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LAZARD ASSET MANAGEMENT LLC

Q1 2024 · 13F-HR

LAZARD ASSET MANAGEMENT LLCholdings as filed

Filed 2024-05-14 · accession 0001207017-24-000027

$82.4M
Reported value
2,050
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2050

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$4.6M5.61%10,997,452CommonSOLE
023135106AMZNAMAZON.COM INC$3.1M3.76%17,164,692CommonSOLE
02079K305GOOGLALPHABET INC A$2.6M3.12%17,024,506CommonSOLE
92826C839VVISA INC$1.6M1.95%5,772,612CommonSOLE
037833100AAPLAPPLE INC COM$1.5M1.82%8,759,445CommonSOLE
655844108NSCNORFOLK SOUTHER$1.4M1.73%5,598,714CommonSOLE
G1151C101ACNACCENTURE PLC$1.3M1.60%3,797,028CommonSOLE
45866F104ICEINTERCONTINEN$1.3M1.55%9,288,442CommonSOLE
30161N101EXCEXELON CORP$1.2M1.44%31,527,396CommonSOLE
060505104BACBANK OF AMERICA$1.2M1.41%30,622,950CommonSOLE
G0403H108AONAON PLC/IRELAND$1.1M1.39%3,434,343CommonSOLE
038222105AMATAPPLIED MATLS I$1.1M1.30%5,189,202CommonSOLE
883556102TMOTHERMO FISHER$1.1M1.30%1,840,452CommonSOLE
91324P102UNHUNITEDHEALTH GR$1.0M1.23%2,048,594CommonSOLE
478160104JNJJOHN & JOHN COM$930,1001.13%5,879,645CommonSOLE
025816109AXPAMER EXPRESS CO$927,9231.13%4,075,388CommonSOLE
H1467J104CBCHUBB LTD NEW$918,2941.11%3,543,763CommonSOLE
032654105ADIANALOG DEVICES$910,2231.10%4,601,978CommonSOLE
20825C104COPCONOCOPHILLIPS$891,9781.08%7,008,011CommonSOLE
G4705A100ICLRICON PLC$871,6411.06%2,594,559CommonSOLE
166764100CVXCHEVRON CORP$868,3571.05%5,505,005CommonSOLE
67066G104NVDANVIDIA CORP$851,2741.03%942,134CommonSOLE
235851102DHRDANAHER CORP DE$828,6171.01%3,318,193CommonSOLE
46266C105IQVIQVIA HOLDINGS$825,4161.00%3,263,944CommonSOLE
94106L109WMWASTE MGMT INC$818,4430.99%3,839,761CommonSOLE
032095101APHAMPHENOL CORP$805,3690.98%6,981,962CommonSOLE
74340W103PLDPROLOGIS INC$797,7670.97%6,126,318CommonSOLE
783513203RYAAYRYANAIR HLD-ADR$790,7060.96%5,431,050CommonSOLE
025537101AEPAMERICAN ELEC P$739,3030.90%8,586,577CommonSOLE
580135101MCDMCDONALDS CORP$733,6710.89%2,602,136CommonSOLE
742718109PGPROCTER & GAMBL$711,1710.86%4,383,195CommonSOLE
126408103CSXCSX CORP$699,9690.85%18,882,408CommonSOLE
11135F101AVGOBROADCOM INC$694,1580.84%523,732CommonSOLE
571748102MRSHMARSH & MCLENNA$666,7580.81%3,237,013CommonSOLE
191216100KOCOCA COLA CO$663,9490.81%10,852,448CommonSOLE
874039100TSMTAIWAN SEMI-ADR$644,3990.78%4,736,495CommonSOLE
438516106HONHONEYWELL INTL$639,7290.78%3,116,835CommonSOLE
02079K107GOOGALPHABET INC C$590,8370.72%3,880,455CommonSOLE
126650100CVSCVS HEALTH CORP$555,4060.67%6,963,508CommonSOLE
00724F101ADBEADOBE INC$549,6000.67%1,089,183CommonSOLE
437076102HDHOME DEPOT INC$530,6260.64%1,383,280CommonSOLE
808513105SCHWSCHWAB CHARLES$528,4450.64%7,305,050CommonSOLE
101137107BSXBOSTON SCIENTIF$508,8670.62%7,429,839CommonSOLE
723484101PNWPINNACLE WEST C$502,1390.61%6,719,397CommonSOLE
949746101WMT2WELLS FARGO CO$472,7820.57%8,157,073CommonSOLE
98978V103ZTSZOETIS INC$469,1990.57%2,772,899CommonSOLE
G5960L103MDTMEDTRONIC PLC$460,7970.56%5,287,435CommonSOLE
053611109AVYAVERY DENNISON$449,2080.55%2,012,135CommonSOLE
773903109ROKROCKWELL NEW$439,9120.53%1,510,019CommonSOLE
G25508105CRHCRH PLC-OTCB$438,4550.53%5,082,961CommonSOLE
518439104ELESTEE LAUDER$416,0060.50%2,698,724CommonSOLE
78409V104SPGIS&P GLOBAL INC$415,0660.50%975,597CommonSOLE
871829107SYYSYSCO CORP$393,8280.48%4,851,321CommonSOLE
149123101CATCATERPILLAR INC$391,3530.47%1,068,019CommonSOLE
79466L302CRMSALESFORCE INC$387,6670.47%1,287,164CommonSOLE
50540R409LSILABORATORY CORP$371,6270.45%1,701,126CommonSOLE
254687106DISWALT DISNEY CO$363,9270.44%2,974,234CommonSOLE
422806109HEIHEICO CORP$319,5520.39%1,673,052CommonSOLE
654106103NKENIKE INC CL B$300,8180.36%3,200,886CommonSOLE
38141G104GSGOLDMAN SACHS$299,2490.36%716,441CommonSOLE
01609W102BABAALIBABA GRP ADR$294,3860.36%4,068,380CommonSOLE
