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LAZARD ASSET MANAGEMENT LLC

Q4 2023 · 13F-HR

LAZARD ASSET MANAGEMENT LLCholdings as filed

Filed 2024-02-14 · accession 0001207017-24-000010

$79.0M
Reported value
2,298
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2298

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$4.3M5.43%11,406,022CommonSOLE
02079K305GOOGLALPHABET INC A$3.2M3.99%22,584,718CommonSOLE
023135106AMZNAMAZON.COM INC$2.6M3.35%17,427,411CommonSOLE
655844108NSCNORFOLK SOUTHER$1.9M2.35%7,856,700CommonSOLE
92826C839VVISA INC$1.6M2.04%6,202,346CommonSOLE
G1151C101ACNACCENTURE PLC$1.3M1.62%3,648,290CommonSOLE
45866F104ICEINTERCONTINEN$1.2M1.54%9,464,454CommonSOLE
91324P102UNHUNITEDHEALTH GR$1.1M1.41%2,112,116CommonSOLE
G0403H108AONAON PLC/IRELAND$1.1M1.41%3,819,326CommonSOLE
060505104BACBANK OF AMERICA$1.0M1.33%31,111,737CommonSOLE
883556102TMOTHERMO FISHER$996,6631.26%1,877,702CommonSOLE
032654105ADIANALOG DEVICES$938,7191.19%4,727,648CommonSOLE
580135101MCDMCDONALDS CORP$936,6121.19%3,158,791CommonSOLE
478160104JNJJOHN & JOHN COM$930,2571.18%5,935,057CommonSOLE
025816109AXPAMER EXPRESS CO$921,6441.17%4,919,646CommonSOLE
126408103CSXCSX CORP$869,4501.10%25,077,931CommonSOLE
166764100CVXCHEVRON CORP$832,6431.05%5,582,231CommonSOLE
235851102DHRDANAHER CORP DE$832,5341.05%3,598,750CommonSOLE
20825C104COPCONOCOPHILLIPS$823,0521.04%7,091,010CommonSOLE
G4705A100ICLRICON PLC$781,6760.99%2,761,425CommonSOLE
438516106HONHONEYWELL INTL$773,6450.98%3,689,129CommonSOLE
74340W103PLDPROLOGIS INC$771,1870.98%5,785,370CommonSOLE
783513203RYAAYRYANAIR HLD-ADR$767,0000.97%5,751,361CommonSOLE
038222105AMATAPPLIED MATLS I$761,5010.96%4,698,605CommonSOLE
46266C105IQVIQVIA HOLDINGS$748,2640.95%3,233,930CommonSOLE
742718109PGPROCTER & GAMBL$737,2070.93%5,030,766CommonSOLE
94106L109WMWASTE MGMT INC$726,0660.92%4,053,985CommonSOLE
571748102MRSHMARSH & MCLENNA$710,3070.90%3,748,923CommonSOLE
032095101APHAMPHENOL CORP$705,5090.89%7,117,021CommonSOLE
H1467J104CBCHUBB LTD NEW$697,4080.88%3,085,882CommonSOLE
191216100KOCOCA COLA CO$651,7610.82%11,059,932CommonSOLE
037833100AAPLAPPLE INC$645,7250.82%3,353,903CommonSOLE
025537101AEPAMERICAN ELEC P$634,2950.80%7,809,612CommonSOLE
02079K107GOOGALPHABET INC C$609,3440.77%4,323,754CommonSOLE
00724F101ADBEADOBE INC$592,2800.75%992,760CommonSOLE
98978V103ZTSZOETIS INC$562,5500.71%2,850,242CommonSOLE
874039100TSMTAIWAN SEMI-ADR$543,7840.69%5,228,717CommonSOLE
30161N101EXCEXELON CORP$532,7860.67%14,840,870CommonSOLE
78409V104SPGIS&P GLOBAL INC$525,8380.67%1,193,681CommonSOLE
126650100CVSCVS HEALTH CORP$519,1070.66%6,574,342CommonSOLE
101137107BSXBOSTON SCIENTIF$510,3580.65%8,828,248CommonSOLE
G5960L103MDTMEDTRONIC PLC$478,0240.60%5,802,707CommonSOLE
518439104ELESTEE LAUDER$472,7880.60%3,232,746CommonSOLE
67066G104NVDANVIDIA CORP$472,3410.60%953,806CommonSOLE
437076102HDHOME DEPOT INC$470,0980.59%1,356,509CommonSOLE
808513105SCHWSCHWAB CHARLES$461,5390.58%6,708,461CommonSOLE
79466L302CRMSALESFORCE INC$454,8390.58%1,728,509CommonSOLE
17275R102CSCOCISCO SYS INC$451,0730.57%8,928,653CommonSOLE
053611109AVYAVERY DENNISON$426,2740.54%2,108,608CommonSOLE
871829107SYYSYSCO CORP$421,1960.53%5,759,586CommonSOLE
949746101WMT2WELLS FARGO CO$414,4000.52%8,419,376CommonSOLE
50540R409LSILABORATORY CORP$413,8880.52%1,820,972CommonSOLE
71654V408PBRPETROLEO BRAS A$367,6410.47%23,020,785CommonSOLE
907818108UNPUNION PAC CORP$358,0680.45%1,457,823CommonSOLE
773903109ROKROCKWELL NEW$355,2570.45%1,144,224CommonSOLE
69351T106PPLPPL CORP$354,7980.45%13,092,211CommonSOLE
40415F101HDBHDFC BANK LTD A$337,9810.43%5,036,257CommonSOLE
149123101CATCATERPILLAR INC$328,0690.42%1,109,581CommonSOLE
654106103NKENIKE INC CL B$322,1240.41%2,966,976CommonSOLE
01609W102BABAALIBABA GRP ADR$321,9290.41%4,153,414CommonSOLE
