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LAZARD ASSET MANAGEMENT LLC

Q2 2023 · 13F-HR

LAZARD ASSET MANAGEMENT LLCholdings as filed

Filed 2023-08-15 · accession 0001207017-23-000038

$81.2M
Reported value
2,340
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2340

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$3.8M4.65%11,090,873CommonSOLE
02079K305GOOGLALPHABET INC A$2.7M3.38%22,934,821CommonSOLE
023135106AMZNAMAZON.COM INC$2.1M2.62%16,351,321CommonSOLE
655844108NSCNORFOLK SOUTHER$1.9M2.33%8,365,299CommonSOLE
478160104JNJJOHN & JOHN COM$1.8M2.16%10,613,461CommonSOLE
92826C839VVISA INC$1.6M2.01%6,885,244CommonSOLE
G0403H108AONAON PLC/IRELAND$1.5M1.88%4,429,362CommonSOLE
G1151C101ACNACCENTURE PLC$1.2M1.48%3,905,378CommonSOLE
45866F104ICEINTERCONTINEN$1.1M1.36%9,780,074CommonSOLE
060505104BACBANK OF AMERICA$1.1M1.35%38,139,521CommonSOLE
032654105ADIANALOG DEVICES$1.1M1.34%5,571,610CommonSOLE
91324P102UNHUNITEDHEALTH GR$1.0M1.29%2,177,028CommonSOLE
883556102TMOTHERMO FISHER$1.0M1.26%1,961,926CommonSOLE
438516106HONHONEYWELL INTL$944,2071.16%4,550,406CommonSOLE
742718109PGPROCTER & GAMBL$915,4831.13%6,033,249CommonSOLE
126408103CSXCSX CORP$901,6811.11%26,442,306CommonSOLE
94106L109WMWASTE MGMT INC$899,0241.11%5,184,093CommonSOLE
025816109AXPAMER EXPRESS CO$888,0791.09%5,098,054CommonSOLE
235851102DHRDANAHER CORP DE$863,5241.06%3,598,030CommonSOLE
G4705A100ICLRICON PLC$859,2931.06%3,434,431CommonSOLE
580135101MCDMCDONALDS CORP$817,3291.01%2,738,950CommonSOLE
191216100KOCOCA COLA CO$774,6580.95%12,863,831CommonSOLE
166764100CVXCHEVRON CORP$758,0080.93%4,817,348CommonSOLE
74340W103PLDPROLOGIS INC$748,5680.92%6,104,300CommonSOLE
907818108UNPUNION PAC CORP$745,6670.92%3,644,168CommonSOLE
783513203RYAAYRYANAIR HLD-ADR$739,2560.91%6,684,059CommonSOLE
20825C104COPCONOCOPHILLIPS$726,5530.89%7,012,403CommonSOLE
571748102MRSHMARSH & MCLENNA$720,1940.89%3,829,197CommonSOLE
30161N101EXCEXELON CORP$707,7210.87%17,371,666CommonSOLE
17275R102CSCOCISCO SYS INC$682,5070.84%13,191,151CommonSOLE
874039100TSMTAIWAN SEMI-ADR$667,6010.82%6,615,179CommonSOLE
037833100AAPLAPPLE INC$665,4680.82%3,430,786CommonSOLE
038222105AMATAPPLIED MATLS I$639,3630.79%4,423,444CommonSOLE
46266C105IQVIQVIA HOLDINGS$631,3930.78%2,809,074CommonSOLE
30303M102METAMETA PLATFORMS$621,0350.76%2,164,040CommonSOLE
871829107SYYSYSCO CORP$616,2290.76%8,305,011CommonSOLE
032095101APHAMPHENOL CORP$601,7540.74%7,083,630CommonSOLE
02079K107GOOGALPHABET INC C$579,1360.71%4,787,452CommonSOLE
G5960L103MDTMEDTRONIC PLC$570,1780.70%6,471,962CommonSOLE
949746101WMT2WELLS FARGO CO$557,1620.69%13,054,440CommonSOLE
723484101PNWPINNACLE WEST C$522,9030.64%6,419,141CommonSOLE
79466L302CRMSALESFORCE INC$514,8560.63%2,437,079CommonSOLE
437076102HDHOME DEPOT INC$506,9140.62%1,631,842CommonSOLE
101137107BSXBOSTON SCIENTIF$497,2250.61%9,192,578CommonSOLE
98978V103ZTSZOETIS INC$485,3200.60%2,818,201CommonSOLE
78409V104SPGIS&P GLOBAL INC$473,7290.58%1,181,698CommonSOLE
67066G104NVDANVIDIA CORP$438,4500.54%1,036,480CommonSOLE
518439104ELESTEE LAUDER$433,5840.53%2,207,890CommonSOLE
50540R409LSILABORATORY CORP$417,1660.51%1,728,619CommonSOLE
71654V408PBRPETROLEO BRAS A$404,1300.50%29,221,292CommonSOLE
00724F101ADBEADOBE INC$401,1030.49%820,275CommonSOLE
053611109AVYAVERY DENNISON$397,9740.49%2,316,506CommonSOLE
773903109ROKROCKWELL NEW$379,1730.47%1,150,933CommonSOLE
254687106DISWALT DISNEY CO$364,0880.45%4,078,054CommonSOLE
654106103NKENIKE INC CL B$357,9360.44%3,243,064CommonSOLE
40415F101HDBHDFC BANK LTD A$341,2900.42%4,896,583CommonSOLE
149123101CATCATERPILLAR INC$326,8880.40%1,328,544CommonSOLE
609207105MDLZMONDELEZ INTL$315,9020.39%4,331,021CommonSOLE
808513105SCHWSCHWAB CHARLES$313,4490.39%5,530,198CommonSOLE
422806109HEIHEICO CORP$310,5000.38%1,754,833CommonSOLE
