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LAZARD ASSET MANAGEMENT LLC

Q3 2023 · 13F-HR

LAZARD ASSET MANAGEMENT LLCholdings as filed

Filed 2023-11-14 · accession 0001207017-23-000039

$73.5M
Reported value
2,313
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2313

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$3.6M4.89%11,386,499CommonSOLE
02079K305GOOGLALPHABET INC A$2.9M3.99%22,407,810CommonSOLE
023135106AMZNAMAZON.COM INC$2.2M3.03%17,519,069CommonSOLE
655844108NSCNORFOLK SOUTHER$1.7M2.31%8,629,330CommonSOLE
92826C839VVISA INC$1.5M2.07%6,617,493CommonSOLE
G0403H108AONAON PLC/IRELAND$1.5M1.98%4,479,652CommonSOLE
478160104JNJJOHN & JOHN COM$1.1M1.55%7,296,009CommonSOLE
91324P102UNHUNITEDHEALTH GR$1.1M1.47%2,140,930CommonSOLE
45866F104ICEINTERCONTINEN$1.1M1.44%9,590,596CommonSOLE
G1151C101ACNACCENTURE PLC$1.0M1.42%3,398,654CommonSOLE
883556102TMOTHERMO FISHER$967,7741.32%1,911,957CommonSOLE
032654105ADIANALOG DEVICES$920,7281.25%5,258,614CommonSOLE
126408103CSXCSX CORP$897,6241.22%29,191,044CommonSOLE
166764100CVXCHEVRON CORP$873,8411.19%5,182,317CommonSOLE
060505104BACBANK OF AMERICA$860,3131.17%31,421,365CommonSOLE
20825C104COPCONOCOPHILLIPS$848,9841.15%7,086,681CommonSOLE
742718109PGPROCTER & GAMBL$844,1201.15%5,787,214CommonSOLE
438516106HONHONEYWELL INTL$824,3801.12%4,462,389CommonSOLE
235851102DHRDANAHER CORP DE$778,7971.06%3,541,393CommonSOLE
G4705A100ICLRICON PLC$750,0761.02%3,046,000CommonSOLE
025816109AXPAMER EXPRESS CO$735,3021.00%4,928,644CommonSOLE
571748102MRSHMARSH & MCLENNA$715,8980.97%3,761,954CommonSOLE
191216100KOCOCA COLA CO$700,3760.95%12,511,214CommonSOLE
580135101MCDMCDONALDS CORP$697,5720.95%2,647,937CommonSOLE
94106L109WMWASTE MGMT INC$682,8080.93%4,479,201CommonSOLE
74340W103PLDPROLOGIS INC$664,8900.90%5,925,442CommonSOLE
02079K107GOOGALPHABET INC C$626,0840.85%4,748,468CommonSOLE
038222105AMATAPPLIED MATLS I$602,6740.82%4,353,029CommonSOLE
783513203RYAAYRYANAIR HLD-ADR$597,6150.81%6,147,676CommonSOLE
032095101APHAMPHENOL CORP$589,4450.80%7,018,047CommonSOLE
46266C105IQVIQVIA HOLDINGS$568,4600.77%2,889,263CommonSOLE
17275R102CSCOCISCO SYS INC$560,5100.76%10,426,180CommonSOLE
30161N101EXCEXELON CORP$560,3800.76%14,828,820CommonSOLE
037833100AAPLAPPLE INC$557,4700.76%3,256,066CommonSOLE
30303M102METAMETA PLATFORMS$546,7290.74%1,821,158CommonSOLE
518439104ELESTEE LAUDER$537,8500.73%3,720,872CommonSOLE
00724F101ADBEADOBE INC$493,4250.67%967,694CommonSOLE
98978V103ZTSZOETIS INC$487,8840.66%2,804,258CommonSOLE
101137107BSXBOSTON SCIENTIF$470,2940.64%8,907,137CommonSOLE
50540R409LSILABORATORY CORP$444,8210.61%2,212,497CommonSOLE
78409V104SPGIS&P GLOBAL INC$433,1210.59%1,185,307CommonSOLE
874039100TSMTAIWAN SEMI-ADR$428,6610.58%4,932,836CommonSOLE
437076102HDHOME DEPOT INC$424,1330.58%1,403,675CommonSOLE
G5960L103MDTMEDTRONIC PLC$420,2980.57%5,363,703CommonSOLE
67066G104NVDANVIDIA CORP$405,4770.55%932,155CommonSOLE
053611109AVYAVERY DENNISON$403,0340.55%2,206,366CommonSOLE
79466L302CRMSALESFORCE INC$398,4970.54%1,965,178CommonSOLE
808513105SCHWSCHWAB CHARLES$397,8770.54%7,247,335CommonSOLE
871829107SYYSYSCO CORP$383,0880.52%5,800,000CommonSOLE
149123101CATCATERPILLAR INC$382,1680.52%1,399,888CommonSOLE
71654V408PBRPETROLEO BRAS A$347,3640.47%23,173,157CommonSOLE
949746101WMT2WELLS FARGO CO$344,7890.47%8,438,349CommonSOLE
773903109ROKROCKWELL NEW$328,2960.45%1,148,414CommonSOLE
025537101AEPAMERICAN ELEC P$324,3040.44%4,311,429CommonSOLE
907818108UNPUNION PAC CORP$312,4310.42%1,534,323CommonSOLE
126650100CVSCVS HEALTH CORP$302,2730.41%4,329,348CommonSOLE
G6095L109APTIV PLC$297,5360.40%3,017,928CommonSOLE
654106103NKENIKE INC CL B$294,4140.40%3,079,009CommonSOLE
609207105MDLZMONDELEZ INTL$292,4210.40%4,213,577CommonSOLE
40415F101HDBHDFC BANK LTD A$286,6960.39%4,858,462CommonSOLE
