MondegarAI
LAZARD ASSET MANAGEMENT LLC

Q3 2024 · 13F-HR

LAZARD ASSET MANAGEMENT LLCholdings as filed

Filed 2024-11-14 · accession 0001207017-24-000060

$74.8M
Reported value
2,321
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2321

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$4.1M5.55%9,636,793CommonSOLE
023135106AMZNAMAZON.COM INC$3.0M4.06%16,302,054CommonSOLE
037833100AAPLAPPLE INC COM$2.5M3.34%10,729,055CommonSOLE
02079K305GOOGLALPHABET INC A$1.9M2.48%11,166,692CommonSOLE
45866F104ICEINTERCONTINEN$1.5M1.99%9,260,241CommonSOLE
655844108NSCNORFOLK SOUTHER$1.4M1.90%5,706,575CommonSOLE
92826C839VVISA INC$1.4M1.85%5,028,307CommonSOLE
91324P102UNHUNITEDHEALTH GR$1.3M1.70%2,178,654CommonSOLE
G1151C101ACNACCENTURE PLC$1.2M1.58%3,344,286CommonSOLE
060505104BACBANK OF AMERICA$1.1M1.53%28,857,237CommonSOLE
883556102TMOTHERMO FISHER$1.1M1.48%1,790,155CommonSOLE
30161N101EXCEXELON CORP$973,5391.30%24,008,410CommonSOLE
G0403H108AONAON PLC/IRELAND$922,8941.23%2,667,404CommonSOLE
30231G102XOMEXXON MOBIL$904,1361.21%7,713,176CommonSOLE
11135F101AVGOBROADCOM INC$899,8451.20%5,216,502CommonSOLE
235851102DHRDANAHER CORP DE$865,0401.16%3,111,442CommonSOLE
038222105AMATAPPLIED MATLS I$849,6441.14%4,205,129CommonSOLE
46266C105IQVIQVIA HOLDINGS$790,1671.06%3,334,469CommonSOLE
573874104MRVLMARVEL TECH INC$786,8671.05%10,910,542CommonSOLE
032654105ADIANALOG DEVICES$779,1941.04%3,385,307CommonSOLE
74340W103PLDPROLOGIS INC$765,4501.02%6,061,541CommonSOLE
032095101APHAMPHENOL CORP$764,1951.02%11,728,005CommonSOLE
874039100TSMTAIWAN SEMI-ADR$745,3051.00%4,291,511CommonSOLE
191216100KOCOCA COLA CO$738,1410.99%10,271,959CommonSOLE
94106L109WMWASTE MGMT INC$736,5560.98%3,547,961CommonSOLE
126408103CSXCSX CORP$704,9930.94%20,416,873CommonSOLE
478160104JNJJOHN & JOHN COM$703,8510.94%4,343,163CommonSOLE
20825C104COPCONOCOPHILLIPS$694,2160.93%6,594,024CommonSOLE
773903109ROKROCKWELL NEW$684,4990.92%2,549,732CommonSOLE
571748102MRSHMARSH & MCLENNA$682,1690.91%3,057,825CommonSOLE
G4705A100ICLRICON PLC$678,0680.91%2,360,061CommonSOLE
G5960L103MDTMEDTRONIC PLC$665,3810.89%7,390,680CommonSOLE
580135101MCDMCDONALDS CORP$665,2130.89%2,184,541CommonSOLE
742718109PGPROCTER & GAMBL$657,7560.88%3,797,673CommonSOLE
101137107BSXBOSTON SCIENTIF$607,8860.81%7,254,033CommonSOLE
67066G104NVDANVIDIA CORP$607,3490.81%5,001,245CommonSOLE
00724F101ADBEADOBE INC$594,2220.79%1,147,638CommonSOLE
808513105SCHWSCHWAB CHARLES$578,0930.77%8,919,860CommonSOLE
98978V103ZTSZOETIS INC$559,7980.75%2,865,194CommonSOLE
437076102HDHOME DEPOT INC$513,7960.69%1,268,010CommonSOLE
H1467J104CBCHUBB LTD NEW$503,6110.67%1,746,287CommonSOLE
01609W102BABAALIBABA GRP ADR$465,6450.62%4,387,924CommonSOLE
38141G104GSGOLDMAN SACHS$458,5580.61%926,176CommonSOLE
025816109AXPAMER EXPRESS CO$455,7390.61%1,680,461CommonSOLE
G25508105CRHCRH PLC-OTCB$445,5310.60%4,804,103CommonSOLE
025537101AEPAMERICAN ELEC P$436,1090.58%4,250,586CommonSOLE
438516106HONHONEYWELL INTL$408,2840.55%1,975,162CommonSOLE
655663102NDSNNORDSON CORP CO$397,8340.53%1,514,814CommonSOLE
053611109AVYAVERY DENNISON$390,7640.52%1,770,085CommonSOLE
09260D107BXBLACKSTONE INC$386,4540.52%2,523,715CommonSOLE
783513203RYAAYRYANAIR HLD-ADR$375,2960.50%8,326,607CommonSOLE
654106103NKENIKE INC CL B$357,5330.48%4,044,504CommonSOLE
007903107AMDADV MICRO DEV I$347,6860.46%2,119,008CommonSOLE
46120E602ISRGINTUITIVE SURG$338,2990.45%688,623CommonNONE
715684106TLKTELEKM INDO ADR$335,0350.45%16,938,100CommonSOLE
422806109HEIHEICO CORP$330,2830.44%1,263,131CommonSOLE
64110W102NTESNETEASE INC ADR$330,0890.44%3,530,005CommonSOLE
02079K107GOOGALPHABET INC C$323,9440.43%1,937,589CommonSOLE
47215P106JDJD.COM INC ADR$311,7890.42%7,794,758CommonSOLE
78409V104SPGIS&P GLOBAL INC$308,2740.41%596,716CommonSOLE
949746101WMT2WELLS FARGO CO$295,5130.40%5,231,266CommonSOLE
