MondegarAI
LAZARD ASSET MANAGEMENT LLC

Q2 2024 · 13F-HR

LAZARD ASSET MANAGEMENT LLCholdings as filed

Filed 2024-08-14 · accession 0001207017-24-000030

$79.7M
Reported value
2,292
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2292

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$4.8M5.98%10,663,300CommonSOLE
023135106AMZNAMAZON.COM INC$3.4M4.26%17,569,532CommonSOLE
02079K305GOOGLALPHABET INC A$2.6M3.29%14,383,891CommonSOLE
037833100AAPLAPPLE INC COM$2.2M2.75%10,421,017CommonSOLE
92826C839VVISA INC$1.4M1.76%5,351,591CommonSOLE
655844108NSCNORFOLK SOUTHER$1.4M1.70%6,308,420CommonSOLE
45866F104ICEINTERCONTINEN$1.3M1.66%9,671,041CommonSOLE
91324P102UNHUNITEDHEALTH GR$1.3M1.61%2,517,221CommonSOLE
G1151C101ACNACCENTURE PLC$1.3M1.57%4,122,596CommonSOLE
038222105AMATAPPLIED MATLS I$1.2M1.49%5,046,819CommonSOLE
060505104BACBANK OF AMERICA$1.2M1.47%29,543,976CommonSOLE
67066G104NVDANVIDIA CORP$1.1M1.38%8,893,029CommonSOLE
11135F101AVGOBROADCOM INC$1.0M1.26%624,534CommonSOLE
883556102TMOTHERMO FISHER$999,2991.25%1,807,055CommonSOLE
G0403H108AONAON PLC/IRELAND$959,8691.20%3,269,540CommonSOLE
30231G102XOMEXXON MOBIL$901,0821.13%7,827,340CommonSOLE
30161N101EXCEXELON CORP$892,1601.12%25,777,560CommonSOLE
H1467J104CBCHUBB LTD NEW$861,8991.08%3,378,941CommonSOLE
032654105ADIANALOG DEVICES$827,1331.04%3,623,655CommonSOLE
235851102DHRDANAHER CORP DE$794,4221.00%3,179,609CommonSOLE
20825C104COPCONOCOPHILLIPS$773,3730.97%6,761,457CommonSOLE
G4705A100ICLRICON PLC$767,1600.96%2,447,319CommonSOLE
94106L109WMWASTE MGMT INC$764,3070.96%3,582,585CommonSOLE
032095101APHAMPHENOL CORP$763,5930.96%11,334,338CommonSOLE
874039100TSMTAIWAN SEMI-ADR$754,3790.95%4,340,261CommonSOLE
478160104JNJJOHN & JOHN COM$741,2240.93%5,071,345CommonSOLE
74340W103PLDPROLOGIS INC$722,3460.91%6,431,740CommonSOLE
025537101AEPAMERICAN ELEC P$721,8690.91%8,227,394CommonSOLE
02079K107GOOGALPHABET INC C$714,6270.90%3,896,135CommonSOLE
00724F101ADBEADOBE INC$703,5320.88%1,266,398CommonSOLE
126408103CSXCSX CORP$698,6480.88%20,886,394CommonSOLE
46266C105IQVIQVIA HOLDINGS$695,3220.87%3,288,515CommonSOLE
742718109PGPROCTER & GAMBL$688,7140.86%4,176,060CommonSOLE
191216100KOCOCA COLA CO$671,2550.84%10,546,051CommonSOLE
025816109AXPAMER EXPRESS CO$670,3870.84%2,895,222CommonSOLE
571748102MRSHMARSH & MCLENNA$656,3330.82%3,114,726CommonSOLE
773903109ROKROCKWELL NEW$616,2820.77%2,238,754CommonSOLE
580135101MCDMCDONALDS CORP$607,5770.76%2,384,157CommonSOLE
573874104MRVLMARVEL TECH INC$583,9470.73%8,354,049CommonSOLE
101137107BSXBOSTON SCIENTIF$578,6150.73%7,513,514CommonSOLE
98978V103ZTSZOETIS INC$566,0150.71%3,264,983CommonSOLE
808513105SCHWSCHWAB CHARLES$552,9660.69%7,503,974CommonSOLE
783513203RYAAYRYANAIR HLD-ADR$534,1780.67%4,587,592CommonSOLE
438516106HONHONEYWELL INTL$511,2470.64%2,394,158CommonSOLE
437076102HDHOME DEPOT INC$463,3130.58%1,345,900CommonSOLE
G25508105CRHCRH PLC-OTCB$438,9040.55%5,853,641CommonSOLE
949746101WMT2WELLS FARGO CO$408,4380.51%6,877,248CommonSOLE
G5960L103MDTMEDTRONIC PLC$403,0310.51%5,120,478CommonSOLE
053611109AVYAVERY DENNISON$393,9730.49%1,801,849CommonSOLE
79466L302CRMSALESFORCE INC$382,5310.48%1,487,870CommonSOLE
38141G104GSGOLDMAN SACHS$348,1810.44%769,772CommonSOLE
149123101CATCATERPILLAR INC$343,5900.43%1,031,494CommonSOLE
422806109HEIHEICO CORP$335,6850.42%1,501,207CommonSOLE
456788108INFYINFOSYS TECHADR$315,5100.40%16,944,823CommonSOLE
46120E602ISRGINTUITIVE SURG$313,6200.39%705,004CommonNONE
654106103NKENIKE INC CL B$311,0210.39%4,126,594CommonSOLE
40415F101HDBHDFC BANK LTD A$308,4180.39%4,794,335CommonSOLE
655663102NDSNNORDSON CORP CO$307,4560.39%1,325,590CommonSOLE
78409V104SPGIS&P GLOBAL INC$304,9970.38%683,853CommonSOLE
09260D107BXBLACKSTONE INC$290,4330.36%2,345,996CommonSOLE
01609W102BABAALIBABA GRP ADR$279,2430.35%3,878,392CommonSOLE
871829107SYYSYSCO CORP$275,7050.35%3,861,997CommonSOLE