723484101PNWPINNACLE WEST C$284,0810.39%3,855,631CommonSOLE
422806109HEIHEICO CORP$279,0160.38%1,723,066CommonSOLE
871607107SNPSSYNOPSYS INC$277,0630.38%603,666CommonSOLE
01609W102BABAALIBABA GRP ADR$276,8900.38%3,192,202CommonSOLE
69351T106PPLPPL CORP$276,2290.38%11,724,495CommonSOLE
093671105HRBBLOCK H & R INC$272,6110.37%6,331,001CommonSOLE
45104G104IBNICICI BANK ADR$265,3550.36%11,477,329CommonSOLE
254687106DISWALT DISNEY CO$255,8490.35%3,156,693CommonSOLE
723787107PXDEURPIONEER RES CO$253,1450.34%1,102,800CommonSOLE
46120E602ISRGINTUITIVE SURG$239,8050.33%820,440CommonNONE
192422103CGNXCOGNEX CORP COM$234,9620.32%5,536,355CommonSOLE
715684106TLKTELEKM INDO ADR$232,5710.32%9,650,301CommonSOLE
278642103EBAYEBAY INC$229,4320.31%5,203,732CommonSOLE
681919106OMCOMNICOM GROUP I$225,8420.31%3,032,265CommonSOLE
097023105BABOEING CO$222,6280.30%1,161,461CommonSOLE
200525103CBSHCOMMERCE BANCSH$221,3310.30%4,613,000CommonSOLE
38141G104GSGOLDMAN SACHS$221,2950.30%683,923CommonSOLE
29415F104NVSTENVISTA HOLDING$210,6910.29%7,557,102CommonSOLE
92345Y106VRSKVERISK ANALYTIC$206,7910.28%875,348CommonSOLE
444859102HUMHUMANA INC COM$206,7600.28%424,980CommonSOLE
456788108INFYINFOSYS TECHADR$205,3650.28%12,002,749CommonSOLE
02390A101AMXAMERICA MOVIL S$198,1590.27%11,441,133CommonSOLE
68902V107OTISOTIS WORLDWIDE$194,5180.26%2,422,103CommonSOLE
501889208LKQLKQ CORP$191,9430.26%3,876,869CommonSOLE
759530108RELXRELX PLC-SP ADR$186,4760.25%5,533,453CommonSOLE
N6596X109NXPINXP SEMICONDUC$186,0030.25%930,391CommonNONE
31620M106FISFIDELITY NATION$183,9440.25%3,328,124CommonSOLE
92343E102VRSNVERISIGN$182,6960.25%902,072CommonSOLE
00971TAJ0AKAM 0.125 05/01/25AKAM 0.125-5/25$182,1640.25%153,803,000CommonSOLE
904767704UNILEVER ADR$181,4820.25%3,673,759CommonSOLE
713448108PEPPEPSICO INC$178,3040.24%1,052,321CommonNONE
69370C100PTCPTC INC$177,0470.24%1,249,647CommonSOLE
655663102NDSNNORDSON CORP CO$176,5340.24%791,037CommonSOLE
459200101IBMINTL BUS MACH$176,3360.24%1,256,859CommonSOLE
192446102CTSHCOGNIZANT TECH$176,1330.24%2,600,161CommonSOLE
532457108LLYLILLY ELI & CO$175,0850.24%325,966CommonSOLE
57636Q104MAMASTERCARD INC$169,6970.23%428,632CommonSOLE
60937PAD8MDB 0.25 01/15/26MDB 0.25-1/26$167,9480.23%98,058,000CommonNONE
00215W100ASXASE TECHNO-ADR$167,0670.23%22,216,528CommonSOLE
74460D109PSAPUBLIC STORAGE$162,1040.22%615,154CommonSOLE
91912E105VALEVALE SA-SP ADR$162,0980.22%12,096,927CommonSOLE
22822V101CCICROWN CASTLE IN$158,5410.22%1,722,713CommonSOLE
58933Y105MRKMERCK & CO INC$155,9060.21%1,514,413CommonSOLE
052769106ADSKAUTODESK INC$155,0110.21%749,179CommonSOLE
49177J102KVUEKENVUE INC-NYS$151,3660.21%7,538,169CommonSOLE
863667101SYKSTRYKER CORP$150,3600.20%550,229CommonNONE
83088M102SWKSSKYWORKS SOLUT$145,2420.20%1,473,203CommonSOLE
929160109VMCVULCAN MATLS CO$145,0750.20%718,122CommonSOLE
G29183103ETNEATON CORP PLC$144,3590.20%676,857CommonNONE
G4863A108BRSLINT'L GAME TECH$143,6880.20%4,739,072CommonSOLE
844741BG2LUV 1.25 05/01/25LUV 1.25 5/1/25$143,1940.19%143,734,000CommonSOLE
595017104MCHPMICROCHIP TECHN$139,1720.19%1,783,124CommonNONE
M2682V108CYBRCYBER-ARK SOFT$138,9120.19%848,220CommonSOLE
833635105SQMSOCIEDAD QU ADR$136,8350.19%2,293,216CommonSOLE
670100205NVONOVO NORDIS ADR$135,8830.18%1,494,214CommonSOLE
464287200IVViSHR CORE S&P$135,4330.18%315,379CommonSOLE
494368103KMBKIMBERLY CLARK$135,4240.18%1,120,602CommonNONE
443573AD2HUBS 0.375 06/01/25HUBS 0.375 25$134,6940.18%75,480,000CommonNONE
345370CZ1F 0 03/15/26F 0-03/15/26$132,5930.18%134,272,000CommonSOLE
98980GAB8ZS 0.125 07/01/25ZS 0.125-7/1/25$131,9030.18%109,373,000CommonSOLE
81141RAF7SEALTD 2.375 12/01/25SEALTD 2.375-25$130,2560.18%135,543,000CommonSOLE
G25839104CCEPCOCA-COLA EUROP$128,5070.17%2,056,816CommonSOLE
055622104BPBP PLC SPON ADR$127,5550.17%3,294,339CommonSOLE