871829107SYYSYSCO CORP$294,1040.39%3,767,685CommonSOLE
904767704UNILEVER ADR$287,3110.38%4,422,919CommonSOLE
12504L109CBRECBRE GROUP INC$282,1720.38%2,266,826CommonSOLE
609207105MDLZMONDELEZ INTL$279,7410.37%3,797,239CommonSOLE
40415F101HDBHDFC BANK LTD A$276,8470.37%4,425,325CommonSOLE
71654V408PBRPETROLEO BRAS A$269,2280.36%18,683,527CommonSOLE
679580100ODFLOLD DOMINION FG$255,1290.34%1,284,382CommonSOLE
126650100CVSCVS HEALTH CORP$251,3630.34%3,997,547CommonSOLE
518439104ELESTEE LAUDER$244,5680.33%2,453,312CommonSOLE
M98068105WIXWIX.COM LTD$239,8550.32%1,434,803CommonSOLE
681919106OMCOMNICOM GROUP I$221,9980.30%2,147,209CommonSOLE
151290889CXCEMEX SA ADR$217,8240.29%35,709,220CommonSOLE
45104G104IBNICICI BANK ADR$214,8840.29%7,198,825CommonSOLE
G0751N103ABYEURATLANTICA SUSTA$210,4770.28%9,575,881CommonSOLE
G4863A108BRSLINT'L GAME TECH$205,7520.28%9,659,808CommonSOLE
02390A101AMXAMERICA MOVIL S$204,7990.27%12,518,334CommonSOLE
759530108RELXRELX PLC-SP ADR$198,1700.26%4,175,541CommonSOLE
097023105BABOEING CO$197,2980.26%1,297,672CommonSOLE
69370C100PTCPTC INC$194,0490.26%1,074,126CommonSOLE
G29183103ETNEATON CORP PLC$192,9860.26%582,267CommonNONE
337738108FISVFISERV INC$189,8200.25%1,056,623CommonSOLE
464287200IVViSHR CORE S&P$188,8360.25%327,374CommonSOLE
17275R102CSCOCISCO SYS INC$188,7610.25%3,546,846CommonSOLE
79466L302CRMSALESFORCE INC$183,0710.24%668,856CommonSOLE
863667101SYKSTRYKER CORP$183,0340.24%506,657CommonNONE
00215W100ASXASE TECHNO-ADR$180,2070.24%18,463,924CommonSOLE
24906P109XRAYDENTSPLY SIRO$176,9250.24%6,538,300CommonSOLE
456788108INFYINFOSYS TECHADR$176,6600.24%7,932,701CommonSOLE
00971TAJ0AKAM 0.125 05/01/25AKAM 0.125-5/25$173,9290.23%155,851,000CommonSOLE
896239100TRMBTRIMBLE NAVIGAT$171,9030.23%2,768,631CommonSOLE
595112103MUMICRON TECHNOLO$170,5100.23%1,644,114CommonNONE
806407102HSICHENRY SCHEIN$168,1160.22%2,306,140CommonSOLE
192446102CTSHCOGNIZANT TECH$163,5130.22%2,118,632CommonSOLE
115637209BF/BBROWN FORMAN B$162,5500.22%3,303,865CommonSOLE
880890108TXTERNIUM SA ADR$160,4670.21%4,347,567CommonSOLE
747525103QCOMQUALCOMM INC$158,1680.21%930,129CommonNONE
670100205NVONOVO NORDIS ADR$156,3890.21%1,313,423CommonSOLE
052769106ADSKAUTODESK INC$153,5040.21%557,229CommonSOLE
194162103CLCOLGATE PALMOL$150,9750.20%1,454,348CommonSOLE
127387108CDNSCADENCE DESIGN$144,6090.19%533,556CommonNONE
91912E105VALEVALE SA-SP ADR$142,6720.19%12,215,169CommonSOLE
57636Q104MAMASTERCARD INC$142,0360.19%287,644CommonSOLE
532457108LLYLILLY ELI & CO$137,1540.18%154,814CommonSOLE
29109X106AZPN1USDAspen Techn Inc$135,1200.18%565,783CommonNONE
30303M102METAMETA PLATFORMS$134,4600.18%234,892CommonSOLE
G2519Y108BAPCREDICORP LTD$131,5530.18%726,935CommonSOLE
620076307MSIMOTOROLA SOL$130,7600.17%290,818CommonSOLE
N07059210ASMLASM LITH COMM$128,7440.17%154,509CommonSOLE
62886HBD2NCLH 1.125 02/15/27NCL CORPORATION$127,2620.17%130,969,000CommonSOLE
989207105ZBRAZEBRA TECHNOLOG$126,9250.17%342,745CommonNONE
842587DP9SO 3.875 12/15/25SOUTHERN CO 3.8$125,2560.17%112,514,000CommonSOLE
880770102TERTERADYNE INC$124,8530.17%932,231CommonNONE
855244109SBUXSTARBUCKS CORP$124,5310.17%1,277,396CommonSOLE
N6596X109NXPINXP SEMICONDUC$123,1500.16%513,109CommonNONE
252131AK3DXCM 0.25 11/15/25DXCM 0.25-11/25$123,0200.16%128,918,000CommonSOLE
093671105HRBBLOCK H & R INC$120,0720.16%1,889,445CommonSOLE
516544103LNTHLANTHEUS HOLDIN$118,8400.16%1,082,840CommonSOLE
723484101PNWPINNACLE WEST C$117,3520.16%1,324,694CommonSOLE
099502106BAHBOOZ ALLEN HAMI$112,6740.15%692,279CommonSOLE
400506101PACGRUPO AERO ADS$111,3000.15%639,588CommonSOLE
G25839104CCEPCOCA-COLA EUROP$107,6030.14%1,366,408CommonSOLE
03662Q105AKXANSYS INC$99,4100.13%311,992CommonNONE
722304102PDDPDD HOLDINGS IN$99,3740.13%737,148CommonSOLE
285512109EAELECTRONIC ARTS$98,9660.13%689,957CommonSOLE