715684106TLKTELEKM INDO ADR$313,0490.40%12,152,608CommonSOLE
097023105BABOEING CO$308,7500.39%1,184,493CommonSOLE
422806109HEIHEICO CORP$303,1280.38%1,694,688CommonSOLE
609207105MDLZMONDELEZ INTL$300,7270.38%4,151,997CommonSOLE
254687106DISWALT DISNEY CO$284,3650.36%3,149,470CommonSOLE
G6095L109APTIV PLC$280,6130.36%3,127,669CommonSOLE
723484101PNWPINNACLE WEST C$279,5240.35%3,890,947CommonSOLE
38141G104GSGOLDMAN SACHS$273,9790.35%710,219CommonSOLE
871607107SNPSSYNOPSYS INC$266,6560.34%517,871CommonNONE
200525103CBSHCOMMERCE BANCSH$250,8660.32%4,697,026CommonSOLE
45104G104IBNICICI BANK ADR$248,0680.31%10,405,600CommonSOLE
46120E602ISRGINTUITIVE SURG$244,3440.31%724,286CommonNONE
723787107PXDEURPIONEER RES CO$241,7830.31%1,075,171CommonSOLE
093671105HRBBLOCK H & R INC$229,1670.29%4,737,835CommonSOLE
278642103EBAYEBAY INC$228,0590.29%5,228,368CommonSOLE
681919106OMCOMNICOM GROUP I$226,8750.29%2,622,539CommonSOLE
655663102NDSNNORDSON CORP CO$225,4790.29%853,574CommonSOLE
30303M102METAMETA PLATFORMS$222,8730.28%629,662CommonNONE
456788108INFYINFOSYS TECHADR$216,5470.27%11,781,785CommonSOLE
052769106ADSKAUTODESK INC$214,6470.27%881,585CommonSOLE
N6596X109NXPINXP SEMICONDUC$212,4350.27%924,922CommonNONE
02390A101AMXAMERICA MOVIL S$211,1200.27%11,399,630CommonSOLE
459200101IBMINTL BUS MACH$206,2230.26%1,260,922CommonSOLE
60937PAD8MDB 0.25 01/15/26MDB 0.25-1/26$202,2550.26%102,214,000CommonNONE
337738108FISVFISERV INC$201,4960.25%1,516,845CommonSOLE
00971TAJ0AKAM 0.125 05/01/25AKAM 0.125-5/25$199,2070.25%156,241,000CommonSOLE
192446102CTSHCOGNIZANT TECH$197,3620.25%2,613,038CommonSOLE
69370C100PTCPTC INC$196,6870.25%1,124,192CommonSOLE
00215W100ASXASE TECHNO-ADR$195,0150.25%20,724,420CommonSOLE
22822V101CCICROWN CASTLE IN$193,0320.24%1,675,785CommonSOLE
74460D109PSAPUBLIC STORAGE$190,6100.24%624,954CommonSOLE
759530108RELXRELX PLC-SP ADR$190,4970.24%4,803,298CommonSOLE
90384S303ULTAULTA SALON COS$189,7290.24%387,211CommonSOLE
91912E105VALEVALE SA-SP ADR$186,8860.24%11,783,559CommonSOLE
92345Y106VRSKVERISK ANALYTIC$186,5570.24%781,034CommonSOLE
747525103QCOMQUALCOMM INC$185,1390.23%1,280,092CommonNONE
532457108LLYLILLY ELI & CO$185,0550.23%317,466CommonSOLE
G4863A108BRSLINT'L GAME TECH$180,3810.23%6,580,890CommonSOLE
713448108PEPPEPSICO INC$180,0380.23%1,060,050CommonNONE
806407102HSICHENRY SCHEIN$175,2810.22%2,315,177CommonSOLE
31620M106FISFIDELITY NATION$173,8700.22%2,894,485CommonSOLE
68902V107OTISOTIS WORLDWIDE$173,8170.22%1,942,756CommonSOLE
444859102HUMHUMANA INC COM$172,2340.22%376,215CommonSOLE
57636Q104MAMASTERCARD INC$169,1080.21%396,497CommonSOLE
904767704UNILEVER ADR$167,9200.21%3,463,727CommonSOLE
98980GAB8ZS 0.125 07/01/25ZS 0.125-7/1/25$165,4920.21%108,841,000CommonSOLE
G29183103ETNEATON CORP PLC$161,6570.20%671,283CommonNONE
464287200IVViSHR CORE S&P$159,5920.20%334,134CommonSOLE
863667101SYKSTRYKER CORP$158,8480.20%530,454CommonNONE
461202103INTUINTUIT$155,5870.20%248,931CommonSOLE
92343E102VRSNVERISIGN$153,1380.19%743,540CommonSOLE
443573AD2HUBS 0.375 06/01/25HUBS 0.375 25$152,1270.19%73,297,000CommonSOLE
670100205NVONOVO NORDIS ADR$150,9530.19%1,459,194CommonSOLE
11135F101AVGOBROADCOM INC$147,1810.19%131,855CommonNONE
494368103KMBKIMBERLY CLARK$142,5430.18%1,173,102CommonNONE
24906P109XRAYDENTSPLY SIRO$140,7380.18%3,954,444CommonSOLE
595017104MCHPMICROCHIP TECHN$137,1250.17%1,520,585CommonNONE
83088M102SWKSSKYWORKS SOLUT$133,7820.17%1,190,031CommonSOLE
880890108TXTERNIUM SA ADR$133,3430.17%3,139,728CommonSOLE
345370CZ1F 0 03/15/26F 0-03/15/26$133,0830.17%133,083,000CommonSOLE
929160109VMCVULCAN MATLS CO$132,8040.17%585,019CommonSOLE
252131AK3DXCM 0.25 11/15/25DXCM 0.25-11/25$131,7680.17%125,613,000CommonSOLE
007903107AMDADV MICRO DEV I$131,6650.17%893,195CommonNONE
62886HBD2NCLH 1.125 02/15/27NCL CORPORATION$130,1840.16%141,798,000CommonSOLE