609207105MDLZMONDELEZ INTL$287,3680.35%4,105,273CommonSOLE
30303M102METAMETA PLATFORMS$286,8100.35%590,659CommonNONE
71654V408PBRPETROLEO BRAS A$284,7690.35%18,722,557CommonSOLE
573874104MRVLMARVEL TECH INC$283,6430.34%4,001,745CommonSOLE
46120E602ISRGINTUITIVE SURG$279,5370.34%700,438CommonNONE
40415F101HDBHDFC BANK LTD A$271,4480.33%4,849,918CommonSOLE
681919106OMCOMNICOM GROUP I$269,7340.33%2,787,675CommonSOLE
715684106TLKTELEKM INDO ADR$269,3700.33%12,101,146CommonSOLE
093671105HRBBLOCK H & R INC$260,0810.32%5,295,911CommonSOLE
655663102NDSNNORDSON CORP CO$258,7640.31%942,540CommonSOLE
337738108FISVFISERV INC$247,5920.30%1,549,202CommonSOLE
09260D107BXBLACKSTONE INC$247,4230.30%1,883,409CommonSOLE
M98068105WIXWIX.COM LTD$245,5950.30%1,786,413CommonSOLE
G4863A108BRSLINT'L GAME TECH$242,8800.29%10,751,703CommonSOLE
00215W100ASXASE TECHNO-ADR$234,1820.28%21,308,753CommonSOLE
02390A101AMXAMERICA MOVIL S$233,7770.28%12,528,301CommonSOLE
31620M106FISFIDELITY NATION$233,4080.28%3,146,539CommonSOLE
871607107SNPSSYNOPSYS INC$233,1580.28%407,978CommonNONE
097023105BABOEING CO$228,7790.28%1,185,449CommonSOLE
200525103CBSHCOMMERCE BANCSH$228,1640.28%4,288,826CommonSOLE
12514G108CDWCDW CORPORATION$225,4910.27%881,586CommonSOLE
532457108LLYLILLY ELI & CO$221,0190.27%284,104CommonSOLE
747525103QCOMQUALCOMM INC$213,5690.26%1,261,492CommonNONE
G6095L109APTIV PLC$211,3180.26%2,653,096CommonSOLE
278642103EBAYEBAY INC$210,7810.26%3,993,602CommonSOLE
904767704UNILEVER ADR$207,4160.25%4,132,640CommonSOLE
723787107PXDEURPIONEER RES CO$205,6440.25%783,412CommonSOLE
68389X105ORCLORACLE CORP$204,4620.25%1,627,755CommonSOLE
759530108RELXRELX PLC-SP ADR$202,6210.25%4,680,581CommonSOLE
45104G104IBNICICI BANK ADR$202,1230.25%7,653,335CommonSOLE
456788108INFYINFOSYS TECHADR$201,1230.24%11,217,138CommonSOLE
863667101SYKSTRYKER CORP$200,9570.24%561,539CommonNONE
052769106ADSKAUTODESK INC$200,2500.24%768,954CommonSOLE
69370C100PTCPTC INC$200,2460.24%1,059,845CommonSOLE
57636Q104MAMASTERCARD INC$187,9840.23%390,361CommonSOLE
00971TAJ0AKAM 0.125 05/01/25AKAM 0.125-5/25$185,0670.22%156,241,000CommonSOLE
G0751N103ABYEURATLANTICA SUSTA$181,5950.22%9,826,614CommonSOLE
464287200IVViSHR CORE S&P$177,4070.22%337,449CommonSOLE
68902V107OTISOTIS WORLDWIDE$176,4660.21%1,777,643CommonSOLE
22822V101CCICROWN CASTLE IN$176,2650.21%1,665,563CommonSOLE
60937PAD8MDB 0.25 01/15/26MDB 0.25-1/26$174,5080.21%99,396,000CommonNONE
N6596X109NXPINXP SEMICONDUC$173,5440.21%700,427CommonNONE
806407102HSICHENRY SCHEIN$173,3550.21%2,295,490CommonSOLE
92345Y106VRSKVERISK ANALYTIC$170,1380.21%721,752CommonSOLE
192446102CTSHCOGNIZANT TECH$169,7680.21%2,316,410CommonSOLE
17275R102CSCOCISCO SYS INC$168,2240.20%3,370,570CommonSOLE
595112103MUMICRON TECHNOLO$168,0540.20%1,425,517CommonNONE
G29183103ETNEATON CORP PLC$167,0570.20%534,280CommonNONE
74460D109PSAPUBLIC STORAGE$166,3830.20%573,618CommonSOLE
896239100TRMBTRIMBLE NAVIGAT$164,0870.20%2,549,535CommonSOLE
47215P106JDJD.COM INC ADR$159,4610.19%5,821,934CommonSOLE
670100205NVONOVO NORDIS ADR$158,9440.19%1,237,886CommonSOLE
58933Y105MRKMERCK & CO INC$156,0120.19%1,182,391CommonSOLE
461202103INTUINTUIT$154,0080.19%236,939CommonSOLE
92343E102VRSNVERISIGN$150,3760.18%793,507CommonSOLE
91912E105VALEVALE SA-SP ADR$149,5610.18%12,269,261CommonSOLE
494368103KMBKIMBERLY CLARK$149,2810.18%1,154,099CommonNONE
62886HBD2NCLH 1.125 02/15/27NCL CORPORATION$143,4450.17%151,298,000CommonSOLE
443573AD2HUBS 0.375 06/01/25HUBS 0.375 25$141,7240.17%63,143,000CommonNONE
444859102HUMHUMANA INC COM$141,1100.17%406,993CommonSOLE
252131AK3DXCM 0.25 11/15/25DXCM 0.25-11/25$138,3470.17%125,613,000CommonSOLE
24906P109XRAYDENTSPLY SIRO$135,4400.16%4,080,795CommonSOLE
055622104BPBP PLC SPON ADR$133,4080.16%3,540,607CommonSOLE
880890108TXTERNIUM SA ADR$133,0210.16%3,196,107CommonSOLE
