WSTWest Pharmaceutical Services Inc$42,4640.15%120,596CommonSOLE
79589L106IOTSamsara Inc$42,3840.15%1,269,731CommonSOLE
29109X106AZPN1USDAspen Technology Inc$42,0800.15%191,143CommonSOLE
00971TAJ0AKAM 0.125 05/01/25Akamai Technologies Inc$42,0710.15%33,054,000CommonSOLE
025932104AFGAmerican Financial Group Inc/OH$41,5700.15%349,653CommonSOLE
983793100XPOXPO Inc$41,2580.15%471,042CommonSOLE
09062X103BIIBBiogen Inc$41,2480.15%159,399CommonSOLE
736508847PORPortland General Electric Co$40,8350.15%942,208CommonSOLE
883556102TMOThermo Fisher Scientific Inc$40,7470.15%76,767CommonSOLE
683344105ONTOOnto Innovation Inc$40,6790.15%266,054CommonSOLE
338307101FIVNFive9 Inc$40,4050.15%513,461CommonSOLE
81730H109SSentinelOne Inc$40,3280.14%1,469,679CommonSOLE
566324109MMIMarcus & Millichap Inc$39,6450.14%907,626CommonSOLE
553498106MSAMSA Safety Inc$39,3780.14%233,240CommonSOLE
45828L108IASIntegral Ad Science Holding Corp$39,2400.14%2,726,947CommonSOLE
74766Q101QTRXQuanterix Corp$39,1040.14%1,430,277CommonSOLE
892672106TWTradeweb Markets Inc$38,8800.14%427,821CommonSOLE
693718108PCARPACCAR Inc$38,6690.14%396,000CommonSOLE
780153BQ4RCL 6 08/15/25Royal Caribbean Cruises Ltd$38,5680.14%14,473,000CommonSOLE
377322102GKOSGlaukos Corp$38,3790.14%482,821CommonSOLE
M7S64H106MNDYMonday.com Ltd$37,9520.14%202,080CommonSOLE
148929102CAVACava Group Inc$37,8690.14%881,082CommonSOLE
25862V105DVDoubleVerify Holdings Inc$37,8100.14%1,027,998CommonSOLE
58155Q103MCKMcKesson Corp$37,6710.14%81,367CommonSOLE
75960P104RELYRemitly Global Inc$37,6710.14%1,939,838CommonSOLE
488401100KMPRKemper Corp$37,3720.13%767,860CommonSOLE
88033G407THCTenet Healthcare Corp$37,2870.13%493,409CommonSOLE
G9618E107WTMWhite Mountains Insurance Group Ltd$36,9300.13%24,538CommonSOLE
000360206AAONAAON Inc$36,8440.13%498,778CommonSOLE
855244109SBUXStarbucks Corp$36,3790.13%378,913CommonSOLE
88339J105TTDTrade Desk Inc/The$36,3530.13%505,188CommonSOLE
78463M107SPSCSPS Commerce Inc$35,9970.13%185,705CommonSOLE
260557103DOWDow Inc$35,8870.13%654,399CommonSOLE
461202103INTUIntuit Inc$35,7000.13%57,117CommonSOLE
077454106BDCBelden Inc$35,5550.13%460,251CommonSOLE
015271109AREAlexandria Real Estate Equities Inc$35,4000.13%279,244CommonSOLE
025816109AXPAmerican Express Co$35,0970.13%187,346CommonSOLE
L44385109GLOBGlobant SA$35,0610.13%147,326CommonSOLE
199333105CMCOColumbus McKinnon Corp/NY$34,7740.12%891,189CommonSOLE
358039105FRPTFreshpet Inc$34,6980.12%399,938CommonSOLE
872657101TPGTPG Inc$34,6900.12%803,563CommonSOLE
000361105AIRAAR Corp$34,5410.12%553,540CommonSOLE
443573AD2HUBS 0.375 06/01/25HubSpot Inc$34,4350.12%16,598,000CommonSOLE
60937PAD8MDB 0.25 01/15/26MongoDB Inc$34,3840.12%17,392,000CommonSOLE
07831C103BRBRBellRing Brands Inc$34,1450.12%616,011CommonSOLE
70202L102PSNParsons Corp$33,4750.12%533,807CommonSOLE