62886HBD2NCLH 1.125 02/15/27NCL CORPORATION$125,9550.17%151,298,000CommonSOLE
880890108TXTERNIUM SA ADR$125,0040.17%3,132,957CommonSOLE
252131AK3DXCM 0.25 11/15/25DXCM 0.25-11/25$119,9480.16%126,595,000CommonSOLE
244199105DEDEERE & CO$119,4250.16%316,464CommonSOLE
88160R101TSLATESLA INC$116,1810.16%464,321CommonNONE
404280406HSBCHSBC HLDGS PLC$115,5730.16%2,928,897CommonSOLE
337738108FISVFISERV INC$114,6060.16%1,014,578CommonSOLE
H1467J104CBCHUBB LTD NEW$113,7810.15%546,556CommonSOLE
538034109LYVLIVE NATION ENT$112,0140.15%1,348,932CommonSOLE
01741RAK8ATI 3.5 06/15/25ATI 3.5-6/15/25$107,7800.15%40,000,000CommonNONE
11135F101AVGOBROADCOM INC$104,9000.14%126,299CommonNONE
58502B106MDMEDNAX INC$104,6500.14%8,233,761CommonSOLE
44980X109IPGPIPG PHOTONICS$102,5190.14%1,009,643CommonNONE
91879Q109MTNVAIL RESORTS$101,7050.14%458,360CommonSOLE
867224107SUSUNCOR ENERGY$101,3750.14%2,948,670CommonSOLE
461202103INTUINTUIT$99,9450.14%195,614CommonSOLE
882508104TXNTEXAS INSTR INC$99,0260.13%622,769CommonSOLE
03662Q105AKXANSYS INC$94,4990.13%317,593CommonSOLE
595112103MUMICRON TECHNOLO$94,1450.13%1,383,880CommonNONE
701094104PHPARKER HANNIFIN$93,1790.13%239,217CommonNONE
81141RAG5SEALTD 0.25 09/15/26SEALTD 0.25 26$92,9760.13%115,859,000CommonSOLE
338307AD3FIVN 0.5 06/01/25FIVN 0.5-6/1/25$92,6360.13%99,024,000CommonSOLE
806407102HSICHENRY SCHEIN$92,6140.13%1,247,334CommonSOLE
007903107AMDADV MICRO DEV I$91,9970.13%894,751CommonNONE
29786AAL0ETSY 0.125 09/01/27ETSY 0.125-9/27$91,5580.12%113,737,000CommonSOLE
099502106BAHBOOZ ALLEN HAMI$90,3940.12%827,259CommonSOLE
747525103QCOMQUALCOMM INC$87,4930.12%787,805CommonNONE
18915MAC1NET 0 08/15/26NET 0 08/15/26$87,3280.12%102,139,000CommonSOLE
05278C107ATHMAUTOHOME IN ADR$86,2820.12%2,842,907CommonSOLE
852234AF0XYZ 0.125 03/01/25SQ 0.125-3/1/25$84,7640.12%90,852,000CommonSOLE
57164YAD9VAC 0 01/15/26VAC 0-01/15/26$82,5670.11%93,773,000CommonSOLE
30063PAC9EXAS 0.375 03/01/28EXAS 0.375 3/28$81,3360.11%93,695,000CommonSOLE
896239100TRMBTRIMBLE NAVIGAT$80,0170.11%1,485,663CommonSOLE
23918K108DVADAVITA INC$79,9160.11%845,416CommonSOLE
T9224W109STVNSTEVANATO GRP$79,8290.11%2,686,078CommonSOLE
53814LAB4LTHM 4.125 07/15/25LTHM 4.125-7/25$78,1560.11%36,000,000CommonNONE
977852AB8WOLF 0.25 02/15/28WOLFSPEED INC 0$77,8450.11%114,648,000CommonSOLE
989207105ZBRAZEBRA TECHNOLOG$76,7920.10%324,661CommonNONE
42330PAK3HLX 6.75 02/26$76,2270.10%44,177,000CommonNONE
29109X106AZPN1USDAspen Techn Inc$75,3700.10%368,993CommonNONE
09857LAN8BKNG 0.75 05/01/25BKNG 0.75-05/25$75,1100.10%44,842,000CommonSOLE
707569AU3PENN 2.75 05/15/26PENN 2.75 05/26$74,3400.10%61,000,000CommonNONE
848577AB8SAVE 1 05/15/26SAVE 1 05/15/26$73,6980.10%88,104,000CommonSOLE
902252AB1TYL 0.25 03/15/26TYL 0.25-03/26$73,1040.10%75,327,000CommonSOLE
620076307MSIMOTOROLA SOL$72,8950.10%267,769CommonSOLE
848637AD6SPLK 1.125 09/15/25SPLK 1.125-9/25$71,4990.10%66,388,000CommonSOLE
723787AP2PXD 0.25 05/15/25PXD 0.25-5/25$70,0900.10%28,557,000CommonSOLE
44332NAB2HTHT 3 05/01/26HTHT 3-05/01/26$68,8710.09%59,914,000CommonSOLE
48241A105KBKB FINANCIAL GP$68,6780.09%1,670,633CommonSOLE
006212104ADXADAMS DIVERSIFI$68,6010.09%4,122,687CommonSOLE
717081103PFEPFIZER INC$68,3150.09%2,059,584CommonSOLE
876030107TPRTAPESTRY INC$68,1550.09%2,370,674CommonSOLE
848637104SPLKCHFSPLUNK INC$67,3600.09%460,590CommonNONE
16119P108CHTRCHARTER COMM-A$66,9290.09%152,175CommonNONE
194162103CLCOLGATE PALMOL$66,5350.09%935,685CommonSOLE
82452JAB5FOUR 0 12/15/25FOUR 0 12/15/25$64,2850.09%65,000,000CommonNONE
803054204SAPSAP AG SPON ADR$62,4300.08%482,762CommonSOLE
285512109EAELECTRONIC ARTS$62,4270.08%518,518CommonSOLE
67103H107ORLYO REILLY AUTOMO$61,9820.08%68,199CommonNONE
268158AD4DVAX 2.5 05/15/26DVAX 2.5 05/15/$61,1240.08%40,000,000CommonNONE
084670702BRK/BBERKSHIRE-HAT$59,7860.08%170,676CommonSOLE