538034109LYVLIVE NATION ENT$132,9100.16%1,256,609CommonSOLE
01741RAK8ATI 3.5 06/15/25ATI 3.5-6/15/25$132,7800.16%40,000,000CommonNONE
099502106BAHBOOZ ALLEN HAMI$125,3520.15%844,469CommonSOLE
713448108PEPPEPSICO INC$123,6680.15%706,643CommonNONE
842587DP9SO 3.875 12/15/25SOUTHERN CO 3.8$121,6200.15%122,078,000CommonSOLE
574599106MASMASCO CORP$121,3910.15%1,538,952CommonNONE
345370CZ1F 0 03/15/26F 0-03/15/26$120,1360.15%115,683,000CommonSOLE
501889208LKQLKQ CORP$118,9830.14%2,227,742CommonSOLE
G25839104CCEPCOCA-COLA EUROP$114,0200.14%1,630,034CommonSOLE
929160109VMCVULCAN MATLS CO$108,8280.13%398,756CommonSOLE
595017104MCHPMICROCHIP TECHN$105,5120.13%1,176,154CommonNONE
833635105SQMSOCIEDAD QU ADR$105,4070.13%2,144,179CommonSOLE
007903107AMDADV MICRO DEV I$101,6230.12%563,044CommonNONE
538034BA6LYV 3.125 01/15/29LIVE NATION ENT$98,3060.12%81,623,000CommonSOLE
620076307MSIMOTOROLA SOL$97,6790.12%275,175CommonSOLE
989207105ZBRAZEBRA TECHNOLOG$94,5080.11%313,525CommonNONE
110122108BMYBRISTOL MYERS$93,8840.11%1,731,255CommonSOLE
23804LAB9DDOG 0.125 06/15/25DDOG 0.125-6/25$93,2740.11%65,965,000CommonSOLE
192422103CGNXCOGNEX CORP COM$91,3990.11%2,154,625CommonNONE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTO$90,6770.11%91,686,000CommonSOLE
03073E105CORCENCORA INC$90,2980.11%371,613CommonNONE
803054204SAPSAP AG SPON ADR$90,1750.11%462,370CommonSOLE
82452JAB5FOUR 0 12/15/25FOUR 0 12/15/25$87,8190.11%81,693,000CommonSOLE
98980GAB8ZS 0.125 07/01/25ZS 0.125-7/1/25$87,1130.11%63,705,000CommonNONE
844741BG2LUV 1.25 05/01/25LUV 1.25 5/1/25$86,8150.11%85,469,000CommonSOLE
194162103CLCOLGATE PALMOL$86,2010.10%957,259CommonSOLE
006212104ADXADAMS DIVERSIFI$85,9260.10%4,401,972CommonSOLE
64110W102NTESNETEASE INC ADR$81,9830.10%792,357CommonSOLE
16115QAE0GTLS 1 11/15/24CHART INDUSTRIE$81,5450.10%29,000,000CommonSOLE
30063PAC9EXAS 0.375 03/01/28EXAS 0.375 3/28$81,3870.10%88,044,000CommonSOLE
N07059210ASMLASM LITH COMM$81,1350.10%83,604CommonSOLE
882508104TXNTEXAS INSTR INC$80,8460.10%464,079CommonSOLE
456837103INGING GROEP NV SP$80,6730.10%4,892,252CommonSOLE
48241A105KBKB FINANCIAL GP$80,5640.10%1,547,254CommonSOLE
00287Y109ABBVABBVIE INC$80,2340.10%440,611CommonNONE
219948106CPAYCORPAY INC-BMX5$80,1020.10%259,618CommonSOLE
400506101PACGRUPO AERO ADS$78,5260.10%481,256CommonSOLE
723787AP2PXD 0.25 05/15/25PXD 0.25-5/25$78,4880.10%27,402,000CommonSOLE
902252AB1TYL 0.25 03/15/26TYL 0.25-03/26$78,1750.09%77,440,000CommonSOLE
64110L106NFLXNETFLIX INC COM$78,0100.09%128,449CommonSOLE
58733R102MELIMERCADOLIBRE IN$77,2790.09%51,112CommonSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTI$77,2080.09%95,852,000CommonSOLE
701094104PHPARKER HANNIFIN$76,2610.09%137,214CommonNONE
872540109TJXTJX COMPANIES$76,0060.09%749,431CommonNONE
89055F103BLDTOPBUILD COR$74,2280.09%168,423CommonSOLE
500754106KHCKRAFT HEINZ CO$74,0530.09%2,006,917CommonSOLE
036752103ELVELEVANCE HEALTH$74,0230.09%142,757CommonSOLE
22160K105COSTCOSTCO WHOLE$74,0150.09%101,028CommonNONE
19260QAB3COIN 0.5 06/01/26COIN 0.5 06/01/$73,4230.09%66,792,000CommonSOLE
867224107SUSUNCOR ENERGY$73,1700.09%1,982,398CommonSOLE
98954MAH4Z 2.75 05/15/25Z 2.75 05/15/25$73,0830.09%68,865,000CommonSOLE
T9224W109STVNSTEVANATO GRP$72,7700.09%2,267,013CommonSOLE
44332NAB2HTHT 3 05/01/26HTHT 3-05/01/26$71,7490.09%61,924,000CommonSOLE
833445109SNOWSNOWFLAKE INC$71,6950.09%443,660CommonSOLE
40412C101HCAHCA HEALTHCARE$71,5970.09%214,669CommonNONE
375558103GILDGILEAD SCIENCES$71,0320.09%969,733CommonSOLE
285512109EAELECTRONIC ARTS$69,2670.08%522,114CommonSOLE
244199105DEDEERE & CO$68,1970.08%166,037CommonNONE
125523100CICIGNA GROUP/THE$67,2960.08%185,295CommonNONE
697435AF2PANW 0.375 06/01/25PANW 0.375-6/25$64,7700.08%22,655,000CommonSOLE
384802104GWWGRAINGER W W IN$64,5590.08%63,462CommonSOLE
596278AB7MIDD 1 09/01/25MIDDLEBY CORP 1$63,9120.08%48,566,000CommonNONE