025537101AEPAMERICAN ELEC P$307,3980.38%3,650,830CommonSOLE
G6095L109APTIV PLC$306,8300.38%3,005,493CommonSOLE
904767704UNILEVER ADR$305,2210.38%5,855,011CommonSOLE
01609W102BABAALIBABA GRP ADR$301,0440.37%3,611,817CommonSOLE
45104G104IBNICICI BANK ADR$299,4820.37%12,975,843CommonSOLE
715684106TLKTELEKM INDO ADR$298,6930.37%11,199,650CommonSOLE
46120E602ISRGINTUITIVE SURG$287,1290.35%839,708CommonNONE
126650100CVSCVS HEALTH CORP$276,0120.34%3,992,702CommonSOLE
759530108RELXRELX PLC-SP ADR$275,6720.34%8,246,265CommonSOLE
501889208LKQLKQ CORP$270,1090.33%4,635,492CommonSOLE
192422103CGNXCOGNEX CORP COM$263,2300.32%4,698,868CommonSOLE
871607107SNPSSYNOPSYS INC$262,1760.32%602,139CommonNONE
68902V107OTISOTIS WORLDWIDE$261,7800.32%2,941,030CommonSOLE
83088M102SWKSSKYWORKS SOLUT$258,4380.32%2,334,791CommonSOLE
192446102CTSHCOGNIZANT TECH$254,9700.31%3,905,811CommonSOLE
92345Y106VRSKVERISK ANALYTIC$251,6780.31%1,113,478CommonSOLE
29415F104NVSTENVISTA HOLDING$249,8830.31%7,384,273CommonSOLE
055622104BPBP PLC SPON ADR$245,0200.30%6,943,100CommonSOLE
M2682V108CYBRCYBER-ARK SOFT$243,5560.30%1,557,966CommonSOLE
92343E102VRSNVERISIGN$242,3100.30%1,072,314CommonSOLE
200525103CBSHCOMMERCE BANCSH$239,9110.30%4,926,328CommonSOLE
00215W100ASXASE TECHNO-ADR$239,5040.29%30,745,187CommonSOLE
456788108INFYINFOSYS TECHADR$239,0560.29%14,876,013CommonSOLE
58733RAD4MELI 2-8/15/28$236,4010.29%86,325,000CommonNONE
723787107PXDEURPIONEER RES CO$234,3540.29%1,131,165CommonSOLE
444859102HUMHUMANA INC COM$233,4290.29%522,065CommonSOLE
22822V101CCICROWN CASTLE IN$229,5230.28%2,014,427CommonSOLE
02390A101AMXAMERICA MOVIL S$226,9720.28%10,488,612CommonSOLE
278642103EBAYEBAY INC$217,1900.27%4,859,961CommonSOLE
60937PAD8MDB 0.25 01/15/26MDB 0.25-1/26$212,8830.26%106,829,000CommonNONE
38141G104GSGOLDMAN SACHS$211,9570.26%657,155CommonSOLE
285512109EAELECTRONIC ARTS$211,8450.26%1,633,368CommonSOLE
093671105HRBBLOCK H & R INC$211,0420.26%6,622,014CommonSOLE
929160109VMCVULCAN MATLS CO$205,6090.25%912,037CommonSOLE
713448108PEPPEPSICO INC$201,2460.25%1,086,534CommonNONE
697435AF2PANW 0.375 06/01/25PANW 0.375-6/25$198,9360.24%77,152,000CommonNONE
69370C100PTCPTC INC$197,3500.24%1,386,864CommonSOLE
G4863A108BRSLINT'L GAME TECH$194,7190.24%6,105,983CommonSOLE
91912E105VALEVALE SA-SP ADR$184,9780.23%13,783,862CommonSOLE
G25839104CCEPCOCA-COLA EUROP$180,5500.22%2,802,298CommonSOLE
91879Q109MTNVAIL RESORTS$180,2920.22%716,132CommonSOLE
833635105SQMSOCIEDAD QU ADR$177,6260.22%2,445,971CommonSOLE
256746108DLTRDOLLAR TREE INC$177,5600.22%1,237,355CommonSOLE
58933Y105MRKMERCK & CO INC$177,1920.22%1,535,618CommonSOLE
404280406HSBCHSBC HLDGS PLC$175,2040.22%4,422,142CommonSOLE
863667101SYKSTRYKER CORP$173,6290.21%569,110CommonNONE
N6596X109NXPINXP SEMICONDUC$169,5910.21%828,573CommonNONE
595017104MCHPMICROCHIP TECHN$167,2010.21%1,866,305CommonNONE
443573AD2HUBS 0.375 06/01/25HUBS 0.375 25$166,7510.21%87,145,000CommonSOLE
844741BG2LUV 1.25 05/01/25LUV 1.25 5/1/25$166,3650.20%144,634,000CommonSOLE
532457108LLYLILLY ELI & CO$157,7410.19%336,355CommonSOLE
57636Q104MAMASTERCARD INC$155,9270.19%396,465CommonSOLE
345370CZ1F 0 03/15/26F 0-03/15/26$155,6600.19%141,445,000CommonSOLE
538034109LYVLIVE NATION ENT$155,2920.19%1,704,457CommonSOLE
21720AAB8CPA 4.5-4/15/25$153,3870.19%69,312,000CommonSOLE
052769106ADSKAUTODESK INC$149,9320.18%732,775CommonSOLE
494368103KMBKIMBERLY CLARK$145,9000.18%1,056,796CommonNONE
681919106OMCOMNICOM GROUP I$145,4840.18%1,529,016CommonSOLE
876030107TPRTAPESTRY INC$143,7260.18%3,358,110CommonSOLE
244199105DEDEERE & CO$142,6230.18%351,995CommonSOLE
44980X109IPGPIPG PHOTONICS$141,2830.17%1,040,224CommonNONE
464287200IVViSHR CORE S&P$140,4890.17%315,202CommonSOLE
880890108TXTERNIUM SA ADR$139,8670.17%3,527,568CommonSOLE
337738108FISVFISERV INC$137,5940.17%1,090,725CommonSOLE