670703107NUVLNuvalent Inc$33,4210.12%454,151CommonSOLE
98420N105XENEXenon Pharmaceuticals Inc$33,0700.12%717,972CommonSOLE
69608A108PLTRPalantir Technologies Inc$32,7070.12%1,904,909CommonSOLE
44925C103ICFIICF International Inc$32,6740.12%243,674CommonSOLE
007973100AEISAdvanced Energy Industries Inc$32,6240.12%299,530CommonSOLE
91688F104UPWKUpwork Inc$32,3660.12%2,176,598CommonSOLE
407497106HLNEHamilton Lane Inc$32,3540.12%285,214CommonSOLE
318672706FBPFirst BanCorp/Puerto Rico$32,0780.12%1,950,029CommonSOLE
171484108CHDNChurchill Downs Inc$31,6860.11%234,834CommonSOLE
G8473T100STESTERIS PLC$31,6710.11%144,058CommonSOLE
98980GAB8ZS 0.125 07/01/25Zscaler Inc$31,3220.11%20,622,000CommonSOLE
23257D103CBAYUSDCymabay Therapeutics Inc$31,2070.11%1,321,219CommonSOLE
40171V100GWREGuidewire Software Inc$30,8530.11%282,947CommonSOLE
88162G103TTEKTetra Tech Inc$30,8250.11%184,659CommonSOLE
032654105ADIAnalog Devices Inc$30,7960.11%155,097CommonSOLE
09857LAN8BKNG 0.75 05/01/25Booking Holdings Inc$30,6560.11%16,245,000CommonSOLE
92537N108VRTVertiv Holdings Co$30,4770.11%634,540CommonSOLE
71375U101PRFTUSDPerficient Inc$30,3120.11%460,535CommonSOLE
37253A103THRMGentherm Inc$30,2820.11%578,350CommonSOLE
55024UAB5Lumentum Holdings Inc$29,9950.11%29,837,000CommonSOLE
075887109BDXBecton Dickinson & Co$29,9670.11%122,902CommonSOLE
654106103NKENIKE Inc$29,7300.11%273,832CommonSOLE
29362U104ENTGEntegris Inc$29,6370.11%247,346CommonSOLE
104674106BRCBrady Corp$29,5970.11%504,286CommonSOLE
23248VAB1CYBR 0 11/15/24CyberArk Software Ltd$28,9500.10%20,404,000CommonSOLE
819047101SHAKShake Shack Inc$28,7270.10%387,580CommonSOLE
426281101JKHYJack Henry & Associates Inc$28,7070.10%175,673CommonSOLE
02156BAF0AYX 1 08/01/26Alteryx Inc$28,5160.10%29,240,000CommonSOLE
03073E105CORCencora Inc$28,5080.10%138,807CommonSOLE
03769M304APO 6.75 07/31/26Apollo Global Management Inc$28,4870.10%505,362CommonSOLE
84790A105SPBSpectrum Brands Holdings Inc$28,2050.10%353,579CommonSOLE
97650W108WTFCWintrust Financial Corp$27,9830.10%301,702CommonSOLE
22663K107CRNXCrinetics Pharmaceuticals Inc$27,6560.10%777,288CommonSOLE
958102AP0Western Digital Corp$27,5440.10%27,655,000CommonSOLE
22266M104COURCoursera Inc$27,1040.10%1,399,278CommonSOLE
226718104CRTOCriteo SA$26,9290.10%1,063,538CommonSOLE
45258J102IMVTImmunovant Inc$26,6000.10%631,399CommonSOLE
942622200WSOWatsco Inc$26,4560.10%61,745CommonSOLE
338307AD3FIVN 0.5 06/01/25Five9 Inc$26,3480.09%27,526,000CommonSOLE
74340W103PLDPrologis Inc$26,3220.09%197,465CommonSOLE
23804LAB9DDOG 0.125 06/15/25Datadog Inc$26,2060.09%18,736,000CommonSOLE
679580100ODFLOld Dominion Freight Line Inc$26,0360.09%64,234CommonSOLE
98954MAH4Z 2.75 05/15/25Zillow Group Inc$26,0210.09%23,639,000CommonSOLE
053332102AZOAutoZone Inc$25,9390.09%10,032CommonSOLE