M22465104CHKPCHECK POINT SFT$63,8200.08%389,132CommonSOLE
18915MAC1NET 0 08/15/26NET 0 08/15/26$63,7280.08%67,814,000CommonSOLE
722304102PDDPDD HOLDINGS IN$63,6900.08%547,881CommonNONE
05278C107ATHMAUTOHOME IN ADR$63,5300.08%2,422,982CommonSOLE
269442AB5EGLE 5 08/01/24EGLE 5-08/01/24$62,6170.08%31,633,000CommonSOLE
857477103STTSTATE STREET$62,4690.08%807,950CommonNONE
88160R101TSLATESLA INC$62,2650.08%354,210CommonNONE
81141RAG5SEALTD 0.25 09/15/26SEALTD 0.25 26$61,5750.07%71,641,000CommonSOLE
02376RAF9AAL 6.5 07/01/25AAL 6.5 7/1/25$61,4870.07%52,938,000CommonSOLE
46625H100JPMJPMORGAN CHASE$61,3200.07%306,146CommonSOLE
893830BW8TRANSOCEAN INC$61,0940.07%30,179,000CommonNONE
67059NAH1NTNX 0.25 10/01/27NTNX 0.25 10/01$60,9300.07%49,537,000CommonSOLE
368802104GAMGENERAL AMERCAN$60,6730.07%1,304,519CommonSOLE
14149Y108CAHCARDINAL HLTH$60,2150.07%538,121CommonNONE
81762P102NOWSERVICENOW$60,1060.07%78,840CommonNONE
707569AU3PENN 2.75 05/15/26PENN 2.75 05/26$59,9500.07%55,000,000CommonNONE
40171VAA8GWRE 1.25 03/15/25GWRE 1.25 03/25$59,6210.07%51,464,000CommonSOLE
45784PAK7PODD 0.375 09/01/26INSULET CORPORA$58,8880.07%56,447,000CommonSOLE
084670702BRK/BBERKSHIRE-HAT$58,7190.07%139,638CommonSOLE
127387108CDNSCADENCE DESIGN$58,4260.07%187,699CommonNONE
064058100BKBONY$57,8440.07%1,003,902CommonNONE
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMAC$57,0920.07%60,423,000CommonSOLE
459200101IBMINTL BUS MACH$56,9310.07%298,138CommonSOLE
093712AH0BE 2.5 08/15/25BE 2.5-08/15/25$56,4710.07%53,300,000CommonNONE
20030N101CMCSACOMCAST CL A$56,4290.07%1,301,767CommonSOLE
880770102TERTERADYNE INC$56,4230.07%500,075CommonNONE
745867101PHMPULTE GROUP INC$55,9930.07%464,217CommonNONE
031100100AMEAMETEK INC$55,9380.07%305,843CommonSOLE
87612E106TGTTARGET CORP$53,7990.07%303,593CommonNONE
70509VAA8PEB 1.75 12/15/26PEB 1.75 12/26$53,1670.06%58,950,000CommonNONE
268158AD4DVAX 2.5 05/15/26DVAX 2.5 05/15/$52,9520.06%40,000,000CommonNONE
705573AB9PEGA 0.75 03/01/25PEGASYSTEMS INC$52,1600.06%54,306,000CommonSOLE
09857LAN8BKNG 0.75 05/01/25BKNG 0.75-05/25$52,1480.06%26,950,000CommonSOLE
82509LAA5SHOPCN 0.125 11/01/25SHOP 0.125 25$52,0200.06%54,643,000CommonSOLE
852234AF0XYZ 0.125 03/01/25SQ 0.125-3/1/25$52,0160.06%50,686,000CommonSOLE
92532F100VRTXVERTEX PHARMACE$51,7820.06%123,883CommonSOLE
191241108KOFCOCA COLA FEMSA$51,7230.06%532,130CommonNONE
29364G103ETRENTERGY CORP$51,5000.06%487,327CommonSOLE
344419106FMXFEMSA ADR$50,5960.06%388,399CommonSOLE
09061GAK7BMRN 1.25 05/15/27BMRN 1.25-5/27$50,4390.06%50,882,000CommonSOLE
30212P303EXPEEXPEDIA GROUP$50,3930.06%365,840CommonNONE
377322AB8GKOS 2.75 06/15/27GKOS 2.75-06/27$50,0050.06%28,093,000CommonSOLE
48268K101KTKT CORP SP ADR$49,8570.06%3,556,193CommonSOLE
09857L108BKNGBOOKING HOLDING$49,7230.06%13,706CommonNONE
828806109SPGSIMON PROPERTY$49,6500.06%317,277CommonNONE
874036106TWNTAIWAN FD$49,3090.06%1,244,553CommonSOLE
53814LAB4LTHM 4.125 07/15/25LTHM 4.125-7/25$48,5450.06%36,500,000CommonNONE
57164YAD9VAC 0 01/15/26VAC 0-01/15/26$47,2560.06%49,613,000CommonSOLE
207410AH4CNMD 2.25 06/15/27CONMED CORP$47,1270.06%51,432,000CommonSOLE
760125104RTORENTOKIL ADR$47,0560.06%1,560,741CommonSOLE
803607AD2SRPT 1.25 09/15/27SAREPTA THERAPE$47,0530.06%40,196,000CommonSOLE
81141RAF7SEALTD 2.375 12/01/25SEALTD 2.375-25$46,9200.06%46,687,000CommonNONE
462222AD2IONS 0 04/01/26IONS 0 04/01/26$46,7880.06%47,289,000CommonSOLE
861012102STMSTMICROELEC NV$46,6900.06%1,079,803CommonSOLE
824596100SHGSHINHAN FIN ADR$46,0750.06%1,298,302CommonSOLE
548661107LOWLOWES COS INC$45,9970.06%180,579CommonSOLE
30212PBE4EXPE 0 02/15/26EXPE 0-02/15/26$45,6940.06%49,346,000CommonNONE
92343V104VZVERIZON COMM$45,1630.05%1,076,364CommonSOLE
G8994E103TTTRANE TECHNOLOG$45,0750.05%150,159CommonSOLE
292554AP7ECPG 4 03/15/29ENCORE CAPITAL$44,7360.05%47,592,000CommonNONE