G29183103ETNEATON CORP PLC$136,2860.17%677,708CommonNONE
867224107SUSUNCOR ENERGY$133,4040.16%4,549,937CommonSOLE
81141RAF7SEALTD 2.375 12/01/25SEALTD 2.375-25$131,6460.16%128,750,000CommonSOLE
88160R101TSLATESLA INC$130,1740.16%497,288CommonNONE
252131AK3DXCM 0.25 11/15/25DXCM 0.25-11/25$129,3700.16%120,628,000CommonSOLE
384802104GWWGRAINGER W W IN$129,3260.16%163,998CommonNONE
459200101IBMINTL BUS MACH$128,6040.16%961,109CommonSOLE
655663102NDSNNORDSON CORP CO$128,0090.16%515,797CommonSOLE
00971TAJ0AKAM 0.125 05/01/25AKAM 0.125-5/25$118,9370.15%110,962,000CommonSOLE
58502B106MDMEDNAX INC$116,3520.14%8,188,063CommonSOLE
01741RAK8ATI 3.5 06/15/25ATI 3.5-6/15/25$116,0000.14%40,000,000CommonNONE
53814LAB4LTHM 4.125 07/15/25LTHM 4.125-7/25$115,4160.14%36,000,000CommonNONE
882508104TXNTEXAS INSTR INC$113,2880.14%629,314CommonSOLE
98980GAB8ZS 0.125 07/01/25ZS 0.125-7/1/25$112,2190.14%95,873,000CommonSOLE
11135F101AVGOBROADCOM INC$109,7960.14%126,579CommonNONE
912909AT5X 5 11/01/26X 5-11/01/26$107,7720.13%55,000,000CommonNONE
48241A105KBKB FINANCIAL GP$107,7410.13%2,959,952CommonSOLE
62886HBD2NCLH 1.125 02/15/27NCL CORPORATION$102,3960.13%110,512,000CommonSOLE
03662Q105AKXANSYS INC$101,9050.13%308,552CommonNONE
989207105ZBRAZEBRA TECHNOLOG$98,8910.12%334,286CommonNONE
T9224W109STVNSTEVANATO GRP$98,8320.12%3,052,267CommonSOLE
30063PAC9EXAS 0.375 03/01/28EXAS 0.375 3/28$98,7030.12%95,999,000CommonSOLE
099502106BAHBOOZ ALLEN HAMI$96,0370.12%860,555CommonSOLE
701094104PHPARKER HANNIFIN$95,9120.12%245,903CommonNONE
747525103QCOMQUALCOMM INC$95,6090.12%803,175CommonNONE
29786AAL0ETSY 0.125 09/01/27ETSY 0.125-9/27$95,3710.12%113,737,000CommonSOLE
848637AD6SPLK 1.125 09/15/25SPLK 1.125-9/25$94,9860.12%94,750,000CommonSOLE
30063PAA3EXAS 1 01/15/25EXAS 1 1/15/25$93,7950.12%68,020,000CommonSOLE
723787AP2PXD 0.25 05/15/25PXD 0.25-5/25$93,0890.11%42,243,000CommonSOLE
05278C107ATHMAUTOHOME IN ADR$90,6300.11%3,108,029CommonSOLE
620076307MSIMOTOROLA SOL$89,3890.11%304,795CommonSOLE
81141RAG5SEALTD 0.25 09/15/26SEALTD 0.25 26$87,4990.11%108,359,000CommonSOLE
67103H107ORLYO REILLY AUTOMO$86,8060.11%90,869CommonNONE
670100205NVONOVO NORDIS ADR$85,7010.11%529,574CommonSOLE
83304AAB2SNAP 0.75 08/01/26SNAP 0.75-08/26$85,2880.10%92,079,000CommonSOLE
717081103PFEPFIZER INC$82,3540.10%2,245,287CommonSOLE
090043AB6BILL 0 12/01/25BILL 0-12/01/25$82,2760.10%78,321,000CommonNONE
18915MAC1NET 0 08/15/26NET 0 08/15/26$82,0860.10%96,176,000CommonSOLE
143658BT8CCL 5.75 10/01/$81,2480.10%41,045,000CommonNONE
896239100TRMBTRIMBLE NAVIGAT$80,7680.10%1,525,664CommonSOLE
707569AU3PENN 2.75 05/15/26PENN 2.75 05/26$80,0650.10%64,361,000CommonNONE
852234AF0XYZ 0.125 03/01/25SQ 0.125-3/1/25$79,9020.10%84,330,000CommonSOLE
338307AD3FIVN 0.5 06/01/25FIVN 0.5-6/1/25$79,2760.10%82,024,000CommonSOLE
23918K108DVADAVITA INC$78,1090.10%777,446CommonSOLE
902252AB1TYL 0.25 03/15/26TYL 0.25-03/26$77,9630.10%75,327,000CommonSOLE
50202MAB8LI 0.25 05/01/28LI 0.25 05/01/2$76,2440.09%55,734,000CommonSOLE
72919PAD5PLUG 3.75-06/25$76,0510.09%35,934,000CommonNONE
461202103INTUINTUIT$74,5840.09%162,784CommonSOLE
194162103CLCOLGATE PALMOL$74,2170.09%963,378CommonSOLE
57164YAD9VAC 0 01/15/26VAC 0-01/15/26$73,8420.09%79,273,000CommonSOLE
64110L106NFLXNETFLIX INC$73,2500.09%166,293CommonNONE
977852AB8WOLF 0.25 02/15/28WOLFSPEED INC 0$73,0940.09%94,805,000CommonSOLE
375558103GILDGILEAD SCIENCES$72,9990.09%947,220CommonSOLE
29415FAB0NVST 2.375 6/25$72,2520.09%43,000,000CommonNONE
848577AB8SAVE 1 05/15/26SAVE 1 05/15/26$71,6280.09%88,104,000CommonSOLE
82452JAB5FOUR 0 12/15/25FOUR 0 12/15/25$70,9150.09%65,000,000CommonNONE
98850P109YUMCYUM CHINA HOLDI$69,9890.09%1,238,768CommonSOLE
09857LAN8BKNG 0.75 05/01/25BKNG 0.75-05/25$68,6450.08%45,648,000CommonSOLE
44332NAB2HTHT 3 05/01/26HTHT 3-05/01/26$68,3370.08%59,914,000CommonSOLE