47215P106JDJD.COM INC ADR$128,6610.16%4,453,578CommonSOLE
58933Y105MRKMERCK & CO INC$127,1820.16%1,166,612CommonSOLE
055622104BPBP PLC SPON ADR$126,9760.16%3,586,927CommonSOLE
538034109LYVLIVE NATION ENT$126,9110.16%1,355,892CommonSOLE
G25839104CCEPCOCA-COLA EUROP$119,6570.15%1,792,890CommonSOLE
833635105SQMSOCIEDAD QU ADR$119,1630.15%1,978,809CommonSOLE
01741RAK8ATI 3.5 06/15/25ATI 3.5-6/15/25$118,6600.15%40,000,000CommonNONE
844741BG2LUV 1.25 05/01/25LUV 1.25 5/1/25$118,4430.15%116,779,000CommonSOLE
30063PAC9EXAS 0.375 03/01/28EXAS 0.375 3/28$117,3130.15%124,802,000CommonSOLE
595112103MUMICRON TECHNOLO$116,2890.15%1,362,666CommonNONE
501889208LKQLKQ CORP$114,8650.15%2,403,546CommonSOLE
882508104TXNTEXAS INSTR INC$114,3430.14%670,800CommonSOLE
099502106BAHBOOZ ALLEN HAMI$113,5410.14%887,673CommonSOLE
58733R102MELIMERCADOLIBRE IN$113,0940.14%71,963CommonSOLE
701094104PHPARKER HANNIFIN$109,9240.14%238,603CommonNONE
44980X109IPGPIPG PHOTONICS$109,7920.14%1,011,544CommonNONE
03662Q105AKXANSYS INC$108,4490.14%298,861CommonSOLE
88160R101TSLATESLA INC$108,2290.14%435,566CommonNONE
896239100TRMBTRIMBLE NAVIGAT$108,1410.14%2,032,746CommonSOLE
G0751N103ABYEURATLANTICA SUSTA$100,2440.13%4,662,530CommonSOLE
832696405SJMJM SMUCKER CO$98,4530.12%779,040CommonSOLE
68389X105ORCLORACLE CORP$94,6980.12%898,220CommonSOLE
244199105DEDEERE & CO$91,6640.12%229,238CommonSOLE
404280406HSBCHSBC HLDGS PLC$91,6380.12%2,260,467CommonSOLE
620076307MSIMOTOROLA SOL$89,1870.11%284,866CommonSOLE
989207105ZBRAZEBRA TECHNOLOG$88,8970.11%325,238CommonNONE
192422103CGNXCOGNEX CORP COM$87,7100.11%2,101,358CommonNONE
09857LAN8BKNG 0.75 05/01/25BKNG 0.75-05/25$83,8130.11%44,374,000CommonSOLE
29109X106AZPN1USDAspen Techn Inc$81,3860.10%369,688CommonNONE
722304102PDDPDD HOLDINGS IN$80,9990.10%553,620CommonNONE
707569AU3PENN 2.75 05/15/26PENN 2.75 05/26$79,3000.10%61,000,000CommonNONE
23804LAB9DDOG 0.125 06/15/25DDOG 0.125-6/25$77,7550.10%55,500,000CommonNONE
375558103GILDGILEAD SCIENCES$76,5580.10%945,050CommonSOLE
464287234EEMiSHR MSCI EM$76,5540.10%1,903,881CommonSOLE
902252AB1TYL 0.25 03/15/26TYL 0.25-03/26$76,3430.10%75,327,000CommonSOLE
00287Y109ABBVABBVIE INC$75,6660.10%488,270CommonNONE
53814LAB4LTHM 4.125 07/15/25LTHM 4.125-7/25$75,5820.10%36,000,000CommonNONE
456837103INGING GROEP NV SP$74,9800.09%4,992,066CommonSOLE
977852AB8WOLF 0.25 02/15/28WOLFSPEED INC 0$74,9040.09%110,397,000CommonSOLE
803054204SAPSAP AG SPON ADR$73,0940.09%472,834CommonSOLE
006212104ADXADAMS DIVERSIFI$73,0120.09%4,122,687CommonSOLE
285512109EAELECTRONIC ARTS$72,4530.09%529,604CommonSOLE
031100100AMEAMETEK INC$71,9140.09%436,136CommonNONE
194162103CLCOLGATE PALMOL$71,7450.09%900,094CommonSOLE
872540109TJXTJX COMPANIES$70,3550.09%749,992CommonNONE
16115QAE0GTLS 1 11/15/24CHART INDUSTRIE$69,8640.09%30,000,000CommonSOLE
05278C107ATHMAUTOHOME IN ADR$69,2230.09%2,466,980CommonSOLE
723787AP2PXD 0.25 05/15/25PXD 0.25-5/25$68,5400.09%28,148,000CommonSOLE
48241A105KBKB FINANCIAL GP$67,1630.08%1,623,491CommonSOLE
697435AF2PANW 0.375 06/01/25PANW 0.375-6/25$67,1560.08%22,627,000CommonSOLE
N07059210ASMLASM LITH COMM$66,3940.08%87,716CommonSOLE
29786AAL0ETSY 0.125 09/01/27ETSY 0.125-9/27$66,1900.08%77,362,000CommonSOLE
574599106MASMASCO CORP$66,1580.08%987,749CommonNONE
T9224W109STVNSTEVANATO GRP$65,9760.08%2,417,595CommonSOLE
500754106KHCKRAFT HEINZ CO$65,5320.08%1,772,134CommonSOLE
867224107SUSUNCOR ENERGY$64,6730.08%2,018,520CommonSOLE
44332NAB2HTHT 3 05/01/26HTHT 3-05/01/26$64,3470.08%59,914,000CommonSOLE
M98068105WIXWIX.COM LTD$64,2560.08%522,332CommonSOLE
893830BW8TRANSOCEAN INC$62,5850.08%30,179,000CommonNONE
20030N101CMCSACOMCAST CL A$62,4560.08%1,424,386CommonSOLE
09857L108BKNGBOOKING HOLDING$62,0860.08%17,503CommonNONE
191241108KOFCOCA COLA FEMSA$61,5690.08%650,569CommonSOLE