58733RAD4MELI 2-8/15/28$59,1030.08%20,307,000CommonSOLE
64110L106NFLXNETFLIX INC$59,1010.08%156,518CommonNONE
009066AB7ABNB 0 03/15/26ABNB 0-03/15/26$59,1010.08%66,971,000CommonSOLE
70509VAA8PEB 1.75 12/15/26PEB 1.75 12/26$57,9490.08%69,450,000CommonNONE
036752103ELVELEVANCE HEALTH$54,9140.07%126,121CommonSOLE
110122108BMYBRISTOL MYERS$54,7730.07%943,755CommonSOLE
872540109TJXTJX COMPANIES$54,6010.07%614,331CommonNONE
803607AD2SRPT 1.25 09/15/27SAREPTA THERAPE$54,2370.07%48,344,000CommonSOLE
697435AF2PANW 0.375 06/01/25PANW 0.375-6/25$54,0340.07%22,891,000CommonSOLE
031100100AMEAMETEK INC$53,9910.07%365,407CommonNONE
384802104GWWGRAINGER W W IN$53,9290.07%77,951CommonNONE
368802104GAMGENERAL AMERCAN$53,6670.07%1,304,519CommonSOLE
98850P109YUMCYUM CHINA HOLDI$53,6110.07%962,169CommonSOLE
83304AAB2SNAP 0.75 08/01/26SNAP 0.75-08/26$52,5340.07%59,715,000CommonNONE
375558103GILDGILEAD SCIENCES$52,3380.07%698,436CommonSOLE
880770102TERTERADYNE INC$52,0370.07%518,004CommonNONE
09857L108BKNGBOOKING HOLDING$51,7660.07%16,786CommonNONE
256163AD8DOCU 0 01/15/24$51,5820.07%52,368,000CommonNONE
40131MAB5GH 0 11/15/27GH 0-11/15/27$51,0510.07%73,721,000CommonSOLE
12514G108CDWCDW CORPORATION$50,8980.07%252,272CommonNONE
46982L108JJacobs Solution$50,7220.07%371,593CommonSOLE
09061GAK7BMRN 1.25 05/15/27BMRN 1.25-5/27$50,6580.07%50,882,000CommonSOLE
780259305SHELSHELL PLC ADR$50,5780.07%785,622CommonSOLE
722304102PDDPDD HOLDINGS IN$50,1710.07%511,601CommonNONE
40412C101HCAHCA HEALTHCARE$49,4350.07%200,977CommonNONE
191241108KOFCOCA COLA FEMSA$49,4320.07%630,194CommonSOLE
86562M209SMFGSUMITOMO M ADR$49,0160.07%4,976,246CommonSOLE
72919PAD5PLUG 3.75-06/25$48,8600.07%30,934,000CommonNONE
98954MAE1Z 0.75 09/01/24Z 0.75-09/01/24$48,5750.07%41,500,000CommonNONE
090043AB6BILL 0 12/01/25BILL 0-12/01/25$48,4500.07%47,971,000CommonNONE
89677Q107TCOMTRIP.COM GR ADR$47,8470.07%1,368,242CommonSOLE
91332UAB7U 0 11/15/26U 0 11/15/26$47,4310.06%59,550,000CommonNONE
78410G104SBACSBA COMMUN CL A$47,1570.06%235,591CommonSOLE
98954MAH4Z 2.75 05/15/25Z 2.75 05/15/25$45,9840.06%44,580,000CommonSOLE
384109104GGGGRACO INC COMMO$45,1500.06%619,529CommonNONE
04271TAB6ARRY 1 12/01/28ARRAY TECHNOLOG$44,9730.06%39,399,000CommonSOLE
48268K101KTKT CORP SP ADR$44,9510.06%3,506,336CommonSOLE
269442AB5EGLE 5 08/01/24EGLE 5-08/01/24$44,9370.06%31,633,000CommonSOLE
462222AD2IONS 0 04/01/26IONS 0 04/01/26$44,8860.06%45,733,000CommonSOLE
82509LAA5SHOPCN 0.125 11/01/25SHOP 0.125 25$44,8250.06%50,000,000CommonNONE
46625H100JPMJPMORGAN CHASE$44,6380.06%307,821CommonSOLE
87918AAF2TDOC 1.25 06/01/27TDOC 1.25-06/27$44,2250.06%55,151,000CommonSOLE
127387108CDNSCADENCE DESIGN$44,0680.06%188,085CommonNONE
617468103XCAFXMS CHINA A SHAR$43,7250.06%3,509,267CommonSOLE
62886HAX9NCLH 5.375 08/01/25NCLH 5.375-8/25$42,8850.06%36,733,000CommonNONE
14149Y108CAHCARDINAL HLTH$42,1550.06%485,553CommonNONE
33835LAA3FVRR 0 11/01/25FVRR 0-11/1/25$42,0690.06%48,250,000CommonNONE
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN$41,6520.06%21,074,000CommonSOLE
92532F100VRTXVERTEX PHARMACE$41,3630.06%118,956CommonSOLE
477143AP6JBLU 0.5 04/01/26JETBLUE AIRWAYS$40,6890.06%52,293,000CommonSOLE
M22465104CHKPCHECK POINT SFT$40,1930.05%301,575CommonSOLE
974637AB6WGO 1.5 04/01/25WGO 1.5-4/1/25$39,6800.05%35,334,000CommonSOLE
92940WAD1WIX 0 08/15/25WIX 0-08/15/25$39,5360.05%44,398,000CommonNONE
695127AF7PCRX 0.75 08/01/25PCRX 0.75-08/25$38,7470.05%42,845,000CommonSOLE
23804LAB9DDOG 0.125 06/15/25DDOG 0.125-6/25$38,3010.05%32,500,000CommonNONE
548661107LOWLOWES COS INC$37,7050.05%181,427CommonSOLE
131193AE4CALY 2.75 05/01/26ELY 2.75-5/1/26$37,6470.05%36,113,000CommonNONE
705573AB9PEGA 0.75 03/01/25PEGASYSTEMS INC$37,5860.05%40,899,000CommonNONE
143658BT8CCL 5.75 10/01/$37,5540.05%25,045,000CommonNONE