002824100ABTABBOTT LABS$67,9280.08%623,089CommonNONE
084670702BRK/BBERKSHIRE-HAT$67,5680.08%198,148CommonSOLE
384109104GGGGRACO INC COMMO$66,3630.08%768,550CommonNONE
704326107PAYXPAYCHEX INC COM$65,8180.08%588,350CommonNONE
86562M209SMFGSUMITOMO M ADR$64,5980.08%7,511,493CommonSOLE
110122108BMYBRISTOL MYERS$64,0700.08%1,001,905CommonSOLE
29109X106AZPN1USDAspen Techn Inc$63,6590.08%379,806CommonNONE
40412C101HCAHCA HEALTHCARE$62,4390.08%205,749CommonNONE
006212104ADXADAMS DIVERSIFI$61,9400.08%3,684,767CommonSOLE
29786AAJ5ETSY 0.125 10/01/26ETSY 0.125 10/0$61,0000.08%51,347,000CommonNONE
48268K101KTKT CORP SP ADR$60,3230.07%5,338,379CommonSOLE
16119P108CHTRCHARTER COMM-A$59,9360.07%163,151CommonNONE
880770102TERTERADYNE INC$59,3890.07%533,452CommonNONE
62886HAX9NCLH 5.375 08/01/25NCLH 5.375-8/25$59,0260.07%42,928,000CommonNONE
70509VAA8PEB 1.75 12/15/26PEB 1.75 12/26$58,1220.07%68,450,000CommonNONE
57779BAB0MAXN 6.5-07/25$58,0300.07%35,000,000CommonNONE
595112103MUMICRON TECHNOLO$56,7330.07%898,969CommonNONE
42330PAK3HLX 6.75 02/26$56,5890.07%42,677,000CommonNONE
268158AD4DVAX 2.5 05/15/26DVAX 2.5 05/15/$56,2000.07%40,000,000CommonNONE
191241108KOFCOCA COLA FEMSA$55,0330.07%660,581CommonSOLE
368802104GAMGENERAL AMERCAN$54,8320.07%1,314,303CommonSOLE
89677Q107TCOMTRIP.COM GR ADR$53,9900.07%1,542,589CommonSOLE
40131MAB5GH 0 11/15/27GH 0-11/15/27$53,0760.07%73,721,000CommonSOLE
29444U700EQIXEQUINIX INC$52,6840.06%67,206CommonNONE
09061GAK7BMRN 1.25 05/15/27BMRN 1.25-5/27$51,4060.06%50,882,000CommonSOLE
848637104SPLKCHFSPLUNK INC$51,0400.06%481,107CommonNONE
596278101MIDDMIDDLEBY CORP$50,9020.06%344,333CommonSOLE
477143AP6JBLU 0.5 04/01/26JETBLUE AIRWAYS$50,2300.06%60,793,000CommonSOLE
98954MAE1Z 0.75 09/01/24Z 0.75-09/01/24$50,1590.06%40,500,000CommonNONE
824596100SHGSHINHAN FIN ADR$49,9020.06%1,914,904CommonSOLE
46982L108JJacobs Solution$49,6390.06%417,527CommonSOLE
131193AE4CALY 2.75 05/01/26ELY 2.75-5/1/26$49,3170.06%38,054,000CommonNONE
09857L108BKNGBOOKING HOLDING$48,6320.06%18,010CommonNONE
46625H100JPMJPMORGAN CHASE$48,4670.06%333,257CommonSOLE
269442AB5EGLE 5 08/01/24EGLE 5-08/01/24$48,4230.06%31,633,000CommonSOLE
98954MAH4Z 2.75 05/15/25Z 2.75 05/15/25$48,0410.06%45,580,000CommonSOLE
58733R102MELIMERCADOLIBRE IN$47,9740.06%40,499CommonSOLE
595017AF1MCHP 1.625 02/15/27MCHP 1.625-2/27$47,5330.06%18,723,000CommonSOLE
63845RAB3EYE 2.5 05/15/25EYE 2.5-5/15/25$47,1600.06%45,000,000CommonSOLE
91332UAB7U 0 11/15/26U 0 11/15/26$47,0440.06%58,550,000CommonSOLE
78573NAE2SABHLD 4 04/15/25SABHLD 4-04/25$46,0990.06%58,290,000CommonSOLE
617468103XCAFXMS CHINA A SHAR$44,8440.06%3,528,272CommonSOLE
62886HAT8NCLH 6-5/15/24$44,6980.06%27,000,000CommonNONE
28176E108EWEDWARDS LIFE$44,5520.05%472,312CommonNONE
87918AAF2TDOC 1.25 06/01/27TDOC 1.25-06/27$44,1200.05%55,151,000CommonSOLE
036752103ELVELEVANCE HEALTH$43,7430.05%98,462CommonSOLE
89055F103BLDTOPBUILD COR$43,6760.05%164,190CommonSOLE
548661107LOWLOWES COS INC$43,6750.05%193,519CommonSOLE
25243Q205DEODIAGEO ADR NEW$43,6610.05%251,681CommonSOLE
974637AB6WGO 1.5 04/01/25WGO 1.5-4/1/25$43,3470.05%36,123,000CommonNONE
40637H109HALOHALOZYME THERAP$43,2350.05%1,198,667CommonSOLE
92214XAB2VREX 4-06/01/25$42,8990.05%33,500,000CommonNONE
472145AF8JAZZ 2 06/15/26JAZZ 2-06/15/26$42,5540.05%41,669,000CommonSOLE
04271TAB6ARRY 1 12/01/28ARRAY TECHNOLOG$42,4200.05%37,000,000CommonNONE
219798105QDELQuidelOrtho Cor$42,1460.05%508,653CommonSOLE
92532F100VRTXVERTEX PHARMACE$42,1280.05%119,716CommonSOLE
753422AD6RPD 2.25 05/01/$42,0980.05%41,132,000CommonNONE
43289P106HIMXHIMAX TECH ADR$41,9060.05%6,208,354CommonSOLE
83304AAH9SNAP 0.125 03/01/28SNAP INC 0.125$41,8110.05%58,600,000CommonNONE
38059T106GFIGOLD FIELDS ADR$41,5750.05%3,006,167CommonNONE
855244109SBUXSTARBUCKS CORP$41,4070.05%418,022CommonSOLE