12514G108CDWCDW CORPORATION$61,4960.08%270,532CommonNONE
084670702BRK/BBERKSHIRE-HAT$60,7510.08%170,337CommonSOLE
036752103ELVELEVANCE HEALTH$59,9680.08%127,171CommonSOLE
M22465104CHKPCHECK POINT SFT$59,8950.08%392,022CommonSOLE
62886HAX9NCLH 5.375 08/01/25NCLH 5.375-8/25$59,6800.08%46,336,000CommonNONE
338307AD3FIVN 0.5 06/01/25FIVN 0.5-6/1/25$59,6630.08%62,279,000CommonNONE
18915MAC1NET 0 08/15/26NET 0 08/15/26$59,6400.08%66,139,000CommonSOLE
464287465EFAiSHR MSCI EAFE$59,4530.08%789,033CommonSOLE
81141RAG5SEALTD 0.25 09/15/26SEALTD 0.25 26$58,6350.07%70,859,000CommonSOLE
110122108BMYBRISTOL MYERS$58,6180.07%1,142,456CommonSOLE
852234AF0XYZ 0.125 03/01/25SQ 0.125-3/1/25$58,5770.07%59,657,000CommonSOLE
268158AD4DVAX 2.5 05/15/26DVAX 2.5 05/15/$58,3750.07%40,000,000CommonNONE
24703L202DELLDELL TECHN-C$57,2760.07%748,723CommonNONE
70509VAA8PEB 1.75 12/15/26PEB 1.75 12/26$56,8250.07%63,450,000CommonNONE
717081103PFEPFIZER INC$56,4080.07%1,959,349CommonSOLE
880770102TERTERADYNE INC$56,3230.07%519,022CommonNONE
368802104GAMGENERAL AMERCAN$56,0290.07%1,304,519CommonSOLE
269442AB5EGLE 5 08/01/24EGLE 5-08/01/24$55,8480.07%31,633,000CommonSOLE
89055F103BLDTOPBUILD COR$53,3120.07%142,450CommonSOLE
46625H100JPMJPMORGAN CHASE$53,1540.07%312,498CommonSOLE
09061GAK7BMRN 1.25 05/15/27BMRN 1.25-5/27$52,5050.07%50,882,000CommonSOLE
81762P102NOWSERVICENOW$51,4320.07%72,800CommonNONE
14149Y108CAHCARDINAL HLTH$51,0950.06%506,913CommonNONE
29364G103ETRENTERGY CORP$51,0800.06%504,803CommonSOLE
127387108CDNSCADENCE DESIGN$51,0150.06%187,304CommonNONE
50202MAB8LI 0.25 05/01/28LI 0.25 05/01/2$50,8500.06%34,817,000CommonSOLE
82452JAB5FOUR 0 12/15/25FOUR 0 12/15/25$49,5900.06%44,500,000CommonNONE
009066AB7ABNB 0 03/15/26ABNB 0-03/15/26$48,8130.06%54,201,000CommonSOLE
92532F100VRTXVERTEX PHARMACE$48,7390.06%119,789CommonSOLE
384802104GWWGRAINGER W W IN$48,4870.06%58,512CommonNONE
462222AD2IONS 0 04/01/26IONS 0 04/01/26$48,3390.06%45,733,000CommonSOLE
745867101PHMPULTE GROUP INC$47,3970.06%459,195CommonNONE
98954MAH4Z 2.75 05/15/25Z 2.75 05/15/25$47,1370.06%42,705,000CommonSOLE
91332UAB7U 0 11/15/26U 0 11/15/26$46,8570.06%56,050,000CommonNONE
344419106FMXFEMSA ADR$46,7040.06%358,309CommonSOLE
48268K101KTKT CORP SP ADR$46,6550.06%3,471,433CommonSOLE
64110L106NFLXNETFLIX INC$46,3400.06%95,180CommonNONE
45784PAK7PODD 0.375 09/01/26INSULET CORPORA$45,5210.06%39,447,000CommonSOLE
977852AD4WOLF 1.875 12/01/29WOLFSPEED INC 1$45,2240.06%65,997,000CommonSOLE
03073E105CORCENCORA INC$45,0910.06%219,553CommonSOLE
82509LAA5SHOPCN 0.125 11/01/25SHOP 0.125 25$45,0300.06%47,500,000CommonSOLE
81141RAF7SEALTD 2.375 12/01/25SEALTD 2.375-25$44,4010.06%46,348,000CommonSOLE
974637AB6WGO 1.5 04/01/25WGO 1.5-4/1/25$44,3970.06%35,334,000CommonSOLE
810186106SMGSCOTTS MIRACLE$44,3190.06%695,213CommonSOLE
80810D103SDGRSCHRODINGER INC$44,1860.06%1,234,266CommonNONE
46982L108JJacobs Solution$43,9570.06%338,655CommonSOLE
617468103XCAFXMS CHINA A SHAR$43,8790.06%3,444,197CommonSOLE
92343V104VZVERIZON COMM$43,7090.06%1,159,416CommonSOLE
91307C102UTHRUNITED THERAPEU$43,3330.05%197,073CommonNONE
855244109SBUXSTARBUCKS CORP$41,8660.05%436,069CommonSOLE
090043AB6BILL 0 12/01/25BILL 0-12/01/25$41,8460.05%44,376,000CommonNONE
30212P303EXPEEXPEDIA GROUP$41,8090.05%275,447CommonNONE
49338L103KEYSKEYSIGHT TEC$41,3230.05%259,749CommonSOLE
11271J107BNBROOKFIELD CORP$41,3000.05%1,029,421CommonSOLE
874036106TWNTAIWAN FD$41,2820.05%1,193,467CommonSOLE
803607AD2SRPT 1.25 09/15/27SAREPTA THERAPE$40,8750.05%40,196,000CommonSOLE
501812AB7LCII 1.125 05/15/26LCII 1.125 05/1$40,7730.05%41,500,000CommonNONE
62886HAT8NCLH 6-5/15/24$40,7530.05%27,000,000CommonNONE
87612E106TGTTARGET CORP$40,7080.05%285,845CommonNONE
67059NAH1NTNX 0.25 10/01/27NTNX 0.25 10/01$40,5470.05%38,801,000CommonSOLE