871607107SNPSSYNOPSYS INC$97,3460.13%192,236CommonNONE
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAY$94,6260.13%65,690,000CommonSOLE
48241A105KBKB FINANCIAL GP$92,4880.12%1,497,794CommonSOLE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTO$92,2890.12%90,948,000CommonSOLE
902252AB1TYL 0.25 03/15/26TYL 0.25-03/26$90,8140.12%73,773,000CommonSOLE
046353108AZNNASTRAZEN ADR US$90,4430.12%1,160,869CommonSOLE
192422103CGNXCOGNEX CORP COM$90,3610.12%2,231,148CommonNONE
25402D102DOCNDIGITALOCEAN$88,1670.12%2,182,926CommonSOLE
885160101THOTHOR INDS INC C$88,1630.12%802,288CommonSOLE
98139AAD7WK 1.25 08/15/28WORKIVA INC 1.2$87,5990.12%92,439,000CommonSOLE
494368103KMBKIMBERLY CLARK$86,6330.12%608,902CommonSOLE
30063PAC9EXAS 0.375 03/01/28EXAS 0.375 3/28$86,0170.12%91,801,000CommonSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTI$85,7930.11%94,734,000CommonSOLE
125896BX7CMS 3.375 05/01/28CMS ENERGY CORP$85,5570.11%79,514,000CommonSOLE
833635105SQMSOCIEDAD QU ADR$81,1660.11%1,947,386CommonSOLE
882508104TXNTEXAS INSTR INC$79,6650.11%385,664CommonSOLE
867224107SUSUNCOR ENERGY$79,0360.11%2,140,742CommonSOLE
44980X109IPGPIPG PHOTONICS$78,7300.11%1,059,341CommonNONE
22822V101CCICROWN CASTLE IN$78,2490.10%659,602CommonSOLE
713448108PEPPEPSICO INC$77,9710.10%458,522CommonSOLE
M22465104CHKPCHECK POINT SFT$77,8240.10%403,641CommonSOLE
443573AD2HUBS 0.375 06/01/25HUBS 0.375 25$74,1210.10%39,353,000CommonSOLE
472145AF8JAZZ 2 06/15/26JAZZ 2-06/15/26$73,8710.10%73,853,000CommonSOLE
456837103INGING GROEP NV SP$73,6710.10%4,056,802CommonSOLE
98954MAH4Z 2.75 05/15/25Z 2.75 05/15/25$73,6360.10%65,829,000CommonSOLE
44332NAB2HTHT 3 05/01/26HTHT 3-05/01/26$73,1630.10%61,924,000CommonSOLE
219948106CPAYCORPAY INC-BMX5$72,9830.10%233,353CommonSOLE
58733R102MELIMERCADOLIBRE IN$72,9610.10%35,557CommonSOLE
595017104MCHPMICROCHIP TECHN$72,4420.10%902,273CommonNONE
58933Y105MRKMERCK & CO INC$71,9520.10%633,626CommonSOLE
368802104GAMGENERAL AMERCAN$71,5100.10%1,333,894CommonSOLE
G8994E103TTTRANE TECHNOLOG$71,3270.10%183,491CommonSOLE
09857LAN8BKNG 0.75 05/01/25BKNG 0.75-05/25$69,1740.09%30,868,000CommonSOLE
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMAC$68,8570.09%58,777,000CommonSOLE
81141RAG5SEALTD 0.25 09/15/26SEALTD 0.25 26$68,3270.09%75,209,000CommonSOLE
055622104BPBP PLC SPON ADR$67,9610.09%2,165,084CommonSOLE
81141RAF7SEALTD 2.375 12/01/25SEALTD 2.375-25$67,5440.09%56,264,000CommonNONE
697435AF2PANW 0.375 06/01/25PANW 0.375-6/25$67,1300.09%19,509,000CommonSOLE
30050B101EVHEVOLENT HEALTH$67,0530.09%2,371,052CommonSOLE
45784PAK7PODD 0.375 09/01/26INSULET CORPORA$66,2640.09%55,347,000CommonSOLE
803054204SAPSAP AG SPON ADR$65,7480.09%286,988CommonSOLE
071813109BAXBAXTER INTL INC$64,7980.09%1,706,606CommonSOLE
538034BA6LYV 3.125 01/15/29LIVE NATION ENT$64,4150.09%52,222,000CommonSOLE
60687Y109MFGMIZHUO FINANCIA$63,6570.09%15,229,057CommonSOLE
23804LAB9DDOG 0.125 06/15/25DDOG 0.125-6/25$62,9660.08%48,436,000CommonSOLE
22160K105COSTCOSTCO WHOLE$62,8660.08%70,915CommonSOLE
375916103GILGILDAN ACTIVEW$62,0200.08%1,316,508CommonSOLE
064058100BKBONY$61,6070.08%857,334CommonSOLE
006212104ADXADAMS DIVERSIFI$61,5190.08%2,853,415CommonSOLE
05278C107ATHMAUTOHOME IN ADR$59,7940.08%1,833,053CommonSOLE
89677Q107TCOMTRIP.COM GR ADR$59,7540.08%1,005,462CommonSOLE
852234AF0XYZ 0.125 03/01/25SQ 0.125-3/1/25$58,9530.08%60,080,000CommonSOLE
60937PAD8MDB 0.25 01/15/26MDB 0.25-1/26$58,8470.08%42,558,000CommonNONE
67059NAH1NTNX 0.25 10/01/27NTNX 0.25 10/01$57,9350.08%48,380,000CommonSOLE
G6683N103NUNU Holdings Ltd$56,8780.08%4,167,020CommonSOLE
50202MAB8LI 0.25 05/01/28LI 0.25 05/01/2$56,6740.08%47,278,000CommonSOLE
824596100SHGSHINHAN FIN ADR$54,9180.07%1,296,180CommonSOLE
191241108KOFCOCA COLA FEMSA$54,7220.07%616,795CommonNONE
40412C101HCAHCA HEALTHCARE$54,6950.07%134,576CommonSOLE