35671D857FCXFREEPORT$41,0230.05%1,025,617CommonSOLE
33835LAA3FVRR 0 11/01/25FVRR 0-11/1/25$40,6510.05%48,000,000CommonSOLE
031100100AMEAMETEK INC$40,5300.05%250,380CommonSOLE
14149Y108CAHCARDINAL HLTH$40,1010.05%424,040CommonSOLE
413160AD4HLIT 2 -9/01/24$39,7820.05%21,000,000CommonSOLE
M22465104CHKPCHECK POINT SFT$39,7500.05%316,450CommonSOLE
465562106ITUBITAU UNIBANCO H$39,4790.05%6,691,525CommonSOLE
872540109TJXTJX COMPANIES$39,0890.05%461,015CommonNONE
G02602103DOXAMDOCS LTD US$38,9910.05%394,451CommonSOLE
78410G104SBACSBA COMMUN CL A$38,6910.05%166,948CommonNONE
891160509TDTORONTO DOMINIO$38,6160.05%622,740CommonSOLE
88018T101TDFTEMP DRAGON FD$38,2200.05%4,195,486CommonSOLE
695127AF7PCRX 0.75 08/01/25PCRX 0.75-08/25$37,7960.05%40,641,000CommonNONE
55354G100MSCIMSCI INC$37,6580.05%80,246CommonNONE
G3156P103ASAASA GOLD$37,6420.05%2,531,457CommonSOLE
874036106TWNTAIWAN FD$37,4260.05%1,194,396CommonSOLE
23804LAB9DDOG 0.125 06/15/25DDOG 0.125-6/25$37,3800.05%30,000,000CommonNONE
697435105PANWPALO ALTO NETWO$37,3150.05%146,047CommonNONE
29355AAH0ENPH 0 03/01/26ENPH 0 03/01/26$37,0150.05%39,191,000CommonSOLE
09239BAB5BL 0.125 08/01/24BL 0.125-8/1/24$36,8590.05%36,837,000CommonNONE
30050BAD3EVH 1.5 10/15/25EVH 1.5-10/25$36,6590.05%32,000,000CommonNONE
705573AB9PEGA 0.75 03/01/25PEGASYSTEMS INC$36,5350.04%39,691,000CommonSOLE
91307C102UTHRUNITED THERAPEU$36,4380.04%165,069CommonSOLE
217204106CPRTCOPART INC COMM$36,3250.04%398,265CommonNONE
45781MAD3INVA 2.125 03/15/28INNOVIVA INC 2.$36,2920.04%44,051,000CommonNONE
256163AD8DOCU 0 01/15/24$36,2680.04%37,293,000CommonSOLE
893830BW8TRANSOCEAN INC$36,2020.04%16,150,000CommonNONE
464287507IJHiSHR CORE SP MC$36,0030.04%137,690CommonSOLE
75737FAE8RDFN 0.5 04/01/27RDFN 0.5-4/1/27$35,9890.04%52,212,000CommonSOLE
929089100VOYAVOYA FINANCIAL$35,9770.04%501,708CommonSOLE
200340107CMACOMERICA INC$35,7940.04%845,020CommonSOLE
98980A105ZTOZTO EXPRESS INC$35,5690.04%1,418,250CommonSOLE
393657AM3GBX 2.875 04/15/28GBX 2.875 04/15$35,4240.04%35,800,000CommonNONE
682189105ONON SEMICONDUCT$35,2760.04%372,987CommonNONE
98139AAB1WK 1.125 08/15/26WK 1.125-08/26$35,2460.04%25,000,000CommonNONE
427866108HSYTHE HERSHEY CO$35,1310.04%140,697CommonSOLE
56400PAQ5MNKD 2.5-3/1/26$34,7750.04%32,500,000CommonNONE
62944T105NVRNVR INC$34,3250.04%5,405CommonNONE
169656105CMGCHIPOTLE MEXICA$34,1370.04%15,960CommonNONE
03753UAB2APLS 3.5 09/15/26APLS 3.5-9/26$34,1130.04%14,242,000CommonSOLE
34959E109FTNTFORTINET INC$34,1050.04%451,191CommonNONE
464287226AGGISH CORE US AGG$33,9160.04%346,260CommonSOLE
65339F713NEE 6.926 09/01/25NEE 6.926$33,8410.04%747,210CommonSOLE
464287804IJRiSHR CORE SP SC$33,8300.04%339,491CommonSOLE
03073E105CORAMERISOURCEBER$33,7170.04%175,224CommonSOLE
457669AB5INSM 0.75 06/01/28INSM 0.75 06/28$32,9060.04%39,000,000CommonNONE
942749102WTSWATTS WATER$32,8650.04%178,891CommonSOLE
42225TAB3HCAT 2.5-04/25$32,6460.04%33,776,000CommonSOLE
056752108BIDUBAIDU INC ADR$32,5220.04%237,555CommonSOLE
49338L103KEYSKEYSIGHT TEC$32,5170.04%194,195CommonSOLE
98311A105WHWYNDHAM HOTELS$32,5170.04%474,220CommonNONE
G8994E103TTTRANE TECHNOLOG$32,4820.04%169,844CommonSOLE
81762P102NOWSERVICENOW$32,4810.04%57,799CommonNONE
62914VAB2NIO 4.5-2/1/24$32,0360.04%26,450,000CommonSOLE
550021109LULULULULEMON ATH$31,0600.04%82,066CommonNONE
047649108ATKRATKORE INC$30,9780.04%198,662CommonNONE
98389B100XELXCEL ENERGY INC$30,9430.04%497,730CommonNONE
922907746VTEBVNGD MUNI$30,8490.04%614,285CommonSOLE
093712AH0BE 2.5 08/15/25BE 2.5-08/15/25$30,6370.04%25,000,000CommonNONE
292554AM4ECPG 3.25 10/01/25ECPG-3.25 10/25$30,2790.04%22,922,000CommonSOLE
30212P303EXPEEXPEDIA GROUP$30,1810.04%275,913CommonNONE
30231G102XOMEXXON MOBIL$29,9710.04%279,463CommonSOLE
20030N101CMCSACOMCAST CL A$29,9630.04%721,195CommonSOLE
122017AB2BURL 2.25 04/15/25BURL 2.25-04/25$29,8390.04%28,572,000CommonSOLE