518439104ELESTEE LAUDER$274,0240.34%2,575,442CommonSOLE
71654V408PBRPETROLEO BRAS A$270,3760.34%18,659,611CommonSOLE
M98068105WIXWIX.COM LTD$265,7710.33%1,670,785CommonSOLE
747525103QCOMQUALCOMM INC$255,6250.32%1,283,392CommonNONE
609207105MDLZMONDELEZ INTL$255,0780.32%3,897,935CommonSOLE
30303M102METAMETA PLATFORMS$253,3780.32%502,517CommonNONE
904767704UNILEVER ADR$241,3580.30%4,389,176CommonSOLE
00215W100ASXASE TECHNO-ADR$241,2090.30%21,121,698CommonSOLE
715684106TLKTELEKM INDO ADR$225,2390.28%12,044,958CommonSOLE
723484101PNWPINNACLE WEST C$223,2060.28%2,922,332CommonSOLE
126650100CVSCVS HEALTH CORP$220,2980.28%3,730,135CommonSOLE
679580100ODFLOLD DOMINION FG$218,6520.27%1,238,125CommonSOLE
532457108LLYLILLY ELI & CO$218,3380.27%241,159CommonSOLE
02390A101AMXAMERICA MOVIL S$212,9900.27%12,528,938CommonSOLE
G0751N103ABYEURATLANTICA SUSTA$211,7290.27%9,646,030CommonSOLE
097023105BABOEING CO$209,3690.26%1,150,319CommonSOLE
45104G104IBNICICI BANK ADR$207,2710.26%7,194,473CommonSOLE
863667101SYKSTRYKER CORP$204,4150.26%600,782CommonNONE
47215P106JDJD.COM INC ADR$203,8090.26%7,887,391CommonSOLE
N6596X109NXPINXP SEMICONDUC$202,4680.25%752,422CommonNONE
200525103CBSHCOMMERCE BANCSH$196,8930.25%3,529,833CommonSOLE
759530108RELXRELX PLC-SP ADR$194,7600.24%4,245,008CommonSOLE
69370C100PTCPTC INC$191,6580.24%1,054,989CommonSOLE
17275R102CSCOCISCO SYS INC$183,7290.23%3,867,223CommonSOLE
595112103MUMICRON TECHNOLO$179,9280.23%1,367,973CommonNONE
464287200IVViSHR CORE S&P$179,3080.22%327,664CommonSOLE
337738108FISVFISERV INC$177,5780.22%1,191,490CommonSOLE
57636Q104MAMASTERCARD INC$173,1570.22%392,509CommonSOLE
G29183103ETNEATON CORP PLC$171,0570.21%545,550CommonNONE
G4863A108BRSLINT'L GAME TECH$167,3740.21%8,180,569CommonSOLE
681919106OMCOMNICOM GROUP I$166,4100.21%1,855,205CommonSOLE
670100205NVONOVO NORDIS ADR$164,9360.21%1,155,500CommonSOLE
880890108TXTERNIUM SA ADR$164,2330.21%4,373,740CommonSOLE
194162103CLCOLGATE PALMOL$164,1040.21%1,691,117CommonSOLE
00971TAJ0AKAM 0.125 05/01/25AKAM 0.125-5/25$163,2860.20%155,075,000CommonSOLE
494368103KMBKIMBERLY CLARK$162,0840.20%1,172,827CommonNONE
12514G108CDWCDW CORPORATION$160,3190.20%716,222CommonSOLE
461202103INTUINTUIT$159,9210.20%243,338CommonSOLE
22822V101CCICROWN CASTLE IN$156,0710.20%1,597,474CommonSOLE
64110W102NTESNETEASE INC ADR$154,2030.19%1,613,342CommonSOLE
192446102CTSHCOGNIZANT TECH$152,7410.19%2,246,215CommonSOLE
046353108AZNNASTRAZEN ADR US$149,7890.19%1,920,636CommonSOLE
62886HBD2NCLH 1.125 02/15/27NCL CORPORATION$149,6480.19%160,298,000CommonSOLE
58933Y105MRKMERCK & CO INC$149,4120.19%1,206,905CommonSOLE
896239100TRMBTRIMBLE NAVIGAT$144,2240.18%2,579,117CommonSOLE
871607107SNPSSYNOPSYS INC$139,5490.18%234,515CommonNONE
91912E105VALEVALE SA-SP ADR$135,7780.17%12,155,717CommonSOLE
052769106ADSKAUTODESK INC$132,8900.17%537,049CommonSOLE
443573AD2HUBS 0.375 06/01/25HUBS 0.375 25$131,0170.16%62,853,000CommonNONE
68389X105ORCLORACLE CORP$130,5710.16%924,727CommonSOLE
24906P109XRAYDENTSPLY SIRO$130,0910.16%5,222,478CommonSOLE
01741RAK8ATI 3.5 06/15/25ATI 3.5-6/15/25$129,7220.16%36,200,000CommonNONE
842587DP9SO 3.875 12/15/25SOUTHERN CO 3.8$124,8490.16%122,078,000CommonSOLE
22160K105COSTCOSTCO WHOLE$124,3050.16%146,244CommonNONE
G2519Y108BAPCREDICORP LTD$123,0850.15%762,953CommonSOLE
093671105HRBBLOCK H & R INC$122,7240.15%2,263,076CommonSOLE
595017104MCHPMICROCHIP TECHN$121,0860.15%1,323,362CommonNONE
713448108PEPPEPSICO INC$121,0010.15%733,661CommonSOLE
620076307MSIMOTOROLA SOL$119,1930.15%308,758CommonSOLE
055622104BPBP PLC SPON ADR$117,6980.15%3,260,347CommonSOLE
252131AK3DXCM 0.25 11/15/25DXCM 0.25-11/25$116,2690.15%115,835,000CommonSOLE
G25839104CCEPCOCA-COLA EUROP$115,3870.14%1,583,492CommonSOLE
099502106BAHBOOZ ALLEN HAMI$111,4580.14%724,224CommonSOLE