24703L202DELLDELL TECHN-C$44,3970.05%389,085CommonNONE
632307AB0NTRA 2.25 05/01/27NTRA 2.25-05/27$44,0500.05%18,000,000CommonNONE
695127AF7PCRX 0.75 08/01/25PCRX 0.75-08/25$43,4730.05%45,641,000CommonSOLE
29452E101EQHEQUITABLE HOLDI$43,3030.05%1,139,280CommonNONE
89677Q107TCOMTRIP.COM GR ADR$41,7690.05%951,692CommonSOLE
199908104FIXCOMFORT SYSTEMS$41,6790.05%131,191CommonNONE
62886HAT8NCLH 6-5/15/24$41,2580.05%27,000,000CommonNONE
40637HAF6HALO 1 08/15/28HALOZYME THERAP$41,2400.05%42,339,000CommonSOLE
37959E102GLGLOBE LIFE INC$40,9870.05%352,221CommonNONE
464287507IJHiSHR CORE SP MC$40,0790.05%659,847CommonSOLE
722304AC6PDD 0 12/01/25PDD 0-12/01/25$40,0160.05%41,412,000CommonSOLE
913903100UHSUNIVERSAL HLTH$39,2670.05%215,215CommonNONE
380237107GDDYGODADDY INC$39,2560.05%330,776CommonNONE
40637HAD1HALO 0.25 03/01/27HALO 0.25 03/01$38,7620.05%43,561,000CommonSOLE
472145AF8JAZZ 2 06/15/26JAZZ 2-06/15/26$38,6890.05%38,869,000CommonSOLE
169656105CMGCHIPOTLE MEXICA$38,5570.05%13,265CommonNONE
09061GAH4BMRN 0.599 08/01/24BMRN 0.599 8/24$38,4900.05%39,100,000CommonSOLE
74736LAD1QTWO 0.75 06/01/26Q2 HOLDINGS INC$37,9620.05%39,856,000CommonSOLE
393657AM3GBX 2.875 04/15/28GBX 2.875 04/15$37,8090.05%34,000,000CommonNONE
338307AD3FIVN 0.5 06/01/25FIVN 0.5-6/1/25$37,2670.05%39,487,000CommonNONE
37940X102GPNGLOBAL PAYMENTS$36,6990.04%274,579CommonNONE
G3156P103ASAASA GOLD$36,6650.04%2,387,054CommonSOLE
49338L103KEYSKEYSIGHT TEC$36,5210.04%233,545CommonSOLE
46982L108JJacobs Solution$36,3620.04%236,541CommonSOLE
501812AB7LCII 1.125 05/15/26LCII 1.125 05/1$36,1020.04%36,624,000CommonNONE
670346105NUENUCOR CORP$35,9180.04%181,500CommonNONE
464287804IJRiSHR CORE SP SC$35,7190.04%323,197CommonSOLE
45781MAD3INVA 2.125 03/15/28INNOVIVA INC 2.$35,5280.04%40,000,000CommonNONE
55087PAB0LYFT 1.5 05/15/25LYFT 1.5-05/25$35,4870.04%36,270,000CommonNONE
23918K108DVADAVITA INC$35,4600.04%256,872CommonNONE
038923BA5ABR 7.5 08/01/25ARBOR REALTY TR$35,4490.04%36,000,000CommonNONE
457985AM1IART 0.5 08/15/25IART 0.5-08/25$35,3110.04%36,914,000CommonSOLE
566330AB2MARCUS CORPORAT$35,2800.04%24,500,000CommonNONE
30050BAD3EVH 1.5 10/15/25EVH 1.5-10/25$35,1890.04%30,800,000CommonNONE
84921RAB6SPOT 0 03/15/26SPOT 0-03/15/26$34,9790.04%38,000,000CommonNONE
892672106TWTRADEWEB MARKET$34,4520.04%330,735CommonNONE
516544103LNTHLANTHEUS HOLDIN$34,4210.04%553,057CommonSOLE
94419LAP6W 3.25 09/15/27WAYFAIR INC 3.2$34,2320.04%25,983,000CommonSOLE
44107P104HSTHOST HOTELS & R$33,9630.04%1,642,387CommonNONE
33835LAA3FVRR 0 11/01/25FVRR 0-11/1/25$33,6630.04%37,300,000CommonNONE
526057104LENLENNAR CORP$33,6610.04%195,734CommonNONE
413160AD4HLIT 2 -9/01/24$33,1840.04%21,000,000CommonSOLE
40637H109HALOHALOZYME THERAP$32,7860.04%805,975CommonSOLE
046353108AZNNASTRAZEN ADR US$32,7040.04%482,732CommonSOLE
80810D103SDGRSCHRODINGER INC$32,6930.04%1,210,861CommonNONE
92511U102VRRMVERRA MOBILITY$32,6910.04%1,309,245CommonSOLE
375916103GILGILDAN ACTIVEW$32,5480.04%876,617CommonSOLE
62886HAX9NCLH 5.375 08/01/25NCLH 5.375-8/25$32,5120.04%24,781,000CommonSOLE
482480100KLACKLA CORP$32,5020.04%46,527CommonNONE
78410G104SBACSBA COMMUN CL A$32,2190.04%148,687CommonSOLE
09239BAD1BL 0 03/15/26BL 0-03/15/26$31,3880.04%34,500,000CommonSOLE
64049MAA8NEO 1.25 5/1/25$31,2700.04%32,258,000CommonSOLE
090043AB6BILL 0 12/01/25BILL 0-12/01/25$30,9930.04%33,113,000CommonSOLE
50202MAB8LI 0.25 05/01/28LI 0.25 05/01/2$30,8360.04%24,483,000CommonSOLE
92214XAB2VREX 4-06/01/25$30,8130.04%27,745,000CommonSOLE
42225TAB3HCAT 2.5-04/25$30,7910.04%32,567,000CommonSOLE
86800U104SMCIUSDSUPER MICRO COM$30,4440.04%30,143CommonSOLE
131193AE4CALY 2.75 05/01/26ELY 2.75-5/1/26$30,4220.04%26,500,000CommonNONE
907818108UNPUNION PAC CORP$30,3040.04%123,228CommonSOLE
83304AAB2SNAP 0.75 08/01/26SNAP 0.75-08/26$30,0950.04%31,292,000CommonSOLE