06652K103BKUBankUnited Inc$25,6480.09%790,877CommonSOLE
882681109TXRHTexas Roadhouse Inc$25,5940.09%209,388CommonSOLE
515098101LSTRLandstar System Inc$25,5220.09%131,796CommonSOLE
29355AAK3ENPH 0 03/01/28Enphase Energy Inc$25,4470.09%28,517,000CommonSOLE
15118V207CELHCelsius Holdings Inc$25,3300.09%464,593CommonSOLE
M5216V106GLBEGlobal-e Online Ltd$24,9640.09%629,937CommonSOLE
009066AB7ABNB 0 03/15/26Airbnb Inc$24,9140.09%27,705,000CommonSOLE
25179M103DVNDevon Energy Corp$24,8560.09%548,690CommonSOLE
169905106CHHChoice Hotels International Inc$24,7410.09%218,373CommonSOLE
238337109PLAYDave & Buster's Entertainment Inc$24,5720.09%456,295CommonSOLE
G4388N106HELEHelen of Troy Ltd$24,4250.09%202,177CommonSOLE
09581B103OWLBlue Owl Capital Inc$24,4020.09%1,637,697CommonSOLE
G8994E103TTTrane Technologies PLC$24,3900.09%100,000CommonSOLE
126638105CVRXCVRx Inc$24,3550.09%774,670CommonSOLE
08265TAB5BSY 0.125 01/15/26Bentley Systems Inc$24,2470.09%24,505,000CommonSOLE
302130109EXPDExpeditors International of Washington Inc$24,2280.09%190,466CommonSOLE
92243G108PCVXVaxcyte Inc$24,2140.09%385,574CommonSOLE
159864107CRLCharles River Laboratories International Inc$24,1180.09%102,025CommonSOLE
575385109DOORUSDMasonite International Corp$23,9710.09%283,142CommonSOLE
69404D108PACBPacific Biosciences of California Inc$23,9650.09%2,442,956CommonSOLE
224441105CXTCrane NXT Co$23,9010.09%420,277CommonSOLE
70438V106PCTYPaylocity Holding Corp$23,8450.09%144,643CommonSOLE
G6700G107NVTnVent Electric PLC$23,6040.08%399,455CommonSOLE
759916109RGENRepligen Corp$23,5720.08%131,100CommonSOLE
537008104LFUSLittelfuse Inc$23,5560.08%88,042CommonSOLE
26142RAB0DKNG 0 03/15/28DraftKings Holdings Inc$23,4620.08%29,092,000CommonSOLE
37940X102GPNGlobal Payments Inc$23,4560.08%184,690CommonSOLE
02156BAD5AYX 0.5 08/01/24Alteryx Inc$23,2790.08%23,983,000CommonSOLE
346375108FORMFormFactor Inc$23,2540.08%557,528CommonSOLE
30212PBE4EXPE 0 02/15/26Expedia Group Inc$23,1770.08%24,453,000CommonSOLE
32054K103FRFirst Industrial Realty Trust Inc$23,1720.08%439,939CommonSOLE
525327102LDOSLeidos Holdings Inc$23,0550.08%213,000CommonSOLE
88025U109TXG10X Genomics Inc$22,8940.08%409,127CommonSOLE
25754A201DPZDomino's Pizza Inc$22,7750.08%55,248CommonSOLE
147528103CASYCasey's General Stores Inc$22,2540.08%81,000CommonSOLE
216648402Cooper Cos Inc/The$22,1950.08%58,649CommonSOLE
366651107ITGartner Inc$22,1040.08%49,000CommonSOLE
577933104MMSMaximus Inc$22,0790.08%263,280CommonSOLE
70450Y103PYPLPayPal Holdings Inc$21,8630.08%356,021CommonSOLE
29444U700EQIXEquinix Inc$21,7460.08%27,000CommonSOLE
743315103PGRProgressive Corp/The$21,5030.08%135,000CommonSOLE
880770102TERTeradyne Inc$21,4850.08%197,980CommonSOLE
457669AB5INSM 0.75 06/01/28Insmed Inc$21,4070.08%18,718,000CommonSOLE
451107106IDAIDACORP Inc$21,3760.08%217,415CommonSOLE