49338L103KEYSKEYSIGHT TEC$37,3900.05%282,601CommonSOLE
472145AF8JAZZ 2 06/15/26JAZZ 2-06/15/26$37,3120.05%36,469,000CommonSOLE
57779BAB0MAXN 6.5-07/25$37,2420.05%36,000,000CommonNONE
855244109SBUXSTARBUCKS CORP$37,1640.05%407,213CommonSOLE
03073E105CORCENCORA INC$37,0780.05%206,033CommonSOLE
09239BAB5BL 0.125 08/01/24BL 0.125-8/1/24$36,8140.05%36,837,000CommonNONE
574599106MASMASCO CORP$36,7080.05%686,794CommonNONE
16115QAE0GTLS 1 11/15/24CHART INDUSTRIE$36,3620.05%12,500,000CommonSOLE
45781MAD3INVA 2.125 03/15/28INNOVIVA INC 2.$36,3500.05%44,051,000CommonNONE
92214XAB2VREX 4-06/01/25$36,3390.05%32,000,000CommonSOLE
98980A105ZTOZTO EXPRESS INC$36,2940.05%1,501,651CommonSOLE
874036106TWNTAIWAN FD$35,5760.05%1,186,680CommonSOLE
62886HAT8NCLH 6-5/15/24$35,5720.05%27,000,000CommonNONE
88018T101TDFTEMP DRAGON FD$35,5410.05%4,161,771CommonSOLE
89055F103BLDTOPBUILD COR$35,5300.05%141,225CommonSOLE
00846U101AAGILENT TECHNO$35,4550.05%317,081CommonSOLE
464287234EEMiSHR MSCI EM$35,4390.05%933,876CommonSOLE
596278101MIDDMIDDLEBY CORP$35,3190.05%275,932CommonSOLE
91307C102UTHRUNITED THERAPEU$35,1510.05%155,628CommonNONE
74736LAD1QTWO 0.75 06/01/26Q2 HOLDINGS INC$35,0760.05%40,000,000CommonSOLE
928563402VMWAVMWARE INC$34,5320.05%207,431CommonSOLE
G8994E103TTTRANE TECHNOLOG$34,3860.05%169,475CommonSOLE
464287465EFAiSHR MSCI EAFE$34,3740.05%498,759CommonSOLE
30050BAD3EVH 1.5 10/15/25EVH 1.5-10/25$34,1790.05%32,000,000CommonNONE
29355AAH0ENPH 0 03/01/26ENPH 0 03/01/26$34,1440.05%38,691,000CommonSOLE
393657AM3GBX 2.875 04/15/28GBX 2.875 04/15$33,9020.05%35,800,000CommonNONE
G3156P103ASAASA GOLD$33,8880.05%2,542,236CommonSOLE
63845RAB3EYE 2.5 05/15/25EYE 2.5-5/15/25$33,7400.05%35,000,000CommonNONE
026874784AIGAMERICAN INTL G$33,7000.05%556,119CommonNONE
464287507IJHiSHR CORE SP MC$33,5400.05%134,510CommonSOLE
37045V100GMGENERAL MTRS CO$33,1470.05%1,005,396CommonNONE
40637H109HALOHALOZYME THERAP$32,8700.04%860,474CommonSOLE
670704AJ4GMED 0.375 03/15/25NUVA 0.375-3/25$32,3220.04%35,000,000CommonNONE
219798105QDELQuidelOrtho Cor$32,2870.04%442,053CommonSOLE
745867101PHMPULTE GROUP INC$31,9350.04%431,282CommonNONE
37940X102GPNGLOBAL PAYMENTS$31,8500.04%276,025CommonNONE
62944T105NVRNVR INC$31,6700.04%5,311CommonNONE
056752108BIDUBAIDU INC ADR$31,6150.04%235,322CommonSOLE
20030N101CMCSACOMCAST CL A$31,4780.04%709,969CommonSOLE
42225TAB3HCAT 2.5-04/25$31,3150.04%32,556,000CommonSOLE
501812AB7LCII 1.125 05/15/26LCII 1.125 05/1$31,2890.04%33,500,000CommonNONE
464287804IJRiSHR CORE SP SC$31,2040.04%330,806CommonSOLE
81762P102NOWSERVICENOW$31,1520.04%55,734CommonNONE
942749102WTSWATTS WATER$30,5750.04%176,932CommonSOLE
09239BAD1BL 0 03/15/26BL 0-03/15/26$30,3180.04%35,000,000CommonNONE
464287226AGGISH CORE US AGG$30,2040.04%321,192CommonSOLE
893830BW8TRANSOCEAN INC$30,1590.04%11,605,000CommonSOLE
171779309CIENCIENA CORP$29,9630.04%634,007CommonSOLE
292554AM4ECPG 3.25 10/01/25ECPG-3.25 10/25$29,9240.04%22,922,000CommonSOLE
83304AAH9SNAP 0.125 03/01/28SNAP INC 0.125-$29,9110.04%43,100,000CommonNONE
84921RAB6SPOT 0 03/15/26SPOT 0-03/15/26$29,8760.04%35,000,000CommonSOLE
595017AF1MCHP 1.625 02/15/27MCHP 1.625-2/27$29,2350.04%13,221,000CommonSOLE
00287Y109ABBVABBVIE INC$29,0730.04%195,048CommonSOLE
94419LAP6W 3.25 09/15/27WAYFAIR INC 3.2$28,9420.04%23,939,000CommonSOLE
824596100SHGSHINHAN FIN ADR$28,9110.04%1,091,427CommonSOLE
125523100CICIGNA GROUP/THE$28,8140.04%100,726CommonSOLE
810186106SMGSCOTTS MIRACLE$28,3360.04%548,310CommonSOLE
65339F713NEE 6.926 09/01/25NEE 6.926$28,2100.04%745,726CommonSOLE
56400PAQ5MNKD 2.5-3/1/26$27,4130.04%26,000,000CommonNONE
922907746VTEBVNGD MUNI$27,3320.04%568,242CommonSOLE
631103108NDAQNASDAQ OMX$27,0440.04%556,610CommonNONE
30231G102XOMEXXON MOBIL$26,9880.04%229,546CommonSOLE
58733R102MELIMERCADOLIBRE IN$26,9270.04%21,238CommonSOLE