617468103XCAFXMS CHINA A SHAR$29,8280.04%2,477,458CommonSOLE
225447AD3WOLF 1.75 05/01/26WOLFSPEED INC 1$29,6870.04%30,717,000CommonSOLE
98954MAG6Z 1.375 09/01/26Z 1.375-9/1/26$29,5660.04%23,808,000CommonSOLE
596278101MIDDMIDDLEBY CORP$29,4200.04%182,976CommonSOLE
25659T107DLBDOLBY LABORATIE$29,2660.04%349,373CommonSOLE
58506Q109MEDPMEDPACE HOLDING$29,2100.04%72,276CommonNONE
855244109SBUXSTARBUCKS CORP$29,1530.04%319,023CommonSOLE
65339F713NEE 6.926 09/01/25NEE 6.926$29,0930.04%747,316CommonSOLE
243537107DECKDECKERS OUTDOOR$28,9340.04%30,741CommonSOLE
311900104FASTFASTENAL CO$28,7500.03%372,721CommonNONE
464287234EEMiSHR MSCI EM$28,6500.03%697,452CommonSOLE
163086AE1CHEF 2.375 12/15/28CHEFS' WAREHOUS$28,4950.03%25,917,000CommonSOLE
512807108LRCXEURLAM RESH CORP C$28,4940.03%29,328CommonNONE
464287465EFAiSHR MSCI EAFE$28,3290.03%354,742CommonSOLE
416515104HIGHARTFORD FINCL$28,2060.03%273,721CommonSOLE
88579Y101MMM3M Co$28,0830.03%264,767CommonNONE
98389B100XELXCEL ENERGY INC$27,9730.03%520,452CommonSOLE
15135B101CNCCENTENE CORP$27,3810.03%348,903CommonNONE
56400PAQ5MNKD 2.5-3/1/26$27,3700.03%24,250,000CommonNONE
G3223R108EGEVEREST GROUP L$26,9140.03%67,710CommonSOLE
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN$26,6220.03%9,351,000CommonSOLE
91307C102UTHRUNITED THERAPEU$26,4740.03%115,251CommonSOLE
292554AM4ECPG 3.25 10/01/25ECPG-3.25 10/25$26,2980.03%20,922,000CommonSOLE
931142103WMTWALMART$25,5950.03%425,387CommonSOLE
922907746VTEBVNGD MUNI$25,5020.03%504,010CommonSOLE
942749102WTSWATTS WATER$25,4570.03%119,777CommonSOLE
G51502105JCIJOHNSON CTRL IN$25,3740.03%388,469CommonSOLE
23331A109DHID R HORTON INC$25,2660.03%153,555CommonNONE
018802AC2LNT 3.875 03/15/26ALLIANT ENERGY$25,2490.03%25,543,000CommonNONE
889478103TOLTOLL BROTHERS I$25,1110.03%194,111CommonNONE
653656108NICENICE SYSTEM ADR$24,9960.03%95,910CommonNONE
816851109SRESEMPRA ENERG$24,9100.03%346,807CommonNONE
29404KAE6ENV 0.75 08/15/25ENVESTNET INC 0$24,8490.03%25,500,000CommonSOLE
679295AF2OKTA 0.375 06/15/26OKTA 0.375-6/26$24,7970.03%26,924,000CommonSOLE
02209S103MOALTRIA GROUP$24,7180.03%566,676CommonSOLE
G6683N103NUNU Holdings Ltd$24,6360.03%2,065,108CommonSOLE
464288646IGSBISHARES SHORT T$24,5830.03%479,410CommonSOLE
43289P106HIMXHIMAX TECH ADR$24,5700.03%4,592,705CommonSOLE
172908105CTASCINTAS CORP$24,4640.03%35,609CommonSOLE
12503M108CBOECBOE GLOBAL$24,3650.03%132,621CommonSOLE
00206R102TAT&T INC$24,3190.03%1,381,789CommonSOLE
47109U104JOFJAPAN SMALLER C$24,1190.03%3,022,450CommonSOLE
465562106ITUBITAU UNIBANCO H$24,0150.03%3,465,497CommonSOLE
464287226AGGISH CORE US AGG$23,9200.03%244,236CommonSOLE
03674X106ARANTERO RESOURCE$23,4070.03%807,151CommonSOLE
H84989104TEL1USDTE CONNECTIVITY$23,4070.03%161,161CommonSOLE
592835102MXFMEXICO FUND$23,3530.03%1,215,071CommonSOLE
35671D857FCXFREEPORT$23,3160.03%495,894CommonSOLE
64133Q108NBXGNEUBERG NEXT GE$23,1510.03%1,970,374CommonSOLE
651587107NEUNEWMARKET CORP$23,0790.03%36,368CommonSOLE
229663109CUBECUBESMART$22,8120.03%504,496CommonSOLE
98850P109YUMCYUM CHINA HOLDI$22,7190.03%571,000CommonSOLE
59064RAA7MLAB 1.375 08/15/25MLAB 1.375 8/25$22,6790.03%24,000,000CommonSOLE
553498106MSAMINE SAFETY APP$22,6670.03%117,096CommonSOLE
09257A108BCXBLACKROCK RESOU$22,6170.03%2,490,913CommonSOLE
302301AF3EZPW 2.875-7/24$22,5890.03%20,251,000CommonSOLE
472145AD3JAZZ 1.5 08/15/24JAZZ 1.5-08/24$22,3680.03%22,657,000CommonSOLE
83304AAH9SNAP 0.125 03/01/28SNAP INC 0.125-$22,2460.03%29,100,000CommonNONE
01973R101ALSNALLISON TRANSMI$22,1390.03%272,792CommonNONE
91529Y106UNMUNUMPROVIDENT$22,0780.03%411,467CommonNONE
50202M102LILI AUTO INC-ADR$21,9480.03%724,839CommonNONE
34959E109FTNTFORTINET INC$21,7610.03%318,578CommonNONE
679295AD7OKTA 0.125 09/01/25OKTA 0.125-9/25$21,6080.03%22,450,000CommonNONE
026874784AIGAMERICAN INTL G$21,5740.03%276,002CommonNONE