98954MAG6Z 1.375 09/01/26Z 1.375-9/1/26$54,0960.07%36,527,000CommonSOLE
461202103INTUINTUIT$53,9850.07%86,935CommonSOLE
19247G107COHRCoherent Corp$53,8060.07%605,183CommonSOLE
57164YAD9VAC 0 01/15/26VAC 0-01/15/26$53,4530.07%57,292,000CommonSOLE
705573AB9PEGA 0.75 03/01/25PEGASYSTEMS INC$53,2800.07%54,230,000CommonSOLE
345370CZ1F 0 03/15/26F 0-03/15/26$53,2300.07%54,179,000CommonSOLE
82452JAB5FOUR 0 12/15/25FOUR 0 12/15/25$53,0940.07%43,502,000CommonSOLE
87612E106TGTTARGET CORP$52,6170.07%337,604CommonSOLE
207410AH4CNMD 2.25 06/15/27CONMED CORP$52,3880.07%56,321,000CommonSOLE
89377MAB5TMDX 1.5 06/01/28TRANSMEDICS GRO$52,1980.07%28,275,000CommonSOLE
G3156P103ASAASA GOLD$51,3980.07%2,473,454CommonSOLE
16115QAE0GTLS 1 11/15/24CHART INDUSTRIE$50,6420.07%24,150,000CommonNONE
82509LAA5SHOPCN 0.125 11/01/25SHOP 0.125 25$50,0690.07%51,886,000CommonSOLE
40637HAF6HALO 1 08/15/28HALOZYME THERAP$50,0680.07%42,074,000CommonSOLE
872540109TJXTJX COMPANIES$50,0350.07%425,695CommonSOLE
504922105LHLABCORP HOLDING$49,9740.07%223,625CommonSOLE
56400PAQ5MNKD 2.5-3/1/26$49,9680.07%37,500,000CommonNONE
18915MAC1NET 0 08/15/26NET 0 08/15/26$49,8290.07%53,710,000CommonNONE
89055F103BLDTOPBUILD COR$49,5800.07%121,881CommonSOLE
874036106TWNTAIWAN FD$49,5780.07%1,128,580CommonSOLE
268158AD4DVAX 2.5 05/15/26DVAX 2.5 05/15/$48,7410.07%40,000,000CommonNONE
574599106MASMASCO CORP$48,0560.06%572,516CommonSOLE
084670702BRK/BBERKSHIRE-HAT$47,8300.06%103,923CommonSOLE
683344105ONTOONTO INNOVATION$47,3440.06%228,108CommonSOLE
462222AD2IONS 0 04/01/26IONS 0 04/01/26$47,3350.06%47,289,000CommonSOLE
05352A100AVTRAVANTOR INC$47,1800.06%1,823,747CommonSOLE
48268K101KTKT CORP SP ADR$47,1240.06%3,064,023CommonSOLE
166764100CVXCHEVRON CORP$46,7210.06%317,264CommonSOLE
803607AD2SRPT 1.25 09/15/27SAREPTA THERAPE$46,6620.06%41,076,000CommonSOLE
03073E105CORCENCORA INC$46,0390.06%204,551CommonSOLE
40171VAA8GWRE 1.25 03/15/25GWRE 1.25 03/25$45,5600.06%28,325,000CommonSOLE
46625H100JPMJPMORGAN CHASE$45,5360.06%215,964CommonSOLE
539830109LMTLOCKHEED MARTIN$45,4830.06%77,808CommonSOLE
74460D109PSAPUBLIC STORAGE$45,4210.06%124,829CommonSOLE
893830BW8TRANSOCEAN INC$45,3530.06%30,500,000CommonNONE
393657AM3GBX 2.875 04/15/28GBX 2.875 04/15$44,9280.06%40,816,000CommonNONE
457985AM1IART 0.5 08/15/25IART 0.5-08/25$44,7530.06%46,973,000CommonSOLE
30212PBE4EXPE 0 02/15/26EXPE 0-02/15/26$44,0530.06%45,913,000CommonNONE
20030N101CMCSACOMCAST CL A$43,9920.06%1,053,271CommonSOLE
92345Y106VRSKVERISK ANALYTIC$43,9090.06%163,866CommonNONE
03040WBE4AWK 3.625 06/15/26AMERICAN WATER$43,2810.06%42,062,000CommonNONE
03027X100AMTAMERICAN TOWER$42,8290.06%184,166CommonSOLE
88160R101TSLATESLA INC$42,6160.06%162,892CommonSOLE
501812AB7LCII 1.125 05/15/26LCII 1.125 05/1$42,5760.06%41,916,000CommonNONE
465562106ITUBITAU UNIBANCO H$42,3830.06%6,373,506CommonSOLE
031100100AMEAMETEK INC$42,3130.06%246,426CommonSOLE
722304AC6PDD 0 12/01/25PDD 0-12/01/25$41,7430.06%41,412,000CommonSOLE
94419LAM3W 0.625 10/01/25W 0.625-10/1/25$41,1780.06%43,173,000CommonSOLE
292554AM4ECPG 3.25 10/01/25ECPG-3.25 10/25$39,8850.05%31,039,000CommonNONE
23282WAC4CYTK 3.5 07/01/27CYTOKINETICS IN$39,5430.05%30,547,000CommonSOLE
464287804IJRiSHR CORE SP SC$39,5190.05%337,886CommonSOLE
68213N109OMCLOMNICELL INC$39,4260.05%904,281CommonNONE
464287507IJHiSHR CORE SP MC$39,2220.05%629,380CommonSOLE
548661107LOWLOWES COS INC$38,7280.05%142,993CommonSOLE
74736LAD1QTWO 0.75 06/01/26Q2 HOLDINGS INC$38,4050.05%35,161,000CommonSOLE
45781MAD3INVA 2.125 03/15/28INNOVIVA INC 2.$37,7860.05%38,675,000CommonNONE
70509VAA8PEB 1.75 12/15/26PEB 1.75 12/26$37,7550.05%40,950,000CommonSOLE
464287234EEMiSHR MSCI EM$37,7120.05%822,336CommonSOLE
459200101IBMINTL BUS MACH$37,3060.05%168,753CommonSOLE
375558103GILDGILEAD SCIENCES$37,2360.05%444,146CommonSOLE
64110L106NFLXNETFLIX INC$37,1400.05%52,366CommonSOLE