29786AAJ5ETSY 0.125 10/01/26ETSY 0.125 10/0$26,8730.04%26,347,000CommonNONE
G3223R108EGEVEREST GROUP L$26,7680.04%72,023CommonNONE
30212P303EXPEEXPEDIA GROUP$26,7080.04%259,139CommonNONE
29452E101EQHEQUITABLE HOLDI$26,6960.04%940,392CommonNONE
501044101KRKROGER CO COM$26,4120.04%590,247CommonNONE
98311A105WHWYNDHAM HOTELS$26,3250.04%378,575CommonNONE
47109U104JOFJAPAN SMALLER C$26,2410.04%3,690,817CommonSOLE
98389B100XELXCEL ENERGY INC$26,1900.04%457,727CommonNONE
43289P106HIMXHIMAX TECH ADR$25,6950.03%4,400,114CommonSOLE
75737FAE8RDFN 0.5 04/01/27RDFN 0.5-4/1/27$25,6180.03%43,792,000CommonSOLE
416515104HIGHARTFORD FINCL$25,5230.03%359,945CommonSOLE
500754106KHCKRAFT HEINZ CO$25,5080.03%758,310CommonSOLE
413160AD4HLIT 2 -9/01/24$25,4620.03%21,000,000CommonSOLE
169656105CMGCHIPOTLE MEXICA$25,2520.03%13,786CommonNONE
207410AH4CNMD 2.25 06/15/27CONMED CORP$24,8760.03%25,994,000CommonSOLE
00206R102TAT&T INC$24,8470.03%1,654,328CommonSOLE
71639TAB2PETQ 4-06/01/26$24,7760.03%25,461,000CommonSOLE
912909AT5X 5 11/01/26X 5-11/01/26$24,6800.03%10,000,000CommonNONE
34959E109FTNTFORTINET INC$24,5240.03%417,949CommonNONE
127203107WHDCACTUS INC$24,4430.03%486,826CommonNONE
G0751N103ABYEURATLANTICA SUSTA$24,2180.03%1,268,001CommonSOLE
70932AAF0PMT 5.5 03/15/26PMT 5.5-3/15/26$23,9160.03%26,500,000CommonNONE
98954MAG6Z 1.375 09/01/26Z 1.375-9/1/26$23,8750.03%19,871,000CommonSOLE
75606DAP6HOUS 0.25 06/15/26HOUS 0.25 06/15$23,7950.03%31,105,000CommonNONE
50202M102LILI AUTO INC-ADR$23,7550.03%666,355CommonNONE
02209S103MOALTRIA GROUP$23,7120.03%563,905CommonSOLE
11271J107BNBROOKFIELD CORP$23,6670.03%756,865CommonSOLE
217204106CPRTCOPART INC COMM$23,4860.03%545,052CommonNONE
278865100ECLECOLAB INC$23,4840.03%138,638CommonSOLE
516544103LNTHLANTHEUS HOLDIN$23,4100.03%336,946CommonSOLE
50202MAB8LI 0.25 05/01/28LI 0.25 05/01/2$23,1990.03%16,372,000CommonSOLE
229663109CUBECUBESMART$23,0440.03%604,408CommonSOLE
88579Y101MMM3M Co$22,9750.03%245,419CommonNONE
464288646IGSBISHARES SHORT T$22,9180.03%459,934CommonSOLE
518415104LSCCLATTICE SEMI$22,6890.03%264,056CommonNONE
25659T107DLBDOLBY LABORATIE$22,6520.03%285,798CommonSOLE
53115L104LBRTLIBERTY OILFIEL$22,6380.03%1,222,402CommonNONE
200340107CMACOMERICA INC$22,5650.03%543,107CommonSOLE
59064RAA7MLAB 1.375 08/15/25MLAB 1.375 8/25$22,5620.03%25,000,000CommonSOLE
550021109LULULULULEMON ATH$22,5570.03%58,499CommonNONE
094235AB4BLMN 5-5/1/25$22,3980.03%10,161,000CommonNONE
19249HAB9CHRS 1.5-04/26$22,3510.03%36,493,000CommonNONE
35671D857FCXFREEPORT$22,1880.03%595,040CommonSOLE
891160509TDTORONTO DOMINIO$22,1840.03%368,146CommonSOLE
30063PAA3EXAS 1 01/15/25EXAS 1 1/15/25$22,0970.03%20,134,000CommonSOLE
670346105NUENUCOR CORP$22,0900.03%141,289CommonNONE
25243Q205DEODIAGEO ADR NEW$22,0160.03%147,584CommonSOLE
553498106MSAMINE SAFETY APP$22,0040.03%139,587CommonSOLE
465562106ITUBITAU UNIBANCO H$21,8630.03%4,071,498CommonSOLE
093712AH0BE 2.5 08/15/25BE 2.5-08/15/25$21,8600.03%20,000,000CommonSOLE
759916AB5RGEN 0.375 07/15/24RGEN 0.375 7/24$21,7210.03%15,176,000CommonNONE
697435105PANWPALO ALTO NETWO$21,3220.03%90,951CommonNONE
92343V104VZVERIZON COMM$21,2690.03%656,290CommonSOLE
03674X106ARANTERO RESOURCE$21,2440.03%837,093CommonNONE
922475108VEEVVEEVA SYSTEMS$21,2160.03%104,284CommonNONE
09257A108BCXBLACKROCK RESOU$21,1950.03%2,301,351CommonSOLE
592835102MXFMEXICO FUND$21,1570.03%1,284,597CommonSOLE
G51502105JCIJOHNSON CTRL IN$21,1450.03%397,403CommonSOLE
427866108HSYTHE HERSHEY CO$20,9350.03%104,637CommonSOLE
512807108LRCXEURLAM RESH CORP C$20,9060.03%33,357CommonSOLE
64049MAA8NEO 1.25 5/1/25$20,8660.03%22,258,000CommonSOLE
302301AF3EZPW 2.875-7/24$20,8360.03%20,249,000CommonSOLE
344419106FMXFEMSA ADR$20,5350.03%188,147CommonSOLE
64133Q108NBXGNEUBERG NEXT GE$20,5310.03%1,970,374CommonSOLE
828806109SPGSIMON PROPERTY$20,5190.03%189,947CommonNONE