29109X106AZPN1USDAspen Techn Inc$104,6770.13%526,997CommonNONE
550021109LULULULULEMON ATH$103,0380.13%344,956CommonSOLE
806407102HSICHENRY SCHEIN$102,5220.13%1,599,432CommonSOLE
192422103CGNXCOGNEX CORP COM$101,8480.13%2,178,104CommonNONE
574599106MASMASCO CORP$101,7390.13%1,526,026CommonNONE
219948106CPAYCORPAY INC-BMX5$100,9530.13%378,941CommonSOLE
989207105ZBRAZEBRA TECHNOLOG$98,0040.12%317,237CommonNONE
60937PAD8MDB 0.25 01/15/26MDB 0.25-1/26$97,5690.12%73,896,000CommonNONE
006212104ADXADAMS DIVERSIFI$94,5980.12%4,401,972CommonSOLE
23804LAB9DDOG 0.125 06/15/25DDOG 0.125-6/25$94,4640.12%65,036,000CommonSOLE
880770102TERTERADYNE INC$94,0350.12%634,134CommonSOLE
03662Q105AKXANSYS INC$93,4240.12%290,588CommonNONE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTI$93,3110.12%95,852,000CommonSOLE
007903107AMDADV MICRO DEV I$91,2710.11%562,680CommonNONE
064058100BKBONY$91,0700.11%1,520,638CommonNONE
74460D109PSAPUBLIC STORAGE$89,6450.11%311,651CommonSOLE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTO$88,7510.11%92,281,000CommonSOLE
722304102PDDPDD HOLDINGS IN$87,3950.11%657,357CommonNONE
40412C101HCAHCA HEALTHCARE$86,5010.11%269,244CommonNONE
98980GAB8ZS 0.125 07/01/25ZS 0.125-7/1/25$86,0330.11%63,849,000CommonNONE
902252AB1TYL 0.25 03/15/26TYL 0.25-03/26$85,1840.11%77,440,000CommonSOLE
64110L106NFLXNETFLIX INC$85,1800.11%126,218CommonSOLE
48241A105KBKB FINANCIAL GP$85,0140.11%1,501,762CommonSOLE
127387108CDNSCADENCE DESIGN$84,9100.11%275,910CommonNONE
19260QAB3COIN 0.5 06/01/26COIN 0.5 06/01/$83,8930.11%81,292,000CommonSOLE
125896BX7CMS 3.375 05/01/28CMS ENERGY CORP$83,5960.10%84,999,000CommonSOLE
872540109TJXTJX COMPANIES$83,4830.10%758,252CommonNONE
44980X109IPGPIPG PHOTONICS$83,2640.10%986,658CommonNONE
N07059210ASMLASM LITH COMM$82,5880.10%80,754CommonSOLE
278642103EBAYEBAY INC$82,3720.10%1,533,378CommonSOLE
20030N101CMCSACOMCAST CL A$81,7880.10%2,088,596CommonSOLE
03073E105CORCENCORA INC$79,9240.10%354,750CommonNONE
58733R102MELIMERCADOLIBRE IN$79,8550.10%48,592CommonSOLE
833635105SQMSOCIEDAD QU ADR$78,1460.10%1,917,719CommonSOLE
882508104TXNTEXAS INSTR INC$77,5690.10%398,756CommonSOLE
456837103INGING GROEP NV SP$77,5380.10%4,523,848CommonSOLE
115637209BF/BBROWN FORMAN B$75,6140.09%1,750,750CommonSOLE
231021106CMICUMMINS INC$75,1500.09%271,372CommonNONE
697435AF2PANW 0.375 06/01/25PANW 0.375-6/25$75,0440.09%21,993,000CommonSOLE
400506101PACGRUPO AERO ADS$74,9190.09%480,975CommonSOLE
30063PAC9EXAS 0.375 03/01/28EXAS 0.375 3/28$72,2880.09%88,044,000CommonSOLE
036752103ELVELEVANCE HEALTH$72,1130.09%133,086CommonSOLE
25402D102DOCNDIGITALOCEAN$71,5540.09%2,059,166CommonSOLE
125523100CICIGNA GROUP/THE$71,4390.09%216,113CommonNONE
285512109EAELECTRONIC ARTS$71,3160.09%511,871CommonSOLE
867224107SUSUNCOR ENERGY$70,2210.09%1,843,088CommonSOLE
701094104PHPARKER HANNIFIN$70,1230.09%138,636CommonNONE
110122108BMYBRISTOL MYERS$70,0290.09%1,686,282CommonSOLE
98954MAH4Z 2.75 05/15/25Z 2.75 05/15/25$69,7520.09%68,865,000CommonSOLE
857477103STTSTATE STREET$69,6950.09%941,838CommonNONE
81141RAG5SEALTD 0.25 09/15/26SEALTD 0.25 26$68,7840.09%78,746,000CommonSOLE
88160R101TSLATESLA INC$67,6120.08%341,687CommonNONE
632307AB0NTRA 2.25 05/01/27NTRA 2.25-05/27$66,8570.08%23,526,000CommonNONE
269442AB5EGLE 5 08/01/24EGLE 5-08/01/24$66,7800.08%31,633,000CommonSOLE
44332NAB2HTHT 3 05/01/26HTHT 3-05/01/26$66,1340.08%61,924,000CommonSOLE
45784PAK7PODD 0.375 09/01/26INSULET CORPORA$66,0890.08%60,397,000CommonSOLE
375558103GILDGILEAD SCIENCES$65,9310.08%960,982CommonSOLE
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMAC$65,2560.08%60,423,000CommonSOLE
368802104GAMGENERAL AMERCAN$64,8600.08%1,304,519CommonSOLE
M22465104CHKPCHECK POINT SFT$64,8150.08%392,829CommonSOLE
166764100CVXCHEVRON CORP$64,4730.08%412,195CommonSOLE
82452JAB5FOUR 0 12/15/25FOUR 0 12/15/25$61,8070.08%53,523,000CommonSOLE