64125CAD1Neurocrine Biosciences Inc$21,2770.08%12,295,000CommonSOLE
12572Q105CMECME Group Inc$21,1650.08%100,500CommonSOLE
21874C102CNMCore & Main Inc$21,0460.08%520,800CommonSOLE
25659T107DLBDolby Laboratories Inc$20,9300.08%242,868CommonSOLE
929160109VMCVulcan Materials Co$20,8960.08%92,048CommonSOLE
904767704Unilever PLC$20,8140.07%429,336CommonSOLE
49338L103KEYSKeysight Technologies Inc$20,5340.07%129,070CommonSOLE
09073M104TECHBio-Techne Corp$20,1520.07%261,180CommonSOLE
125896100CMSCMS Energy Corp$20,1390.07%346,800CommonSOLE
40171VAA8GWRE 1.25 03/15/25Guidewire Software Inc$20,0980.07%18,262,000CommonSOLE
450056106IRTCiRhythm Technologies Inc$19,6660.07%183,721CommonSOLE
29260V105DAVAEndava PLC$18,8650.07%242,330CommonSOLE
538034AU3LYV 2 02/15/25Live Nation Entertainment Inc$18,4140.07%17,451,000CommonSOLE
49446R109KIMKimco Realty Corp$17,8150.06%835,987CommonSOLE
56087FAB0MMYT 0 02/15/28MakeMyTrip Ltd$17,5900.06%13,449,000CommonSOLE
060505682BAC 7.25 PERP LBank of America Corp$17,3480.06%14,371CommonSOLE
477143AP6JBLU 0.5 04/01/26JetBlue Airways Corp$17,2500.06%23,794,000CommonSOLE
60471A101MIRMirion Technologies Inc$16,9820.06%1,656,780CommonSOLE
207410101CNMDCONMED Corp$16,1920.06%147,858CommonSOLE
10806XAB8BBIO 2.5 03/15/27Bridgebio Pharma Inc$16,1880.06%13,396,000CommonSOLE
315616102FFIVF5 Inc$15,8080.06%88,320CommonSOLE
40131MAB5GH 0 11/15/27Guardant Health Inc$15,6490.06%22,240,000CommonSOLE
607828100MODModine Manufacturing Co$15,5030.06%259,689CommonSOLE
368736104GNRCGenerac Holdings Inc$15,4660.06%119,669CommonSOLE
722304AC6PDD 0 12/01/25PDD Holdings Inc$15,4610.06%14,981,000CommonSOLE
722304AB8PDD Holdings Inc$15,3890.06%4,473,000CommonSOLE
252131AK3DXCM 0.25 11/15/25Dexcom Inc$15,2820.05%14,638,000CommonSOLE
94724R108WEAVWeave Communications Inc$15,0390.05%1,311,153CommonSOLE
671044105OSISOSI Systems Inc$14,9830.05%116,095CommonSOLE
00766T100ACMAECOM$14,9610.05%161,860CommonSOLE
392709101GRBKGreen Brick Partners Inc$14,9420.05%287,685CommonSOLE
01644J108ALKTAlkami Technology Inc$14,8830.05%613,737CommonSOLE
05969A105TBBKBancorp Inc/The$14,8830.05%385,962CommonSOLE
33748L101FWRGFirst Watch Restaurant Group Inc$14,6610.05%729,387CommonSOLE
632307AB0NTRA 2.25 05/01/27Natera Inc$14,5700.05%8,511,000CommonSOLE
G0750C108AXTAAxalta Coating Systems Ltd$14,2130.05%418,412CommonSOLE
595017AU8MCHP 0.125 11/15/24Microchip Technology Inc$13,6250.05%12,471,000CommonSOLE
65336K103NXSTNexstar Media Group Inc$13,5310.05%86,320CommonSOLE
92846Q107COCOVita Coco Co Inc/The$13,3510.05%520,478CommonSOLE
185123106CWANClearwater Analytics Holdings Inc$13,3080.05%664,372CommonSOLE
18915MAC1NET 0 08/15/26Cloudflare Inc$13,2570.05%14,763,000CommonSOLE
76243J105RYTMRhythm Pharmaceuticals Inc$13,0330.05%283,518CommonSOLE