256135203RDYDOCTOR REDDY'S$20,4670.03%306,086CommonSOLE
393222AK0GPRE 2.25 03/15/27GPRE 2.25 03/27$20,3660.03%17,500,000CommonNONE
40171VAA8GWRE 1.25 03/15/25GWRE 1.25 03/25$20,3600.03%20,000,000CommonSOLE
H84989104TEL1USDTE CONNECTIVITY$20,3300.03%164,583CommonSOLE
151290889CXCEMEX SA ADR$20,2620.03%3,117,293CommonSOLE
37959E102GLGLOBE LIFE INC$20,2600.03%186,348CommonSOLE
52603BAD9TREE 0.5 07/15/25TREE 0.5-07/25$20,0170.03%25,100,000CommonSOLE
58506Q109MEDPMEDPACE HOLDING$19,9240.03%82,291CommonNONE
189054109CLXCLOROX CO DEL$19,8590.03%151,534CommonSOLE
531229AQ5FWONK 2.25 08/15/27LIBERTY MEDIA C$19,8430.03%20,290,000CommonSOLE
934550203WMGWARNER MUSIC-A$19,7040.03%627,532CommonSOLE
85917T109STERLING CHECK$19,6060.03%1,553,641CommonNONE
369604301GEGENERAL ELECTRI$19,5970.03%177,271CommonNONE
67077M108NTRNUTRIEN LTD$19,4600.03%315,099CommonSOLE
29404KAE6ENV 0.75 08/15/25ENVESTNET INC 0$19,4430.03%21,000,000CommonSOLE
38059T106GFIGOLD FIELDS ADR$19,4270.03%1,788,914CommonSOLE
92932M101WNSNWNS HLD ADR$19,3030.03%281,987CommonSOLE
046353108AZNNASTRAZEN ADR US$19,2010.03%283,559CommonSOLE
74736LAF6QTWO 0.125 11/15/25Q2 HOLDINGS INC$19,1780.03%21,700,000CommonSOLE
482480100KLACKLA CORP$18,9410.03%41,298CommonNONE
142339100CSLCARLISLE COS IN$18,9280.03%73,008CommonNONE
698884AC7PAR 2.875-04/26$18,7900.03%16,500,000CommonNONE
05478C105AZEKTHE AZEK COMPAN$18,7800.03%631,477CommonSOLE
526057104LENLENNAR CORP$18,7180.03%166,789CommonNONE
05968L102CIBEURBANCOLOMBIA ADR$18,6340.03%698,453CommonNONE
44933TAB2IIIV 1 02/15/25$18,5870.03%20,000,000CommonSOLE
682189105ONON SEMICONDUCT$18,4510.03%198,507CommonNONE
243537107DECKDECKERS OUTDOOR$18,4320.03%35,856CommonSOLE
009066101ABNBAIRBNB INC$18,4040.03%134,136CommonNONE
G4388N106HELEHELEN OF TROY$18,4030.03%157,892CommonNONE
644465106GFNEW GERMANY FD$18,3540.02%2,246,544CommonSOLE
N72482123QIAGEN NV.$18,2450.02%450,528CommonNONE
163092AD1CHGG 0.125 03/15/25CHGG 0.125-3/25$18,2100.02%20,144,000CommonSOLE
69553PAB6PD 1.25-7/1/25$18,1560.02%19,000,000CommonNONE
G02602103DOXAMDOCS LTD US$18,0990.02%214,230CommonSOLE
047649108ATKRATKORE INC$18,0840.02%121,223CommonNONE
29355AAF4ENPH 0.25-03/25$18,0600.02%11,284,000CommonNONE
209115104EDCONS EDISON$17,9910.02%210,360CommonSOLE
09260Q108BTXBLACKROCK INNOV$17,9700.02%2,581,925CommonSOLE
690742101OCOWENS CORNING$17,9490.02%131,593CommonNONE
34965K107FTREFORTREA HOLDING$17,8440.02%624,178CommonSOLE
65339F101NEENEXTERA ENERGY$17,8170.02%311,023CommonSOLE
58155Q103MCKMCKESSON CORP$17,6070.02%40,491CommonSOLE
18539C204CWENCLEARWAY-ENERGY$17,5970.02%831,684CommonNONE
25470MAB5DISH 3.375 08/15/26DISH 3.375 26$17,5740.02%29,000,000CommonNONE
562750109MANHMANHATTAN ASSOC$17,5170.02%88,626CommonNONE
55354G100MSCIMSCI INC$17,5150.02%34,139CommonSOLE
156727AB5CRNC 3-06/01/25$17,0690.02%17,500,000CommonSOLE
015271109AREALEXANDRIA REAL$16,7760.02%167,604CommonSOLE
76680RAH0RNG 0 03/15/26RNG 0 03/15/26$16,7360.02%19,776,000CommonSOLE
606710AA9MITK 0.75 02/01/26MITK 0.75 02/01$16,7110.02%18,990,000CommonNONE
816851109SRESEMPRA ENERG$16,7050.02%245,576CommonNONE
05550J101BJBJS WHOLESALE$16,6390.02%233,147CommonNONE
28176E108EWEDWARDS LIFE$16,6350.02%240,135CommonNONE
172908105CTASCINTAS CORP$16,5460.02%34,400CommonSOLE
23331A109DHID R HORTON INC$16,5280.02%153,805CommonNONE
858119100STLDSTEEL DYNAMICS$16,3170.02%152,191CommonNONE
00548F105PEOADAMS NATURAL$16,1680.02%699,310CommonSOLE
03027X100AMTAMERICAN TOWER$16,1440.02%98,176CommonSOLE
483548AF0KAMN-3.25 5/24$16,0860.02%16,487,000CommonSOLE
29364G103ETRENTERGY CORP$15,9720.02%172,674CommonSOLE
G39108108GTESGATES INDUSTRIA$15,9670.02%1,375,291CommonNONE
61745C105IIFMS INDIA FUND$15,9320.02%712,844CommonSOLE
78463V107GLDSPDR GOLD TRUST$15,8170.02%92,258CommonSOLE
91529Y106UNMUNUMPROVIDENT$15,7620.02%320,451CommonNONE