538034BA6LYV 3.125 01/15/29LIVE NATION ENT$61,3640.08%55,387,000CommonSOLE
40171VAA8GWRE 1.25 03/15/25GWRE 1.25 03/25$61,3240.08%48,864,000CommonSOLE
16115QAE0GTLS 1 11/15/24CHART INDUSTRIE$59,6060.07%24,150,000CommonSOLE
81762P102NOWSERVICENOW$59,2260.07%75,288CommonNONE
05278C107ATHMAUTOHOME IN ADR$59,1420.07%2,154,558CommonSOLE
81141RAF7SEALTD 2.375 12/01/25SEALTD 2.375-25$58,3250.07%54,459,000CommonNONE
803054204SAPSAP AG SPON ADR$58,0190.07%287,640CommonSOLE
67059NAH1NTNX 0.25 10/01/27NTNX 0.25 10/01$58,0070.07%49,537,000CommonSOLE
852234AF0XYZ 0.125 03/01/25SQ 0.125-3/1/25$57,8020.07%59,757,000CommonSOLE
02376RAF9AAL 6.5 07/01/25AAL 6.5 7/1/25$57,4720.07%55,438,000CommonSOLE
92532F100VRTXVERTEX PHARMACE$57,3960.07%122,456CommonSOLE
760125104RTORENTOKIL ADR$57,2880.07%1,932,212CommonSOLE
345370CZ1F 0 03/15/26F 0-03/15/26$56,7860.07%56,030,000CommonSOLE
89055F103BLDTOPBUILD COR$56,6360.07%147,010CommonSOLE
09857LAN8BKNG 0.75 05/01/25BKNG 0.75-05/25$56,1010.07%26,628,000CommonSOLE
78410G104SBACSBA COMMUN CL A$55,9330.07%284,939CommonNONE
24703L202DELLDELL TECHN-C$55,2260.07%400,457CommonNONE
084670702BRK/BBERKSHIRE-HAT$55,1680.07%135,618CommonSOLE
70509VAA8PEB 1.75 12/15/26PEB 1.75 12/26$54,9800.07%61,950,000CommonNONE
893830BW8TRANSOCEAN INC$54,4420.07%30,500,000CommonNONE
82509LAA5SHOPCN 0.125 11/01/25SHOP 0.125 25$53,9540.07%57,644,000CommonSOLE
500754106KHCKRAFT HEINZ CO$53,3090.07%1,654,586CommonSOLE
03027X100AMTAMERICAN TOWER$52,6910.07%271,079CommonSOLE
705573AB9PEGA 0.75 03/01/25PEGASYSTEMS INC$52,3860.07%54,230,000CommonSOLE
803607AD2SRPT 1.25 09/15/27SAREPTA THERAPE$51,8120.06%40,196,000CommonSOLE
46625H100JPMJPMORGAN CHASE$51,5560.06%254,907CommonSOLE
89377MAB5TMDX 1.5 06/01/28TRANSMEDICS GRO$51,3150.06%29,200,000CommonSOLE
459200101IBMINTL BUS MACH$50,9860.06%294,807CommonSOLE
14149Y108CAHCARDINAL HLTH$50,8630.06%517,327CommonNONE
89677Q107TCOMTRIP.COM GR ADR$50,8610.06%1,082,167CommonSOLE
874036106TWNTAIWAN FD$50,8210.06%1,156,620CommonSOLE
504922105LHLABCORP HOLDING$50,0380.06%245,886CommonSOLE
29364G103ETRENTERGY CORP$49,8250.06%465,660CommonSOLE
464287465EFAiSHR MSCI EAFE$49,7580.06%635,252CommonSOLE
828806109SPGSIMON PROPERTY$49,4150.06%325,530CommonNONE
268158AD4DVAX 2.5 05/15/26DVAX 2.5 05/15/$49,2200.06%40,000,000CommonNONE
191241108KOFCOCA COLA FEMSA$49,2080.06%573,253CommonNONE
462222AD2IONS 0 04/01/26IONS 0 04/01/26$48,8790.06%47,289,000CommonSOLE
48268K101KTKT CORP SP ADR$48,7480.06%3,566,109CommonSOLE
G8994E103TTTRANE TECHNOLOG$48,3690.06%147,059CommonSOLE
62886HAX9NCLH 5.375 08/01/25NCLH 5.375-8/25$48,0290.06%39,425,000CommonSOLE
92345Y106VRSKVERISK ANALYTIC$47,6700.06%176,853CommonSOLE
00287Y109ABBVABBVIE INC$47,5510.06%277,237CommonNONE
40637HAF6HALO 1 08/15/28HALOZYME THERAP$47,1690.06%42,339,000CommonSOLE
87612E106TGTTARGET CORP$46,9010.06%316,827CommonNONE
57164YAD9VAC 0 01/15/26VAC 0-01/15/26$46,3230.06%50,030,000CommonSOLE
50202MAB8LI 0.25 05/01/28LI 0.25 05/01/2$46,1760.06%48,028,000CommonSOLE
207410AH4CNMD 2.25 06/15/27CONMED CORP$45,8780.06%51,232,000CommonSOLE
913903100UHSUNIVERSAL HLTH$45,5770.06%246,462CommonNONE
745867101PHMPULTE GROUP INC$45,4760.06%413,049CommonNONE
56400PAQ5MNKD 2.5-3/1/26$45,2430.06%37,500,000CommonNONE
30212PBE4EXPE 0 02/15/26EXPE 0-02/15/26$44,9980.06%48,752,000CommonNONE
824596100SHGSHINHAN FIN ADR$44,8670.06%1,288,937CommonSOLE
92343V104VZVERIZON COMM$44,2120.06%1,072,084CommonSOLE
G3156P103ASAASA GOLD$44,1770.06%2,518,695CommonSOLE
031100100AMEAMETEK INC$44,0390.06%264,169CommonSOLE
512807108LRCXEURLAM RESH CORP C$43,3120.05%40,675CommonNONE
464287234EEMiSHR MSCI EM$43,2740.05%1,016,081CommonSOLE
18915MAC1NET 0 08/15/26NET 0 08/15/26$43,1640.05%47,368,000CommonNONE
380237107GDDYGODADDY INC$42,7520.05%306,013CommonNONE
40637HAD1HALO 0.25 03/01/27HALO 0.25 03/01$42,6860.05%44,544,000CommonSOLE