09239BAD1BL 0 03/15/26BL 0-03/15/26$29,7930.04%35,000,000CommonNONE
416515104HIGHARTFORD FINCL$29,6660.04%411,934CommonSOLE
518415104LSCCLATTICE SEMI$29,6570.04%308,716CommonNONE
82706C108SIMOSILICON MOTION$29,3560.04%408,525CommonSOLE
501044101KRKROGER CO COM$29,2550.04%622,473CommonNONE
92932M101WNSNWNS HLD ADR$29,1590.04%395,541CommonSOLE
171779309CIENCIENA CORP$28,9480.04%681,309CommonSOLE
64110D104NTAPNETAPP INC$28,6060.04%374,443CommonNONE
74736LAD1QTWO 0.75 06/01/26Q2 HOLDINGS INC$28,4310.03%32,720,000CommonSOLE
722304102PDDPDD HOLDINGS IN$28,4150.03%410,995CommonNONE
04247X102AWIARMSTRON WORLD$28,1450.03%383,142CommonSOLE
513272104LWLAMB WESTON$27,6710.03%240,735CommonNONE
142339100CSLCARLISLE COS IN$27,6260.03%107,695CommonNONE
G2519Y108BAPCREDICORP LTD$27,6130.03%187,032CommonSOLE
74460D109PSAPUBLIC STORAGE$27,3860.03%93,832CommonSOLE
501812AB7LCII 1.125 05/15/26LCII 1.125 05/1$27,2560.03%28,172,000CommonNONE
00846U101AAGILENT TECHNO$27,2530.03%226,660CommonSOLE
125523100CICIGNA GROUP/THE$27,1480.03%96,758CommonNONE
G4388N106HELEHELEN OF TROY$27,0640.03%250,550CommonNONE
G3223R108EGEVEREST GROUP L$26,7820.03%78,347CommonNONE
928563402VMWAVMWARE INC$26,6610.03%185,551CommonNONE
47109U104JOFJAPAN SMALLER C$26,5840.03%3,692,291CommonSOLE
98954MAG6Z 1.375 09/01/26Z 1.375-9/1/26$26,5020.03%20,909,000CommonSOLE
008252108AMGAFFILIATED MGRS$26,4750.03%176,637CommonNONE
151290889CXCEMEX SA ADR$26,4240.03%3,732,329CommonSOLE
05577W200DOOBRP INC/CA$26,3880.03%311,928CommonSOLE
70932AAF0PMT 5.5 03/15/26PMT 5.5-3/15/26$26,3280.03%29,500,000CommonNONE
231561101CWCURTISS WRIGHT$26,2920.03%143,164CommonNONE
G51502105JCIJOHNSON CTRL IN$26,1560.03%383,866CommonSOLE
16115QAE0GTLS 1 11/15/24CHART INDUSTRIE$26,0910.03%9,500,000CommonSOLE
127203107WHDCACTUS INC$25,9740.03%613,761CommonNONE
75606DAP6HOUS 0.25 06/15/26HOUS 0.25 06/15$25,7150.03%34,219,000CommonNONE
780153BF8RCL 2.875-11/23$25,7100.03%20,000,000CommonNONE
17243VAB8CNK 4.5 08/15/25CNK 4.5-8/15/25$25,5990.03%18,694,000CommonSOLE
19249HAB9CHRS 1.5-04/26$25,5890.03%41,108,000CommonNONE
256677105DGDOLLAR GENERAL$25,5540.03%150,521CommonSOLE
858119100STLDSTEEL DYNAMICS$25,5090.03%234,188CommonNONE
00206R102TAT&T INC$25,1320.03%1,575,696CommonSOLE
009066AB7ABNB 0 03/15/26ABNB 0-03/15/26$25,0780.03%28,677,000CommonNONE
18539C204CWENCLEARWAY-ENERGY$24,9590.03%873,948CommonNONE
83417MAD6SEDG 0 09/15/25SEDG 0-09/15/25$24,9020.03%20,909,000CommonNONE
25659T107DLBDOLBY LABORATIE$24,8920.03%297,470CommonSOLE
670346105NUENUCOR CORP$24,8610.03%151,618CommonNONE
370334104GISGENERAL MLS INC$24,5850.03%320,552CommonSOLE
53115L104LBRTLIBERTY OILFIEL$24,5780.03%1,838,375CommonNONE
278865100ECLECOLAB INC$24,5470.03%131,493CommonSOLE
094235AB4BLMN 5-5/1/25$24,5320.03%10,161,000CommonNONE
65339F101NEENEXTERA ENERGY$24,3120.03%327,672CommonSOLE
537008104LFUSLITTELFUSE INC$24,2980.03%83,414CommonNONE
127387108CDNSCADENCE DESIGN$24,2700.03%103,492CommonSOLE
29355AAF4ENPH 0.25-03/25$24,1590.03%11,284,000CommonNONE
44109J106HOSTESS BRANDS$24,0540.03%950,009CommonNONE
45688C107NGVTINGEVITY CORP$24,0410.03%413,371CommonNONE
85917T109STERLING CHECK$24,0240.03%1,959,579CommonNONE
31620M106FISFIDELITY NATION$23,9530.03%437,939CommonSOLE
565788AB2MARA 1 12/01/26MARATHON DIGITA$23,7690.03%43,608,000CommonSOLE
82509LAA5SHOPCN 0.125 11/01/25SHOP 0.125 25$23,6860.03%26,000,000CommonNONE
922475108VEEVVEEVA SYSTEMS$23,5630.03%119,171CommonSOLE
026874784AIGAMERICAN INTL G$23,3230.03%405,347CommonNONE
828806109SPGSIMON PROPERTY$23,2960.03%201,742CommonNONE
G39108108GTESGATES INDUSTRIA$23,2640.03%1,725,836CommonNONE
053015103ADPAUTOMATIC DATA$23,2030.03%105,572CommonSOLE
698884AC7PAR 2.875-04/26$22,9960.03%21,500,000CommonNONE
44933TAB2IIIV 1 02/15/25$22,8820.03%24,755,000CommonNONE