92763W103VIPSVIPSHOP HLDINGS$15,7410.02%983,235CommonNONE
866082AA8INN 1.5 02/15/26INN 1.5 2/15/26$15,6320.02%18,500,000CommonNONE
G2519Y108BAPCREDICORP LTD$15,6250.02%122,102CommonSOLE
N07059210ASMLASM LITH COMM$15,5810.02%26,470CommonSOLE
89422GAA5TVTX 2.25 03/01/29TVTX 2.25 03/29$15,5710.02%24,000,000CommonNONE
53814L108LTHM1EURLIVENT CORP$15,5570.02%845,084CommonSOLE
98139A105WKWORKIVA INC$15,5380.02%153,341CommonNONE
912008109USFDUS FOODS HOLDIN$15,4820.02%389,987CommonNONE
45688C107NGVTINGEVITY CORP$15,4820.02%325,197CommonNONE
125269100CFCF INDUSTRIES H$15,4520.02%180,230CommonNONE
10922N103BHFBRIGHTHOUSE FIN$15,4520.02%315,763CommonNONE
03753UAB2APLS 3.5 09/15/26APLS 3.5-9/26$15,3790.02%12,242,000CommonSOLE
G68707101PAGSPAGSEGURO DIGIT$15,3280.02%1,780,256CommonSOLE
78573NAE2SABHLD 4 04/15/25SABHLD 4-04/25$15,1950.02%15,290,000CommonSOLE
33829M101FIVEFIVE BELOW INC$15,1750.02%94,317CommonNONE
40637HAD1HALO 0.25 03/01/27HALO 0.25 03/01$15,1130.02%17,806,000CommonSOLE
231561101CWCURTISS WRIGHT$14,9760.02%76,557CommonNONE
500634209KFKOREA FUND$14,9130.02%709,151CommonSOLE
04271T100ARRYARRAY TECHNOLOG$14,9070.02%671,794CommonNONE
311900104FASTFASTENAL CO$14,8940.02%272,612CommonNONE
01741R102ATIATI INC$14,8630.02%361,205CommonSOLE
78462F103SPYSPDR S&P 500$14,7260.02%34,451CommonSOLE
001084102AGCOAGCO CORP$14,7030.02%124,320CommonNONE
85225A1078DTSQUARESPACE INC$14,6550.02%505,910CommonNONE
053015103ADPAUTOMATIC DATA$14,6540.02%60,917CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS$14,6290.02%250,252CommonNONE
G8068L108SNSHARKNINJA HONG$14,5430.02%313,715CommonSOLE
00288U106ABCLABCELLERA BIOL$14,4750.02%3,146,833CommonSOLE
22052L104CTVACORTEVA INC$14,4410.02%282,289CommonNONE
29977A105EVREVERCORE PARTN$14,4400.02%104,730CommonNONE
731068102PIIPOLARIS INC$14,3990.02%138,275CommonNONE
G16962105BGUSDBUNGE LTD$14,3820.02%132,862CommonNONE
29444U700EQIXEQUINIX INC$14,3670.02%19,783CommonSOLE
199908104FIXCOMFORT SYSTEMS$14,3630.02%84,294CommonNONE
64110D104NTAPNETAPP INC$14,3060.02%188,546CommonNONE
370334104GISGENERAL MLS INC$14,2800.02%223,184CommonSOLE
556269108SHOOSTEVEN MADDEN$14,2010.02%447,018CommonNONE
874054109TTWOTAKE TWO INTER$14,1290.02%100,643CommonSOLE
169373107XXCHNXXCHINA FUND INC$14,0000.02%1,324,568CommonSOLE
05577W200DOOBRP INC/CA$13,9040.02%183,292CommonSOLE
351858105FNVFRANCO-NEVA$13,8000.02%103,383CommonSOLE
452308109ITWILLINOIS TOOL W$13,7060.02%59,514CommonSOLE
N00985106AERAERCAP HOLDINGS$13,6200.02%217,343CommonSOLE
860630102SFSTIFEL FINANCIA$13,5670.02%220,824CommonNONE
653656108NICENICE SYSTEM ADR$13,5130.02%79,490CommonNONE
98138H101WDAYWORKDAY INC$13,4910.02%62,796CommonNONE
759351604RGAREINSURANCE GRO$13,3720.02%92,108CommonNONE
929089100VOYAVOYA FINANCIAL$13,2530.02%199,451CommonSOLE
969904101WSMWILLIAMS SONOMA$13,2390.02%85,201CommonNONE
464288588MBBISHR MTG BACKED$13,1310.02%147,884CommonSOLE
464288240ACWXiSHARES MSCI AI$13,0050.02%276,662CommonSOLE
525327102LDOSLEIDOS HOLDINGS$12,9410.02%140,425CommonNONE
277432100EMNEASTMAN CHEM CO$12,8810.02%167,904CommonSOLE
458140100INTCINTEL CORP$12,8530.02%361,607CommonSOLE
62914VAB2NIO 4.5-2/1/24$12,8400.02%11,487,000CommonSOLE
824348106SHWSHERWIN WILLIAM$12,8400.02%50,346CommonNONE
199333105CMCOCOLUMBUS MCKINN$12,8290.02%367,490CommonNONE
01973R101ALSNALLISON TRANSMI$12,8270.02%217,189CommonSOLE
29414B104EPAMEPAM SYSTEMS$12,7580.02%49,903CommonSOLE
88554DAD8DDD 0 11/15/26DDD 0 11/15/26$12,7220.02%17,500,000CommonNONE
857477103STTSTATE STREET$12,7140.02%189,881CommonNONE
00301W105AEFABRDN EMER$12,7110.02%2,664,844CommonSOLE
45783QAB6NOTV 3.25 10/15/27INOTIV INC 3.25$12,5440.02%24,840,000CommonNONE
457669AB5INSM 0.75 06/01/28INSM 0.75 06/28$12,4620.02%12,500,000CommonNONE

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.