16115Q407GTLS 6.75 12/15/25 BChart Industries Inc$12,7860.05%226,855CommonSOLE
00402L107ASOAcademy Sports & Outdoors Inc$12,5330.05%189,892CommonSOLE
23282WAC4CYTK 3.5 07/01/27Cytokinetics Inc$12,5080.04%7,115,000CommonSOLE
86333M108LRNStride Inc$12,3250.04%207,587CommonSOLE
09061GAH4BMRN 0.599 08/01/24BioMarin Pharmaceutical Inc$11,8450.04%12,003,000CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO & CO$11,6640.04%9,756CommonSOLE
50077B207KTOSKratos Defense & Security Solutions Inc$11,5650.04%569,949CommonSOLE
26884LAK5EQT 1.75 05/01/26EQT Corp$11,1710.04%4,207,000CommonSOLE
985817105YELPYelp Inc$10,9980.04%232,327CommonSOLE
70439P108PAYPaymentus Holdings Inc$10,8830.04%608,993CommonSOLE
05464CAB7AXON 0.5 12/15/27Axon Enterprise Inc$10,8700.04%8,590,000CommonSOLE
46005L101IMXIInternational Money Express Inc$10,8600.04%491,635CommonSOLE
20451Q104CODICompass Diversified Holdings$10,7250.04%477,750CommonSOLE
811707801SBCFSeacoast Banking Corp of Florida$10,4890.04%368,551CommonSOLE
021369AC7ALTR 1.75 06/15/27Altair Engineering Inc$10,4700.04%8,069,000CommonSOLE
05465C100AXAxos Financial Inc$10,2840.04%188,353CommonSOLE
852234AJ2XYZ 0 05/01/26Block Inc$10,2270.04%11,696,000CommonSOLE
05465P101AXNX*Axonics Inc$10,1270.04%162,726CommonSOLE
133131102CPTCamden Property Trust$9,9470.04%100,180CommonSOLE
393657AM3GBX 2.875 04/15/28Greenbrier Cos Inc/The$9,8600.04%10,000,000CommonSOLE
28618M106ESIElement Solutions Inc$9,8430.04%425,354CommonSOLE
77634L105RCM1USDR1 RCM Inc$9,6790.03%915,725CommonSOLE
94419LAP6W 3.25 09/15/27Wayfair Inc$9,6660.03%7,834,000CommonSOLE
61559X104MLTXMoonLake Immunotherapeutics$9,6210.03%159,319CommonSOLE
64944P307FLG 6 11/01/51New York Community Capital Trust V$9,2320.03%219,589CommonSOLE
14575E105CARSCars.com Inc$9,2220.03%486,113CommonSOLE
743606105PBProsperity Bancshares Inc$9,0770.03%134,020CommonSOLE
252131107DXCMDexcom Inc$8,9150.03%71,842CommonSOLE
52661A108DRSLeonardo DRS Inc$8,7970.03%438,948CommonSOLE
53815P108RAMPLiveRamp Holdings Inc$8,6830.03%229,202CommonSOLE
30063PAC9EXAS 0.375 03/01/28Exact Sciences Corp$8,6600.03%9,259,000CommonSOLE
30233G209EYPTEyePoint Pharmaceuticals Inc$8,5740.03%370,987CommonSOLE
682189AS4ON 0 05/01/27ON Semiconductor Corp$8,5360.03%5,221,000CommonSOLE
298736AL3EEFT 0.75 03/15/49Euronet Worldwide Inc$8,5050.03%9,096,000CommonSOLE
001744101AMNAMN Healthcare Services Inc$8,4430.03%112,753CommonSOLE
10806B10053SBridge Investment Group Holdings Inc$8,3530.03%854,112CommonSOLE
72352L106PINSPinterest Inc$8,3070.03%224,270CommonSOLE
55345K10337MMRC Global Inc$8,1510.03%740,332CommonSOLE
719405102PLABPhotronics Inc$8,1420.03%259,525CommonSOLE
163092AD1CHGG 0.125 03/15/25Chegg Inc$8,0210.03%8,714,000CommonSOLE
70202LAB8PSN 0.25 08/15/25Parsons Corp$7,9670.03%5,550,000CommonSOLE
90184D100TWSTTwist Bioscience Corp$7,9230.03%214,959CommonSOLE