91332UAB7U 0 11/15/26U 0 11/15/26$21,1970.03%24,865,000CommonSOLE
88018T101TDFTEMP DRAGON FD$21,0460.03%2,677,690CommonSOLE
09260Q108BTXBLACKROCK INNOV$21,0160.03%2,581,925CommonSOLE
531229AQ5FWONK 2.25 08/15/27LIBERTY MEDIA C$20,8510.03%20,290,000CommonSOLE
891160509TDTORONTO DOMINIO$20,7030.03%342,880CommonSOLE
71639TAB2PETQ 4-06/01/26$20,6300.03%20,747,000CommonSOLE
698884AC7PAR 2.875-04/26$20,5750.02%16,500,000CommonNONE
G2519Y108BAPCREDICORP LTD$20,5500.02%121,292CommonSOLE
25243Q205DEODIAGEO ADR NEW$20,4200.02%137,292CommonSOLE
056752108BIDUBAIDU INC ADR$20,3910.02%193,695CommonSOLE
45168D104IDXXIDEXX LABS CORP$20,3230.02%37,642CommonNONE
36266G107GEHCGE HEALTHCARE T$20,1900.02%222,106CommonSOLE
65339F101NEENEXTERA ENERGY$20,1770.02%315,727CommonSOLE
053015103ADPAUTOMATIC DATA$20,1670.02%80,755CommonSOLE
832696405SJMJM SMUCKER CO$20,1660.02%160,224CommonSOLE
97650W108WTFCWINTRUST FINANC$19,9760.02%191,367CommonSOLE
015271109AREALEXANDRIA REAL$19,8700.02%154,149CommonSOLE
934550203WMGWARNER MUSIC-A$19,8260.02%600,442CommonSOLE
57779BAB0MAXN 6.5-07/25$19,6280.02%36,015,000CommonSOLE
N00985106AERAERCAP HOLDINGS$19,4790.02%224,145CommonSOLE
151290889CXCEMEX SA ADR$19,4090.02%2,154,254CommonSOLE
410867105THGHANOVER INS GR$19,3970.02%142,447CommonSOLE
89422GAA5TVTX 2.25 03/01/29TVTX 2.25 03/29$19,3520.02%30,500,000CommonNONE
717081103PFEPFIZER INC$19,2810.02%694,904CommonSOLE
30231G102XOMEXXON MOBIL$19,1750.02%164,969CommonSOLE
78463V107GLDSPDR GOLD TRUST$19,1200.02%92,945CommonSOLE
01741R102ATIATI INC$19,0910.02%373,098CommonSOLE
500634209KFKOREA FUND$19,0670.02%749,807CommonSOLE
163092AD1CHGG 0.125 03/15/25CHGG 0.125-3/25$18,8640.02%20,144,000CommonSOLE
46333XAF5IRONWOOD PHARMA$18,6790.02%18,738,000CommonSOLE
09239BAB5BL 0.125 08/01/24BL 0.125-8/1/24$18,4440.02%18,000,000CommonSOLE
34965K107FTREFORTREA HOLDING$18,3660.02%457,583CommonSOLE
10806XAB8BBIO 2.5 03/15/27BBIO 2.5-03/27$18,3540.02%17,052,000CommonSOLE
163072AA9CAKE 0.375 06/15/26CAKE 0.375 6/26$18,1940.02%20,330,000CommonNONE
74736LAF6QTWO 0.125 11/15/25Q2 HOLDINGS INC$17,9760.02%19,290,000CommonSOLE
49177J102KVUEKENVUE INC-NYS$17,7840.02%828,778CommonSOLE
70932AAF0PMT 5.5 03/15/26PMT 5.5-3/15/26$17,7830.02%18,645,000CommonSOLE
016255101ALGNALIGN TECH$17,7480.02%54,126CommonSOLE
98138H101WDAYWORKDAY INC$17,7300.02%65,005CommonNONE
159864107CRLCRLS RIVER LABS$17,6740.02%65,234CommonSOLE
21036P108STZCONSTELLATION B$17,5410.02%64,549CommonNONE
92763W103VIPSVIPSHOP HLDINGS$17,5070.02%1,057,847CommonNONE
19459JAC8COLL 2.875 02/15/29COLLEGIUM PHARM$17,4930.02%14,000,000CommonNONE
539830109LMTLOCKHEED MARTIN$17,4860.02%38,442CommonSOLE
G68707101PAGSPAGSEGURO DIGIT$17,4610.02%1,222,813CommonSOLE
46817M107JXNJACKSON FINANCI$17,3260.02%261,981CommonNONE
19249HAB9CHRS 1.5-04/26$17,1890.02%26,743,000CommonSOLE
759351604RGAREINSURANCE GRO$17,1470.02%88,908CommonNONE
644465106GFNEW GERMANY FD$17,0890.02%1,962,068CommonSOLE
530715AG6LINTA 4 11/15/29LINTA 4 11/29$16,7660.02%40,646,000CommonSOLE
824348106SHWSHERWIN WILLIAM$16,5410.02%47,628CommonSOLE
84265V105SCCOSOUTHERN COPPER$16,5380.02%155,265CommonNONE
277432100EMNEASTMAN CHEM CO$16,5150.02%164,799CommonSOLE
29786AAJ5ETSY 0.125 10/01/26ETSY 0.125 10/0$16,4500.02%15,490,000CommonNONE
05968L102CIBEURBANCOLOMBIA ADR$16,3760.02%478,557CommonNONE
412822108HOGHARLEY DAVIDSON$16,1950.02%370,275CommonSOLE
05478C105AZEKTHE AZEK COMPAN$16,1620.02%321,843CommonSOLE
393222AK0GPRE 2.25 03/15/27GPRE 2.25 03/27$15,8320.02%15,455,000CommonNONE
G96629103WTWWILLIS TOWERS W$15,8020.02%57,464CommonSOLE
38059T106GFIGOLD FIELDS ADR$15,7450.02%990,920CommonNONE
75886F107REGNREGENERON PH$15,6960.02%16,309CommonSOLE
83417Q2040OIASOLARWINDS COR$15,6770.02%1,242,247CommonSOLE
21874C102CNMCORE & MAIN INC$15,6610.02%273,561CommonNONE
31428X106FDXFedex CORP$15,6610.02%54,057CommonNONE