53814L108LTHM1EURLIVENT CORP$22,7780.03%830,464CommonSOLE
553498106MSAMINE SAFETY APP$22,6890.03%130,439CommonSOLE
71639TAB2PETQ 4-06/01/26$22,6560.03%24,461,000CommonNONE
670704AJ4GMED 0.375 03/15/25NUVA 0.375-3/25$22,6250.03%25,000,000CommonSOLE
50202M102LILI AUTO INC-ADR$22,5760.03%643,214CommonSOLE
H84989104TEL1USDTE CONNECTIVITY$22,3110.03%159,185CommonSOLE
52603BAD9TREE 0.5 07/15/25TREE 0.5-07/25$22,3080.03%28,600,000CommonSOLE
015271109AREALEXANDRIA REAL$22,1750.03%195,409CommonSOLE
89422GAA5TVTX 2.25 03/01/29TVTX 2.25 03/29$22,1200.03%27,500,000CommonNONE
393222AK0GPRE 2.25 03/15/27GPRE 2.25 03/27$21,7960.03%17,500,000CommonNONE
592835102MXFMEXICO FUND$21,6800.03%1,292,069CommonSOLE
464287234EEMiSHR MSCI EM$21,5290.03%544,221CommonSOLE
84921RAB6SPOT 0 03/15/26SPOT 0-03/15/26$21,3620.03%25,000,000CommonSOLE
02156BAD5AYX 0.5 08/01/24AYX 0.5-8/1/24$21,2860.03%22,525,000CommonSOLE
00288U106ABCLABCELLERA BIOL$21,1580.03%3,275,301CommonSOLE
369604301GEGENERAL ELECTRI$21,0980.03%192,076CommonNONE
N72482123QIAGEN NV.$21,0320.03%467,095CommonNONE
302301AF3EZPW 2.875-7/24$21,0280.03%20,249,000CommonSOLE
55306N104MKSIMKS INSTRUMENTS$21,0200.03%194,451CommonNONE
02209S103MOALTRIA GROUP$20,9380.03%462,235CommonSOLE
09257A108BCXBLACKROCK RESOU$20,9280.03%2,307,403CommonSOLE
189054109CLXCLOROX CO DEL$20,8550.03%131,136CommonNONE
934550203WMGWARNER MUSIC-A$20,8430.03%798,893CommonSOLE
243537107DECKDECKERS OUTDOOR$20,7400.03%39,309CommonSOLE
37940X102GPNGLOBAL PAYMENTS$20,5270.03%208,365CommonNONE
874054109TTWOTAKE TWO INTER$20,3560.03%138,328CommonSOLE
644465106GFNEW GERMANY FD$20,2520.02%2,255,318CommonSOLE
59064RAA7MLAB 1.375 08/15/25MLAB 1.375 8/25$20,1910.02%22,500,000CommonNONE
912008109USFDUS FOODS HOLDIN$20,0470.02%455,641CommonNONE
69553PAB6PD 1.25-7/1/25$20,0340.02%21,000,000CommonNONE
526057104LENLENNAR CORP$19,9580.02%159,275CommonNONE
88031M109TSTENARIS SA ADR$19,7850.02%660,644CommonSOLE
816851109SRESEMPRA ENERG$19,7090.02%135,378CommonNONE
758075AF2RWT 7.75 06/15/27REDWOOD TR INC$19,4630.02%23,000,000CommonNONE
05478C105AZEKTHE AZEK COMPAN$19,4050.02%640,666CommonSOLE
40171VAA8GWRE 1.25 03/15/25GWRE 1.25 03/25$19,3600.02%20,000,000CommonNONE
298736AL3EEFT 0.75 03/15/49EEFT 0.75-03/49$19,3080.02%19,690,000CommonNONE
58506Q109MEDPMEDPACE HOLDING$19,2560.02%80,181CommonNONE
209115104EDCONS EDISON$19,1960.02%212,358CommonSOLE
05968L102CIBEURBANCOLOMBIA ADR$19,0630.02%714,512CommonNONE
525327102LDOSLEIDOS HOLDINGS$19,0160.02%214,928CommonNONE
62886HBK6NCLH 2.5 02/15/27NCL CORP LTD 02$19,0100.02%20,000,000CommonNONE
436440101HO1HOLOGIC INC$18,9950.02%234,603CommonNONE
009066101ABNBAIRBNB INC$18,9460.02%147,841CommonNONE
464287465EFAiSHR MSCI EAFE$18,8030.02%259,365CommonSOLE
199333105CMCOCOLUMBUS MCKINN$18,7940.02%462,338CommonNONE
76680RAH0RNG 0 03/15/26RNG 0 03/15/26$18,7080.02%22,405,000CommonSOLE
67077M108NTRNUTRIEN LTD$18,7020.02%316,732CommonSOLE
64049MAA8NEO 1.25 5/1/25$18,5600.02%19,758,000CommonSOLE
844741108LUVSOUTHWEST AIRLS$18,5150.02%511,336CommonSOLE
56117J100MBUUMALIBU BOATS$18,3920.02%313,553CommonNONE
156727AB5CRNC 3-06/01/25$18,2810.02%17,000,000CommonSOLE
22052L104CTVACORTEVA INC$18,2810.02%319,056CommonNONE
92206C102VGSHVANG ST TSY ETF$18,2280.02%315,759CommonSOLE
232109AD0CUTERA INC 2.25$18,1630.02%29,000,000CommonNONE
163092AF6CHGG 0 09/01/26CHGG 0-09/01/26$18,0620.02%23,955,000CommonSOLE
47215P106JDJD.COM INC ADR$18,0410.02%528,641CommonSOLE
866082AA8INN 1.5 02/15/26INN 1.5 2/15/26$17,9430.02%21,000,000CommonNONE
562750109MANHMANHATTAN ASSOC$17,9320.02%89,722CommonNONE
P31076105CPACOPA HOLDINGS$17,9090.02%161,961CommonSOLE
90187BAB7TWO 6.25 01/15/26TWO 6.25 01/26$17,9000.02%20,000,000CommonNONE
606710AA9MITK 0.75 02/01/26MITK 0.75 02/01$17,7930.02%20,280,000CommonNONE
172908105CTASCINTAS CORP$17,7750.02%35,762CommonSOLE