665531307NOGNorthern Oil and Gas Inc$7,8260.03%211,114CommonSOLE
87724P106TMHCTaylor Morrison Home Corp$7,7600.03%145,461CommonSOLE
87652V109TASKTaskUS Inc$7,6920.03%588,471CommonSOLE
31188V100FSLYFastly Inc$7,6780.03%431,348CommonSOLE
74276L105PRCTPROCEPT BioRobotics Corp$7,5940.03%181,204CommonSOLE
81282V100PRKSSeaWorld Entertainment Inc$7,4820.03%141,629CommonSOLE
74164F103PRIMPrimoris Services Corp$7,4090.03%223,104CommonSOLE
302492103FLYWFlywire Corp$7,2710.03%314,107CommonSOLE
20717MAB9CFLT 0 01/15/27Confluent Inc$7,2220.03%8,662,000CommonSOLE
10806XAD4BBIO 2.25 02/01/29Bridgebio Pharma Inc$7,1240.03%8,362,000CommonSOLE
42722X106HFWAHeritage Financial Corp/WA$7,0120.03%327,838CommonSOLE
902673102UFPTUFP Technologies Inc$7,0020.03%40,704CommonSOLE
929328102WSFSWSFS Financial Corp$6,9450.02%151,213CommonSOLE
893830BW8Transocean Inc$6,9070.02%3,335,000CommonSOLE
98956A105ZETAZeta Global Holdings Corp$6,6710.02%756,338CommonSOLE
723787AP2PXD 0.25 05/15/25Pioneer Natural Resources Co$6,6230.02%2,720,000CommonSOLE
45168D104IDXXIDEXX Laboratories Inc$6,6020.02%11,894CommonSOLE
64082B102NRDSNerdWallet Inc$6,5450.02%444,638CommonSOLE
74762E102QUREQuanta Services Inc$6,3930.02%29,623CommonSOLE
98980G102ZSZscaler Inc$6,3880.02%28,833CommonSOLE
600551204MLRMiller Industries Inc/TN$6,3770.02%150,801CommonSOLE
92847W103VITLVital Farms Inc$6,2640.02%399,173CommonSOLE
92540K109VTMXCorp Inmobiliaria Vesta SAB de CV$6,2250.02%157,118CommonSOLE
85254J102STAGSTAG Industrial Inc$6,1990.02%157,894CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$6,1910.02%46,981CommonSOLE
501270102KRUSKura Sushi USA Inc$6,1630.02%81,093CommonSOLE
516544103LNTHLantheus Holdings Inc$6,0830.02%98,111CommonSOLE
345370CZ1F 0 03/15/26Ford Motor Co$5,9070.02%5,937,000CommonSOLE
225447AD3WOLF 1.75 05/01/26Wolfspeed Inc$5,7870.02%5,072,000CommonSOLE
75025X100RLGTRadiant Logistics Inc$5,7840.02%871,046CommonSOLE
902252AB1TYL 0.25 03/15/26Tyler Technologies Inc$5,7450.02%5,669,000CommonSOLE
169656105CMGChipotle Mexican Grill Inc$5,7380.02%2,509CommonSOLE
55087PAB0LYFT 1.5 05/15/25Lyft Inc$5,6310.02%5,949,000CommonSOLE
03831W108APPAppLovin Corp$5,5630.02%139,593CommonSOLE
74275K108PCORProcore Technologies Inc$5,4960.02%79,406CommonSOLE
89785X101TBITrueBlue Inc$5,4840.02%357,484CommonSOLE
00827B106AFRMAffirm Holdings Inc$5,4480.02%110,863CommonSOLE
819047AB7SHAK 0 03/01/28Shake Shack Inc$5,3850.02%6,639,000CommonSOLE
56117J100MBUUMalibu Boats Inc$5,1720.02%94,353CommonSOLE
92345Y106VRSKVerisk Analytics Inc$5,1620.02%21,610CommonSOLE
562750109MANHManhattan Associates Inc$5,0980.02%23,678CommonSOLE
45827U109INTAIntapp Inc$5,0230.02%132,105CommonSOLE
78473E103SPXCSPX Technologies Inc$4,9820.02%49,313CommonSOLE
101137107BSXBoston Scientific Corp$4,9810.02%86,165CommonSOLE