548661107LOWLOWES COS INC$40,4810.05%181,905CommonSOLE
92940WAD1WIX 0 08/15/25WIX 0-08/15/25$40,3790.05%44,398,000CommonSOLE
596278101MIDDMIDDLEBY CORP$40,2750.05%273,669CommonSOLE
40412C101HCAHCA HEALTHCARE$40,2600.05%148,743CommonNONE
256163AD8DOCU 0 01/15/24$40,0000.05%40,000,000CommonNONE
G8994E103TTTRANE TECHNOLOG$39,8550.05%163,418CommonSOLE
705573AB9PEGA 0.75 03/01/25PEGASYSTEMS INC$38,9030.05%41,899,000CommonNONE
824596100SHGSHINHAN FIN ADR$38,8960.05%1,263,705CommonSOLE
892672106TWTRADEWEB MARKET$38,1650.05%419,962CommonNONE
29452E101EQHEQUITABLE HOLDI$37,9100.05%1,138,489CommonNONE
37940X102GPNGLOBAL PAYMENTS$37,8880.05%298,338CommonNONE
G3156P103ASAASA GOLD$37,8320.05%2,512,090CommonSOLE
695127AF7PCRX 0.75 08/01/25PCRX 0.75-08/25$37,6690.05%40,641,000CommonSOLE
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN$37,4760.05%14,052,000CommonSOLE
40131MAB5GH 0 11/15/27GH 0-11/15/27$37,3290.05%52,950,000CommonSOLE
83304AAB2SNAP 0.75 08/01/26SNAP 0.75-08/26$37,0320.05%34,715,000CommonNONE
464287507IJHiSHR CORE SP MC$36,9770.05%133,420CommonSOLE
472145AF8JAZZ 2 06/15/26JAZZ 2-06/15/26$36,9610.05%36,469,000CommonSOLE
30050BAD3EVH 1.5 10/15/25EVH 1.5-10/25$36,5760.05%32,000,000CommonNONE
74736LAD1QTWO 0.75 06/01/26Q2 HOLDINGS INC$36,5520.05%40,000,000CommonSOLE
57164YAD9VAC 0 01/15/26VAC 0-01/15/26$36,5500.05%41,394,000CommonSOLE
482480100KLACKLA CORP$36,3430.05%62,522CommonNONE
566330AB2MARCUS CORPORAT$36,1860.05%24,500,000CommonNONE
163086AE1CHEF 2.375 12/15/28CHEFS' WAREHOUS$36,1260.05%37,860,000CommonSOLE
942749102WTSWATTS WATER$36,0820.05%173,193CommonSOLE
125523100CICIGNA GROUP/THE$35,9630.05%120,102CommonSOLE
131193AE4CALY 2.75 05/01/26ELY 2.75-5/1/26$35,6760.05%33,249,000CommonNONE
464287804IJRiSHR CORE SP SC$35,5210.04%328,146CommonSOLE
89677Q107TCOMTRIP.COM GR ADR$35,4470.04%984,374CommonSOLE
393657AM3GBX 2.875 04/15/28GBX 2.875 04/15$35,2980.04%35,800,000CommonNONE
45781MAD3INVA 2.125 03/15/28INNOVIVA INC 2.$35,1000.04%40,000,000CommonNONE
78410G104SBACSBA COMMUN CL A$34,9920.04%137,934CommonSOLE
400506101PACGRUPO AERO ADS$34,9190.04%199,290CommonSOLE
03674X106ARANTERO RESOURCE$34,4210.04%1,517,733CommonNONE
380237107GDDYGODADDY INC$34,4130.04%324,178CommonNONE
33835LAA3FVRR 0 11/01/25FVRR 0-11/1/25$34,3840.04%38,500,000CommonNONE
229663109CUBECUBESMART$34,2930.04%739,885CommonSOLE
87918AAF2TDOC 1.25 06/01/27TDOC 1.25-06/27$34,0970.04%41,235,000CommonSOLE
83304AAH9SNAP 0.125 03/01/28SNAP INC 0.125-$33,9190.04%43,100,000CommonNONE
516544103LNTHLANTHEUS HOLDIN$33,6930.04%543,441CommonSOLE
40637H109HALOHALOZYME THERAP$33,1650.04%897,347CommonSOLE
09239BAB5BL 0.125 08/01/24BL 0.125-8/1/24$33,0600.04%32,235,000CommonSOLE
219798105QDELQuidelOrtho Cor$32,9350.04%446,886CommonSOLE
169656105CMGCHIPOTLE MEXICA$32,9290.04%14,399CommonNONE
416515104HIGHARTFORD FINCL$32,1740.04%400,284CommonSOLE
29415F104NVSTENVISTA HOLDING$32,1570.04%1,336,570CommonSOLE
42225TAB3HCAT 2.5-04/25$32,1400.04%33,567,000CommonSOLE
413160AD4HLIT 2 -9/01/24$31,9200.04%21,000,000CommonSOLE
00846U101AAGILENT TECHNO$31,8370.04%229,015CommonSOLE
40637HAD1HALO 0.25 03/01/27HALO 0.25 03/01$31,7390.04%36,507,000CommonSOLE
16119P108CHTRCHARTER COMM-A$31,4360.04%80,880CommonNONE
292554AM4ECPG 3.25 10/01/25ECPG-3.25 10/25$30,8980.04%22,922,000CommonSOLE
25659T107DLBDOLBY LABORATIE$30,8450.04%357,916CommonSOLE
94419LAP6W 3.25 09/15/27WAYFAIR INC 3.2$30,8090.04%24,921,000CommonSOLE
477143AP6JBLU 0.5 04/01/26JETBLUE AIRWAYS$30,7560.04%42,423,000CommonSOLE
98850P109YUMCYUM CHINA HOLDI$30,6510.04%722,437CommonSOLE
038923BA5ABR 7.5 08/01/25ARBOR REALTY TR$30,5700.04%30,000,000CommonSOLE
37959E102GLGLOBE LIFE INC$30,3060.04%248,995CommonSOLE
171779309CIENCIENA CORP$30,2750.04%672,635CommonSOLE
40171VAA8GWRE 1.25 03/15/25GWRE 1.25 03/25$30,1350.04%27,359,000CommonSOLE