457985AM1IART 0.5 08/15/25IART 0.5-08/25$42,3680.05%44,823,000CommonSOLE
53814LAB4LTHM 4.125 07/15/25LTHM 4.125-7/25$41,7780.05%36,000,000CommonNONE
169656105CMGCHIPOTLE MEXICA$41,6930.05%665,501CommonNONE
722304AC6PDD 0 12/01/25PDD 0-12/01/25$40,8150.05%41,412,000CommonSOLE
172908105CTASCINTAS CORP$39,8500.05%56,909CommonNONE
548661107LOWLOWES COS INC$39,5800.05%179,540CommonSOLE
09061GAH4BMRN 0.599 08/01/24BMRN 0.599 8/24$39,4850.05%39,712,000CommonSOLE
861012102STMSTMICROELEC NV$39,3950.05%1,002,950CommonSOLE
375916103GILGILDAN ACTIVEW$39,1630.05%1,032,801CommonSOLE
482480100KLACKLA CORP$39,1030.05%47,426CommonNONE
74736LAD1QTWO 0.75 06/01/26Q2 HOLDINGS INC$39,0720.05%39,161,000CommonSOLE
09061GAK7BMRN 1.25 05/15/27BMRN 1.25-5/27$38,1290.05%39,782,000CommonSOLE
31620M106FISFIDELITY NATION$38,0200.05%504,543CommonSOLE
94419LAM3W 0.625 10/01/25W 0.625-10/1/25$37,6430.05%40,368,000CommonSOLE
344419106FMXFEMSA ADR$37,6370.05%349,639CommonSOLE
472145AF8JAZZ 2 06/15/26JAZZ 2-06/15/26$37,4790.05%38,869,000CommonSOLE
Y8162K204SBLKSTAR BULK CARRI$37,2930.05%1,529,686CommonSOLE
11271J107BNBROOKFIELD CORP$37,2160.05%895,929CommonSOLE
199908104FIXCOMFORT SYSTEMS$37,0460.05%121,822CommonNONE
707569AU3PENN 2.75 05/15/26PENN 2.75 05/26$36,8900.05%33,500,000CommonNONE
163072AA9CAKE 0.375 06/15/26CAKE 0.375 6/26$36,7760.05%40,535,000CommonNONE
464287507IJHiSHR CORE SP MC$36,7580.05%628,144CommonSOLE
384802104GWWGRAINGER W W IN$36,4420.05%40,392CommonNONE
43289P106HIMXHIMAX TECH ADR$36,3970.05%4,584,092CommonSOLE
472145AD3JAZZ 1.5 08/15/24JAZZ 1.5-08/24$36,3960.05%36,579,000CommonSOLE
23918K108DVADAVITA INC$36,0670.05%260,291CommonNONE
23282WAC4CYTK 3.5 07/01/27CYTOKINETICS IN$36,0020.05%27,547,000CommonSOLE
28176E108EWEDWARDS LIFE$35,4790.04%384,114CommonNONE
338307AD3FIVN 0.5 06/01/25FIVN 0.5-6/1/25$35,1400.04%36,906,000CommonNONE
393657AM3GBX 2.875 04/15/28GBX 2.875 04/15$34,9610.04%32,500,000CommonNONE
969904101WSMWILLIAMS SONOMA$34,2100.04%121,158CommonNONE
00206R102TAT&T INC$34,1040.04%1,784,654CommonSOLE
91307C102UTHRUNITED THERAPEU$33,6680.04%105,694CommonSOLE
64110D104NTAPNETAPP INC$33,6640.04%261,374CommonNONE
64133Q108NBXGNEUBERG NEXT GE$33,5750.04%2,600,749CommonSOLE
45781MAD3INVA 2.125 03/15/28INNOVIVA INC 2.$33,3920.04%37,000,000CommonNONE
464287804IJRiSHR CORE SP SC$32,9890.04%309,294CommonSOLE
093712AH0BE 2.5 08/15/25BE 2.5-08/15/25$32,5180.04%30,408,000CommonSOLE
T9224W109STVNSTEVANATO GRP$32,4780.04%1,770,921CommonSOLE
98389B100XELXCEL ENERGY INC$32,3200.04%605,147CommonSOLE
131193AE4CALY 2.75 05/01/26ELY 2.75-5/1/26$32,2190.04%29,000,000CommonNONE
501812AB7LCII 1.125 05/15/26LCII 1.125 05/1$31,7640.04%33,711,000CommonNONE
516544103LNTHLANTHEUS HOLDIN$31,6450.04%394,152CommonSOLE
243537107DECKDECKERS OUTDOOR$31,4160.04%32,458CommonNONE
416515104HIGHARTFORD FINCL$30,9670.04%308,016CommonSOLE
01973R101ALSNALLISON TRANSMI$30,9320.04%407,562CommonNONE
58506Q109MEDPMEDPACE HOLDING$30,6340.04%74,385CommonNONE
87918AAF2TDOC 1.25 06/01/27TDOC 1.25-06/27$30,3570.04%36,523,000CommonSOLE
83304AAH9SNAP 0.125 03/01/28SNAP INC 0.125-$30,3570.04%37,900,000CommonNONE
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN$30,2020.04%9,351,000CommonSOLE
49338L103KEYSKEYSIGHT TEC$30,0990.04%220,110CommonSOLE
25746U109DDOMINION RES IN$30,0260.04%612,795CommonNONE
94419LAP6W 3.25 09/15/27WAYFAIR INC 3.2$29,9110.04%25,983,000CommonSOLE
92214XAB2VREX 4-06/01/25$29,8860.04%29,609,000CommonSOLE
617468103XCAFXMS CHINA A SHAR$29,6090.04%2,519,946CommonSOLE
09857L108BKNGBOOKING HOLDING$29,1520.04%7,359CommonNONE
46982L108JJacobs Solution$29,0340.04%207,829CommonSOLE
64049MAA8NEO 1.25 5/1/25$29,0320.04%29,758,000CommonSOLE
44107P104HSTHOST HOTELS & R$28,8390.04%1,604,020CommonNONE
65339F713NEE 6.926 09/01/25NEE 6.926$28,7600.04%693,192CommonSOLE
42225TAB3HCAT 2.5-04/25$28,3220.04%29,067,000CommonSOLE