857477103STTSTATE STREET$36,8120.05%416,112CommonSOLE
718172109PMPHILIP MORRIS$36,5810.05%301,339CommonSOLE
T9224W109STVNSTEVANATO GRP$36,0630.05%1,803,190CommonSOLE
00206R102TAT&T INC$35,9550.05%1,634,355CommonSOLE
40637HAD1HALO 0.25 03/01/27HALO 0.25 03/01$35,7350.05%35,528,000CommonSOLE
110122108BMYBRISTOL MYERS$35,1540.05%679,475CommonSOLE
200525103CBSHCOMMERCE BANCSH$34,9370.05%588,183CommonSOLE
09061GAK7BMRN 1.25 05/15/27BMRN 1.25-5/27$34,8140.05%36,484,000CommonSOLE
68389X105ORCLORACLE CORP$34,7160.05%203,739CommonSOLE
338307AD3FIVN 0.5 06/01/25FIVN 0.5-6/1/25$34,5470.05%35,708,000CommonNONE
30050BAD3EVH 1.5 10/15/25EVH 1.5-10/25$34,1670.05%32,494,000CommonSOLE
31620M106FISFIDELITY NATION$33,8420.05%404,106CommonSOLE
344419106FMXFEMSA ADR$33,7030.05%341,437CommonSOLE
62914VAJ5NIO 3.875 10/15/29NIO INC 3.875-$33,4400.04%36,049,000CommonSOLE
19260QAB3COIN 0.5 06/01/26COIN 0.5 06/01/$33,2330.04%33,834,000CommonSOLE
25243Q205DEODIAGEO ADR NEW$33,1170.04%235,979CommonSOLE
707569AU3PENN 2.75 05/15/26PENN 2.75 05/26$33,0570.04%30,476,000CommonNONE
617468103XCAFXMS CHINA A SHAR$32,8010.04%2,422,535CommonSOLE
47030M106JAMES HARDI ADR$32,2610.04%803,524CommonSOLE
65339F713NEE 6.926 09/01/25NEE 6.926$32,1360.04%693,192CommonSOLE
36266G107GEHCGE HEALTHCARE T$32,0890.04%341,926CommonSOLE
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN$31,9870.04%8,938,000CommonSOLE
49338L103KEYSKEYSIGHT TEC$31,9300.04%200,913CommonSOLE
609839105MPWRMONOLITHIC POWE$31,8410.04%34,443CommonSOLE
64133Q108NBXGNEUBERG NEXT GE$31,8100.04%2,479,368CommonSOLE
94419LAP6W 3.25 09/15/27WAYFAIR INC 3.2$31,8040.04%26,383,000CommonSOLE
29364G103ETRENTERGY CORP$31,2070.04%237,127CommonSOLE
907818108UNPUNION PAC CORP$30,9710.04%125,661CommonSOLE
02209S103MOALTRIA GROUP$30,7130.04%601,756CommonSOLE
83304AAB2SNAP 0.75 08/01/26SNAP 0.75-08/26$30,6030.04%31,657,000CommonNONE
80810D103SDGRSCHRODINGER INC$30,4650.04%1,642,368CommonNONE
913903100UHSUNIVERSAL HLTH$29,6660.04%129,545CommonSOLE
92214XAB2VREX 4-06/01/25$29,5510.04%29,609,000CommonSOLE
92343V104VZVERIZON COMM$29,3580.04%653,713CommonSOLE
88579Y101MMM3M Co$29,2190.04%213,752CommonSOLE
12503M108CBOECBOE GLOBAL$28,7590.04%140,381CommonSOLE
42225TAB3HCAT 2.5-04/25$28,3480.04%28,872,000CommonSOLE
163086AE1CHEF 2.375 12/15/28CHEFS' WAREHOUS$28,2420.04%24,037,000CommonSOLE
416515104HIGHARTFORD FINCL$27,9960.04%238,049CommonSOLE
00287Y109ABBVABBVIE INC$27,9570.04%141,574CommonSOLE
35671D857FCXFREEPORT$26,9190.04%539,259CommonSOLE
018802AC2LNT 3.875 03/15/26ALLIANT ENERGY$26,8070.04%25,543,000CommonNONE
172908105CTASCINTAS CORP$26,7700.04%130,035CommonSOLE
46982L108JJacobs Solution$26,4960.04%204,047CommonSOLE
05550J101BJBJS WHOLESALE$26,4460.04%320,650CommonSOLE
98980GAB8ZS 0.125 07/01/25ZS 0.125-7/1/25$26,3700.04%21,527,000CommonSOLE
81762P102NOWSERVICENOW$26,2940.04%29,400CommonSOLE
88557W101QFINQIFU TECHNOLOGY$26,2600.04%880,945CommonSOLE
292554AP7ECPG 4 03/15/29ENCORE CAPITAL$26,0710.03%25,750,000CommonNONE
125523100CICIGNA GROUP/THE$25,8600.03%74,649CommonSOLE
22410JAB2CBRL 0.625 06/15/26CRACKER BARREL$25,8430.03%28,060,000CommonSOLE
02376RAF9AAL 6.5 07/01/25AAL 6.5 7/1/25$25,6220.03%24,925,000CommonSOLE
512807108LRCXEURLAM RESH CORP C$25,5570.03%31,318CommonSOLE
942749102WTSWATTS WATER$25,3870.03%122,539CommonSOLE
149123101CATCATERPILLAR INC$25,1560.03%64,321CommonSOLE
464287226AGGISH CORE US AGG$25,1350.03%248,200CommonSOLE
19459JAC8COLL 2.875 02/15/29COLLEGIUM PHARM$24,9890.03%19,794,000CommonNONE
931142103WMTWALMART$24,9110.03%308,502CommonSOLE
88018T101TDFTEMP DRAGON FD$24,7990.03%2,707,329CommonSOLE
G3223R108EGEVEREST GROUP L$24,6260.03%62,854CommonSOLE
596278101MIDDMIDDLEBY CORP$24,5490.03%176,448CommonSOLE
464288646IGSBISHARES SHORT T$24,4930.03%465,121CommonSOLE
698884AC7PAR 2.875-04/26$24,4170.03%18,000,000CommonNONE