526057104LENLENNAR CORP$29,9320.04%200,842CommonNONE
57779BAB0MAXN 6.5-07/25$29,2500.04%36,000,000CommonNONE
72919PAD5PLUG 3.75-06/25$29,1730.04%27,684,000CommonNONE
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMAC$29,1690.04%29,539,000CommonSOLE
98389B100XELXCEL ENERGY INC$29,1170.04%470,324CommonNONE
464288240ACWXiSHARES MSCI AI$29,0090.04%568,376CommonSOLE
828806109SPGSIMON PROPERTY$28,7950.04%201,878CommonNONE
88579Y101MMM3M Co$28,5990.04%261,620CommonNONE
65339F713NEE 6.926 09/01/25NEE 6.926$28,4270.04%745,726CommonSOLE
50202M102LILI AUTO INC-ADR$28,1120.04%751,068CommonNONE
465562106ITUBITAU UNIBANCO H$27,5780.03%3,968,065CommonSOLE
00206R102TAT&T INC$27,3360.03%1,629,147CommonSOLE
094235AB4BLMN 5-5/1/25$27,2130.03%10,714,000CommonNONE
501044101KRKROGER CO COM$26,9070.03%588,664CommonNONE
670346105NUENUCOR CORP$26,6330.03%153,034CommonNONE
56400PAQ5MNKD 2.5-3/1/26$26,6180.03%26,000,000CommonNONE
922907746VTEBVNGD MUNI$26,5880.03%520,823CommonSOLE
464287226AGGISH CORE US AGG$26,4410.03%266,409CommonSOLE
464288257ACWIISHR MSCI ACWI$26,4220.03%259,636CommonSOLE
43289P106HIMXHIMAX TECH ADR$26,3910.03%4,348,084CommonSOLE
375916103GILGILDAN ACTIVEW$26,0890.03%789,161CommonSOLE
03753UAB2APLS 3.5 09/15/26APLS 3.5-9/26$26,0370.03%15,937,000CommonSOLE
98980A105ZTOZTO EXPRESS INC$25,9840.03%1,221,087CommonSOLE
056752108BIDUBAIDU INC ADR$25,8970.03%217,464CommonSOLE
98954MAG6Z 1.375 09/01/26Z 1.375-9/1/26$25,7270.03%18,738,000CommonSOLE
09239BAD1BL 0 03/15/26BL 0-03/15/26$25,6860.03%28,780,000CommonSOLE
47109U104JOFJAPAN SMALLER C$25,6320.03%3,377,135CommonSOLE
207410AH4CNMD 2.25 06/15/27CONMED CORP$25,4690.03%25,358,000CommonSOLE
58506Q109MEDPMEDPACE HOLDING$25,4280.03%82,956CommonNONE
63845RAB3EYE 2.5 05/15/25EYE 2.5-5/15/25$25,1370.03%25,000,000CommonSOLE
200340107CMACOMERICA INC$24,9460.03%447,003CommonSOLE
151290889CXCEMEX SA ADR$24,8380.03%3,205,066CommonSOLE
30212PBE4EXPE 0 02/15/26EXPE 0-02/15/26$24,7940.03%26,086,000CommonSOLE
29786AAJ5ETSY 0.125 10/01/26ETSY 0.125 10/0$24,7430.03%21,432,000CommonNONE
369604301GEGENERAL ELECTRI$24,5430.03%192,308CommonNONE
410867105THGHANOVER INS GR$24,5300.03%202,033CommonSOLE
35671D857FCXFREEPORT$24,4770.03%575,019CommonSOLE
816851109SRESEMPRA ENERG$24,3850.03%326,321CommonNONE
592835102MXFMEXICO FUND$24,3800.03%1,277,791CommonSOLE
464288646IGSBISHARES SHORT T$24,2280.03%472,527CommonSOLE
759916AC3REPLIGEN CORP 1$24,1680.03%21,560,000CommonSOLE
256135203RDYDOCTOR REDDY'S$24,1500.03%347,083CommonSOLE
71639TAB2PETQ 4-06/01/26$24,0740.03%23,747,000CommonSOLE
67103H107ORLYO REILLY AUTOMO$23,9230.03%25,181CommonNONE
046353108AZNNASTRAZEN ADR US$23,8490.03%354,116CommonNONE
23331A109DHID R HORTON INC$23,8270.03%156,784CommonNONE
H84989104TEL1USDTE CONNECTIVITY$23,5390.03%167,543CommonSOLE
92214XAB2VREX 4-06/01/25$23,4120.03%20,000,000CommonSOLE
G51502105JCIJOHNSON CTRL IN$23,3140.03%404,478CommonSOLE
857477103STTSTATE STREET$23,2900.03%300,680CommonNONE
30063PAA3EXAS 1 01/15/25EXAS 1 1/15/25$23,1940.03%20,134,000CommonSOLE
59064RAA7MLAB 1.375 08/15/25MLAB 1.375 8/25$23,0770.03%25,000,000CommonSOLE
512807108LRCXEURLAM RESH CORP C$22,8680.03%29,198CommonNONE
553498106MSAMINE SAFETY APP$22,3850.03%132,601CommonSOLE
891160509TDTORONTO DOMINIO$22,3730.03%346,230CommonSOLE
384109104GGGGRACO INC COMMO$22,3640.03%257,780CommonNONE
70932AAF0PMT 5.5 03/15/26PMT 5.5-3/15/26$22,3230.03%24,100,000CommonSOLE
05968L102CIBEURBANCOLOMBIA ADR$22,2850.03%724,262CommonNONE
02209S103MOALTRIA GROUP$22,1250.03%548,482CommonSOLE
934550203WMGWARNER MUSIC-A$22,1070.03%617,708CommonSOLE
88018T101TDFTEMP DRAGON FD$21,9190.03%2,682,929CommonSOLE
172908105CTASCINTAS CORP$21,8120.03%36,194CommonSOLE
30231G102XOMEXXON MOBIL$21,5850.03%215,907CommonSOLE
64133Q108NBXGNEUBERG NEXT GE$21,5360.03%1,970,374CommonSOLE