907818108UNPUNION PAC CORP$27,9510.04%123,541CommonSOLE
526057104LENLENNAR CORP$27,8010.03%185,502CommonNONE
163086AE1CHEF 2.375 12/15/28CHEFS' WAREHOUS$27,7910.03%24,939,000CommonSOLE
G3223R108EGEVEREST GROUP L$27,7810.03%72,916CommonSOLE
98954MAG6Z 1.375 09/01/26Z 1.375-9/1/26$27,7250.03%22,808,000CommonSOLE
225447AD3WOLF 1.75 05/01/26WOLFSPEED INC 1$27,4140.03%30,717,000CommonSOLE
25659T107DLBDOLBY LABORATIE$27,1340.03%342,473CommonSOLE
37940X102GPNGLOBAL PAYMENTS$26,9350.03%278,550CommonNONE
02209S103MOALTRIA GROUP$26,9130.03%590,866CommonSOLE
931142103WMTWALMART$26,6920.03%394,240CommonSOLE
46817M107JXNJACKSON FINANCI$26,4780.03%356,576CommonNONE
30050BAD3EVH 1.5 10/15/25EVH 1.5-10/25$26,2260.03%27,072,000CommonSOLE
292554AM4ECPG 3.25 10/01/25ECPG-3.25 10/25$26,2100.03%22,222,000CommonSOLE
292554AP7ECPG 4 03/15/29ENCORE CAPITAL$25,9560.03%28,000,000CommonNONE
824348106SHWSHERWIN WILLIAM$25,9320.03%86,897CommonNONE
80810D103SDGRSCHRODINGER INC$25,9200.03%1,340,255CommonNONE
816851109SRESEMPRA ENERG$25,5310.03%335,694CommonNONE
653656108NICENICE SYSTEM ADR$25,5150.03%148,370CommonNONE
244199105DEDEERE & CO$25,5060.03%68,269CommonNONE
018802AC2LNT 3.875 03/15/26ALLIANT ENERGY$25,2740.03%25,543,000CommonNONE
35671D857FCXFREEPORT$25,2690.03%519,987CommonSOLE
34959E109FTNTFORTINET INC$25,1150.03%416,713CommonNONE
09257A108BCXBLACKROCK RESOU$25,0210.03%2,722,652CommonSOLE
H84989104TEL1USDTE CONNECTIVITY$24,8700.03%165,327CommonSOLE
42824C109HPEHEWLETT PACK CO$24,4670.03%1,155,746CommonNONE
36266G107GEHCGE HEALTHCARE T$24,4540.03%313,844CommonSOLE
539830109LMTLOCKHEED MARTIN$24,3370.03%52,103CommonSOLE
464287226AGGISH CORE US AGG$24,3300.03%250,647CommonSOLE
464288646IGSBISHARES SHORT T$24,2970.03%474,187CommonSOLE
29404KAE6ENV 0.75 08/15/25ENVESTNET INC 0$24,2370.03%25,000,000CommonSOLE
922907746VTEBVNGD MUNI$24,1370.03%481,698CommonSOLE
679295AF2OKTA 0.375 06/15/26OKTA 0.375-6/26$24,0290.03%26,170,000CommonSOLE
40637H109HALOHALOZYME THERAP$23,6950.03%452,556CommonSOLE
05968L102CIBEURBANCOLOMBIA ADR$23,5180.03%720,326CommonNONE
15135B101CNCCENTENE CORP$23,1510.03%349,200CommonNONE
298736109EEFTEURONET WORLD$23,0720.03%222,933CommonNONE
698884AC7PAR 2.875-04/26$23,0040.03%18,000,000CommonNONE
G6683N103NUNU Holdings Ltd$22,9850.03%1,783,222CommonSOLE
759351604RGAREINSURANCE GRO$22,7490.03%110,832CommonNONE
N00985106AERAERCAP HOLDINGS$22,3290.03%239,588CommonSOLE
679295AD7OKTA 0.125 09/01/25OKTA 0.125-9/25$22,2120.03%23,456,000CommonNONE
229663109CUBECUBESMART$22,1820.03%491,134CommonSOLE
889478103TOLTOLL BROTHERS I$22,1780.03%192,552CommonNONE
88018T101TDFTEMP DRAGON FD$22,1050.03%2,756,304CommonSOLE
302301AF3EZPW 2.875-7/24$21,9620.03%20,251,000CommonSOLE
596278101MIDDMIDDLEBY CORP$21,8720.03%178,390CommonSOLE
23804L103DDOGDATADOG INC CL$21,7920.03%168,038CommonNONE
832696405SJMJM SMUCKER CO$21,7410.03%199,397CommonSOLE
531229AQ5FWONK 2.25 08/15/27LIBERTY MEDIA C$21,6220.03%20,290,000CommonSOLE
942749102WTSWATTS WATER$21,5400.03%117,477CommonSOLE
12503M108CBOECBOE GLOBAL$21,5050.03%126,463CommonSOLE
277432100EMNEASTMAN CHEM CO$21,4140.03%218,587CommonSOLE
71639TAB2PETQ 4-06/01/26$21,3440.03%20,000,000CommonSOLE
465562106ITUBITAU UNIBANCO H$21,2900.03%3,645,677CommonSOLE
018581AN8BFH 4.25 06/15/28BREAD FINL HLDG$21,0950.03%15,733,000CommonNONE
109641100EATBRINKER INTL IN$21,0800.03%291,227CommonNONE
553498106MSAMINE SAFETY APP$20,9840.03%111,811CommonSOLE
98311A105WHWYNDHAM HOTELS$20,7340.03%280,202CommonSOLE
464288240ACWXiSHARES MSCI AI$20,6340.03%388,384CommonSOLE
617446448MSMORGAN STANLEY$20,6020.03%211,977CommonNONE
21036P108STZCONSTELLATION B$20,5230.03%79,774CommonNONE
109696104BCOTHE BRINKS CO$20,4940.03%200,152CommonNONE
053015103ADPAUTOMATIC DATA$20,4190.03%85,552CommonSOLE
97650W108WTFCWINTRUST FINANC$20,3600.03%206,576CommonSOLE