036752103ELVELEVANCE HEALTH$24,4170.03%46,959CommonSOLE
922907746VTEBVNGD MUNI$24,3240.03%475,825CommonSOLE
G98196101W9N0WNS HOLDINGS LT$24,3060.03%461,137CommonSOLE
163072AA9CAKE 0.375 06/15/26CAKE 0.375 6/26$23,9500.03%25,276,000CommonNONE
G87052109TELTE CONNECTIVITY$23,5800.03%155,937CommonSOLE
98389B100XELXCEL ENERGY INC$23,5250.03%360,275CommonSOLE
14149Y108CAHCARDINAL HLTH$23,4490.03%212,178CommonSOLE
43289P106HIMXHIMAX TECH ADR$23,3270.03%4,241,394CommonSOLE
09260Q108BTXBLACKROCK INNOV$23,2450.03%3,078,814CommonSOLE
606710AA9MITK 0.75 02/01/26MITK 0.75 02/01$23,0930.03%24,335,000CommonNONE
531229AQ5FWONK 2.25 08/15/27LIBERTY MEDIA C$23,0780.03%20,906,000CommonSOLE
09257A108BCXBLACKROCK RESOU$23,0600.03%2,402,145CommonSOLE
053015103ADPAUTOMATIC DATA$22,6530.03%81,864CommonSOLE
679295AD7OKTA 0.125 09/01/25OKTA 0.125-9/25$22,4700.03%23,456,000CommonSOLE
25659T107DLBDOLBY LABORATIE$22,4610.03%293,504CommonSOLE
78463V107GLDSPDR GOLD TRUST$22,2790.03%91,661CommonSOLE
615369105MCOMOODY'S CORP$22,2580.03%46,902CommonSOLE
V5633W109MMYTMAKEMYTRIP LTD$22,1920.03%238,759CommonSOLE
78410G104SBACSBA COMMUN CL A$22,1860.03%92,174CommonSOLE
29355AAH0ENPH 0 03/01/26ENPH 0 03/01/26$22,1300.03%23,487,000CommonNONE
25746U109DDOMINION RES IN$21,5530.03%372,974CommonSOLE
92763W103VIPSVIPSHOP HLDINGS$21,1980.03%1,347,634CommonNONE
759351604RGAREINSURANCE GRO$21,0900.03%96,806CommonSOLE
49177J102KVUEKENVUE INC-NYS$20,6280.03%891,904CommonSOLE
410867105THGHANOVER INS GR$20,4500.03%138,079CommonSOLE
16119P108CHTRCHARTER COMM-A$20,2310.03%62,430CommonSOLE
98980A105ZTOZTO EXPRESS INC$20,1810.03%814,803CommonSOLE
94419LAF8W 1 08/15/26W 1-08/15/26$19,9450.03%21,313,000CommonSOLE
64110D104NTAPNETAPP INC$19,9380.03%161,438CommonSOLE
553498106MSAMINE SAFETY APP$19,8330.03%111,844CommonSOLE
64049MAA8NEO 1.25 5/1/25$19,6750.03%20,000,000CommonSOLE
231021106CMICUMMINS INC$19,6250.03%60,612CommonSOLE
516544AB9LNTH 2.625 12/15/27LANTHEUS HOLDIN$19,5130.03%12,543,000CommonNONE
093712AH0BE 2.5 08/15/25BE 2.5-08/15/25$19,4380.03%18,709,000CommonSOLE
482497104BEKEKE HOLDINGS ADR$19,3780.03%973,323CommonNONE
832696405SJMJM SMUCKER CO$19,3760.03%160,011CommonSOLE
61745C105IIFMS INDIA FUND$19,3240.03%642,430CommonSOLE
74736LAF6QTWO 0.125 11/15/25Q2 HOLDINGS INC$19,2380.03%19,941,000CommonSOLE
G96629103WTWWILLIS TOWERS W$18,7760.03%63,754CommonSOLE
653656108NICENICE SYSTEM ADR$18,6730.02%107,522CommonNONE
47109U104JOFJAPAN SMALLER C$18,5900.02%2,247,924CommonSOLE
824348106SHWSHERWIN WILLIAM$18,4180.02%48,259CommonSOLE
277432100EMNEASTMAN CHEM CO$18,2880.02%163,377CommonSOLE
464287465EFAiSHR MSCI EAFE$18,1300.02%216,796CommonSOLE
98311A105WHWYNDHAM HOTELS$18,0700.02%231,271CommonSOLE
97650W108WTFCWINTRUST FINANC$17,8940.02%164,878CommonSOLE
482480100KLACKLA CORP$17,8640.02%23,069CommonSOLE
172755100CRUSCIRRUS LOGIC IN$17,7610.02%142,999CommonSOLE
10806XAB8BBIO 2.5 03/15/27BBIO 2.5-03/27$17,6300.02%17,052,000CommonSOLE
934550203WMGWARNER MUSIC-A$17,6190.02%562,922CommonSOLE
01973R101ALSNALLISON TRANSMI$17,6180.02%183,403CommonSOLE
91332UAB7U 0 11/15/26U 0 11/15/26$17,5360.02%19,550,000CommonSOLE
84921RAB6SPOT 0 03/15/26SPOT 0-03/15/26$17,4330.02%17,500,000CommonNONE
163092AD1CHGG 0.125 03/15/25CHGG 0.125-3/25$17,4250.02%18,152,000CommonSOLE
50202M102LILI AUTO INC-ADR$17,4100.02%678,766CommonNONE
592835102MXFMEXICO FUND$17,4050.02%1,153,461CommonSOLE
695127AF7PCRX 0.75 08/01/25PCRX 0.75-08/25$17,1020.02%17,902,000CommonSOLE
75886F107REGNREGENERON PH$17,0460.02%16,216CommonSOLE
866082AA8INN 1.5 02/15/26INN 1.5 2/15/26$16,9840.02%17,946,000CommonNONE
04351PAD3ASND 2.25 04/01/28ASCENDIS PHARMA$16,9080.02%14,503,000CommonSOLE
53814LAB4LTHM 4.125 07/15/25LTHM 4.125-7/25$16,8020.02%15,500,000CommonNONE
75513E101RTXRAYTHEON TECH$16,7560.02%138,305CommonSOLE