85917T109STERLING CHECK$21,4020.03%1,537,505CommonNONE
142339100CSLCARLISLE COS IN$21,2560.03%68,036CommonNONE
53814L108LTHM1EURLIVENT CORP$21,1240.03%1,174,902CommonSOLE
243537107DECKDECKERS OUTDOOR$21,0540.03%31,498CommonSOLE
127203107WHDCACTUS INC$20,9790.03%462,106CommonNONE
64049MAA8NEO 1.25 5/1/25$20,8660.03%22,258,000CommonSOLE
302301AF3EZPW 2.875-7/24$20,7670.03%20,251,000CommonSOLE
531229AQ5FWONK 2.25 08/15/27LIBERTY MEDIA C$20,6840.03%20,290,000CommonSOLE
015271109AREALEXANDRIA REAL$20,6330.03%162,777CommonSOLE
N72482123QIAGEN NV.$20,4500.03%470,882CommonNONE
19249HAB9CHRS 1.5-04/26$20,1310.03%35,493,000CommonSOLE
34965K107FTREFORTREA HOLDING$19,9980.03%573,051CommonSOLE
75737FAE8RDFN 0.5 04/01/27RDFN 0.5-4/1/27$19,9490.03%30,838,000CommonSOLE
25243Q205DEODIAGEO ADR NEW$19,8180.03%136,068CommonSOLE
29404KAE6ENV 0.75 08/15/25ENVESTNET INC 0$19,6560.02%21,000,000CommonSOLE
690742101OCOWENS CORNING$19,6070.02%132,277CommonNONE
74736LAF6QTWO 0.125 11/15/25Q2 HOLDINGS INC$19,5970.02%21,700,000CommonSOLE
009066101ABNBAIRBNB INC$19,5880.02%143,894CommonNONE
34959E109FTNTFORTINET INC$19,5830.02%334,600CommonNONE
10806XAB8BBIO 2.5 03/15/27BBIO 2.5-03/27$19,5350.02%16,138,000CommonSOLE
00288U106ABCLABCELLERA BIOL$19,4820.02%3,412,005CommonSOLE
858119100STLDSTEEL DYNAMICS$19,4170.02%164,423CommonNONE
65339F101NEENEXTERA ENERGY$19,2860.02%317,525CommonSOLE
09257A108BCXBLACKROCK RESOU$19,1930.02%2,161,402CommonSOLE
04271TAB6ARRY 1 12/01/28ARRAY TECHNOLOG$19,1510.02%19,399,000CommonSOLE
92763W103VIPSVIPSHOP HLDINGS$19,0750.02%1,074,076CommonNONE
78462F103SPYSPDR S&P 500$19,0750.02%40,134CommonSOLE
311900104FASTFASTENAL CO$19,0140.02%293,575CommonNONE
G4388N106HELEHELEN OF TROY$18,9770.02%157,083CommonNONE
09260Q108BTXBLACKROCK INNOV$18,9250.02%2,581,925CommonSOLE
217204106CPRTCOPART INC COMM$18,9180.02%386,106CommonNONE
44933TAB2IIIV 1 02/15/25$18,7620.02%20,000,000CommonSOLE
860630102SFSTIFEL FINANCIA$18,6570.02%269,809CommonNONE
644465106GFNEW GERMANY FD$18,6300.02%2,131,644CommonSOLE
15135B101CNCCENTENE CORP$18,5030.02%249,346CommonNONE
85225A1078DTSQUARESPACE INC$18,4670.02%559,451CommonNONE
01973R101ALSNALLISON TRANSMI$18,4630.02%317,523CommonNONE
670704AJ4GMED 0.375 03/15/25NUVA 0.375-3/25$18,4500.02%20,000,000CommonNONE
562750109MANHMANHATTAN ASSOC$18,4240.02%85,567CommonNONE
393222AK0GPRE 2.25 03/15/27GPRE 2.25 03/27$18,3200.02%17,500,000CommonNONE
38059T106GFIGOLD FIELDS ADR$18,2550.02%1,262,498CommonSOLE
969904101WSMWILLIAMS SONOMA$18,1300.02%89,857CommonNONE
67077M108NTRNUTRIEN LTD$18,0330.02%320,153CommonSOLE
58155Q103MCKMCKESSON CORP$18,0170.02%38,917CommonSOLE
10922N103BHFBRIGHTHOUSE FIN$17,9660.02%339,500CommonNONE
M2682V108CYBRCYBER-ARK SOFT$17,8890.02%81,669CommonNONE
78463V107GLDSPDR GOLD TRUST$17,8050.02%93,142CommonSOLE
606710AA9MITK 0.75 02/01/26MITK 0.75 02/01$17,8030.02%18,990,000CommonNONE
97650W108WTFCWINTRUST FINANC$17,7420.02%191,296CommonNONE
29977A105EVREVERCORE PARTN$17,7340.02%103,682CommonNONE
163092AD1CHGG 0.125 03/15/25CHGG 0.125-3/25$17,7170.02%19,144,000CommonSOLE
98138H101WDAYWORKDAY INC$17,6730.02%64,022CommonNONE
698884AC7PAR 2.875-04/26$17,6360.02%14,500,000CommonNONE
500634209KFKOREA FUND$17,5450.02%749,807CommonSOLE
556269108SHOOSTEVEN MADDEN$17,4960.02%416,582CommonNONE
98311A105WHWYNDHAM HOTELS$17,4360.02%216,847CommonNONE
G96629103WTWWILLIS TOWERS W$17,3030.02%71,743CommonSOLE
550021109LULULULULEMON ATH$17,1240.02%33,492CommonNONE
595017AF1MCHP 1.625 02/15/27MCHP 1.625-2/27$17,0740.02%6,634,000CommonSOLE
29275Y102ENSENERSYS$16,9940.02%168,332CommonNONE
53115L104LBRTLIBERTY OILFIEL$16,9810.02%936,123CommonNONE
70450Y103PYPLPAYPAL HOLDINGS$16,9720.02%276,391CommonNONE
N00985106AERAERCAP HOLDINGS$16,8010.02%226,073CommonSOLE
427866108HSYTHE HERSHEY CO$16,7970.02%90,098CommonSOLE