G96629103WTWWILLIS TOWERS W$17,7310.02%75,294CommonSOLE
31946M103FCNCAFIRST CTZNS BAN$17,6630.02%13,763CommonNONE
516544103LNTHLANTHEUS HOLDIN$17,6230.02%209,999CommonNONE
29404KAE6ENV 0.75 08/15/25ENVESTNET INC 0$17,5270.02%19,000,000CommonSOLE
745867101PHMPULTE GROUP INC$17,3890.02%223,877CommonNONE
729640102PLYMPLYMOUTH INDUST$17,3760.02%754,862CommonSOLE
207410AH4CNMD 2.25 06/15/27CONMED CORP$17,3750.02%15,500,000CommonNONE
282914AE0EGHT 4 02/01/288X8 INC 4 02/0$17,3700.02%20,000,000CommonNONE
92763W103VIPSVIPSHOP HLDINGS$17,3520.02%1,051,637CommonNONE
311900104FASTFASTENAL CO$17,3430.02%294,015CommonNONE
33829M101FIVEFIVE BELOW INC$17,2430.02%87,736CommonNONE
03674X106ARANTERO RESOURCE$17,1660.02%745,395CommonNONE
277432100EMNEASTMAN CHEM CO$17,0470.02%203,623CommonSOLE
29452E101EQHEQUITABLE HOLDI$16,9990.02%625,924CommonNONE
400506101PACGRUPO AERO ADS$16,9600.02%94,901CommonSOLE
020002101ALLALLSTATE CORP$16,8570.02%154,603CommonSOLE
172967424CCITIGROUP INC$16,8550.02%366,129CommonNONE
74736LAF6QTWO 0.125 11/15/25Q2 HOLDINGS INC$16,7110.02%19,200,000CommonSOLE
09260Q108BTXBLACKROCK INNOV$16,6340.02%2,119,083CommonSOLE
500634209KFKOREA FUND$16,5420.02%714,874CommonSOLE
64133Q108NBXGNEUBERG NEXT GE$16,4920.02%1,511,687CommonSOLE
98980F104GTMZOOMINFO TECH-A$16,4770.02%648,983CommonNONE
237194105DRIDARDEN RESTAURA$16,4400.02%98,401CommonNONE
78463V107GLDSPDR GOLD TRUST$16,4370.02%92,204CommonSOLE
001084102AGCOAGCO CORP$16,4250.02%124,989CommonNONE
58155Q103MCKMCKESSON CORP$16,3650.02%38,299CommonSOLE
37959E102GLGLOBE LIFE INC$15,9650.02%145,645CommonSOLE
256135203RDYDOCTOR REDDY'S$15,9020.02%251,976CommonSOLE
01741R102ATIATI INC$15,8780.02%359,008CommonSOLE
857477103STTSTATE STREET$15,8040.02%215,981CommonNONE
418056107HASHASBRO INC$15,7590.02%243,324CommonSOLE
61745C105IIFMS INDIA FUND$15,6330.02%721,455CommonSOLE
053332102AZOAUTOZONE INC$15,6320.02%6,270CommonNONE
42824C109HPEHEWLETT PACK CO$15,6110.02%929,323CommonSOLE
452308109ITWILLINOIS TOOL W$15,3890.02%61,519CommonSOLE
487836108KKELLOGG CO$15,3130.02%227,222CommonSOLE
344419106FMXFEMSA ADR$15,2440.02%137,538CommonSOLE
637870106NSANATL STORAGE TR$14,9740.02%429,948CommonNONE
92343V104VZVERIZON COMM$14,9510.02%402,055CommonSOLE
10482BAB7BRAEMAR HOTELS$14,8930.02%16,155,000CommonNONE
78462F103SPYSPDR S&P 500$14,8310.02%33,459CommonSOLE
169373107XXCHNXXCHINA FUND INC$14,8270.02%1,339,473CommonSOLE
653656108NICENICE SYSTEM ADR$14,7160.02%71,266CommonNONE
698884AE3PAR 1.5 10/15/27PAR 1.5 10/27$14,7160.02%18,500,000CommonNONE
00548F105PEOADAMS NATURAL$14,6000.02%701,266CommonSOLE
N00985106AERAERCAP HOLDINGS$14,5800.02%229,551CommonSOLE
388689101GPKGRAPHIC PACKAGI$14,5730.02%606,525CommonSOLE
617700109MORNMORNINGSTAR$14,5600.02%74,263CommonNONE
G68707101PAGSPAGSEGURO DIGIT$14,5210.02%1,538,248CommonSOLE
760759100RSGREPUBLIC SVCS$14,4690.02%94,475CommonSOLE
969904101WSMWILLIAMS SONOMA$14,3640.02%114,791CommonNONE
25470MAB5DISH 3.375 08/15/26DISH 3.375 26$14,0930.02%27,500,000CommonNONE
94419LAF8W 1 08/15/26W 1-08/15/26$14,0550.02%16,984,000CommonSOLE
00301W105AEFABRDN EMER$13,9890.02%2,695,413CommonSOLE
759351604RGAREINSURANCE GRO$13,9530.02%100,614CommonNONE
46284V101IRMIRON MOUNT INC$13,8800.02%244,307CommonNONE
03236MAJ0AMYRIS INC 1.5$13,7750.02%72,500,000CommonSOLE
83417Q2040OIASOLARWINDS COR$13,7600.02%1,341,178CommonSOLE
88557W101QFINQIFU TECHNOLOGY$13,7540.02%795,988CommonSOLE
88554DAD8DDD 0 11/15/26DDD 0 11/15/26$13,6910.02%18,000,000CommonNONE
00507V109AIYACTIVISION BLIZ$13,6630.02%162,086CommonSOLE
02081GAB8ATEC 0.75 08/01/26ALPHATEC HLDGS$13,6270.02%11,700,000CommonNONE
75513E101RTXRAYTHEON TECH$13,5540.02%138,382CommonSOLE
315616102FFIVF5 Inc$13,5050.02%92,339CommonNONE
00287Y109ABBVABBVIE INC$13,4710.02%99,991CommonSOLE

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.