062540109BOHBank of Hawaii Corp$4,9800.02%68,734CommonSOLE
099406100BOOTBoot Barn Holdings Inc$4,9160.02%64,050CommonSOLE
703343AG8PATK 1.75 12/01/28Patrick Industries Inc$4,8890.02%4,289,000CommonSOLE
402635502GPORGulfport Energy Corp$4,8490.02%36,402CommonSOLE
413216300HMYHarmony Gold Mining Co Ltd$4,7570.02%773,500CommonSOLE
739128106POWLPowell Industries Inc$4,7300.02%53,500CommonSOLE
25609L105DCBODocebo Inc$4,6880.02%96,909CommonSOLE
745848101LUNGPulmonx Corp$4,6600.02%365,518CommonSOLE
377322AB8GKOS 2.75 06/15/27Glaukos Corp$4,6590.02%3,056,000CommonSOLE
095306106BLBDBlue Bird Corp$4,6400.02%172,106CommonSOLE
207410AH4CNMD 2.25 06/15/27CONMED Corp$4,6300.02%4,633,000CommonSOLE
90041L105TPBTurning Point Brands Inc$4,6280.02%175,820CommonSOLE
53803X105LOBLive Oak Bancshares Inc$4,5300.02%99,570CommonSOLE
39813G109GDYNGrid Dynamics Holdings Inc$4,4900.02%336,856CommonSOLE
87151X101SYMSymbotic Inc$4,4690.02%87,068CommonSOLE
875465106SKTTanger Inc$4,4630.02%161,000CommonSOLE
85208M102SFMSprouts Farmers Market Inc$4,3250.02%89,880CommonSOLE
258278100DORMDorman Products Inc$4,2290.02%50,705CommonSOLE
980745103WWDWoodward Inc$4,1880.02%30,766CommonSOLE
538034109LYVLive Nation Entertainment Inc$4,1580.01%44,423CommonSOLE
P5626F128IFSIntercorp Financial Services Inc$4,0700.01%185,390CommonSOLE
19260Q107COINCoinbase Global Inc$4,0660.01%23,377CommonSOLE
526107107LIILennox International Inc$4,0190.01%8,980CommonSOLE
526057104LENLennar Corp$3,9140.01%26,263CommonSOLE
00760J108AEHRAehr Test Systems$3,9030.01%147,136CommonSOLE
94419LAF8W 1 08/15/26Wayfair Inc$3,7930.01%4,320,000CommonSOLE
18467V109YOUClear Secure Inc$3,7830.01%183,185CommonSOLE
G25508105CRHCRH PLC ORD$3,5330.01%51,087CommonSOLE
45104G104IBNICICI Bank Ltd$3,3610.01%141,000CommonSOLE
M4R82T106FVRRFiverr International Ltd$3,3470.01%122,973CommonSOLE
N44445109IMTXImmatics NV$2,9620.01%281,284CommonSOLE
84921RAB6SPOT 0 03/15/26Spotify USA Inc$2,8980.01%3,284,000CommonSOLE
138035704CGCCanopy Growth Corp$2,8750.01%562,560CommonSOLE
878742204TECKTeck Resources Ltd$2,3740.01%56,159CommonSOLE
G2519Y108BAPCredicorp Ltd$2,1160.01%14,113CommonSOLE
58506Q109MEDPMedpace Holdings Inc$2,0980.01%6,843CommonSOLE
T9224W109STVNStevanato Group SpA$1,8090.01%66,286CommonSOLE
464287598IWDiShares MSCI EAFE ETF$1,7590.01%10,644CommonSOLE
29977A105EVREvercore Inc$1,1040.00%6,453CommonSOLE
745867101PHMPulteGroup Inc$8370.00%8,108CommonSOLE
125523100CICigna Group/The$8260.00%2,758CommonSOLE
73939C106PowerSchool Holdings Inc$7750.00%32,880CommonSOLE
65441V101NINEQNine Energy Service Inc$4210.00%157,185CommonSOLE
863667101SYKStryker Corp$2340.00%782CommonSOLE
52490G102LEGNLegend Biotech Corp$2040.00%3,385CommonNONE
30744WAD9Farfetch Ltd$610.00%3,714,000CommonSOLE

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.