98850P109YUMCYUM CHINA HOLDI$16,7000.02%370,972CommonSOLE
24703L202DELLDELL TECHN-C$16,6220.02%140,235CommonSOLE
03674X106ARANTERO RESOURCE$16,6140.02%579,951CommonSOLE
65339F101NEENEXTERA ENERGY$16,3510.02%193,452CommonSOLE
46817M107JXNJACKSON FINANCI$16,3030.02%178,727CommonSOLE
03753UAB2APLS 3.5 09/15/26APLS 3.5-9/26$16,1150.02%14,704,000CommonSOLE
828806109SPGSIMON PROPERTY$16,1070.02%95,304CommonSOLE
83417Q2040OIASOLARWINDS COR$15,9270.02%1,220,516CommonSOLE
75737FAE8RDFN 0.5 04/01/27RDFN 0.5-4/1/27$15,9190.02%21,586,000CommonSOLE
199908104FIXCOMFORT SYSTEMS$15,6100.02%39,995CommonSOLE
34959E109FTNTFORTINET INC$15,5640.02%200,702CommonSOLE
05478C105AZEKTHE AZEK COMPAN$15,4870.02%330,938CommonSOLE
090043AB6BILL 0 12/01/25BILL 0-12/01/25$15,3140.02%16,283,000CommonSOLE
47074LAB1JAMF 0.125 09/01/26JAMF HOLDING CO$15,1860.02%16,772,000CommonSOLE
169373107XXCHNXXCHINA FUND INC$15,1500.02%1,189,201CommonSOLE
244199105DEDEERE & CO$15,1400.02%36,281CommonNONE
G0692U109AXSAXIS CAPITAL$15,1060.02%189,760CommonSOLE
895436103TYTRI-CONTINENTAL$14,8610.02%449,805CommonSOLE
644465106GFNEW GERMANY FD$14,7300.02%1,649,500CommonSOLE
19249HAB9CHRS 1.5-04/26$14,7130.02%18,743,000CommonSOLE
530715AG6LINTA 4 11/15/29LINTA 4 11/29$14,6830.02%40,788,000CommonSOLE
26210CAC8DBX 0 03/01/26DBX 0 03/01/26$14,5870.02%15,000,000CommonNONE
90139K100QLTYGMO US Qlty ETF$14,5810.02%446,345CommonSOLE
015271109AREALEXANDRIA REAL$14,5790.02%122,780CommonSOLE
14316J108CGCARLYLE GROUP$14,5600.02%338,175CommonSOLE
464288240ACWXiSHARES MSCI AI$14,5570.02%254,414CommonSOLE
960413102WLKWESTLAKE CORP$14,5050.02%96,516CommonSOLE
G6095L109APTIV PLC$14,4240.02%200,312CommonSOLE
85914M107STEPSTEPSTONE GRP-A$14,3210.02%252,001CommonSOLE
26875P101EOGEOG RESOURCES$14,2550.02%115,971CommonSOLE
92343XAC4VRNT 0.25 04/15/26VERINT SYSTEMS$14,2140.02%15,211,000CommonSOLE
26441CBY0DUK 4.125 04/15/26DUKE ENERGY COR$13,9310.02%13,100,000CommonNONE
457730109INSPINSPIRE MEDICAL$13,7610.02%65,204CommonSOLE
928298AR9VSH 2.25 09/15/30VISHAY INTERTEC$13,5800.02%14,753,000CommonNONE
925550AH8VIAV 1.625 03/15/26VIAVI SOLUTIONS$13,5220.02%13,590,000CommonNONE
500634209KFKOREA FUND$13,4230.02%590,058CommonSOLE
M2682V108CYBRCYBER-ARK SOFT$13,3960.02%45,941CommonNONE
88034P109TMETENCENT MUS ADR$13,3530.02%1,108,157CommonNONE
256135203RDYDOCTOR REDDY'S$13,3420.02%167,931CommonSOLE
98422LAA5XERS 5 07/15/25$13,3060.02%11,500,000CommonSOLE
29275Y102ENSENERSYS$13,1920.02%129,281CommonSOLE
N00985106AERAERCAP HOLDINGS$13,1610.02%138,964CommonSOLE
G42706104HGHAMILTON INSURA$13,1020.02%677,520CommonSOLE
23804L103DDOGDATADOG INC CL$12,9700.02%112,740CommonSOLE
00301W105AEFABRDN EMER$12,8390.02%2,278,579CommonSOLE
502431109LHXL3HARRIS TECH$12,8340.02%53,956CommonSOLE
922417AF7VECO 3.75-06/27$12,8330.02%5,282,000CommonSOLE
49271V100KDPKEURIG DR PEPPE$12,8030.02%341,609CommonSOLE
049560105ATOATMOS ENERGY CO$12,8020.02%92,300CommonSOLE
278865100ECLECOLAB INC$12,7800.02%50,060CommonSOLE
131193AE4CALY 2.75 05/01/26ELY 2.75-5/1/26$12,7620.02%12,500,000CommonNONE
922042874VGKVNGD EUROPE$12,5980.02%177,195CommonSOLE
40637H109HALOHALOZYME THERAP$12,4570.02%217,655CommonSOLE
252131AM9DXCM 0.375 05/15/28DEXCOM INC 0.37$12,4190.02%13,994,000CommonSOLE
464288588MBBISHR MTG BACKED$12,3110.02%128,510CommonSOLE
59064RAA7MLAB 1.375 08/15/25MLAB 1.375 8/25$12,2250.02%12,659,000CommonSOLE
36467J108GLPIGAMING AND LEIS$12,0790.02%234,798CommonSOLE
M7516K103NVMINOVA MEASUR IN$11,9860.02%57,534CommonNONE
872590104TMUST-MOBIL US INC$11,8780.02%57,566CommonSOLE
00548F105PEOADAMS NATURAL$11,8740.02%511,380CommonSOLE
617446448MSMORGAN STANLEY$11,7060.02%112,304CommonSOLE
056752108BIDUBAIDU INC ADR$11,5230.02%109,458CommonSOLE
835699307SONYSONY GROUP ADR$11,4970.02%119,054CommonSOLE
46434G103IEMGISHR CORE MS EM$11,4960.02%200,259CommonSOLE