298736109EEFTEURONET WORLD$15,6020.02%141,932CommonNONE
253393102DKSDICKS SPORTING$15,4670.02%68,786CommonNONE
969904101WSMWILLIAMS SONOMA$15,3750.02%48,423CommonNONE
200340107CMACOMERICA INC$15,3380.02%278,950CommonSOLE
98980A105ZTOZTO EXPRESS INC$15,2980.02%730,615CommonSOLE
606710AA9MITK 0.75 02/01/26MITK 0.75 02/01$15,0300.02%14,936,000CommonNONE
57667L107MTCHMATCH GROUP INC$14,9080.02%410,938CommonNONE
502431109LHXL3HARRIS TECH$14,7120.02%69,042CommonSOLE
94419LAM3W 0.625 10/01/25W 0.625-10/1/25$14,6200.02%15,741,000CommonSOLE
90353T100UBERUBER TECHNOLOGI$14,5780.02%189,362CommonNONE
370334104GISGENERAL MLS INC$14,5680.02%208,233CommonSOLE
63845RAB3EYE 2.5 05/15/25EYE 2.5-5/15/25$14,5530.02%13,888,000CommonSOLE
61745C105IIFMS INDIA FUND$14,2780.02%622,439CommonSOLE
829073105SSDSIMPSON MANUFAC$14,2410.02%69,409CommonNONE
47074LAB1JAMF 0.125 09/01/26JAMF HOLDING CO$14,2040.02%15,837,000CommonSOLE
866082AA8INN 1.5 02/15/26INN 1.5 2/15/26$14,1070.02%15,754,000CommonNONE
05465C100AXAXOS FINANCIAL$14,0550.02%260,100CommonSOLE
109641100EATBRINKER INTL IN$13,9080.02%279,974CommonNONE
45783QAB6NOTV 3.25 10/15/27INOTIV INC 3.25$13,9000.02%22,840,000CommonSOLE
895436103TYTRI-CONTINENTAL$13,8530.02%449,805CommonSOLE
G2143T103CMPRCIMPRESS PLC$13,8380.02%156,361CommonNONE
58155Q103MCKMCKESSON CORP$13,8210.02%25,746CommonSOLE
142339100CSLCARLISLE COS IN$13,7730.02%35,151CommonNONE
594972AE1MSTR 0 02/15/27MSTR 0 02/15/27$13,6630.02%10,000,000CommonNONE
62886HBK6NCLH 2.5 02/15/27NCL CORP LTD 02$13,6290.02%14,000,000CommonNONE
00846U101AAGILENT TECHNO$13,6080.02%93,526CommonNONE
338307101FIVNFIVE9 Inc$13,6050.02%219,048CommonSOLE
457730109INSPINSPIRE MEDICAL$13,5730.02%63,196CommonSOLE
922417AF7VECO 3.75-06/27$13,5040.02%5,282,000CommonSOLE
00548F105PEOADAMS NATURAL$13,3620.02%579,459CommonSOLE
92540K109VTMXCORP INMOBILIAR$13,2080.02%336,600CommonSOLE
191098102COKECOCA COLA BOTTL$13,1790.02%15,571CommonNONE
67077M108NTRNUTRIEN LTD$13,1470.02%242,098CommonSOLE
09260E105BMEZBLACKROCK HEALT$13,0940.02%798,962CommonSOLE
98311A105WHWYNDHAM HOTELS$13,0340.02%169,838CommonSOLE
92537N108VRTVERTIV HOLDINGS$12,9610.02%158,723CommonNONE
88034P109TMETENCENT MUS ADR$12,8790.02%1,151,001CommonNONE
922042874VGKVNGD EUROPE$12,8490.02%190,810CommonSOLE
G02602103DOXAMDOCS LTD US$12,7640.02%141,256CommonSOLE
03027X100AMTAMERICAN TOWER$12,7500.02%64,533CommonSOLE
172967424CCITIGROUP INC$12,7390.02%201,456CommonSOLE
122017AB2BURL 2.25 04/15/25BURL 2.25-04/25$12,7130.02%10,780,000CommonSOLE
46284V101IRMIRON MOUNT INC$12,6920.02%158,250CommonNONE
76680RAH0RNG 0 03/15/26RNG 0 03/15/26$12,6840.02%14,000,000CommonSOLE
169373107XXCHNXXCHINA FUND INC$12,5770.02%1,258,960CommonSOLE
458140100INTCINTEL CORP$12,5440.02%284,044CommonNONE
693506107PPGPPG INDS INC$12,5030.02%86,296CommonSOLE
83088M102SWKSSKYWORKS SOLUT$12,4810.02%115,224CommonSOLE
464288588MBBISHR MTG BACKED$12,4750.02%134,989CommonSOLE
278865100ECLECOLAB INC$12,4600.02%53,970CommonSOLE
00301W105AEFABRDN EMER$12,4070.02%2,456,943CommonSOLE
00130H105AESAES CORP COMMON$12,3690.02%689,879CommonNONE
171779309CIENCIENA CORP$12,3420.01%249,586CommonSOLE
256135203RDYDOCTOR REDDY'S$12,2940.01%167,614CommonSOLE
75513E101RTXRAYTHEON TECH$12,1960.01%125,066CommonSOLE
237194105DRIDARDEN RESTAURA$12,1830.01%72,894CommonNONE
683344105ONTOONTO INNOVATION$12,0740.01%66,680CommonSOLE
78462F103SPYSPDR S&P 500$12,0090.01%22,959CommonSOLE
85225A1078DTSQUARESPACE INC$11,9890.01%329,028CommonSOLE
049560105ATOATMOS ENERGY CO$11,9640.01%100,651CommonSOLE
09260K101BSTZBLACKROCK SCIEN$11,9320.01%615,054CommonSOLE
98422LAA5XERS 5 07/15/25$11,8660.01%11,500,000CommonSOLE
482497104BEKEKE HOLDINGS ADR$11,8430.01%862,614CommonNONE
23804L103DDOGDATADOG INC CL$11,7850.01%95,359CommonNONE
194014502ENOVEnovis Corp$11,7640.01%188,402CommonSOLE

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.