33829M101FIVEFIVE BELOW INC$16,7520.02%78,590CommonNONE
209115104EDCONS EDISON$16,7130.02%183,726CommonSOLE
12503M108CBOECBOE GLOBAL$16,6440.02%93,217CommonSOLE
053015103ADPAUTOMATIC DATA$16,5640.02%71,102CommonSOLE
G39108108GTESGATES INDUSTRIA$16,5560.02%1,233,723CommonNONE
89422GAA5TVTX 2.25 03/01/29TVTX 2.25 03/29$16,5000.02%25,000,000CommonNONE
G68707101PAGSPAGSEGURO DIGIT$16,3670.02%1,312,510CommonSOLE
21036P108STZCONSTELLATION B$16,2770.02%67,333CommonNONE
231561101CWCURTISS WRIGHT$16,2120.02%72,774CommonNONE
874054109TTWOTAKE TWO INTER$16,1370.02%100,271CommonSOLE
912008109USFDUS FOODS HOLDIN$16,0330.02%353,095CommonNONE
01741R102ATIATI INC$16,0270.02%352,486CommonSOLE
83417Q2040OIASOLARWINDS COR$15,9590.02%1,277,774CommonSOLE
G3223R108EGEVEREST GROUP L$15,9270.02%45,048CommonSOLE
452308109ITWILLINOIS TOOL W$15,9130.02%60,756CommonSOLE
86800U104SMCIUSDSUPER MICRO COM$15,7470.02%55,401CommonNONE
G2519Y108BAPCREDICORP LTD$15,6200.02%104,189CommonSOLE
36251C103GMS1EURGMS INC$15,5520.02%188,679CommonNONE
91529Y106UNMUNUMPROVIDENT$15,4430.02%341,539CommonNONE
61745C105IIFMS INDIA FUND$15,2320.02%709,478CommonSOLE
502431109LHXL3HARRIS TECH$15,2120.02%72,228CommonSOLE
49427F108KRCKILROY REALTY$15,1970.02%381,464CommonNONE
44107P104HSTHOST HOTELS & R$15,1050.02%775,857CommonNONE
37253A103THRMGENTHERM INC$15,0230.02%286,932CommonNONE
277432100EMNEASTMAN CHEM CO$15,0060.02%167,077CommonSOLE
653656108NICENICE SYSTEM ADR$14,7220.02%73,792CommonNONE
199333105CMCOCOLUMBUS MCKINN$14,6750.02%376,106CommonNONE
889478103TOLTOLL BROTHERS I$14,3810.02%139,915CommonNONE
199908104FIXCOMFORT SYSTEMS$14,3300.02%69,677CommonNONE
412822108HOGHARLEY DAVIDSON$14,3110.02%388,479CommonSOLE
001084102AGCOAGCO CORP$14,3080.02%117,850CommonNONE
615369105MCOMOODY'S CORP$14,2240.02%36,422CommonNONE
482497104BEKEKE HOLDINGS ADR$14,1430.02%872,531CommonNONE
62886HBK6NCLH 2.5 02/15/27NCL CORP LTD 02$14,1150.02%15,000,000CommonNONE
922475108VEEVVEEVA SYSTEMS$14,1030.02%73,262CommonSOLE
191098102COKECOCA COLA BOTTL$14,0360.02%15,119CommonNONE
55306N104MKSIMKS INSTRUMENTS$14,0340.02%136,425CommonNONE
370334104GISGENERAL MLS INC$14,0230.02%215,293CommonSOLE
729640102PLYMPLYMOUTH INDUST$13,9930.02%581,416CommonSOLE
31428X106FDXFedex CORP$13,9870.02%55,294CommonNONE
92840M102VSTVISTRA CORP$13,9040.02%360,989CommonNONE
55305B101MHOM/I HOMES INC$13,8680.02%100,688CommonNONE
45688C107NGVTINGEVITY CORP$13,7540.02%291,283CommonNONE
125269100CFCF INDUSTRIES H$13,7040.02%172,378CommonNONE
824348106SHWSHERWIN WILLIAM$13,6340.02%43,714CommonNONE
169373107XXCHNXXCHINA FUND INC$13,5980.02%1,338,391CommonSOLE
458140100INTCINTEL CORP$13,5940.02%270,538CommonNONE
22052L104CTVACORTEVA INC$13,5670.02%283,129CommonNONE
00301W105AEFABRDN EMER$13,5140.02%2,644,624CommonSOLE
00548F105PEOADAMS NATURAL$13,4270.02%650,890CommonSOLE
008492100ADCAGREE REALTY$13,4180.02%213,160CommonSOLE
835699307SONYSONY GROUP ADR$13,3990.02%141,513CommonSOLE
05465C100AXAXOS FINANCIAL$13,3840.02%245,147CommonSOLE
G02602103DOXAMDOCS LTD US$13,2710.02%151,010CommonSOLE
848637104SPLKCHFSPLUNK INC$13,2580.02%87,033CommonNONE
693506107PPGPPG INDS INC$13,2370.02%88,519CommonSOLE
922042874VGKVNGD EUROPE$13,1550.02%204,025CommonSOLE
76680RAH0RNG 0 03/15/26RNG 0 03/15/26$13,0680.02%15,000,000CommonSOLE
895436103TYTRI-CONTINENTAL$12,9670.02%449,805CommonSOLE
388689101GPKGRAPHIC PACKAGI$12,9440.02%525,130CommonSOLE
05550J101BJBJS WHOLESALE$12,8960.02%193,464CommonNONE
237194105DRIDARDEN RESTAURA$12,8760.02%78,379CommonNONE
159864107CRLCRLS RIVER LABS$12,8370.02%54,306CommonNONE
194014502ENOVEnovis Corp$12,8340.02%229,113CommonNONE
36266G107GEHCGE HEALTHCARE T$12,6350.02%163,427CommonSOLE
57164YAF4VAC 3.25 12/15/27MARRIOTT VACATI$12,6300.02%14,200,000CommonNONE

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.