84265V105SCCOSOUTHERN COPPER$11,4470.02%98,964CommonNONE
26969P108EXPEAGLE MATERIALS$11,4170.02%39,696CommonSOLE
48553T106BZKANZHUN LTD ADR$11,4110.02%657,337CommonSOLE
351858105FNVFRANCO-NEVA$11,3580.02%91,420CommonSOLE
227046109CROXCROCS INC$11,2950.02%78,010CommonSOLE
09260E105BMEZBLACKROCK HEALT$11,1530.01%704,163CommonSOLE
163086101CHEFCHEF'S WAREHOUS$11,1370.01%265,125CommonSOLE
46429B598INDAISHS MSCI INDIA$11,1120.01%189,863CommonSOLE
15135B101CNCCENTENE CORP$11,1020.01%147,489CommonSOLE
693506107PPGPPG INDS INC$11,0370.01%83,334CommonSOLE
384802104GWWGRAINGER W W IN$11,0320.01%10,621CommonSOLE
31847R102FAFFIRST AMER FIN$11,0240.01%167,013CommonSOLE
56600D107MRVIMARAVAI LIFE SC$10,9690.01%1,320,042CommonSOLE
G0508H110ALTMEURARCADIUM LITHIU$10,9480.01%3,841,746CommonSOLE
23918K108DVADAVITA INC$10,9090.01%66,555CommonSOLE
92206C102VGSHVANG ST TSY ETF$10,8490.01%183,834CommonSOLE
91307C102UTHRUNITED THERAPEU$10,8470.01%30,272CommonSOLE
37940X102GPNGLOBAL PAYMENTS$10,7240.01%104,718CommonSOLE
77543R102ROKUROKU INC$10,7030.01%143,358CommonSOLE
278642103EBAYEBAY INC$10,6280.01%163,257CommonSOLE
243537107DECKDECKERS OUTDOOR$10,6060.01%66,521CommonSOLE
58155Q103MCKMCKESSON CORP$10,5920.01%21,424CommonSOLE
09260K101BSTZBLACKROCK SCIEN$10,5400.01%548,965CommonSOLE
126349AH2CSGS 3.875 09/15/28CSG SYS INTL IN$10,5180.01%10,503,000CommonNONE
760759100RSGREPUBLIC SVCS$10,3500.01%51,538CommonSOLE
76680RAF4RNG 0 03/01/25RNG 0-03/01/25$10,3320.01%10,565,000CommonSOLE
008474108AEMAGNICO EAGLE$10,1530.01%126,031CommonSOLE
76680RAH0RNG 0 03/15/26RNG 0 03/15/26$10,1200.01%11,000,000CommonSOLE
860630102SFSTIFEL FINANCIA$10,1030.01%107,613CommonSOLE
G68707101PAGSPAGSEGURO DIGIT$10,0860.01%1,171,482CommonSOLE
92540K109VTMXCORP INMOBILIAR$10,0840.01%374,354CommonSOLE
44332N106HTHTHUAZHU GROUP LT$10,0830.01%271,055CommonNONE
256163106DOCUDOCUSIGN INC$9,9840.01%160,815CommonSOLE
073685109BECNUSDBEACON ROOF$9,9720.01%115,380CommonSOLE
191098102COKECOCA COLA BOTTL$9,8270.01%7,466CommonSOLE
00846U101AAGILENT TECHNO$9,8190.01%66,137CommonNONE
25401T603DBRGDIGITALBRIDGE G$9,7610.01%690,866CommonSOLE
40131MAB5GH 0 11/15/27GH 0-11/15/27$9,7540.01%12,115,000CommonSOLE
501044101KRKROGER CO COM$9,7460.01%170,107CommonSOLE
413216300HMYHARMONY GLD ADR$9,6070.01%944,736CommonSOLE
298736109EEFTEURONET WORLD$9,6050.01%96,809CommonSOLE
743315103PGRPROGRESSIVE OH$9,5090.01%37,473CommonSOLE
464288414MUBiSHR NATL AMT$9,4770.01%87,244CommonSOLE
388689101GPKGRAPHIC PACKAGI$9,4680.01%320,002CommonNONE
L8681T102SPOTSPOTIFY TECHNOL$9,4440.01%25,629CommonSOLE
83304AAF3SNAP 0 05/01/27SNAP 0 05/01/27$9,4400.01%11,007,000CommonSOLE
03831W108APPAPPLOVIN CORP$9,3310.01%71,487CommonSOLE
05577W200DOOBRP INC/CA$9,2870.01%156,002CommonSOLE
04621X108AIZASSURANT INC$9,2510.01%46,525CommonSOLE
05465C100AXAXOS FINANCIAL$8,9060.01%141,667CommonSOLE
60871R209TAPMOLSON COORS BR$8,8840.01%154,472CommonSOLE
040413106ANETEURARISTA NETWORKS$8,7800.01%22,879CommonSOLE
778296103ROSTROSS STORES INC$8,7400.01%58,081CommonSOLE
98138H101WDAYWORKDAY INC$8,7060.01%35,628CommonSOLE
171340102CHDCHURCH & DWIGHT$8,6330.01%82,442CommonSOLE
64125C109NBIXNEUROCINE BIO$8,6310.01%74,922CommonSOLE
15677JAD0DAY 0.25 03/15/26CDAY 0.25 03/15$8,5980.01%9,104,000CommonNONE
26622P107DOCSDOXIMITY INC$8,5760.01%196,852CommonSOLE
922908363VOOVNGD S&P 500$8,5590.01%16,219CommonSOLE
705573103PEGAPEGASYSTEMS INC$8,5220.01%116,631CommonSOLE
922908751VBVANGUARD SMALL$8,5200.01%35,918CommonSOLE
98980L101ZNGAZOOM VIDEO COMM$8,5010.01%121,910CommonSOLE
20717MAB9CFLT 0 01/15/27CONFLUENT INC 0$8,3610.01%9,416,000CommonSOLE
012653200ALB 7.25 03/01/27ALBEMARLE CORP$8,3080.01%184,636CommonSOLE
58506Q109MEDPMEDPACE HOLDING$8,2780.01%24,807CommonSOLE
12685JAE5CABO 0 03/15/26CABO 003/15/26$8,2470.01%8,965,000CommonSOLE

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.