03831W108APPAPPLOVIN CORP$20,3390.03%244,407CommonNONE
72352L106PINSPINTEREST INC$20,2010.03%458,404CommonNONE
22410JAB2CBRL 0.625 06/15/26CRACKER BARREL$20,1970.03%22,732,000CommonSOLE
89422GAA5TVTX 2.25 03/01/29TVTX 2.25 03/29$20,1880.03%31,000,000CommonNONE
78463V107GLDSPDR GOLD TRUST$19,9340.03%92,713CommonSOLE
231561101CWCURTISS WRIGHT$19,7520.02%72,898CommonNONE
88557W101QFINQIFU TECHNOLOGY$19,7500.02%1,001,018CommonSOLE
163092AD1CHGG 0.125 03/15/25CHGG 0.125-3/25$19,6630.02%21,144,000CommonSOLE
513272104LWLAMB WESTON$19,5520.02%232,568CommonSOLE
410867105THGHANOVER INS GR$19,3630.02%154,363CommonSOLE
01741R102ATIATI INC$19,3020.02%348,098CommonSOLE
47109U104JOFJAPAN SMALLER C$19,2680.02%2,542,039CommonSOLE
91332UAB7U 0 11/15/26U 0 11/15/26$19,1060.02%22,050,000CommonSOLE
592835102MXFMEXICO FUND$19,0560.02%1,191,032CommonSOLE
03753UAB2APLS 3.5 09/15/26APLS 3.5-9/26$18,8880.02%14,704,000CommonSOLE
74736LAF6QTWO 0.125 11/15/25Q2 HOLDINGS INC$18,7370.02%19,941,000CommonSOLE
09260Q108BTXBLACKROCK INNOV$18,6670.02%2,581,925CommonSOLE
55087PAB0LYFT 1.5 05/15/25LYFT 1.5-05/25$18,6280.02%19,314,000CommonSOLE
23331A109DHID R HORTON INC$18,4270.02%130,756CommonNONE
934550203WMGWARNER MUSIC-A$18,3590.02%598,989CommonSOLE
19459JAC8COLL 2.875 02/15/29COLLEGIUM PHARM$18,2650.02%16,500,000CommonNONE
98850P109YUMCYUM CHINA HOLDI$18,2590.02%592,103CommonSOLE
29355AAH0ENPH 0 03/01/26ENPH 0 03/01/26$18,1200.02%19,885,000CommonSOLE
866082AA8INN 1.5 02/15/26INN 1.5 2/15/26$18,0280.02%19,921,000CommonNONE
500634209KFKOREA FUND$17,8340.02%739,092CommonSOLE
92511U102VRRMVERRA MOBILITY$17,8250.02%655,365CommonSOLE
015271109AREALEXANDRIA REAL$17,7850.02%152,069CommonSOLE
922417AF7VECO 3.75-06/27$17,6970.02%5,282,000CommonSOLE
009066AB7ABNB 0 03/15/26ABNB 0-03/15/26$17,6890.02%19,334,000CommonSOLE
61745C105IIFMS INDIA FUND$17,6640.02%660,369CommonSOLE
V5633W109MMYTMAKEMYTRIP LTD$17,6020.02%209,314CommonSOLE
91529Y106UNMUNUMPROVIDENT$17,3170.02%338,829CommonSOLE
10806XAB8BBIO 2.5 03/15/27BBIO 2.5-03/27$17,3090.02%17,052,000CommonSOLE
75886F107REGNREGENERON PH$17,2880.02%16,450CommonSOLE
651587107NEUNEWMARKET CORP$17,2740.02%33,506CommonSOLE
855244109SBUXSTARBUCKS CORP$17,1440.02%220,241CommonSOLE
256163106DOCUDOCUSIGN INC$17,0490.02%318,700CommonNONE
05465C100AXAXOS FINANCIAL$17,0080.02%297,620CommonSOLE
98980A105ZTOZTO EXPRESS INC$16,9090.02%814,919CommonSOLE
695127AF7PCRX 0.75 08/01/25PCRX 0.75-08/25$16,8360.02%17,902,000CommonSOLE
86800U104SMCIUSDSUPER MICRO COM$16,8200.02%20,530CommonSOLE
94419LAF8W 1 08/15/26W 1-08/15/26$16,7250.02%18,513,000CommonSOLE
G6095L109APTIV PLC$16,4870.02%234,124CommonSOLE
G0692U109AXSAXIS CAPITAL$16,4690.02%233,126CommonSOLE
49177J102KVUEKENVUE INC-NYS$16,4300.02%903,822CommonSOLE
92763W103VIPSVIPSHOP HLDINGS$16,3680.02%1,257,211CommonSOLE
47074LAB1JAMF 0.125 09/01/26JAMF HOLDING CO$16,3200.02%18,407,000CommonSOLE
62886HBK6NCLH 2.5 02/15/27NCL CORP LTD 02$16,2150.02%17,000,000CommonNONE
04351PAD3ASND 2.25 04/01/28ASCENDIS PHARMA$16,1950.02%14,503,000CommonSOLE
45168D104IDXXIDEXX LABS CORP$16,1520.02%33,154CommonNONE
25243Q205DEODIAGEO ADR NEW$16,1490.02%128,087CommonSOLE
31428X106FDXFedex CORP$16,0790.02%53,629CommonNONE
844741BG2LUV 1.25 05/01/25LUV 1.25 5/1/25$15,6340.02%15,561,000CommonNONE
84265V105SCCOSOUTHERN COPPER$15,6170.02%144,955CommonNONE
191098102COKECOCA COLA BOTTL$15,5160.02%14,302CommonNONE
57667L107MTCHMATCH GROUP INC$15,4730.02%509,329CommonNONE
03674X106ARANTERO RESOURCE$15,3600.02%470,769CommonSOLE
502431109LHXL3HARRIS TECH$15,2790.02%68,036CommonSOLE
413216300HMYHARMONY GLD ADR$15,2500.02%1,663,049CommonSOLE
83304AAB2SNAP 0.75 08/01/26SNAP 0.75-08/26$15,2460.02%14,193,000CommonNONE
98138H101WDAYWORKDAY INC$15,2130.02%68,055CommonNONE
92537N108VRTVERTIV HOLDINGS$14,9970.02%173,253CommonNONE
253393102DKSDICKS SPORTING$14,9640.02%69,653CommonNONE
G96629103WTWWILLIS TOWERS W$14,8110.02%56,502CommonSOLE
606710AA9MITK 0.75 02/01/26MITK 0.75 02/01$14,6480.02%15,436,000CommonNONE
83417Q2040OIASOLARWINDS COR$14,6430.02%1,215,248CommonSOLE
50202M102LILI AUTO INC-ADR$14,5810.02%815,501CommonNONE
G2143T103CMPRCIMPRESS PLC$14,4920.02%165,432CommonNONE
566330AB2MARCUS CORPORAT$14,4240.02%12,250,000CommonSOLE
G68707101PAGSPAGSEGURO DIGIT$14,3590.02%1,228,390CommonSOLE
256135203RDYDOCTOR REDDY'S$14,3240.02%188,004CommonSOLE
14316J108CGCARLYLE GROUP$14,2820.02%355,754CommonSOLE
644465106GFNEW GERMANY FD$14,2500.02%1,751,724CommonSOLE
530715AG6LINTA 4 11/15/29LINTA 4 11/29$14,0220.02%40,646,000CommonSOLE
895436103TYTRI-CONTINENTAL$13,9300.02%449,805CommonSOLE
65339F101NEENEXTERA ENERGY$13,9250.02%196,664CommonSOLE
29786AAJ5ETSY 0.125 10/01/26ETSY 0.125 10/0$13,8850.02%13,990,000CommonNONE
05478C105AZEKTHE AZEK COMPAN$13,7690.02%326,838CommonSOLE
156431AQ1CENX 2.75 05/01$13,7400.02%12,480,000CommonSOLE
464288257ACWIISHR MSCI ACWI$13,7310.02%122,167CommonSOLE
88034P109TMETENCENT MUS ADR$13,6810.02%973,753CommonNONE
84921RAB6SPOT 0 03/15/26SPOT 0-03/15/26$13,6590.02%14,318,000CommonNONE
457730109INSPINSPIRE MEDICAL$13,6290.02%101,843CommonSOLE
78462F103SPYSPDR S&P 500$13,5540.02%24,907CommonSOLE
172755100CRUSCIRRUS LOGIC IN$13,5370.02%106,056CommonSOLE
63845RAB3EYE 2.5 05/15/25EYE 2.5-5/15/25$13,4360.02%13,888,000CommonSOLE
G98196101W9N0WNS HOLDINGS LT$13,3510.02%254,330CommonSOLE
697435105PANWPALO ALTO NETWO$13,3190.02%39,290CommonNONE
26441CBY0DUK 4.125 04/15/26DUKE ENERGY COR$13,1270.02%13,100,000CommonNONE
38059T106GFIGOLD FIELDS ADR$13,0370.02%874,979CommonNONE
412822108HOGHARLEY DAVIDSON$12,9530.02%386,214CommonSOLE
056752108BIDUBAIDU INC ADR$12,9150.02%149,348CommonSOLE
14040H105COFCAPITAL ONE FIN$12,8900.02%93,112CommonNONE
482497104BEKEKE HOLDINGS ADR$12,8860.02%910,735CommonNONE
562750109MANHMANHATTAN ASSOC$12,8600.02%52,135CommonNONE
00548F105PEOADAMS NATURAL$12,8080.02%542,491CommonSOLE
48553T106BZKANZHUN LTD ADR$12,7800.02%679,474CommonSOLE
151290889CXCEMEX SA ADR$12,7540.02%1,996,210CommonSOLE
172967424CCITIGROUP INC$12,6800.02%199,827CommonSOLE
75513E101RTXRAYTHEON TECH$12,6520.02%126,046CommonSOLE
169373107XXCHNXXCHINA FUND INC$12,6060.02%1,245,705CommonSOLE
388689101GPKGRAPHIC PACKAGI$12,5210.02%477,725CommonSOLE
516544AB9LNTH 2.625 12/15/27LANTHEUS HOLDIN$12,4730.02%10,000,000CommonNONE
00301W105AEFABRDN EMER$12,4030.02%2,348,764CommonSOLE
90139K100QLTYGMO US Qlty ETF$12,3800.02%398,428CommonSOLE
026874784AIGAMERICAN INTL G$12,3130.02%165,874CommonSOLE
09260E105BMEZBLACKROCK HEALT$12,2720.02%798,962CommonSOLE
09260K101BSTZBLACKROCK SCIEN$12,2450.02%615,054CommonSOLE
670346105NUENUCOR CORP$12,1940.02%77,140CommonSOLE
83304AAF3SNAP 0 05/01/27SNAP 0 05/01/27$12,1930.02%14,635,000CommonSOLE
370334104GISGENERAL MLS INC$12,1040.02%191,363CommonSOLE
860630102SFSTIFEL FINANCIA$12,0920.02%143,718CommonSOLE
278865100ECLECOLAB INC$12,0830.02%50,775CommonSOLE
59064RAA7MLAB 1.375 08/15/25MLAB 1.375 8/25$11,9570.01%12,659,000CommonSOLE
98422LAA5XERS 5 07/15/25$11,9540.01%11,500,000CommonSOLE
00130H105AESAES CORP COMMON$11,9160.01%678,246CommonNONE
922042874VGKVNGD EUROPE$11,8670.01%177,739CommonSOLE
88579Y101MMM3M Co$11,8370.01%115,841CommonSOLE
049560105ATOATMOS ENERGY CO$11,8220.01%101,354CommonSOLE
464288588MBBISHR MTG BACKED$11,8190.01%128,753CommonSOLE
090043AB6BILL 0 12/01/25BILL 0-12/01/25$11,7790.01%12,714,000CommonSOLE
200340107CMACOMERICA INC$11,7290.01%229,837CommonSOLE
M2682V108CYBRCYBER-ARK SOFT$11,7220.01%42,873CommonNONE
090043AD2BILL 0 04/01/27BILL 0 04/01/27$11,6760.01%13,665,000CommonSOLE
19249HAB9CHRS 1.5-04/26$11,5710.01%15,743,000CommonSOLE
683344105ONTOONTO INNOVATION$11,4840.01%52,313CommonSOLE
835699307SONYSONY GROUP ADR$11,4420.01%134,696CommonSOLE

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.